Branch Manager

Mapped client's requirements and providing them expert advisory services pertaining to selection of right products.Successfully executed and formulated strategies and reaching out to the unexplored market segments/ customer groups for business expansion. Managed research & analysis of various Investment product MFs & Bonds. Effectively developed innovative analytical tools for Mutual Funds analysis which was appreciated in the Company

Financial Planning through Mutual funds, Equity, Life Insurance, General Insurance.Preparing Investment portfolio for the customerProviding Taxation planning for the customers Providing financial solution through various financial plans.Catering exclusively to HNI clientsExclusive focus on revenue generation by offering an array of financial products.

Strategic Consulting, including business plan & sales strategy development

Start-up team member of ICICI Direct (offline & online) business at BangaloreCatering exclusively to HNI clientsExclusive focus on revenue generation by offering an array of financial products.Handled the following financial product - Investment Banking in Stocks, Mutual Fund, Insurance, ULIPs, General Insurance, Credit Cards, Personal Loans, Homes Loans, LAS, Demat and Trading Accounts. Develop written marketing plans outlining the launch process, present launch plans to senior management for approval, and track actual unit sales. Offering investment advisory services to employees of large existing banking clients maintaining good relationship and also acquiring new corporate employee accounts from the market.Key Achievements -No1 RM in Stylish Sixteen Health Insurance contest in Bangalore by selling 11 Units in one day.Received Certificate of Excellency in the month of January, February and March for the highest volume of sales in insurance by selling 22 lakhs 1st RM in entire Bangalore to close ICICI Bank bonds of Highest value of 3 Crs. Declared as most dependable and consistent manager Capable to Achieve my sales target on consistence Basis Highest Demat Account in two day (714) During the BEML IPO, July 07.