Summary

  • MBA (Finance & Marketing) with approximately 8 and above years of rich experience in Sales, Business Development, Channel Management, Key Account Management, New Market Development with well known organisations.
  • A proactive planner with abilities in implementing effective strategies for augmenting business, identifying and penetrating new market segments, promoting products for business excellence.
  • Possess in depth knowledge of various Financial Accounting software and ERP (SAP SD Module).
  • Adept at adopting emerging trends, addressing requirements to achieve organizational objectives & profitability norms.
  • Hands on experience in Sales & Marketing of a wide range of Financial Products with abilities in managing sales operations, organizing promotional strategies, building relationships with clients & achieving desired goals.
  • An enterprising leader with strong analytical, problem solving & organisational abilities.

Work History

Work History
Apr 2014 - Present

Branch Managing Partner

Kotak Old Mutual Life insurance Co. Ltd

Job Profile:-

  • Recruitment and development of Managing Partners and Agency Partner (AP)
  • Development of Managing Partners as next level manager.
  • Provide product training to advisors and AP’s & motivate.
  • Ensure Business target achievement through the Managing Partners and their  team.
  • Responsible for Branch Cost centre

Achievement:-

  • Building team of 49 Agency Partners Base in 18 Month.
  • 275+ Advisor base in 18 month
  • Inspite of new Channel we have done 1.35 Cr of business.
  • Responsible for Branch Profit Centre.
  • PAN India recognition by MD.
Oct 2012 - Apr 2014

Managing Partner Sr Manager

Kotak Mahindra Old Mutual Life Insurance Ltd

Job Profile -

  • Recruitment and development of Agency Partner (AP)
  • Provide product training to advisors and AP’s & motivate for new Business.
  • Business development through agency

 Accomplishments:-

  • Team of 40 Agency Partners Base in 24 Month.
  • created 200+ Advisor base in 1 year.
  • Achievement of 2.35 Cr of business in 24 month.
  • Awarded by ZVP as ‘”Manager of the Year 2013”.
Dec 2011 - Sep 2012

Personal Bankar Authorizer

HDFC Bank
  • Branch Merchandising
  • Supervise & Monitor Personal Banker desks and contract sales staff
  • Authorize Personal Banker transactions
  • Branch administration & Lobby Management
  • Resolution of customer queries/complaints
  • Customer service to ensure walk in customers issues
  • Generate business, cross sell and monitor cross sales of Personal Bankers
  • Enhancing the value of existing accounts.
  • Retention of existing portfolio
  • Corporate salaries processing
  • Cost Management and staff productivity
  • Responsible for Cash and Customer transactions at the Teller counters
  • Supervising all Non-Cash transactions like DD/MC, fund transfer etc
  • Penetration of Saving Accounts on non liability customers &Ensure quality customer service is delivered.
  • Generate leads for Third Party Products to the customers
  • Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager
  • Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable
  • Reconciliation and maintenance of suspense accounts register as per the required format
  • Branch Operations and Audit Compliance
May 2008 - Dec 2011

Business Associate Manager

TATA AIG Life Insurance Company LTD
with, Jamshedpur as an Business Associate Manager Key Result Areas Managing various functions of Insurance Agency Business. Mapping Business Associates/Advisors requirements; updating them and updating them about new products and policies. Attainments Successfully handled successfully Business Associate model in the company.(Creation DPBA, BA and Agents and get business from them.) Winner of“ Hour Of Power”-Contest as launched by company in 2008 for creating 19 DPBA at particular month. Winner of“ Ellan-e-jung”-Contest launched by company in 2008 for achieving Rs. 1.5lakhs of business at contest day.
Apr 2010 - Nov 2011

Assistant Business Associate Manager

TATA AIG Life Insurance Company LTD
  • Managing various functions of Insurance Agency Business.
  • Recruitment of Business Assosiates.
  • Business development through Business Assosiates 
  • Mapping Business Associates/ Advisors requirements; updating them and updating them about new products and policies.
May 2008 - Apr 2009

Management Tranee

TATA AIG Life Insurance Company LTD
  • Recruitment of Distributes  and development of distributes.
  • Coaching of Business Associate.
  • Mapping Business Associates/ Advisors requirements; updating them and updating them about new products and policies.
May 2003 - Aug 2005

Manager (Operation and Distribution Channel)

Xotica, Jamshedpur
  • Managing wide gamut of tasks like Procurement, Distribution Management, Vendor Management and MIS & Inventory.
  • Responsible for sales promotion of Exotic Fruits, Vegetables, Flowers and other processed and imported food items
Mar 2002 - Apr 2003

Audit Assistant

Prasad Kumar & Co. (Chartered Accountants)
  • Managing various functions of Real Banking System and Audits.
  • Mapping Client / HNI requirements; updating them and updating them about new products and policies.

Education

Education
Mar 2006 - Apr 2008

MBA (Finance & Marketing)

ICFAI Business School

MBA in finance and marketing program is a concentration in finance and Marketing prepares graduates to make Business decisions for a variety of businesses for an organization.

Jun 1998 - Sep 2001

Bachelor of Commerce Bachelor of Commerce Bachelor of Commerce

JCC Jamshedpur Ranchi University

A Bachelor of Commerce (abbreviated BCom, B.Com., BCommerce, or B.Comm.) is an undergraduate degree in commerce and related subjects. The degree is also known as the Bachelor of Commerce and Administration, or BCA.

Skills

Skills

Client Relationship Management

  • Providing customer service in order to increase client satisfaction.
  • Monitoring client relationship and program performance to meet and exceed client goals.

Key Account Management

  • Interfacing with key influencers among Corporate and HNI clients for need based product solutions.
  • Ensuring speedy resolution of queries & grievances to maximize client satisfaction levels.
  • Maintaining excellent relations with clients.

Business Development

  • Analyzing business potential, conceptualizing & executing strategies to drive sales, augment turnover and achieve desired targets.
  • Identifying, qualifying & pursuing business opportunities through market surveys and mapping as per targeted plans.

Strategic Planning & Management

  • Implementing competent strategies for business pre-determined business objectives and targets.
  • Business planning and analysis for assessment of business opportunities.
  • Maintaining branch records & periodically submitting reports to H.O for decision-making purposes.