Deepak Poonia Email and Phone Number

 Managing Gurugram Cluster of IFA’s, Private Banking & ND’s Managing two subordinate for primarily retail banking to increase the sip market share conversely the branch ranking in retail numbers. Working towards reducing the M5 numbers and ladder up all the counter’s from M5 to M15  Organizing Marketing Activities by participating in promotional activities and training for the distributors. Empanelling new distributor across the industry and doing the local tie-up with the PSU Banks branches for participation in equity through the sip. Analyzing competition and effectively protecting the market share. Expanding Retail network & product reach in the market by identifying suitable channel partner Formulating different incentives strategies for Channel partners to maximize sales.  Ascertaining the Private counters (Privy-banking& ND’s) to increase the volume in PMS Business. Doing Investor Awareness Program in the different location every month.

 Managing major cluster of IFA’s Faridabad region towards mobilization of business in various schemes of ICICI Prudential Mutual Fund. Working towards increasing the retail client database through retail distributors, meetings, leads and references. Carrying out formal presentations to provide information to clients in terms of their Financial and Tax Planning. Working out the investment needs of the investors. Ascertaining that the retail distributors obtain the correct offering and subscription/redemption materials. Providing information to the brokers and bankers on the timely basis. Organizing marketing activities by participating in promotional activities

*Construe to Banking heads about funds performance.*Reporting about the contribution of branches to organisation.