Zonal Head

• Apr 2022 - Present

Regional Head

• Feb 2016 - May 2022

Managing & mentoring a team of Branch Managers, Associate Regional Heads based at different locations in Gujarat, Madhya Pradesh & Chhattisgarh•Monitoring performance & identifying gaps in their skills and helping them to overcome for better performance•Creating team bonding for better coordination•Handling key institutional relations directly•Increasing the market share within distribution segment•Developing the distribution network by acquiring new clients & IFA’s•Supervising the smooth flow of branch operation in terms of time stamping & other requirements as per the compliance•Keeping the branch expenses within the budgeted limit•Administering customer support and ensuring timely resolutions of customers query•Adhering to the internal compliance & audit requirements

Regional Business Manager

• Oct 2014 - May 2022

Managing a team of more than 25 experienced professional in a direct and Indirect reporting structure. Also maintaining a good rapport with high net worth (HNI) relationships, acquisitions, catering to financial needs of HNI’s through advisory reports and products. Domestic Investments: Complete Advisory on the client’s life stage goals, analysis on his existing products, Liability Management, Tax Planning, Will Planning and hypothesis of his current Insurance (Life & General). Key Responsibilities: Responsible for preparing a strategic plan to advance the company’s mission & objectives and promote the revenue, profitability & growth within the region. Accountable for devising annual operating plans that support strategic direction set by the team of the MD panel. To overview holistic financial solutions for Gujarat, channel development, establish distribution partnership model across Gujarat, conduct recruitment drive across region and to deliver the business targets through distribution channelProvide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Integration Management: To manage the customer transition with utmost sensitivity. Ensure compliances with the policies and procedures on an ongoing process.