Heading business acquisition for Hyderabad, AP & Telangana for the below companies productsLife Insurance - Term Plan Company Bajaj, ICICI Pru, PNB Metlife, Tata AIA, Edelweiss Tokyo, Max LifeLife Insurance - Traditional Plan Bajaj, Max Life, ICICI Pru, Tata AIA, Hdfc Life, Edelweiss Tokyo Health Insurance HDFC Ergo, Care, ICICI Lombard, Aditya Birla, Reliance, Manipal Signa, Max Bupa, Royal Sundaram, Universal Sompo, SBI, LibertyGeneral Insurance Almost all. Check in AppUnsecured Busineess Loan Clix Capital, Bajaj & Aditya Birla Upto 45LacLoan Against Share Fullerton & Aditya Birla FinanceVirtual Doctor Counsultation Medibuddy Full Body Check-up Healthians Customised Health Insurance only for Trufedu Customers Care Health Insurance

• Contributing business vide Data & Open market Outbound Telesales.• Independent Financial Advisor of all Mutual Funds & Portfolio Management Services. • Business Partner of ICICI Securities Ltd | ICICI Lombard GIC Ltd | LIC of India | ICICI Property Services Group | ICICI Bank Ltd All Loans. • Selling & Reselling Clients properties residential, commercial to my other clients.• For Major Commercial office space developers & world leaders in India, like World Trade Centre | Bhutani Group | Prestige Group | Puravankara | Best Western | ATC Towers | AGRIM Towers Hyderabad | Kapil Towers Hyderabad.• Recruitment and managing of Sub-brokers & Channel partners to contribute business on mutual revenue sharing basis.

Super HNI Client Relationship Management - involved to acquire, grow, deepen portfolio.Enable stabilized granular book growth de-risk against clients attrition.Higher wallet penetration in terms of products Vs. defined business targets of the bank.Be self as face of the Bank to HNI Clients giving solutions vide service to sales approach. Fulfill their goals by regular portfolio analysis in a compliant mutually profitable manner.Team handling – Manage Branch team of 2 branches for business revenue generation.

Bringing new Affluent & Super Affluent clients and building a strong Premier client book.Deliver the best service standards, Handling Queries & complains & solving it within TAT.Conduct, assist and organize seminars | workshops | business development activities.Creation of revenue & activation of clients through effective Advisory.Cross sell products like Mutual funds, PMS, Insurance, Commercial Office Space.Coordinate with Centralize CFP research product team to take clients investment decisionTeam handling – Drive distributor’s team of 20 members for revenue generation.Significant AccomplishmentsPan India Level Top Employee of the year in 2017 for Commercial Office Space business revenue.

Acquiring new to Bank Preferred relationships who meet product criteria by regular interaction with the customer to build rapport, understand and update the profile. Promote direct banking channels and ensure that the customer is utilizing the same. Customers are introduced to the RBH / BM for smooth transition of portfolio handover.Team handling – Supported Branch team for revenue generation.Liaising with Privilege Banker to flag eligible HNI customers from Classic for including into the Preferred program and offering them a superior customer service experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family accounts, retaining and enhancing the relationship.

Reporting to Group Head – for Goldman Sachs & INVESCO (earlier Religare) Asset Management Companies Mutual Fund back end Operations.Team handling – Managed processing team of 15 members for transactions processing.Ensure SEBI compliance with all Mutual Fund Registrar & Transfer Agency Regulations.Work very closely with the Compliance, Finance and Legal departments & handling Internal, External & SEBI Audits & Compliance.Anti-money laundering review, Monitoring of Regulatory reporting.Secretarial assistance for board meeting preparation, agenda, minutes and submission of forms under Registrar & Transfer Agency Service Level Agreements.Frequent interaction with executive management (CEO, All department Heads, HR, IT etc.) represent my unit.

Team handling – driven five branches with sales team of 12 officers & the branch team of 8 members for business and revenue generation as per the parameters.Conduct and assist in organizing seminars, workshops and other business development activities in the branch catchment areas.Prepare, maintain & publish the MIS reports in the specified formats as required by the management.

Recruit, train advisors, and extract life insurance business from open market.Handhold exited sales manager-recruited advisors and aligns to contribute business.

Open market Sales executive activities to generate personal loans business sales targets.