Experience

Repco Home Finance

• India
• Financial Services
• 1 - 100 Employee

• Senior Branch Manager

  • Nov 2014 - Present



ICICI Bank

• India
• Banking
• 700 & Above Employee

• Branch Sales Manager

  • Apr 2013 - Oct 2014

  Handling Team of Three Sales Executives for sourcing Mortgage products like Home Loan, Land Loan, Office Premises Loan, Loan Against Property, etc Developing & training team on Product & Handling Sales. Identifying Distributors, Brokers & Corporate Agents and overseeing their performance & motivating the channel partners for sourcing the business. Maintaining relationships with Builders & Contractors. Handling Team of Three Sales Executives for sourcing Mortgage products like Home Loan, Land Loan, Office Premises Loan, Loan Against Property, etc Developing & training team on Product & Handling Sales. Identifying Distributors, Brokers & Corporate Agents and overseeing their performance & motivating the channel partners for sourcing the business. Maintaining relationships with Builders & Contractors.



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Personal Banker - Sales

  • Jan 2012 - Mar 2013

  To handle the high net worth clients of the Bank, To source new customers for liability products such as Saving / Current Accounts, Fixed Deposits, NRI portfolios & deepen the relationship by cross selling products such as Loans, Life / Health Insurance, Mutual Funds, etc. and services according to customer needs. Acquire Liability (CASA) & Asset ( Loans ) Relationships for the branch. Generating revenue to Bank by selling Products like Mutual Funds, Life Insurance & General Insurance. My responsibilities involve building and maintaining healthy business relations with major clients including HNI’s and corporate accounts, mapping their requirements and providing wealth management services. Reviewing portfolios of customers and providing suggestions according to their financial goals, risk appetite and time horizon. My responsibilities also involve keeping customers abreast of latest developments that impact customer’s investment decisions. For ensuring smooth, seamless and quality service to the customers, onus lies in updating knowledge on products and processes that are relevant to the job, coordinating with various departments / units within the organization to ensure completion of tasks and resolve complaints to customers’ satisfaction. Establish relationships with key clients or business influencers in the local area by doing some client awareness program within overall annual budget limits. Show less



Self-employed

• Nasik Maharashtra India

• Working Partner

  • Sep 2010 - Jan 2012

  Was Owning firm Fund Riser Securities (Franchise of Asit C Mehta, Share Broker Company) dealing in Equity, Derivatives & Commodity Trading. Handling HNI (High-net worth Individuals) clients for closure of sales on all products with subsequent delegation. Generating revenue by selling Third Party Products like Mutual Funds & Life Insurance, General Insurance, PMS products. Manage operations and customer service activities of a Center, in delivering financial services products to current and potential customers, while meeting established plans and ensuring regulatory compliance. Ensuring the productivity of Team Members as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction. Show less



ING Vyasya Bank Ltd

• Jalgaon Maharashtra India

• Relationship Manager - Wealth Management

  • Nov 2009 - Aug 2010

  To handle the high net worth clients of the Bank, To deepen the relationship by Cross selling Banking Products, Insurance Products, Mutual Funds, Alternative Investments Products ( PMS ) and services according to customer needs. Developing & training liability team on Product & Handling Sales. Main Focus is generating revenue to Bank by selling Products like Mutual Funds, PMS products, Life Insurance & General Insurance. Acquire CASA Relationships for the branch. To handle the high net worth clients of the Bank, To deepen the relationship by Cross selling Banking Products, Insurance Products, Mutual Funds, Alternative Investments Products ( PMS ) and services according to customer needs. Developing & training liability team on Product & Handling Sales. Main Focus is generating revenue to Bank by selling Products like Mutual Funds, PMS products, Life Insurance & General Insurance. Acquire CASA Relationships for the branch.



HDFC Sales Private Limited

• India
• Financial Services
• 700 & Above Employee

• Assistant Manager - Financial Services

  • Apr 2007 - Nov 2009

  Handling Team of Seven Sales Executives of Nasik Region Branches (Nasik, Jalgaon, Dhule, Nandurbar & Aurangabd) for sourcing financial products like Life Insurance, General Insurance, Mutual Funds & Fixed Deposits of HDFC Group companies. Developing & training team on Product & Handling Sales. Main Focus is generating revenue to Company by selling Products like Mutual Funds , General Insurance, Life Insurance & Fixed Deposits of HDFC Ltd. Handling Team of Seven Sales Executives of Nasik Region Branches (Nasik, Jalgaon, Dhule, Nandurbar & Aurangabd) for sourcing financial products like Life Insurance, General Insurance, Mutual Funds & Fixed Deposits of HDFC Group companies. Developing & training team on Product & Handling Sales. Main Focus is generating revenue to Company by selling Products like Mutual Funds , General Insurance, Life Insurance & Fixed Deposits of HDFC Ltd.



Bajaj Allianz Life Insurance Company Ltd

• Jalgaon, Maharashtra, India

• Sales Team Manager

  • Jan 2005 - Sep 2006

  Involved in identifying, recruiting & training suitable candidates for Insurance Consultants and sourcing business through team of consultants. Handling a Team of 28 Insurance Consultants making them aware about the Product & motivating them to perform to their potential. Weekly Review of Team’s current & forthcoming performance & taking appropriate actions for ensuring better performance. Managing & maintaining record of prospective customers related to Business. Involved in identifying, recruiting & training suitable candidates for Insurance Consultants and sourcing business through team of consultants. Handling a Team of 28 Insurance Consultants making them aware about the Product & motivating them to perform to their potential. Weekly Review of Team’s current & forthcoming performance & taking appropriate actions for ensuring better performance. Managing & maintaining record of prospective customers related to Business.



HBL GLOBAL PVT. LTD

• Financial Services
• 200 - 300 Employee

• Promotional Executive

  • Jul 2002 - Jan 2005

  Sourcing accounts for HDFC Bank Ltd., and cross-sold them various products including Assets & Liabilities. Initiated various promotional activities at corporate level along with Team Members to source more accounts. Sourcing accounts for HDFC Bank Ltd., and cross-sold them various products including Assets & Liabilities. Initiated various promotional activities at corporate level along with Team Members to source more accounts.