Director - Stratgey and Business Developmemt
CVS Info Solutions
Total years of experience :20 years, 1 Months
Support the operational processes, policies & procedures, recruitment, coordination with suppliers and customers, local regulatory requirements
• Develop & Execute the Business Plan/Budgets
• Foster Sales & Marketing efforts (including new client prospecting, develop suitable proposals for new customers) for the company to achieve revenue growth, secure new clients beyond the project anchor client & expand the 3PL service portfolio in Oman
• Responsible for guidance & direction of logistics solutions to customers & internal productivity/quality improvement projects
• Ensure compliance in Environment, Health and Safety, Financial, Systems & Controls
• Set targets (covering all Balanced Score Card areas) & performance evaluation of same on regular basis ensuring continual improvement
• Motivate, lead & grow the team to achieve their goals & targets
Howden Insurance Brokers LLC
•Heading sales &business development.
•Prepared business operations plan for commercial and retail business.
•Brand building.
•Recruitment and training of the employees.
•Client Retention Planning.
•Credit control.
•Regulatory compliance.
•Core broking activities including prospecting, acquiring new business, client servicing and relationship management.
•Technical advisory including program review and placement.
•Collaborate with Howden regional team in acquiring and servicing large corporates
New Generation Insurance Services
•Reestablished broking business.
•Oversaw the entire operations of the company.
•Budgeting.
•Credit control.
•Regulatory compliance.
•Recruitment & Training.
•Client retention.
•Strategic planning.
•Identified a suitable JV partner for business expansion.
•Prepared a robust busines case.
•Member of the core team in instituting and operationalizing the JV with Howden, UK
- Integrated Solutions - Insurance Brokers.
•Operations and Strategic planning.
•Recruitment and training.
•Budgeting.
•Credit control.
•Sales & business development.
•Regulatory compliance.
•Core broking activities including prospecting, acquiring new business, client servicing and relationship management.
•Technical advisory including program review and placement
Bank Muscat S.A.O.G
Muscat, Oman.
•Acquiring and Deepening Expatriate relationships by providing value added services.
•Recommending the best suite of financial products available in the market to outwit competition.
•Profiling the customers to identify their financial goals.
•Recommending the optimum portfolio mix based on the client’s age, time frame and risk profile to achieve the defined goals.
•Helping the clients in Reviewing and Rebalancing their Portfolio.
•Cross Selling Bank Muscat consumer banking products to expat clients.
• Mapping client’s requirements; identifying improvement areas &
Implementing measures to maximize customer satisfaction levels
Branch Banking
Citi Bank NA, Chennai
•Acquiring HNW clients for Citi Gold and Citi Blue offerings and focus on meeting deadlines under a stimulating work environment.
•Building the Net Relationship Value of the ‘New to bank customers’ by efficiently managing their investment portfolios.
•Cross-selling other Citi bank products to the ‘New to bank customers.
•.Supporting Citi Gold Relationship Managers in retaining the Customers by periodical follow ups and Top of the Class service.
•Generating new business via sales promotions, out bound-marketing calls, presentations and in-branch contacts
Lead generation and selling of third party products to Citi Bank customers.
•Achieve allocated business targets on third party products.
•Cross-selling other Citi products like credit cards and home loans
•Monitoring sales & service related issues for Bank assurance channel for insurance.
•Ensure that allocated targets are achieved by the mapped branches.
•Act as a one-point contact between the mapped branches and HDFC Standard Life for information on new plans and processing of insurance policies.
•Supporting RMs in selling and documentation of HDFC Standard Life insurance products.
•Training RMs on new products
Popular Drugs & Surgical, Kerala
•Support the marketing manager in identifying product scope and road mapping
•Responsible for generating leads, follow up on leads and client relationship management
•Assist the marketing manager in all marketing efforts
•Including branding and marketing campaigns
Five Year Integrated course