Jan 2020 – Nov 2020 · 10 mos · Mumbai, Maharashtra, India

Jan 2019 – Jan 2020 · 1 yr

May 2017 – Dec 2018 · 1 yr 7 mos

• Currently handling LAS business for West & South India.

Sep 2011 – Apr 2017 · 5 yrs 7 mos

•  Responsible for sourcing finance business, maintaining and improving relationship with brokers, Promoters and HNI clients. (NBFC products like LAS, Lamf, ESOPS) also done cross selling of corporate finance and mortgages client.
•  Driving business by acquiring new clients from broker, HNI segment and through channel partners and group companies.
•  Pro actively acquired new potential clients along with providing daily services to the existing clients.
•  Ensured all performance standards are met viz. business targets, expansion of internal and external relationships, drive sales, implement strategies to grow market share.
•  Identify and implement ways to improve performance and ensure adherence to risk & compliance norms.
•  Channel Management, Channel networking and Channel relationship.
•  Manage Client Relationship.
•  Debt Restructuring.

Nov 2010 – Sep 2011 · 10 mos · Mumbai Area, India

•  Portfolio Management and Client Acquisition.
•  Was maintaining daily activity/engagement ratio with the allotted clients.
•  Client profiling according to there AUM and trading preferences.
•  Products handled LAS (Loan against Securities), LAM (Loan against Mutual Funds) and MTF (Margin trade finance) Client Acquisition.

Mar 2010 – Oct 2010 · 7 mos · Mumbai Area, India

•  To achieve & exceed business targets primarily for new clients acquisition & brokerage income through equity products such as Offline A/C, PMS, MTF, LAS, LAM etc
•  Provide personalized service to the clients & be a one-point contact
•  To meet existing customer and advice him for building up the portfolio
•  To arrange weekly meeting of the customers with the dealers and advisory team for better understanding of the market conditions
•  To daily track the customers portfolio
•  To keep abreast with the market, corporate & economy & give advice to the clients, in consonance with in-house research
•  To have thorough understanding of trading, MIS, Back office software & help clients with the same
•  Adhere to company’s policies in particular for risk management & business procurement
•  Planning and execution of the strategies to boost the revenue
•  To bring AUM from existing customers to build portfolio

Aug 2008 – Feb 2010 · 1 yr 6 mos · Mumbai Area, India

• o Handled 4 Branches of Standard Chartered bank(SCB).
• o Maintained good relations with the branch managers of SCB and generating business in the banks through them.
• o Conducted trainings for the SCB branch staff on the concept of insurance and training them to sell insurance to the existing SCB’s customers
• o Handled a team of relationship managers.
• o Launched new contest and teasers every quarter to motivate the branch staff.
• o Ensured execution of product launches were smooth.

Oct 2007 – Jul 2008 · 9 mos · Mumbai

• o Managed the sales team of alliance channel of MOSL and directly reporting to business head.
• o Coordinating with the new ventures of MOSL.
• o Planned and executed strategies to boost the revenue for MOSL.
• o Developed different products and provided ideas for improvements in the system.
• o Developed the new online CSE team for the online retail customer.
• o Worked on various projects for alliances like lead management system, form tracker, etc
• o Developed and generated MIS region wise in co-ordination with the MIS team.
• o Distributed and designed target for the sales people according to the region wise report and analysis of the same

Apr 2005 – Sep 2007 · 2 yrs 5 mos · Mumbai

• o Contacted college placement coordinators for trainee recruitment
• o Gave presentation to the student describing the company & products
• o Interviewed & recruited students for the various position
• o Conducted campus recruitments for graduates, for the position of sales executive & assistant
• o manager
• o Provided training to the newly recruited employees.
• o Deisgned incentive program for the employee to boost their motivation.
• o Formulated and designed the individual target of Trainees
• o Achieved the sales target given by the HOD