Jayanta Mohapatra
CHANNEL MANAGEMENT • BANCASSURANCE • SECURITIES MARKET • MUTUAL FUNDS
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About
Dynamic Banking & Financial Services professional with core expertise in NRI demat portfolio development, customer acquisition, channel management, and team leadership. Driven to take up strategic leadership roles scaling revenue growth across securities, mutual funds, life insurance, and bancassurance domains.
Experience
Relationship Manager - NRI at SBI Securities Ltd (2025-08 – Present)
- Spearhead end-to-end acquisition and onboarding of High-Net-Worth Non-Resident Indian (NRI) clients for Demat and trading accounts across global territories.
- Partner with SBI parent bank branch managers and international banking channels to identify high-value investment lead opportunities and optimize cross-selling.
- Deliver tailored advisory and portfolio consultations to NRI investors, ensuring compliant cross-border wealth transactions and long-term asset retention.
- Strategic Client Leadership: Proven ability to build trusted high-net-worth global relationships and navigate complex regulatory/cross-border wealth landscapes.
Chief Sales Manager at ICICI Securities Ltd (2023-03 – 2025-08)
- Directed daily sales operations and guided execution teams to consistently exceed targets for Demat and 3-in-1 account acquisitions across the region.
- Collaborated with ICICI Bank branch heads and salary account teams to execute targeted promotional drives and activation campaigns.
- Organized structured capability-building workshops and technical platform training sessions on ICICI Direct for internal teams and channel partners.
- Sales Operations & Talent Coaching: Skilled in mentoring high-performing sales teams, standardizing execution, and optimizing multi-channel growth.
Senior Relationship Manager / Relationship Manager at Bajaj Allianz Life Insurance / Bandhan Bank (Banca Channel) (2019-05 – 2023-03)
- Promoted to Senior Relationship Manager on 01/12/2021
- Drove life insurance revenue growth, wealth planning solutions, and retail customer acquisition drives across assigned territories.
- Cultivated strategic alliances with partner bank branches (Bandhan Bank - Bancassurance) to maximize distribution reach, lead conversions, and policy persistency.
- Provided dedicated financial counseling, portfolio reviews, and client support to maintain high satisfaction and recurring policy renewals.
- Channel Ecosystem Development: Expert in forging institutional partner alliances, maintaining high persistency rates, and expanding distribution networks.
Senior Sales Executive at Axis Securities Ltd (2018-04 – 2019-05)
- Led localized field sales strategies and community campaigns to acquire customers for microloan and retail financial products.
- Engaged in grassroots outreach and prospective client meetings to build an active, high-volume retail sales pipeline.
- Facilitated preliminary credit evaluation, document verification, and compliance checks to ensure smooth loan processing and client onboarding.
- Grassroots Business Execution: Strong field resilience and leadership in penetrating untapped local markets and accelerating bottom-up sales volume.
Education
Graduation (+3 Arts) in Arts – Utkal University, BBSR / Konark Bhagabati Mohavidyalaya (2008 – 2011)
+2 Arts in Arts – Council of Higher Secondary Education, Odisha / Konark Bhagabati Mohavidyalaya (2006 – 2008)
10th High School Certificate – Board of Secondary Education, Odisha / Sutan High School, Sutan (2006)
