Partnership Manager - Asia Pacific
U Turn Tax Refund LLC
Total des années d'expérience :16 years, 9 Mois
Responsible for new business & channel development for an innovative specialized service across Asia Pacific.
U Turn Tax Refund LLC - July 31 2012 till date
* Corporate Account Manager - West India
Key Achievements
✓ Acquired over 20 corporate clients in a short span of 6 months
✓ Established strong network through strategic sales partners
✓ Instrumental in identifying new business opportunities & ideating to develop apt concept solutions
* Manager - CAS (Client Advisory Services) (Dec 2008 till date)
✓ Successfully grown every year from Assistant Relationship manager to handling commodity vertical PAN INDIA in just above 4 years (Asst Manager-Team leader-Business Development Manager - Branch Manager & PAN India Commodity revenue SPOC)
✓ Awarded the highest performance rating of 6 in 3 consecutive years.
✓ Nominated as a high achiever & subsequently cleared assessment centre for the fast track "Emerging Leadership Program"
✓ Planned the right marketing mix to be able supersede annual organizational targets consistently.
✓ Youngest branch head aged 23 yrs.
Key Responsibilities: ✓ Lead a branch from the front to drive revenues from all financial products, major revenue stream being broking & financial products.
✓ Strategizing & ensuring timely execution to Scale up commodity channel revenues PAN India
✓ Executed the desired plans by constantly evaluating progress & improving the quality of deliverables by constant training & development of my team and keeping abreast with market trends & clients buying behavior.
✓ Understanding team dynamics by constantly focusing on adding value through grooming, mentoring & motivating to retain talent at lesser compensation than industry norms.
✓ Developed strong understanding of products under my portfolio including Broking/Investment products (Equity, Commodity, Currency, Debt, Structured Products and MF) and banking products (Home loan, Insurance, ESOP Funding and Loan against shares)
* Assistant Relationship Manager - PCG (Private client group) (Feb 2008 to Nov 2008)
Key Responsibilities: ✓ Acquiring & Servicing HNI & corporate clients
✓ Generating revenues by providing equity investment & advisory services to the acquired clients by inducing them to trade.
✓ Cross selling a basket of products like PMS, Structured Products, Equity Broking, Margin funding, IPO funding etc.
✓ Managing & diversifying client's equity portfolios.
Kotak Direct - (Aug 2007 to Jan 2008)
* Assistant Manager
Key Responsibilities & Achievements: ✓ Acquired client for Insurance & MF
✓ Responsible for increasing the company's revenue by acquiring clients with the help of leads generated by the company, cold calling and referencing.
✓ Tapping different segments of the market & spreading brand awareness.
✓ Identifying customer needs & providing them with investment & insurance options within the product range being offered by the company.
JBIMS (Jamnalal Bajaj Institute of Management Studies) is the premier management institue in Mumbai
B.M.S Mumbai University 2007
HSC Maharashtra Board 2004
SSC Maharashtra Board 2002