• Managing 5 branches in Pune city and 1 in Nashik city• Team of 6 Branch Mangers, 36 Relationship Managers, 2 Life Insurance Managers and 3 Regional Product Heads & 1 I Pru SM• Multi product approach includes Equity, Life Insurance, General Insurance, Mutual Funds, Wealth Products, Financial Planning Services, Debt Products, and Educational course• Managing business with generating revenue from All Products with Maximum utilization of resources n keep cluster in profit• Tracking each team member for activating in each product with revenue generation and guiding with further career path. • Co ordinating with Training Dept for upgrading skills of team members• Audit and Compliance

• Managing overall business development, channel management & business operations for a network of 5 Branches and 40+ Franchisees across Nasik region covering Nashik, Dhulia, Jalgaon & Ahmednagar cities as well as sub-broker network across Maharashtra • Leading a team of 40+ including 1 Senior BM, 5 Branch Manager, 5 Sales Managers, 2 Business Development Officers • Achieving all the preset targets including Revenue for Equity/Commodity/Currency/SPOT as well as selling of D-Mat accounts and cross selling of Insurance, Mutual Fund, Bonds, IPO & NCD• Identifying and appointing new Sub-Broker & Remisers to enhance business development through formal presentation, while working closely with the sales channel to ensure target achievements• Minimizing the IG cases at the lowest by implementing regular checks on RM/BM/FAN while ensuring strict compliance by branches and FAN • Managing the team while training in-house teams as well as the sale teams at broker’s at to enhance overall efficiency and productivity in terms of sales turnover and activation targets• Preparing strong and reliable MIS reports for facilitating the decision making process and liaison with Management for extensive market penetration• Making decisions regarding marketing & branding strategies while designing effective & cost-efficient implementation programs based on Customer Analysis, Competitive Analysis, Collaborator Analysis and Industry & Company Analysis• Helping HO to design proper IPM for all set of employees and effectively managing costs

• Concentration on Ultra HNI Category by way of New Sales & Servicing to current HNI & UHNI category.• Implementing more Structured Products / Fixed Income Products like SPOT Arbitrage, Alpha, Currency fx.• Concentration on AUM Collection across the area. • Managing overall business development, channel management & business operations for a network of 5 Branches and 40+ Franchisees across Nasik region covering Nashik, Dhulia, Jalgaon & Ahmednagar cities as well as sub-broker network across Maharashtra

• Customer relation development• Dealer Management and Co-ordination• Preparation of MIS reports• Helping manager to solve the chronic cases• Follow up the customer for Recovery Purpose