Cluster Manager(Senior Manager Level)
ICICI Securities Ltd,Cochin,Kerala,India
Total years of experience :24 years, 4 Months
Managed 5 Branches in Kerala with a Team size of 40.ICICI Securities Ltd is a financial Supermarket dealing with all financial products.Managing the sales of all financial products i.e.Equity, Life Insurance, General Insurance, Mutula Funds, PMS, Private Equity, Loans through the sales team of branches and achieving the revenue targets given.Reviewing the performance of the team regularly and ensuring that they are equipped with proper product knowledge and skills to remain competent in the market by way of conducting the regular training programs and accompanying them for sales calls.
Selling of Savings and Life Insurance Products to Individuals and other Inusrance solutions to corporates.
Managed a team of Sr.Relationship Managers, Relationship Managers, and Direct Sales Team along with managing the portfolio of HNI customers of Branch directly and ensuring revenue through them.Was responsible for making the Branch a Profit Centre by effectively promoting the concept-“Financial Superstore “with the main focus on Online Trading, Wealth Products & Life Insurance.
Managed 2 major relationships of TATA AIG in India - Muthoot Fincorp Ltd (Feb 2004 - Jun 2006) and HSBC Bank (Jul 2006 - Mar 2007).Managed a team of Financial Executives and ensured business through the partners.
Was responsible for the sales, expansion of areas, periodical training on products, process, promotion, submission and issuance of the policies generated for both the partners.Was Instrumental in implementing the revenue structure for branch team of Muthoot which resulted in a 300% improvement in their volume of business immediately.
Recruitment and development of Individual agents and motivated, influenced and lead the team to achieve the target.Conducting periodical training and accompanying the agents for joint calls.
Marketing of Mutual Funds through the existing customers of the branch and acquisition of new customers.Also promoted Internet Trading through the HNI customers of the company and also acquired new customers for internet trading.
Conducted many activities in College through the Commerce Club.Actively participated in the extra curricular activities.
Participated in many workshops conducted as a part of the course and received many awards in extra curricular activities.