Dipak Varma Email and Phone Number

Led a team of 10-12 Area Managers and managed a network of 300+ Independent Financial Advisors (IFAs)Provided guidance to business partners on leveraging tools and software for effective business developmentConducted comprehensive reviews of the client's financial circumstances and future goalsEstablished and nurtured strong relationships with business partners and clients, enabling them to monitor their progress over time

Managing Principals/Partners and overseeing 200Cr+ AUM in Mutual FundManaging Mutual Fund and General Insurance Business Pan India through Branches and Sub-BrokersCoordinating with Branding/Digital Teams and preparing periodic communications for the Sales TeamProviding guidance to Business Partners on utilizing tools and software for effective business developmentConducting in-depth reviews of clients' financial circumstances and future goalsBuilding and maintaining strong relationships with Business Partners and Clients to help them track their progress over timeDesigning tailor-made reward and recognition programs for Sub-brokers and Branches.

Managing Mutual Fund and General Insurance Distribution Business Coordinating with Mutual Fund Companies, AMC and General Insurance Companies for tie up.Recruiting New AMFI Certificated Business Partners and Managing existing Sub-Broker for Distribution of Mutual Fund and General Insurance Business. Train the Team on Financial ProductsManaging Institutional Business through Corporates providing Group Business Solution like EDLI, Corporate Mutual Fund and Group Medical Insurance.Providing Guidance to Business Partner on using tools and Software to facilitate business developmentConduct in-depth review of clients’ financial circumstance and future goalsBuilt and maintained strong relationship with Business Partner and Clients helping them to track their progress over time. Tailor Made Reward and Recognition for Sub-broker and Partners.

Handling the tasks of entire North Region (Delhi, NCR, Rajasthan, Punjab and Haryana).Handling the Alternate Channel of Edelweiss Capital, Retail Distribution & Housing Finance Channel.Leading team size of 3SH (Cluster Heads) with 15 Relationship Managers Meeting Monthly top line Sale of Life Insurance Distribution through DSA (Home Loan/LAP) and Sub-Brokers.Tailor Made Rewards & Recognition as per Sub-Broker and DSA. Achievements:Promoted as Area Head of North Region – Aug’14Rewarded from Company CEO.Area Manager– Apr’13 to May’14 Key Deliverables:Handling the tasks of entire 2 states(Gujarat & Rajasthan)Handling the Alternate (Edelweiss Retail Distribution & Housing Finance) Sales Channel.Leading team size of 2SH (Cluster Heads) with 8 Relationship Managers with Sub-Broker Model and DSA of Home Loan/LAP.Meeting Monthly top line Sale of Life Insurance Distribution through DSA and Sub-Brokers.Roll out sales initiatives such as micro marketing, branch events etc on monthly basis.Managing HNI Sub-Brokers and DSA.Cluster Manager - Jun’11 to Apr’13 Key Deliverables:Handling DST Channel with Tele Sales ModelLeading team size of 2BH (Branch Head) with 15 Relationship Managers.Meeting Monthly top line Sale of Life Insurance Distribution through Direct Sales.Roll out sales initiatives such as micro marketing, Team events etc on monthly basis.

Handling the tasks of entire 2 states(Gujarat & Rajasthan)Leading team size of 2SH (State Heads) with 60 Relationship ManagersMeeting Monthly top line Sale of Distribution (LI, GI, MF & Adv. Brokerage)Deliver results against financial KPIs set for the branch (Revenue growth, Cost Control, Head Count Control, Branch Profitability etc).Roll out sales initiatives such as micro marketing, branch events etc on monthly basis.Responsible for branch operational process and also build robust self-assessment process for the branch.Evaluating Marketing budgets periodically including manpower-planning initiatives and ensuring adherence to planned expenses.Implement Periodic business plans and strategies, in coordination with macro plans of organization.

Area Head- May ’09 to Nov’10 Branch Head – Apr’ 08 to May’ 09 Team Leader : May’ 07 to Mar‘ 08Key Deliverables:Supervising the tasks of entire state.Leading team size of 3BM (Branch Manager) with 35 Relationship Managers; serving on Tele Sales model business.Meeting Monthly top line sales goals for Third Party Distribution (Insurance, Mutual Fund and De-mat Account)Revenue growth, Cost Control, Head Count Control, Branch Profitability etc.Generating revenue and making centres profitability through P& L A/cAchievements:Felicitated with a Fast Track Racer in March’08 for generating highest Revenue through the pan India Awarded for the best performance as Branch Head in month of Apr’ 09

Serving for the sales promotions activities.Handling customer queries and convincing them; implementing lead based data.Assisting both channel and FSC (Financial Service Consultant).