Acquisition & Business Development.

• Setting up and managing complete State/Region & branch & Sales operations with key focus on top line and bottom line profitability by ensuring optimal utilisation of available resources.
• Implementing competent strategies with a view to penetrate new clients and expand existing ones for a wide range of financial products / services.

 

Customer Relationship Management

• Identifying and networking with prospective clients, generating business from the existing accounts and achieving profitability and increased sales growth.
• Providing advisory services regarding the processes, procedures and strategies for securities investment as well as positional trading ideas in stocks, ensuring high ROI.
• Analysing the financial capabilities of clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk.
• Building and maintaining healthy business relations with major HNI clients, ensuring customer satisfaction by achieving delivery & service quality norms.

 

Operations Management

• Conducting market/ stock analysis to assess prevalent financial & economic environment, identifying business risks & implement effective mechanisms to mitigate the same.
• Appraising the current state of affairs in the equity segment for deter
• Mining the rate of ROI & risk levels for various investments.

 

Sales & Marketing

• Implementing marketing strategies to build consumer preference and drive sales volumes through sales team & franchisee channels.
• Evaluating marketing budgets periodically including manpower-planning initiatives and ensuring adherence to planned expenses.
• Monitoring and keeping collections under control, and ensure timely recovery of outstanding.

 

Professional Experience

 

BMA Wealth Creators Ltd.                 (Based in Lucknow)              (1 June 14 – till now)

 

As Regional Manager (Kanpur/Lucknow/Varanasi/Allahabad/Agra)

Key Highlights:

• Handling 8 Branches in UP Region for Business Management & Broking.
• Responsible for productivity of Region and strategy implementation for sales improvement revenue generation/Cost analysis as well as Franchisee Business model,
• Handling Team size of 56 people including Unit Head, Branch Manager, and Wealth Head, operations manager as well as Sales and Dealing team in region.
• Focus on Recruitment Training and development

·         Performs sales activities on major accounts and negotiates sales price with ZH.

·         Manages personnel and develops sales and sales support staff.

·         Reviews progress of sales roles throughout the company.

·         Forecasts /Budgeting annual, quarterly and monthly revenue streams.

·         Develops specific plans to ensure revenue growth in all company’s products.

·         Coordinates proper company resources to ensure efficient and stable sales results.

 

 

 

 

Angel Broking Ltd.                 (Based in Lucknow/Kanpur)                        (16 Aug 08- 1st June 2014)

 

As Cluster Head (Lucknow /Kanpur)

Key Highlights:

• Handling Branches for Business Management & Broking/WMS.
• Handling team of BM’s & Sales Manager for revenue generation & sales acquisition and wealth management.
• Handling B2B Business (New Franchisee & Sub broker network for new places)
• Handle HNI client for Trading & investment purpose.
• Identifying & networking with prospective clients, generate business from the existing a/c achieve profitability & increased sales growth
• Advising Investment in PMS/LI/shares/mutual funds/IPO’s
• Distributors channel for Mutual funds/Life insurance

 

Achievements

 

• Winning award for WMS Acquisition team of North for Maximum Life insurance login in last 3 quarter (2009)
• Winning highest trading a/c opening award in Dec 2011 (200 in a month & contest for Pan India)
• Winning Monsoon Magic contest for North & Trip For Malaysia with 125% achievement (in 2010)
• Winning Grand LI Summit contest with 172% achievement for UP region (JFM 2010).
• Highest equity & commodities accounts open in the region(OND - 2012).
• Consistent performance in FY 2009-2012 ( all contest winner for Life Insurance/broking)
• Winner of Chairman selecte contest for Colombo trip from period of Jan 10 – Mar10
• Got promoted from Area sales Manager to Area Head in Jan 2010
• Contest Winner of BOND 2012 JFM
• Contest Winner of GO GOA STAR JAS 2013

 

Tata securities Ltd., KANPUR                                                                        (16 Nov 07- July 08)

 

As Senior Relationship Manager

 

Key Highlights:

• Developing Client Relationship
• Handling a team of R.M for direct sales.
• Franchisee network for new places
• Handle HNI client for Trading & investment purpose.
• Stock Analysis/ Risk management system for F&O /Cash segment
• Identifying & networking with prospective clients, generate business from the existing a/c achieve profitability & increased sales growth
• Distributors channel for mutual funds

 

 

Kotak Securities Ltd., Kanpur                                                                       (Nov ’06- 15 Nov ’07)

 

As an. Relationship Manager

• Developing Client Relationship
• Off line Share Trading
• E-broking & internet trading
• Stock Analysis/ Risk management system for F&O /Cash segment
• Advising Investment in shares/mutual funds/IPO’s
• Handling a team of sub brokers

 

UTI Securities Ltd., Kanpur                                                              (FEB ’05- Nov ’06)

 

AS AN Relationship manager

 

• Developing Client Base
• Online Share Trading
• Stock Analysis
• Advising Investment in shares

 

Summer Training

1. Six week training form U.P Stock Exchange Kanpur, Topic Was “Share price fluctuation in Capital Market”.

1. Six week training from Stock Holding Corporation of India ltd. (SHCIL), Topic was “Service provided by SHCIL with special emphasis Of Mutual funds”.

 

Nationality : India

---

Residential country : india

---

Date of birth : 01-10-1979

Address : 119/403 Darshanpurwa Kanpur

---

Language: English

---

Language Known

Hindi