Praveen E Email and Phone Number

• Leadership Role• Team Handling• In-charge of entire Equity/MF/Insurance/Bonds/ Sub-Broker, Real Estate & Mortgage business• Responsible for business growth in terms of revenue in across all the investment products• Establishing systems & processes for smooth functioning of the business• Driving business results as per the Goal Sheet plan• Monitoring competition, identify industry benchmarks and integrate the best practices• Monitoring and controlling cost• Conduct Business Event in order to maintain relations and increase revenue• Tracking revenue growth & motivating team to scale up the business• Compliance monitoring as per the requirement of Compliance Department

Regional Franchise Manager• Leadership Role• Responsible for B2B Channel (APs/Franchisee) business growth in terms of revenue in Karnataka & Kerala across all the products• Team Handling• Responsible for achieving the monthly and yearly targets for New KYC, Equity Revenue, Mutual Funds & PMS• Driving business results as per the regional Goal Sheet plan• Conducting seminars and investor meetings• To constantly engaging with franchisees attached to the zone to generate business• Quality service assurance• Handling people management activities• Lead generation @ regional level• Structuring and maintaining team cost• Coordinate with teams for smooth sales and related back office processes• Tracking revenue growth & motivating team/business partners to scale up the business• Ensure the best practices are being followed at all times in all the AP outlets• Compliance monitoring as per the requirement of Compliance Department

• In-charge of entire Karnataka franchisee business development• Team Handling• New relationship acquisition of Franchisee/Sub-broker/Sit-In franchisee & Remisier• Providing training to the franchisees and their employees• Assisting franchisees on business plan preparation• Supporting franchisees in local area marketing• Joint sales meetings along with franchisee for acquiring HNI customers.• Conducting seminars and investor meetings• Helping in cross selling of otherproducts• Quality service assurance• Tracking revenue growth & motivating franchisee to scale up the business.• Lead generation at regional level• Structuring and maintaining team cost• Achieving Acquisition numbers/ Revenue target specified by the company• To ensure that all Business Partners establish all statutory and business processes and comply with Company code of conduct

• Branch Handling• Acquiring and handling HNI clients• To involve in recruitment, train the staff to manage them, to meet their targets• Structuring and maintaining branch expenditures• Implement process to identify customer needs, assessing their risk appetite providing them investment options and ensuring highest level of service to the customer• Hitting the target of brokerage specified by the company• Branch target achievement

• Client acquisition for Equity & Commodity• Advisory and suggestions for making sound investment• Structuring and maintaining client portfolio• Maintaining good relationship with clients• Hitting the target of brokerage specified by the company