Lekshmi V Email & Phone Number

Gurugram, Haryana, India

Gurugram, Haryana, India

Mumbai Area, India

Mumbai Area, India

Key Responsibilities1.Managing Channel Partner (ICICI Wealth Management team comprising of 1 cluster manager,3 branch managers and 28 Relationship managers, South Mumbai region) for driving life insurance products 2.Directly handling a team of 5 senior Key Relationship Managers spread across 3 wealth branches in South Mumbai3.Responsible for providing financial planning, investment advisory and portfolio management services to HNI customers 4.Working on a project to improve the… Show more Key Responsibilities1.Managing Channel Partner (ICICI Wealth Management team comprising of 1 cluster manager,3 branch managers and 28 Relationship managers, South Mumbai region) for driving life insurance products 2.Directly handling a team of 5 senior Key Relationship Managers spread across 3 wealth branches in South Mumbai3.Responsible for providing financial planning, investment advisory and portfolio management services to HNI customers 4.Working on a project to improve the persistency parameter for wealth channel under the VP for Mumbai region, preparing daily MIS to monitor delta progress Show less

Mumbai Area, India

1.Handled a team of 6 senior managers and over 100 financial distributors2.Achieved 37% improvement YoY on business issuance3.Improved advisor activation by 44% YoY through regular engagement programme at the branch 4.Responsible for sales team motivation and achievement of targets through maintenance of optimal product mix

Mumbai Area, India

Key contributions while working as part of WIN team in Agency Channel Business Development:1.Built a qualified team of 10 financial consultants from scratch who were able to increase productivity by 15%2.Led a team of 5 managers in conceptualizing and implementing a streamlined process for new distribution creation Impact: Doubled Fundamental Skills Program (FSP) productivity per front-line manager 3.Conducted partner engagement programme on products, portfolio… Show more Key contributions while working as part of WIN team in Agency Channel Business Development:1.Built a qualified team of 10 financial consultants from scratch who were able to increase productivity by 15%2.Led a team of 5 managers in conceptualizing and implementing a streamlined process for new distribution creation Impact: Doubled Fundamental Skills Program (FSP) productivity per front-line manager 3.Conducted partner engagement programme on products, portfolio management, market scenario and objection handling to drive optimal and sustainable business growth4.Worked as part of the digitization council sharing insights to enhance customer and distributor experience and to promote use of digital applications in the sales processVoluntary ContributionOrganized financial awareness campaigns in corporate offices coordinating with several internal teams to promote brand value and drive businessImpact: Successfully implemented a systematic end-to-end process of lead generation, financial data collection and investment planning of customers Show less

Dubai, United Arab Emirates

Headstart FZ LLC is a leading regional provider of technology and services forBusiness Process Automation in the Retail and Leisure industry.Offered Preplacement Offer (PPO) for outstanding performance.Key contributions while interning as a Presales Consultant1.Prepared a B-Plan for a new division of Headstart that offers digital signage solutions to SMEs a.Assessed market potential in the Middle East and North Africa region b.Identified potential… Show more Headstart FZ LLC is a leading regional provider of technology and services forBusiness Process Automation in the Retail and Leisure industry.Offered Preplacement Offer (PPO) for outstanding performance.Key contributions while interning as a Presales Consultant1.Prepared a B-Plan for a new division of Headstart that offers digital signage solutions to SMEs a.Assessed market potential in the Middle East and North Africa region b.Identified potential business partners and target segments and key challenges c.Analyzed financial viability for setting up a new division d.Worked on a marketing campaign for the offerings with Navori Digital Signage Software2.Played a pivotal role in the implementation of Microsoft Retail Management Solution for a key client3.Participated in several client and partner meetings and International sales conferences to identify new prospects and new business opportunities in the retail and hospitality sector4.Interacted regularly with clients and analyzed their feedback to understand unmet needs5.Identified new opportunities for product and service expansion through business partnerships6.Worked on creating a corporate deck for Headstart FZ LLC Show less

Master Of Business Administration (Mba)

Bachelor Of Technology (B.Tech.), Applied Electronics And Instrumentation