Business Associate Debt Capital
HI-TECH CORPORATE SERVICES LTD
Total years of experience :14 years, 5 Months
* Lead Generation, B2B Sales, Debt Financing, Project Financing, Debt Assignment, etc.
* Sourced Rs.200 crores worth of Project Financing deals from open market and referrals
* Startup management, Sales & distribution planning, Recruitment, Training, Sales support, etc.
* Initiated a robust, cost effective, Sales & distribution model, assumed to be resulting Rs.1 crore sales revenue for the FY 2017-18
* Brand promotion, Lead generation, B2B sales, MSME, SME, Consultative sales, Team management,
Territory management, Branch cost control, Sales process planning, etc.
* Promoted as Branch Manager in 6 months, effective since April 2015
* Successfully developed a broad demography by building a prospect base of nearly 800 MSME & SME through 180 merchants’ associations with multiple free seminars and paid workshops
* Reduced monthly recurring expenses by up to Rs.50 thousands by making strategic changes in sales and branch operation processes
* Received the ‘Lone Warrior’ recognition by the CMD in March 2016, for overall demography growth
* Acquisition, Retention, Service, HNI Investor, Equity brokerage, Structured products, IPO financing, etc.
* Excelled the team in introducing 35 new to system HNI relationships
* Topped the region by securing a Rs.10 crore IPO financing deal for MOIL IPO drive in November 2010
* Financial Services sales, Equity brokerage, Mutual Funds, PMS, Structured products, Life Insurance,
Investment advisory, HNI, UHNI, Corporate, Client service, Referral business, Channel management, etc.
* Achieved 3 promotions during FY 2006-08
* Spearheaded the team in introducing new financial products in the market
* Topped in gross PMS AUM in the Eastern region in FY 2006-07 (Rs.7+ crores)
* Won Tata-AIA Life Insurance contest for the team by contributing Rs.8 lakhs premium in March 2008
* Assumed additional responsibilities like product training, sales support for other branches in the region
* Acquisition, Empanel, Nurture, IFA, Business development, IFA activation, Mutual Funds sales, Mutual Funds analysis, Mutual Funds advisory, Corporate treasury support, Client service, etc.
* Conducted in-house AMFI Advisor Module certification training program
* Successfully empanelled and led a team of 80 IFAs
* Secured 20% of branch AUM collection for Fidelity Equity Fund NFO in December 2004
* Actively supported Hindalco & Birla PF treasury, with respect to their Mutual Funds investment status