Ramesh Sharma Email & Phone Number

Pune, Mh, In

Pune & Rest Of Maharashtra

Pune, Maharashtra, India

Mission:I Have Pledged To Secure 1000 Individuals Through Right Financial Planning For Their Golden Years (Retirement Years) To Ensure Financial Freedom For Them So That They Live Their "Sar Utha Ke Jiyo" Dreams.Raho Har Waqt Ke liye Taiyyar!!Vision:I want to be known as the Best Family Buddy for families (after the Karta) who are seeking a professional guide for achieving their personal financial goals through our simple and effective financial planning strategies.Values:1) You First2) 100% Integrity & Honesty3) Committed to your Needs & think what is beneficial for you at all times4) Available at all times for servicing your requirements.

Pune Area, India

Job Responsibilities:  Sales & Business Development People Management Client Management Process ManagementSales & Business Development Prepare & Maintain MOP (Monthly Operating Plan) for the Branch and track product- wise progress against Budgets (Liability, Assets and Revenue) Prepare and review Monthly Operating Plan of outbound activities for ASM/BSM/BDMs/BDEs on a weekly basis. Weekly Milestone reviews for Outbound and as well as for Inbound sales Achieve incremental targets for CASA, Fixed Deposits and Loans, and achieve Fee in terms of focussed products e.g. Life Insurance, Health Insurance, Mutual Funds, Credit Cards, etc. Cross-sell of products (i.e. sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship  Segment the customer within the catchments of the branch to increase the base of the branch People Management Capability building and Manpower management Mentor/Guide New Joinees as well as existing branch employees Brief employees on their role and expectations from themClient Management Managing the HNI customers & ensuring the highest levels of service to them  Maintain customer relationship through sourcing and on-boarding processProcess Management Conduct daily morning huddles to discuss daily plan and agenda for employees Track inflow and outflow of reports (like account closures, account opening, Fixed Deposit renewals/closures etc.) and thus, daily business generation

Pune, Maharashtra, India

Pune Area, India

Business Loans for expansion for SMEs, Express Home Loans and Loans Against Property, Lease Rental Discounting, Personal Loans, Buyer's Credit & ECB Consultancy Services on International Trade.

Pune

Job Responsibilities: Lead and continuously motivate a result oriented team and manage Branch Profitability, ensuring high quality service and Customer Relationship Management Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, etc.  Managing the High Net worth Individual customers & ensuring the highest levels of service to them  Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNI relationships One point contact for all requirements of HNI customers in the Branch Ensure achievement of overall Branch Targets by generating business and cross sales.  Driving the branch to achieve targeted CASA nos. through New Client Acquisitions. Key Customer Relationship Management which includes CBG & SME clients Review Branch Operations reports Periodic review of progress vs. objectives Own all branch-banking objectives and overall branch supervision Complaints Handling Branch Merchandising & Co-ordination with Marketing at product level Ensure compliance with Banking rules, Regulations & Procedureso International & Domestic Trade Finance Services which includes –o Import Services viz., Import LCs, Import Collection Bill Services, Direct Import Bills, Advance Payment towards Imports, Arranging for Buyer’s Credit & Supplier’s Credit, etc.o Export Services viz., Export Packing Credit, Export Bill Negotiation, Export Bill Purchase & Discounting, Rupee Advance against Export Bills, Export Bill Collection Services, Export LC Advising, Export LC Confirmationo Issuance of Domestic & Foreign Bank Guarantees both inward & outward, BG Advising, BG Confirmationo Inland Trade Services viz., Issuance of Inland & Stand By LCs (SBLCs), Inland Bill Collection Services, Outward Bill Collection under LC & Clean Collection, Inland Bill Discounting under LCo Remittance Services viz., Inward Remittance Services, EEFC Account Services, Outward Remittance Services

SYNT) is a leading global provider of integrated information technology and Knowledge Process Outsourcing (KPO) solutions.Job Responsibilities:Client centric -Weekly interactions/updates with client in Munich & LuxembourgDiscussions on business issuesSupport business issues with due diligenceWeekly Reporting to higher management & Process OwnersHandle all client escalationsManage & facilitate client visits from Statestreet Munich/Luxembourg/Boston.Process centric -Ensure capacity planning as per required volumesMeeting/exceeding Service Level AgreementsRoot Cause Analysis on performance issues of executives as and when requiredOwn compliance, audits, ISO, COPC & BCP documents/issuesPreparing first draft for all BillingsIntermediary between support functions & processAccountable & responsible for all reporting (internal/external)P4P preparationsPlan backfills and ensure meeting budgeted headcountEnsure Best Practice sharing within/outside processDrive process improvementsHandle attendance issues & deviations, e.g. LWP'sEnsure seamless critical communication to the teamPeople centric -Own direct support functionsFormal feedback mechanism with clear development plansR & R celebrations (Spot, Regular & Team Outings)Ensure team bonding and handle any issues of team members amicablyManage and guide career aspirations of team membersShare ideas with team members & motivate them to go the 'extra mile'Hiring & Attrition Control

organization providing remote IT-enabled services, integrated business process outsourcing solutions, encompassing Back Office processes, Contact Centre operations and Web based customer care to global corporations from its operation centres in India. Job Responsibilities:Migration Consultant and Process Mapping & Documentation Consultant onshore in UK Provide effective training to new trainees and refresher trainings for production FTE'sInteracting with Process Owners & SME's for addressing inconsistencies & process updates Participate & provide support in creating all necessary documentation like SOPs, training plan, etc.Act as Subject Matter Expert on the migrated processes & play active role in process optimisationRationalise & track learning curves during OJT for all agentsCreate inputs leading to continuous process improvementsReview & maintain Training Standard DocumentKey Learnings:Exposure to operations, especially process migrationSupported process migrations for Claims Processes Onshore Process Mapping/Documentation (UK) on MS-Visio for Claims ProcessesKnowledge of Six Sigma Process ManagementCreate & document process details like Process Maps, SOP's, Baselines, Dashboards & Training requirementsFacilitate & Manage Client visits

Steering initiatives towards Institutional Sales, Business Development, MarketingAdditionally responsible for Recovery of Payments, Troubleshooting Operational Problems, Sanctioning of resourcesGenerate and maintaining MIS for management to take strategic decisionsInvolved in identifying 'Expensive Accounts' and suggest ways to curtail these expensesPivotal in suggesting new formats of Reports to enhance the control over the business like WILL- CAN-MAY Accounts for effective forecasting of sales

Nagpur, Maharashtra, India

Business completion to achieve annual sales targetsConduct on-site demonstrations of company products Presentations on preventive maintenance of machinery and equipments Review with management on various marketing initiatives to enhance business

A First Class Masters Degree; Bachelor'S Degree, Finance & Marketing; Mechanical Engineering

Hsc, Science & Maths

Ssc, All