At IIFL I have worked closely with One of the most successful Entrepreneurs In India, Founder Mr. Nirmal Jain, and India’s top Financial Leader and CEO Mr. Arindam Chanda in Designing and Execution of Sales Strategy. IIFL Securities is India’s top Financial Services Company with more than 4 million retail customers. It offers all financial products like Stock Brokerage, Wealth Management, Mutual Funds, Bonds, ETFs, Real Estate, Financial Planning.My primary KPI’s include… Show more At IIFL I have worked closely with One of the most successful Entrepreneurs In India, Founder Mr. Nirmal Jain, and India’s top Financial Leader and CEO Mr. Arindam Chanda in Designing and Execution of Sales Strategy. IIFL Securities is India’s top Financial Services Company with more than 4 million retail customers. It offers all financial products like Stock Brokerage, Wealth Management, Mutual Funds, Bonds, ETFs, Real Estate, Financial Planning.My primary KPI’s include –-Digitization of Sales and Marketing process-Setting up Outbound Sales Call Centres across Regions with the capacity of more than 800 Tele Sales Executive-Running Digital Campaigns and optimize the Cost of Acquisition through a Data Analysis approach-Creating and successfully running Virtual Relationship Vertical to drive cross-sell revenue-Managing Cross branding Partnerships with Large Consumer companies for Acquisition My major achievements have been--Scaling Customer Acqusition Run-Rate from 800 New customers per month to 20000 customers per month within 12 months. Thereby Acquiring more than Half a Million Customers in 2.5 years-Setting up 2 Minute Online Customer Onboarding and Robust Customer Engagement Platform on Mobile app and Website -Acquiring & Implementation of Zoho CRM across Organisation-Hiring and Managing a large team of more than 900 people across functions Show less

I along with my Co-Founder Abhimanyu Sofat boot-strapped this Fintech Business with the main aim of Democratisation of Investing In India. Funded by India’s best 5 seed-stage investors, AdviseSure was India’s 1st Fee-based Robo- Advisory Fintech business. The advisory process was powered by Machine Learning and Artificial Intelligence AI, to deliver Truly unbiased advice to Common Man for all Asset classes including Mutual Funds, Insurance, Stocks, Real Estate, Small Savings, etc...My… Show more I along with my Co-Founder Abhimanyu Sofat boot-strapped this Fintech Business with the main aim of Democratisation of Investing In India. Funded by India’s best 5 seed-stage investors, AdviseSure was India’s 1st Fee-based Robo- Advisory Fintech business. The advisory process was powered by Machine Learning and Artificial Intelligence AI, to deliver Truly unbiased advice to Common Man for all Asset classes including Mutual Funds, Insurance, Stocks, Real Estate, Small Savings, etc...My role was to Manage Sales and Marketing efforts, Building a powerful Consumer Internet Platform from scratch, Hiring and Managing Technology teams, and Setting up the processes for implementation of Strategy.AdviseSure went live in February 2015 and until August 2016 when it was acquired by IIFL, 19 people coming from varied backgrounds had created an online platform with 9000+ Paid Subscribers ( Overall 25000+ subscribers). Our Tech & Data intelligence team created a powerful advisory tool, identifying customers in 30 mutually exclusive buckets based on Risk appetite, behavior, Knowledge of financial products, & their demographic segment. We had successful built numerous Online engagement tools for the users, thus bringing in DAU of 4000 and MAU of 14000 users respectively.We partnered with India's top Companies like ACC,Greaves Cotton,Crompton Greaves,Kanakia Constructions, etc. to help their WorkForce doing Financial Planning with state of art financial education program. Coming from an offline sales background I learned all skills for Digital Marketing, Digitisation of Sales Processes including UI UX of the platform. Most of the users were primarily acquired because of its Strong and quality content. The in-house content team created more than 15000 web pages full of robust content in multiple formats-Texts,Videos,GIFs,eBooks.July 2016 we were acqui-hired by IIFL and took forward our unfulfilled journey of Helping common man taking Prudent & Unbiased Financial Decision Show less

 Drawing annual business plan for the branches and responsible for its achievement, month on month.  Manage SME cross-sales and business development of Mortgage and unsecured loans at 10 branches of Western and Central region of the company. Locations are, Mumbai, Ahmedabad, Rajkot, Pune, Nagpur, Nashik, Surat, Rajkot, Indore, Bhopal  Recruit and hire a team of more than 70 salespeople, including Regional sales managers, Sales managers and Financial advisors for the execution of the… Show more  Drawing annual business plan for the branches and responsible for its achievement, month on month.  Manage SME cross-sales and business development of Mortgage and unsecured loans at 10 branches of Western and Central region of the company. Locations are, Mumbai, Ahmedabad, Rajkot, Pune, Nagpur, Nashik, Surat, Rajkot, Indore, Bhopal  Recruit and hire a team of more than 70 salespeople, including Regional sales managers, Sales managers and Financial advisors for the execution of the department’s plan Ensuring cross-sell of Life insurance, Credit card, EMI card, Real Estate sales, and credit carting product along with each mortgage and unsecured loan disbursement Responsible for undertaking 100% financial and market check of each customer before disbursing any loan to the customer Close working with credit appraisal team for swift and risk-free underwriting and disbursement of loan products Acquiring and Management relationships with top 25 corporate and SME customers in the region and responsible for individual sales targets from them. Managing Call Centre operations to generate leads powered by Data intelligence and analytics & digital campaigns Proper update of all the customer interactions and documents in Salesforce CRM  Timely collection of EMI’s and instalments from customers.  Preparing daily MIS reports concerning sales, collection of instalments, Delinquency monitoring reporting, Documents collection report, Monthly progress reports, etc. Continuously reporting to the management on the progress of the business and taking corrective actions to fulfil any gaps.  Acquired Rs. 400 Cr. + AUM in Mortgage and unsecured loans along with driving 2.5 products per customer. Ensure appropriate customer onboarding through digital and welcome team desk Coordinate with various stakeholders for the smooth execution of business strategy Show less

 Drawing annual business plan for the branches and responsible for its achievement, month on month.  Manage business development of Financial planning and other financial product sales at 4 branches across India, of the company. Locations are, Pune, Chandigarh, Aurangabad, Ludhiana.  Launching India’s first Fee based financial planning product for individual investors. Ensure robust capturing of complete financial and otherwise information from all customers and feeding into… Show more  Drawing annual business plan for the branches and responsible for its achievement, month on month.  Manage business development of Financial planning and other financial product sales at 4 branches across India, of the company. Locations are, Pune, Chandigarh, Aurangabad, Ludhiana.  Launching India’s first Fee based financial planning product for individual investors. Ensure robust capturing of complete financial and otherwise information from all customers and feeding into financial planning software. Managing team of financial planners for preparing financial reports with the help of Mile-stone software.  Recruit and hire a team of more than 50 salespeople, including Branch managers, Sales managers and Financial advisors for the execution of the company’s overall business plan Responsible for planning of all marketing activities for acquiring new customers including tele calling, road shows, housing complex activities, corporate seminars, etc. Doing multiple sales events in corporates and presenting the benefits of prudent financial planning for individuals to meet their financial goals Ensuring cross-sell of Mutual funds, Life insurance to all customers Acquiring and Management relationships with top 25 HNI customers and responsible for individual sales targets from them. Managing Call Centre operations to generate leads powered by Data intelligence and analytics & digital campaigns Designing marketing collaterals, website and other online campaigns for robust sales performance  Preparing daily MIS reports concerning sales, collection of financial planning sales packages, Documents collection report, Monthly progress reports, etc. Continuously reporting to the Chief Executive Officer (CEO) on the progress of the business and taking corrective actions to fulfil any gaps.  Acquired more than 3000 fee paying customers. Ensure appropriate customer onboarding through digital and welcome team desk Show less

.Risen to the position of Wealth Management Head within 2 years of joining after the successful launch of Cross-Sell Businessin Western & Southern India▪ Raised more than Rs.150 cr. in 2009-10 for Inhouse Equity PMS Products▪ Executing People, Strategy & Operations process within the vertical through 200+ sales team▪ Coordinate with various stakeholders to ensure business plan targets are met

 Managing a team of 14 Wealth Relationship Managers for sales of HNI broking accounts (5lacs above margin), PMS and Structured Products, Mutual Funds for Punjab, Haryana and Chandigarh region.  Self acquisition & management of more than Rs. 50 lac. Relationships, across region. Managing dealing and operations for generation of revenues and retention of client base.

 Handling products like Mutual Fund, Life Insurance, General Insurance, RBI Relief Bonds, Gold, IPO’s ,Safety Bonds through self sourcing ,12 Branches, Agency Channel Acquire and managing Relationships with HNI Clients and corporate.  Peer management & Collaborating with branch team for achievement of business targets Managing team of branch INS champions across branches for third party products.  Involved in the initiative by ICICI Bank , in Punjab, to form Financial… Show more  Handling products like Mutual Fund, Life Insurance, General Insurance, RBI Relief Bonds, Gold, IPO’s ,Safety Bonds through self sourcing ,12 Branches, Agency Channel Acquire and managing Relationships with HNI Clients and corporate.  Peer management & Collaborating with branch team for achievement of business targets Managing team of branch INS champions across branches for third party products.  Involved in the initiative by ICICI Bank , in Punjab, to form Financial Counselors (FC) Channel In Dec 2004  Initiating employee’s Reward & Recognition Programs. Managing Agency Channel for Mutual funds, IPOS, Safety Bonds, RBI Relief Bonds. Distinction of being topping:- ICICI Bank in Prudential ICICI Emerging Star Fund, Sep’2004.- Life Insurance business in Feb’2005- ICICI Bank in Gold Sales in Akhshya Trithiya 2005.- ICICI Bank in Standard Chartered Imperial Fund.- In Self Sourcing Corporate Business in Sep’2005 for General Insurance. Show less

 Steering efforts, in single handedly setting up the distribution vertical with Mutual funds, Govt securities, Insurance, IPOs & HNI Broking accounts sales as major products. Acquiring HNI relationships and managing them to achieve business targets. Handling B2B channel for distribution of TPD products and Broking accounts.  Helped the designated agency receive the Best Agency Channel in distributors in Punjab where in, topped in all major IPOs like Maruti Ltd., GAIL and ONGC in… Show more  Steering efforts, in single handedly setting up the distribution vertical with Mutual funds, Govt securities, Insurance, IPOs & HNI Broking accounts sales as major products. Acquiring HNI relationships and managing them to achieve business targets. Handling B2B channel for distribution of TPD products and Broking accounts.  Helped the designated agency receive the Best Agency Channel in distributors in Punjab where in, topped in all major IPOs like Maruti Ltd., GAIL and ONGC in Punjab. Key accounts handled included Avon Cycles, Hero Cycles, Vardhman Spinning Mills, Trident Limited, Nahar Spinning Mills Ltd. . Successfully attained book of 300 agents, 100 corporate and HNI clients, Mutual fund AUM of Rs. 100 cr. Show less

 Executing all aspects of auditing, including finalization of financial statements, compliance of all statutory regulations, financial and accounting planning, Tax calculations etc.  Liaising with clients from relationship management to communication of final financial statements.  Key accounts handled included Ralson India Limited, Capital Local Area Bank, Bharat Box factory Ltd., Punjab Gas Cylinders Limited.