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SUMMARY

  • Multi-faceted professional with 12  years of experience in Banking/Finance/ Insurance sales/marketing, working in international environments (United Kingdom). Currently working with Post Office Ltd(Henllys Enterprises), in the UK as Financial Accounts Manager.
  • M.com & MBA (Merit) and MSc(Merit) graduate.
  • FULL UK DRIVING LICENSE / LICENCE NUMBER:SIDDI807223S99CL01

Professional objective of joining a values-driven organization, with potential to thrive and have maximum impact.

WORK EXPERIENCE

Jul 2015Present

Financial Accounts Manager(Post Office Limited )

Henllys Enterprises , UNITED KINGDOM
  • To ensure the effective day to day operation of the Post Office within agreed budgets and targets.
  • To liaise with the Post Office Counters and other appropriate organisations to ensure the smooth operation of postal services and to comply with Post Office rules and regulations.
  • To ensure that financial, operational policies and other procedures are followed, ensuring, effective, efficient and safe environment and systems.
  • To manage staffs in line LU procedures and ensure appropriate training and development is in place to ensure a strong effective Retail Team.
  • To support the development of annual plan for the Post Office and its successful implementation.
  • To ensure appropriate stocking and pricing in line with policies annual plans and LU policies.
  • To ensure the effective promotion of the Post Office
  •  To ensure high levels of customer care within The Post Office and monitor business standards.
  • To follow financial procedures and provide relevant and timely financial or other relevant Management Information.
  • To be responsible and accountable for all aspects of money, stock control, promotions, procedures and operations.
  • To perform such other duties, comparable in responsibility, as may from time to time be directed by the Head of Commercial Services or their nominee.To perform such other duties, comparable in responsibility, as may from time to time be directed by the Head of Commercial Services or their nominee.
20092012

Financial Planning Manager

TATA AIG(AMERICAN INTERNATIONAL GROUP) COMPANY LTD.
  • Cold call as appropriate within your market or geographic area to ensure a robust pipeline of opportunities. Meet potential clients by growing, maintaining, and leveraging your network.
  • Plan approaches and pitches. Work with the team to develop proposals that speaks to the client’s needs, concerns, and objectives.
  •  Arranging various promotional activities in the market.
  • Recruitment of Provisional Business Associates(PBA)
  • Recruitment of HNI Advisors
  • Conducting regular meeting of PBA and Advisors to motivate the team.
  •  Monitoring the team Activisation Ratio, Productivity and Career progression.
  •  Planning the product Mix target for high quality ratio.
  • Monitoring the cost of acquisition by quality of Application
  • Attending and giving solution to the walk in customers of the branch
  • Build long term relationships with branch as well as branch customers by providing individualized services.
20062009

Business Manager, Insurance

INDIA BULLS FINANCIAL SERVICES
  • Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales.
  • Planning FOS daily sales activity in the market & helping them to generate data base & business.
  • Research and build relationships with new clients.
  • Identify potential clients, and the decision makers within the client organization.
  • Present new products and services and enhance existing relationships.
  • Work with other internal colleagues to meet customer needs.
  • Present to and consult with  senior level management on business trends with a view to developing new services, products, and distribution channels.
  • Monitoring the cost of acquisition by quality of application
  • Build long term relationships with Branch as well as business associates
  • Present business development training and mentoring to business developers and other internal staff.
20052006

Team Leader, Credit Card Accounts

AXIS BANK LIMITED

  • Managing day to day sales activities involving sales targets
  • Using knowledge of the market and competitors, identify and develop the
  • company’s unique selling propositions and differentiators
  • Helping team members to achieve their monthly target.
  • Attend industry functions, such as association events and conferences, and
  • provide feedback and information on market and creative trends.
  • Forecast sales targets and ensure they are met by the team.
  • Submit weekly progress reports and ensure data is accurate.
  • Ensuring quality of business by visit to credit rating agency & coordinating
  • with them.
  • Planning FOS daily sales activity in the market & helping them to generate data base & business.
20042005

Documentation Officer

HSBC BANK (DST)DIRECT SELLING TEAM
  • Listening to customer requirements and presenting appropriately to make a sale
  • Maintaining and developing relationships with existing customers in person and via telephone calls and emails;
  • Cold calling to arrange meetings with potential customers to prospect for new business.
  • Responding to incoming email and phone enquiries.
  • Gathering market and customer information.
  • Challenging any objections with a view to getting the customer to buy.
  • Reviewing your own sales performance, aiming to meet or exceed targets.
  • Gaining a clear understanding of customers' businesses and requirements.
  • Attending team meetings and sharing best practice with colleagues.

WORKPLACE ACHIEVMENTS

  • CERTIFICATE OF POST OFFICE REGULATORY COMPLIANCE  TEST July 2015
  • CERTIFICATE OF POST OFFICE OPERATIONAL  COMPLIANCE TEST Sept 2015
  • WINNER OF TATA AIG EXCELLENCE AWARD 2011
  • WINNER OF ZVO CHALLENGE CUP WINNER 2011
  • WINNER OF TATA AIA EXCELLENCE AWARD 2010
  • WINNER OF TATA AIA TOP UNIT MANAGER AWARD 2010
  • WINNER OF TATA AIA DIAMOND CLUB MEMBER 2010
  • PROMOTED AS TEAM LEADER AT AXIS BANK SALES LIMITED.
  • TOP PERFORMER AT HSBC DST(ABSOLUTE CARDS)

Education

Sep 2014Sep 2015

MSc - International Banking- (2:1) Merit

BANGOR UNIVERSITY

Top 20 University in the field of Banking- RePEc ,October 15

Aug 2013Sep 2014

MBA -International Business - (2:1) Merit

CARDIFF METROPOLITAN UNIVERSITY

 Best university in Wales for Economics and 21st out of 68 in the UK--The Guardian University Guide 2016

Jun 2006Jul 2008

M.COM- Finance  (2:2)

MAHATMA GANDHI UNIVERSITY
Mar 2001Apr 2004

B.Com- Accounting (2:2)

MAHATMA GANDHI UNIVERSITY

IT SKILLS

20032004

CAP-CERTIFICATE OF COMPUTER APPLICATION PROGRAM

TARGET INFOTECH, INDIA

GRADE- DISTINCTION(84.9%)