Ritesh Upadhyay

Experienced Branch Manager and Business Leader with 20+ years of experience in Banking, Finance, Insurance, Gold Loan, Automobile sales, customer relationship management, Operation, and team leadership. Proven track record in business development, revenue growth, branch operations, sales strategy, execution, and customer service excellence.

Relationship Manager in Bancassurance - PNB metlife india insurance company ltd.

(2024-05)

Acts as the bridge between the insurance company and the partner bank, the primary goal is to drive life insurance sales by working with branch staff to pitch and sell policies to the bank's existing customers.

• Staff motivation
• Customer support and renewals

Branch Manager - India infoline finance limited - Bareilly

(2019-02 - 2019-12)

• Manage and monitor all customer related operational issues
• Develop and execute branch sales strategies to maximize revenues
• Develop and communicate business strategies to the branch staff
• Maintain all relevant databases and update
• Responsible for gold loan and other branch activities (Gold Insurance, Health Insurance, SME)

Branch Manager - Coral Motors - Badaun

(2017-06 - 2019-02)

• Develop and execute dealership sales strategies to maximize revenues
• Maintaining records of pre sales and after sales
• Responsible for Sales and other activities (service, bodyshop, TV, etc)

Branch Head - Muthoot finance ltd - Budaun

(2015-07 - 2017-05)

• Manage and monitor all customer related operational issues
• Develop and execute branch sales strategies to maximize revenues
• Develop and communicate business strategies to the branch staff
• Maintain all relevant databases and update
• Responsible for gold loan and other branch activities (Gold coin, Insurance, Visa, Air ticket, etc)

Business Head of western U.P. - Raghunandan money - Bareilly, Badaun, kasganj, shahjahanpur, pilibhit

(2012-09 - 2017-05)

• Responsible for the overall management of all strategic and operational Marketing and Customer Relationship activities in my area
• Provide market feedback to the company leadership regarding competitive offerings
• Prospect needs and generate product development ideas

Assistant Branch Manager - Karvy Stock Brocking Ltd. - Bareilly

(2003-09 - 2012-08)

After Branch Head, handling and responsible for team driving, motivating and supporting them to achieve the targets.

• Inter department relationship to improve the service to the customer
• Better co-ordination to ensure better end result to customers
• Build and Retain Existing Clients to achieve the assigned targets numbers and service standards

M.R. - AFFY Pharma - Bareilly

(2002-08 - 2003-09)

• Arranging appointments with doctors, pharmacists and hospital medical teams, which may include pre-arranged appointments or regular 'cold' calling
• Making presentations to doctors, practice staff and nurses in GP surgeries, hospital doctors and pharmacists in the retail

Account Manager - Procter & Gamble (C&F) - Bareilly

(2001-04 - 2002-08)

• Responsible for monthly closings and preparation of monthly financial statements
• Reconcile and maintain balance sheet accounts
• Draw up monthly financial reports
• Monitor and resolve bank issues including fee anomalies and check differences
• Account/bank reconciliations
• Assist with implementing and maintaining internal financial controls and procedures

Master of Commerce - Commerce - M.J.P. Rohilkhand University (2001)

Bachelor of Commerce - Commerce - M.J.P. Rohilkhand University (1999)

Higher Secondary - Science - U.P. Board, Allahabad (1996)

Secondary - Science - U.P. Board, Allahabad (1994)