Financial Services ConsultantPinnacle Wealth Creation Services | Coimbatore, India | Mar 2017 - Aug 2022●Independently established a diversified consulting and service firm offering end-to-end financial solutions, property & Investment related services to private and business clients.● Accomplished a significant number of real estate deals for clients, achieved a significant revenue in the first year of establishing, and subsequently grew revenue by 15% each year of operation.● Developed exceptional customer service skills, communication abilities and negotiation skills by performing all client acquisition and relationship management for the company.● Awarded "Best Direct Sales Association" for 2017- 18 by Indian MNC ICICI Bank for the outstanding contribution on maximum loan sanction to asset clients, client services and new client acquisitions.● Became preferred channel partner of leading Indian MNC promoters such as Sobha Ltd, Pricol Properties Ltd and executed MoU with top-rated promoters in Coimbatore.

•Location Portfolio ManagerIndiabulls Housing Finance Ltd | Coimbatore, India | Oct 2015 - Feb 2017●Led a team of sales representatives to achieve and exceed regional sales targets. ● Conducted regular visits to Indiabulls branches across the locations, fostering relationships and ensuring visibility of company branding. ● Analyzed lending market trends in key corridors of central region, Chennai, and the rest of Tamilnadu, providing insights to inform strategic decision-making. ● Identified target markets within the region and developed effective strategies to engage with them, resulting in increased market share and profitability. ● Maintained and expanded relationships with existing agents and sub-agents, effectively resolving queries and issues to ensure customer satisfaction. ● Collaborated with the Revenue Optimization team to analyze and refine pricing strategies, leading to improved product profitability and business volumes. ● Monitored transaction volumes and implemented initiatives to drive growth and meet anticipated levels. ● Conducted performance reviews of key partner locations, identifying areas for improvement, and implementing corrective actions as needed.

•Area Business Manager - Asset DivisionIntec Capital Ltd | Coimbatore, India | Sep 2013 - Aug 2015● Headed the branch for Small Medium Enterprise (SME) loans by managing a team of 15 people representing various departments including Sales, Credit, Collection and Operations Departments● Managed and cultivated relationships with key accounts of automobile giants such as LMW, Mitsubishi, AMADA and BFW, as well as various external stakeholders and vendors● Acted as a revenue-generating head, executed all lead and client acquisition activities and under my management, the Intec Capital branch business grew from $2.7m to $6.3m in portfolio size.● Built the sales and client management teams, improved attrition by 30% due to the hiring of experienced professionals and creating a rewarding working environment.● Conducted extensive team and individual training on product knowledge and client communication.

Manager of Mortgage BusinessICICI Bank Ltd | Coimbatore, India | Apr 2008 - Sep 2013● Handled all Coimbatore ICICI Bank branches and taken the additional responsibility of overseeing 60 various banks across Tamil Nadu for total mortgage business and cross-selling operations.● Sourced business through channels such as DSAs (Direct Sales Associates), DMAs (Direct Marketing Associates), ICICI-DIRECT and directly through real estate builders, developers, and promoters, as a result, achieved an annual business target of $14m.● Managed a team of 25 Sales Officers as direct reports and oversaw compensation calculation of all these team members by measuring their performance in relation to sales goals.

● Achieved the sales target by ensuring that Financial Planning Advisors of the company met their business targets, performed referral calls, and coordinated individual client sourcing.● Headed a team of 29 Financial Planning Advisors as direct reports.● Rolled out special campaigns, contests, and other activities to encourage business interest.

● Achieved the annual target through Doctors’ Prescription Generation, strategy implementation and new product growth.● Lead a team of 4 Business Managers as direct reports and conducted detailed product training to junior colleagues, as well as existing members of the team on a regular basis.● Achieved an extra target of $33k per month for the secondary business of Cadila Pharmaceuticals