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Rajendra Shinde

Rajendra Shinde

Experience of more than 22 years in Banking & Insu

كفاءة
Dubai, دبيعضو منذ ٢٥ فبراير ٢٠٢٥
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نبذة

 Progressive Man Manager with achievement in sales management.

 Ability to manage multiple priorities and assignments.

 Effective planning and organizational skills.

 Strong ability to develop, implement corporate governance, strategies and process.

 Articulate and creative, offer innovative and field solutions.

 To direct and lead others, produce desired result in adverse situations.

 Strong presentation and communication skills.

 Self-learner, silent, personal traits.

الخبرة

WORK EXPERIENCE

A) HDFC Bank Ltd. ( Dapoli )

16th June 2014 to Till Date

Position : Branch Manager

Responsibilities

Established production goals and motivational staff to reach exceed such goals.

Evaluated and determined the financial needs of each customer, matched them with the appreciate products or service.

Achieving the business targets assigned in terms of cross selling, enhancing and upgrading the HNI relationships.

Ensuring the highest levels of service to the regular and HNI customers.

Financial planning & Investment advice.

Sales targets spread across Liabilities, Wholesale-Retail Assets including Home, Agriculture, Auto,

Gold, Personal Loan & Insurance (TPP) .

Daily sales lead generation of asset, Insurance and liabilities getting it update in CRM-Next portal and following up with the clients, help the sales for closure of the leads.

Generation of KYC reports of the CASA sourced from KYC portal of the bank.

Third person checking of CBR, Day end reports.

Coordination with the PBA and plan the marketing strategies for developing the business and ensure the growth of business in the branch.

Performed periodic internal audits of banking procedures, Ensured efficient branch operations.

Develop and implement policies and procedures to maintain compliance with regulatory financial service standards.

Optimized branch operation by leading continuous improvement initiatives and implementing new processes.

Key Professional Achievements with HDFC Bank Ltd:

 Grow team for a higher position is one of the great achievement with HDFC Bank Ltd, from my team PBA Dhanashri Bandekar elevated as Branch Manager for Malwan Branch, WD

Pranita Hande elevated as PBA for Lote branch, BSO Amit Raut elevated as PB Sales, BSO

Sandip Gajobar & Anirudha Naik achieving their goal sheet M2M and eligible for higher incentive structure every month.

 Qualified three times for MDRT.

 Qualified for various BBH & Regional contests felicitated at

Kochi,Jaipur,Udaipur,Goa,Chennai,Lucknow, Hyderabad & Goa.

B) Angel Broking Ltd. ( Chiplun )

11thAug 2010 To 15th June 2014

Position : Business Partner

Responsibilities

To find and sign up new clients, match various securities to clients needs, and develop an effective sales presentation for various securities.

Key Professional Achievements in Angel Broking Ltd:

 Opened 137 (Demat) Share Trading Account till date.

 Total IPO & FPO sold are 43

 Done Technical Analysis Course in Precision technicals - Pune

 Guidance provided to HNI Clients and on Forex market one to one client.

 For commodity client help given online.

 Equity awareness program arrange by me in office and through free seminar in

Chiplun,Khed,Dapoli,Ratnagiri,Kudal,Kankavali & Sawantwadi.

 Knowledge of how to obtain the best deals possible at the best possible prices.

 Ability to conduct in-depth research into equities, forex & commodities of any stock market.

C) SBI Life Insurance Co. Ltd. ( Ratnagiri )

26th June 2008 To 31

st March 2009

Position : Territory Manager

Responsibilities

To recruit advisors and generate business from them. Appoint new Unit Managers and help them for recruitment & generate business.

Key Professional Achievements in SBI Life Insurance Co. Ltd:

 Recruited 40 advisors till date.

 Total Policies sold are nos 593.

 1 Advisor MDRT in 2009

 Total Premium collected Rs 2.50 Crs within 9 months.

 Rewarded by Trophy for All India No. 1 T.M. for the month of Sept’08, contributing premium of Rs. 66 lacs.

 No. 1 T.M. for the West - 1 region in Jan’09.

 Certificate from Country-Head for achieving 25 lacs business in period 1 Sept 08 - 18

Sept’08.

 RSM Certificate for achieving the given target in the month of Jan’09.

 As per YTD (APR-DEC) Issued business figure, the Branch was on All India No. 4 position among the new Branches.

 Qualified for West-1 Magazine Jai Maharashtra in the months of Sept, Oct & Jan.

 Qualifier of Asian Country Trip with Spouse.

D) ICICI Prudential LIC Ltd. ( Chiplun )

16th Aug 2006 To 25th June 2008

Position : Senior Agency Manager

Responsibilities

To recruit advisors and generate business from them.

Key Professional Achievements in ICICI Prudential LIC ltd:

 Recruited 78 advisors.

 Total Policies sold are nos 536.

 Total premium collected Rs 1.54 Crs.

 2 Advisors are MDRT from team.

 Got two Promotions within 9 Months.

 Achieved highest bonus in the month of Jan2008 i.e. Rs 59244/- and earned total bonus Rs

460859/-

 Open own office in Dapoli of ICICI Prudential LIC LTD.

 Qualify for various contest and awarded by H P Laptop, Kodak Digital Camera, Sonata

Watch, Nokia E61i, Sodexho voucher worth Rs 78000/-

 Qualify for the Honours club membership.

E) Ashok Leyland Finance ( A Division of IndusInd Bank ) ( Vashi, Mumbai )

2

nd April 2003 To 15th Aug 2006.

Position : Marketing Officer

Responsibilities

 Motivate and lead team for new business of Two & Four Wheelers.

 Cheque deposition & branch banking, Credit verification.

 Updation of all reports on web on daily basis, Monthly meeting at Nariman Point.

 Collection of Overdue.

 Customer trade Relationship / Marketing Activities.

التعليم

Manonmaniam Sundaranar University

التقييمات