Kalpesh Teli (He/Him) Email & Phone Number

San Diego, California, Us

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Bangalore, Karnataka, In

Responsible for managing Global Reconciliation Program for Credit Suisse

Navi Mumbai, Maharashtra, In

Responsible for Banking business across APAC region, which comprised 20% of the organizations overseas revenue spanning across 12 countries in the Banking and Insurance space. Instrumental in business deal qualification and gaining customer confidence to build strategic partnerships and boost brand image. Driving organization maturity to move from a startup mode of functioning to an advanced service provider by to define roles and responsibilities for effective functioning of sales and delivery units.Achievements: Defined focused service catalogue for services and products around Digital Road map, AML and Loans solution's resulting in pipeline growth to ~USD 60M, and led to organic growth with 40% of existing customers. Designed distribution network with an alliance model and inducted logos such as IBM and Dow Jones to drive product penetration. Also created number of local partners in Vietnam, Philippines and Taiwan. Managed relationships and added stalwart new logos including BIDV and CTBC in Vietnam, SIF and Tenet Sompo in Singapore, Planters Bank and Maybank in Philippines.

Mumbai, Maharashtra, In

Responsible for driving strategy for product development and management of all India sales channels for both retail and corporate customers across Mutual Funds, Portfolio Management Services and Real Estate Funds business. Ownership of driving efficiency by technology to create a ‘mobile salesforce’ that eventually needed to spend zero time in the office.  Drive distribution network expansion and setup of the industry’s first loyalty program, which led to a 150 BPS increase in market share and a corresponding AUM growth from $7B to $12B between 2011 and 2013. Conceptualized, designed and launched “Virtual office” - a first of its kind tool for managing sales team, which was widely recognised and adopted across the organisation. Use of Data Warehousing and mining techniques to enhance channel penetration and creation of white labelled products that provided new avenues for sales and distribution. Recipient of “The Pride” award across ABFSG for exemplary work.

Mumbai, Maharashtra, In

My role was enhanced and i was given the responsibility of handling the entire organized distribution. This was a strategic role with a view of expanding distribution reach for BSLMF beyond retail distribution and establishing presences in the wealth and private banking segment. Over two year period market share increased by over 2% leading to addition of 30 billion INR over a two year period.Raised USD 90 million worth of assets contributing 50% of the total assets raised for Aditya Birla Real Estate fund’s maiden real estate fund offering.

Mumbai, Maharashtra, In

This was a national role, managing all retail banks and national distributors across Mutual Fund, Portfolio Management Service and Real Estate Fund business. The role entailed establishing distribution foot print for the Birla Sun Life Mutual Fund(BSLMF) by activating,on-boarding and engaging with large distribution partners nationally. BSLMF during this tenure not only established it presence but also saw a jump in the market share and a recommended fund house by select distribution partner.

In

Role as a channel head for ICICI Bank got enhanced and I was entrusted with handling all large and key relationships Nationally. Key relationship in addition to ICICI Group included HDFC Group, Axis Bank and NJ India Investment (Largest IFA platform in India). Market share for ICICI Prudentail AMC across key accounts increased from 10%-40% over a one year time frame. This role gave an opportunity of handling large and geographically diverse sales team and getting work done from teams that didn't reported directly to me.First hand exposure of handling CXO level/ business heads was an enriching exposure.

In

Subsequent to setting up of the branch was given a national role of managing channel sales at ICICI Bank,ICICI Direct and other ICICI group subsidiaries. Channel management was relatively a new concept to the organization and gave an excellent opportunity to set it up the channel and driving it across India. Withing a year span market share for ICICI Prudential AMC at ICICI Bank increased by 40% +.

In

Set up presence for ICICI Prudential AMC Ltd in central Mumbai region. Task involved setting up branch in Thane [suburb of Mumbai] and set up a distribution footprint for the company in central Mumbai suburbs. A branch was identified and made operational within 36 days. Branch within a year crossed Assets Under Management USD 20 million and was among the top 10 branches across India. It bagged the “Best Branch- Award for the year 2007”

In

This assignment was an exposure to work on creating mainline communication and was responsible for handling outdoor advertising, in addition to the earlier portfolio of direct marketing and internet adverting and investor communication. Was part of the team that set up the brand guidelines and handled the execution of the guidelines across India.

In

Profile started as handling direct marketing, internet advertising and within a short span of time was given independent charge for handling both the portfolios. Direct marketing and internet advertising was a first hand exposure on customer acquisition. Both the medium of communication were new to the company and which meant starting from scratch and building it up. Opportunity to set the direct marketing framework, working on website development from transaction enabling point of view. Was instrumental in launch of some of the first of kinds to mutual fund Industry in India. Won Bronze Award in 'Best Direct Mail Effort' category, organized by Economic times Brand Equity and Led the team that won Bronze Abby 2002 for Internet Advertising.

In

As a management trainee i was assigned to marketing department and assisted head of marketing for handling below the launch activation program for the launch of a product,setting up customer satisfaction survey and first hand exposure to other marketing activity.

Postgraduateprogram In Artificial Intelligence And Machine Learning: Business Applications, Artificial Intelligence And Machine Learning: Business Applications

Future Leaders Program, Organizational Leadership

Mba/Post Graduate Diploma In Rural Marketing (Pgdrm), Marketing