Business Operations Manager - Tek Experts
Manager Sales Branch Banking - Indusind BANK Ltd.
(2014-08 - 2018-11)
Total Experience in Banking/Insurance and finance is of 10 years and 9 months, 2007 Dec to current Designation and position
- Serving as one point contact for portfolio customers for all banking, funding and investment requirements.
- Acquisition of HNI, UHNI and Corporate clients for the bank.
- Responsible for building and deepening of relationship with existing Mapped clients.
- Regular meeting the existing base of customers and ensuring high level of service delivery.
- Ensuring the achievement of monthly revenue target by maximum penetration fee products like mutual funds, insurance and other banking products.
- Responsibility for acquisition of high value relationships for the branch through reference.
- Enhancing customer relationship by marketing and selling of Asset Products like Loans and Credit card.
- Inform customers of new products or product enhancements to further expand the banking relationship.
- Generating fee income for the bank via marketing and sales of third party products Like PMS, Life Insurance and General Insurance, mutual funds, Demat and trading services and Real estate Products.
- Ensuring complete compliance of banking regulation and guidelines.
- Handling retail branch banking with and leading a result oriented team of 14 members and responsible for managing the branch profitability & revenue generation.
- Ensure achievement of overall branch target by generating business and cross selling products and services as per the profile & need of the customer and get maximum wallet share with bank.
- Ensure high quality service and customer relationship management & supervision of all high net worth customer programs.
- Look after CASA number & Values, Assets products, TPP products, etc. to make sure all team members meet their assigned targets.
- Need to make sure that all the activities and day to day functions of Retail Branch banking works smoothly within TAT and as per the process of Banks Audit department.
- Recruiting, leading, mentoring and monitoring the performance of team members to ensure process efficiency and meeting of individual group targets.
Associate Sales Manager - Indusind Bank
(2014-08 - 2016-06)
Sales Manager - INGVYSA Life Insurance Co. Ltd
(2013-04 - 2014-07)
- Sales of Life insurance policies to HNI, Corporate and Retail clients.
- Taking references from existing clients for new business development.
- Responsible for building and deepening of relationship with existing Mapped clients.
- Regular meeting the existing base of customers and ensuring high level of service delivery.
- Ensuring the achievement of monthly revenue target by maximum penetration of insurance product.
- Responsibility for acquisition of high value relationships for the branch through reference.
- Inform customers of new products or product enhancements to further expand the relationship.
- Networking with existing clients for generating business.
- Profiling of HNI clients with innovative financial planning tools and suggesting best possible products.
- Ensuring complete compliance of the team on banking regulation and guidelines.
- Effectively manage, track and convert leads provided by Affinity team & DCS Direct Data Points.
- Maintaining relationship with the special affinity tie- ups for generation of business.
Marketing cum Operations Executive - Volkswagen
