Branch Manager
ICICI Securities (Retail)
Total years of experience :7 years, 6 Months
Branch Manager, ICICI Securities (Retail) -7 April 2014 to till date
Handling the Team of 6 Relationship Managers, Senior Relationship Managers, Key Relationship Manager and Assistant Wealth Manager.
Business Manager (BM), Future Generali India Life Insurance Co. Ltd, 14 Dec 11 to 28 Feb 2014.
Handling the team of 12-15 FSO (Field Sales Officers)
• Got top position in our Region Since the date of joining to till date in Login/Issuance of Business.
• Maintained Position among Top 5 BM's PAN INDIA.
• More than 1cr business.
• Got appraisal (mid-year)
• Maintaining I/O Ratio.
• Given quality work in Audit.
• Initiated BTL Activity minimum 4 in my Unit.
• Youngest achiever in Punjab team.
• Initiated & implemented necessary Training modules for FPA's & Sr. FPA.
Business Manager (BM), SHRIRAM LIFE Insurance Company Ltd, 1 Oct 2009 to 12th Dec2011
Handling the Team of 12-15 Field Sales Officers.
1. Business Development
• Develop new business with effective leadership qualities and entrepreneurial skills
• Identify opportunities for business and marketing of the company's product.
• Customer relationship and spread the brand to increase the customer foot count.
• Take initiative and innovate sales technique to increase customer base.
• Plane business according to the targets
• Execution of sales strategy-Increase market reach and penetration through market segmentation
2. People Management
• Identify and recruit Field Sales Officer as per the business requirements.
• Identify training needs and conduct training for Field Sales Officers-Theoretical & Practical on Field
• Coach Field Sales Officers to give their best in business
• Monitor the activities of Field Sales Officers and manage performance accordingly
• Undertake performance reviews of Field Sales Officers and provide feedback.
• Retain high performing Field Sales Officers by showing strong leadership qualities.
3. Customer Service
• Ensuring high degree of client management and customer satisfaction by providing guidance to Field Sales Officers.
• Handle customer complaints and queries and resolving it with quality.
• Channelize customer feedback to the appropriate departments as inputs to support the organization to develop client centered product.
Sales Manager (SM). KOTAK Securities in KOTAK Direct (Retail), July 2008 to 26 Sep 2009.
• Handling the Team of 12 Relationship Manager (RM'S)
• Getting Work done by the Relationship Manager through Direct Marketing and as well as supporting them on various criteria's of Sales.
• Handling Sales Calls converting them as per the target provided.
• Providing Day to Day projection reports and Call Reports to Area Manager on timely basis.
• Joint Field Work.
• Leading, Supporting and Managing the Sales team on Sales Scale.
• Participating Strategic Sales Planning & Canopy Activities.
• Review Meeting (Weekly/Monthly) with AM-Direct/Zonal Head/RO/RM Regarding Sales Issues.
• Keep updating Business on Sales Issues through various MIS reports.
• Forecasting on Business.
• Responsible for Business Presentation.
• Maintained Position among Top Ten SM's (Sales Manager) in PAN INDIA.
• Got top position in our Region in Business Logins.
• Maintained Login and Conversions ratio.
• Performed Various Business Activities at different places.
Channel Development Manager (CDM), HDFC Standard Life Insurance Company Ltd., March 2007 to June 2008.
• Heading & handling Channel Development responsibility for Punjab (Ludhiana Regional office with Area Manager)
• Leading, Supporting and Managing Frontline and Second Line Sales team on Recruitment Scale.
• Also participating Strategic Recruitment Planning.
• Review Meeting (Weekly/Monthly) with AM-CD/TM-Retail/BM-Retail/RC/RP/E2E on Recruitment Issues.
• Keep updating Sales on Recruitment Issues through various MIS reports.
• Forecasting on Recruitment.
• Responsible for recruitments of Project Trainees & Recruitment Consultant.
• Providing training to Project trainees & Recruitment Consultants/Referral Partners.
• Also responsible for BOP (Business opportunity Presentation)
• Got top position in our Region in Recruitment.
• Maintained Position among Top Five CDM's in PAN INDIA.
• Maintaining I/O Ratio.
• Given quality work in Audit.
• Achieved highest Licensing no.s in Channel Development Team (Ludhiana Region)
• Youngest achiever in CD-Team
Additional Job Responsibilities:
• Conducting BOP (Business Opportunity Presentation)
• BTL activities (Below the Line)
-Work on Canopies
-Health Awareness Camps
-Mass Presentations
-Joint activities with Retail Team
-Joggers Park Activities
• Taking care of Payouts of RC's/RP's/PT's.
• Daily meeting with two old resources & two new resources.
• Drive new contest among all the resources.
• Taking feedback from all resources.