Experience

• 

  Axis Securities Limited

  • Jamshedpur Area, India

  • Senior Branch Manager

    • Jul 2016 - Present
    • Jamshedpur Area, India

• 

  Aditya Birla Money MyUniverse

  • Patna Area, India

  • Branch Manager

    • Mar 2014 - Mar 2016
    • Patna Area, India

    Ensure that branch revenue, new customer acquisition and other targets are met.Continuously track and review performance of all Trade Advisors / Dealers.To go on joint calls with the Trade Advisors / Dealers.Ensure all the staffs are trained and have all the required NISM Certifications.Ensure all customers correct profile updating and activation.Meeting top HNI clients of Branch every month.Promote Cross sell like – Insurance, MF, Commodity / Currency.Maintain all statutory controls for Branch processes and complies code of conduct.Establishing new DSA’s & Channel Partner’s at different locations of Bihar.Handling the team and conducting their proper required training.

• 

  IIFL (India Infoline Group)

  • India
  • Financial Services
  • 700 & Above Employee

  • Branch Manager

    • Oct 2007 - Mar 2014

    Ensure that branch IR, IR / CTC, customer acquisition and cross sell targets are met.Ensure the branch is suitably manned and a culture of service and sales is developed.To go on all joint client visits with the relationship managers.Ensure adequate percentage of Active Clients and 100% client profile updating.Maintain all statutory and business controls for Branch processes and complies code of conduct.Conduct investor meets at local & Franchisee locations.Ensure all RMs are properly trained and have all necessary NISM certifications.Promote Cross sell like – Insurance, MF, Commodity / Currency & LAP.Establishing new Remeiser’s & Franchisee’s at different locations of Bihar.

  • Relationship Manager

    • Apr 2005 - Sep 2007

    Acquire new customers & Franchisees.Ensure customer profile up to date.Generate leads / referrals from existing customers and convert them.Co-ordinate with dealers to execute trade as per client.Advice customers on all products including equity, F&O, currency, commodity, insurance etc.

  • Relationship Manager

    • Jan 2004 - Mar 2005

    Acquire new customers & DSA's.Generate leads / referrals from existing customers and convert them.Co-ordinate with dealers to execute trade as per client.Advice customers on all products including equity, F & O, currency, commodity, insurance.

• 

  NewRiver Software Services Pvt. Ltd.

  • New Delhi Area, India

  • Financial Analyst

    • Jul 2002 - Sep 2004
    • New Delhi Area, India

    An IT company into IT enabled Financial Services, in working alliance with New River Incorporation, a U.S based leading provider of complete, end-to-end electronic business solutions for financial firms. Projects: - Taxonomy, Mutual Funds (XDP), POD etc.Job Profile:Providing information and value added services to U.S. Institutional clients. The work involves exhaustive study of Financial Statements of different companies. The main aim is to present them as per US-GAAP rules into an XBRL format.