WORK PORTFOLIO –• Managing team of 2 Relationship Managers & 1 Dealer.• Responsible for Sales, Business Development & Profitability of Team.WORK PROFILE –• SALES / BUSINESS DEVELOPMENT -- Client Acquisition – Self and Through Team.- Developing and enhancing relationships with high net-worth clients and providing financial advice/ solutions for various financial needs.- To retain the existing customer base and improve customer satisfaction.- Conducting Customer Seminars for New Client Acquisition.• RESEARCH & CONSULTANCY –- Fundamental & Technical Analysis / Study of Equity Market.- Suggesting various Investment options to investors as per their Risk Appetite & Time Horizon.- Manage the portfolios of clients.• Driving revenue growth through Cross-sell the suite of financial products (Mutual funds, Insurance – Life & General, Direct Equity, Commodity trading, etc.)

WORK PORTFOLIO –• Taking care of Big Bazaar Stores spread across Rest of Maharashtra (8 based at Pune, 1 Based at Nagar & 2 based at Kolhapur & Sangli).• Managing team of 3 ABM’s, & 2 TLs with FOS of 42 FPAs, 25 Off Role CSOs, 2 L & D Managers and 2 ops executives across Maharashtra (Total Team size 71).• Responsible for Sales & Strategic initiative Maharashtra.WORK PROFILE –• Team Development- Recruitment of FPA & Team Leaders / Asst. Business Managers- Retention of good talent.• Sales- Planning and implementation of Business Plan for the territory.- Ensuring high productivity per FPA / Team Leader / ABM.- Initiating, Promoting and monitoring various Lead Generation activities.- MIS• Training- New Product launch.- Product Refreshers- Soft skills training- On sight training for Store Staff, FPAs and Team Leaders / ABMs.• Relationship Management- Maintaining strong relationship with Store Managers and Other staff of Malls.- Ensuring smooth functioning of Channel through malls.- Launching and monitoring various contests for Store Staff.

WORK PORTFOLIO –• Taking care of 5 Relationships (2 based out of Pune, 1 Based at Karad & 2 based at Kolhapur) and spread across Maharashtra with network of 123 Branches.• Managing team of 6 ARM’s, 52 SA / RA and 2 ops executives across Maharashtra.• Responsible for Sales, Strategic initiative & Business Development for Maharashtra.WORK PROFILE –• Team Development- Recruitment of SA/RA’s, ARM.- Retention of good Talent.- Gauge the training requirements of Team & ensure that the training is imparted- Carrying various activities for Team Bonding.- Grooming the team for future roles as per the Organisational Growth Path.• Relationship Management- Building strong & ongoing relationships for Business Development- Coordinating between Bank and the HO.- Training of Bank staff.- Ensuring smooth flow of work between the two organisations.- Ensuring the support from the Bank.• Sales- Planning & Implementation of Business Plan for all Bank Relationships. Launching various contests, R&R’s for Bank as well as for Sales Force.- Promote & manage the productivity of the field force. - Implementing Lead Generation Activities.- Implementing BOLD system and MIS.- Ensure all audit and compliance requirements by Sales Force.• Training- IRDA Exam training.- New Product Launch.- Soft Skills & Motivational Training.- Product Refreshers.- Other Audit required training.• New Business Development - Initiating and taking ahead till sign up of new Partner Bank.- Ensuring smooth functioning of relationship with new Partner Bank.