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| Position wanted: |
Financial sector services |
| Job category: |
BankingFinanceInsuranceManagement/ManagerMarketing/PRSales |
| Preferred Location: |
Mauritius |
| Preferred City-State/County: |
Port Louis |
| Objective and Resume Summary: |
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Seeking managerial assignments in Sales & Marketing, Relationship Management with an orga„u 8.5 years¡¦ experience in Sales & Marketing, Business Development, Investment Advisory Services, Channel Management and Relationship Management.
„u Demonstrated abilities in expanding the market, brand building, generating new business and targeting the potential customers.
„u Expertise in providing advisory services to clients in investment / wealth management solutions thereby enhancing returns on investments.
„u A consistent performer with demonstrated skills in increasing revenue & streamlining workflow.
„u Skilled in managing teams to work in sync with the corporate set parameters & motivating them for achieving business and individual goals.
„u Good communicator with strong negotiation, problem resolution & client need assessment aptitude.
nisation of high repute |
| Skills: |
„u Strategic Planning: Establishing the corporate strategies and budgets for achievement of set targets. Projecting the monthly sales, fixing sales targets for the sales team and corresponding revenue collection projection to the board.
„u Sales & Marketing: Managing sales and marketing operations thereby achieving increased sales / maximizing profit in assigned territory. Building brand focus, reviewing market response to facilitate product growth. Conducting market surveys / analysis for effective product launches.
„u Advisory Services: Providing financial advisory, timely solutions to the client¡¦s financial needs like investment needs. Looking at the client`s income, spending & investments and assisting clarify their goals; reviewing sources of income for preparing suitable financial / investment plans.
„u Business Development: Initiating and developing relationships with key decision makers in target organizations for business development. Identifying the alternate channels within Bank and outside for generating business. Interacting with customers to gather their feedback regarding the products¡¦ utilities. Developing new streams for revenue growth and maintaining relationships with the customers to achieve repeat business.
„u Customer Relationship Management: Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. Attending to investors / clients (individuals & corporate clients) concerns & complaints and undertaking steps for effectively resolving them. Maintaining cordial relations with customers to sustain the profitability of the business.
„u Team Management: Recruiting, mentoring, training and development of the field functionaries to ensure sales and operational efficiency. Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance amongst team members.
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| Known languages (and levels): |
English-Very GoodHindi-Very Good
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| Type of Employment wanted: |
Full Time
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| Minimum Yearly Salary in Numbers: |
60000 USD
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| Current Location: |
India, Mumbai (Bombay) |
| Education History, Qualifications & other additional information: |
| Level of Education: |
Unspecified
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„u 2000: MBA from Indian Institute of Planning & Management (IIPM), New Delhi.
„u 1998: B.Com. from Devi Ahilya University, Indore.
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| Work History & Experience: |
| Years of Work Experience: |
7 to 10 Years |
Since Jan¡¦08
Standard Chartered Capital Markets (formerly UTI Securities Ltd.), Indore as Cluster Head
Job Role
„u Managing 2 branches in Indore and Bhopal with a team of Relationship Managers and Executives to achieve organisational objectives.
„u Accountable for revenue generation through brokerage by offline, online and franchisee network channel.
„u Generating revenue through fee income by mutual fund and insurance products.
„u Independently ensuring and attaining offline, franchisee network, online and distribution (mutual fund, insurance) targets.
Highlights
„u Achieved 75% - 100% targets on yearly basis.
„u Managed key clients, corporates, HNIs from Indore, Bhopal and surrounding areas.
„u Demonstrated effective growth in sales by client acquisition. There was traction in revenue on month to month basis.
Sep¡¦04-Jan¡¦08
ICICI Securities Ltd., Indore
Growth Path
Sep¡¦04¡VApr¡¦07 Manager ¡V Sales (Investments)
Apr¡¦07-Jan¡¦08 Cluster Manager - Investments and Loan Products
Job Role
„u Responsible for enhancing the sales of all investments and ICICI bank loan products through centres.
„u Effectively handling a team of Centre Managers, Sr. Relationship Managers and Relationship Managers.
„u Generating revenue through brokerage by identifying and appointing potential clients (HNI¡¦s) and sub brokers through centres.
„u Enhancing the business through fee income through:
„O Mutual Funds, Life Insurance and all Third Party Products.
„O All ICICI Bank Loan Products.
„u Identifying & appointing potential clients / sub brokers in MP and Chhatisgarh.
„u Attaining new prospects that can generate a monthly brokerage of more than Rs. 15000/- and converting them into clients.
„u Getting leads through internal and external resources i.e., Retail Team, Branch Managers, Private Banking Team, Demat Desk, SEG Team, LAS Team, Client Reference, etc.
„u Educating clients on Equity, F&O and Commodity Trading.
Highlights
„u Promoted from Assistant Manager to Manager Cadre (AM2 to M1) in ICICI Bank Ltd.
„u Handled 4 Centres in Indore and Ratlam.
„u Centres classified as ¡¥One Stop Shop for all the financial needs¡¦.
„u Merit for making cluster a Profit Centre Unit.
„u Attained 100% growth in sales through effective client acquisition & revenue generation from all channels.
Aug¡¦02¡VSep¡¦04
Bajaj Allianz Life Insurance Co. Ltd., Indore
Growth Path
Aug¡¦02-Dec¡¦02 Trainee Sales Team Manager
Jan¡¦03-Feb¡¦04 Sales Team Manager
Feb¡¦04¡VAug¡¦04 Senior Sales Team Manager
Job Role
„u Responsible for the increasing the sales of various insurance products.
„u Accountable for the recruitment and training of Insurance Advisors as Agents. Imparting training on different Insurance products i.e. product information, competitor analysis, tax benefits and tax implication.
„u Meeting high net worth clients for Insurance & Unit Linked Plans.
„u Assisting in organising various promotional activities to increase the volume and generating new client base.
„u Dealing with corporate clients for Group Insurance.
Highlights
„u Achieved 150% growth in sales figures.
„u Played a key role in the recruitment of new agents as per the requirements.
Oct¡¦00-Aug¡¦02
TATA Infomedia Ltd., Indore
Growth Path
Oct¡¦00-Aug¡¦01 Trainee Sales Executive
Aug¡¦01-Aug¡¦02 Sales Team Executive
Job Role
„u Enhancing the business of the various products of TATA Infomedia Ltd.
„u Convincing Industrial, Retail and Corporate Clients for insertion in Tata Press Yellow Pages Indore Edition.
„u Looking after the marketing of its allied products like corporate gifting solutions, special interest magazines.
„u Organizing various promotional activities to increase the volume and generating new client base.
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