Samir Deshpande Email and Phone Number
Samir Deshpande personal email
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A strategic business leader with 27+ years of proven experience in the financial service domain, specializing in driving Sales in Asset Management Business, Distribution and Channel Management in the Financial Services Sector, having expertise in forging efficient business relations with high value customers and individual organizations building a strong and effective sales channel network. A seasoned professional capable of developing and implementing financial & operations control to ensure achievement of the organization objectives through enhancement of operational effectiveness & efficiency, reliable financial reporting and compliance with the legalities. Career Objective: Competent, disciplined and dynamic leader looking for a senior level role in Sales Management catering to the financial services and insurance sectors to apply extensive experience and leverage domain knowledge for the fulfillment of tangible corporate objectives.
Financial Advisor
View- Website:
- lifehappens.org
- Employees:
- 572
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Independent Financial Advisor,Trainer, And Csr Consultant , MumbaiFinancial AdvisorMumbai, Mh, In -
Independent Financial Advisor,Trainer, & Csr Consultant , MumbaiFinancial Advisor Jun 2014 - PresentMumbai Area, IndiaAs an Independent Trainer & Financial Advisor, educated customers on Investments in Mutual funds and Insurance and acted as an intermediary for Business Loans and Home Loan procurement. Provided consultation on Solution Selling for the Automobile Dealers, training the Dealer Principal on understanding Finance.Undertake Consultancy for Wet Waste Management for Housing Societies in Mumbai as part of my CSR interest and to contribute to society. As an Executive Director of iKuber… Show more As an Independent Trainer & Financial Advisor, educated customers on Investments in Mutual funds and Insurance and acted as an intermediary for Business Loans and Home Loan procurement. Provided consultation on Solution Selling for the Automobile Dealers, training the Dealer Principal on understanding Finance.Undertake Consultancy for Wet Waste Management for Housing Societies in Mumbai as part of my CSR interest and to contribute to society. As an Executive Director of iKuber Financial Services IMF Pvt Ltd. iKuber, a technology driven wealth management firm incubated at SINE , IIT Bombay, engaged in providing consulting and distribution services. managed the consultation and distribution services. Played a pivotal role to bridge a vital gap by providing access to all asset classes including Mutual funds, Life Insurance, General Insurance, Home Loans and Business Loans all under one roof. Show less
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Deputy Head – Sales, SouthSundaram Mutual Sep 2012 - Jun 2014Bengaluru Area, India• The mandate is to regain market share in South across all the verticals and to bring back the confidence in the Sundaram Brand.• To realign the Sales team to meet the challenges in difficult environment.• To prevent erosion of the Equity base and prevent redemptions and to grow the Fixed Income business. -
Vice PresidentSundaram Mutual Jan 2006 - Aug 2012Mumbai Area, IndiaVice President – Sales, Mumbai-West & South Apr 2012 to Sep 2012• The mandate is to grow the business in West and South India across all products, to give direction, and to motivate team in such challenging environment.• To double the Debt Assets from Rs 1500 crs by year end and maintain leadership position in the Equity Mutual Fund Sales, P&L management of the region & minimize redemption.Vice President – Sales, Mumbai- West & North II… Show more Vice President – Sales, Mumbai-West & South Apr 2012 to Sep 2012• The mandate is to grow the business in West and South India across all products, to give direction, and to motivate team in such challenging environment.• To double the Debt Assets from Rs 1500 crs by year end and maintain leadership position in the Equity Mutual Fund Sales, P&L management of the region & minimize redemption.Vice President – Sales, Mumbai- West & North II Apr 2011 to Mar 2012• Increase market share in Equity and Debt Funds; chart out geographical expansion in UP & Rajasthan• To build a new team to push the Retail agenda of the AMC and train the team on selling Debt.Vice President – Sales, Mumbai-West Apr 2008 to Mar 2011• The region accounts for 65% of Debt assets and 40% of Equity assets and the task was to retain the Equity market share.• Grow the Debt business in traditional equity markets like Gujarat, Rest of Maharashtra and MP.• Spearheaded the geographical expansion into upcountry Maharashtra and Gujarat.• Grew market share through traditionally weak banking channel in Equity from 4% to 8%.AVP – Retail Sales, Mumbai Feb 2006 to Mar 2008• Mumbai spearheaded the Retail agenda for the AMC. adding close to 2000 Independent Financial Advisors to our distribution channel• The task was to build the Retail business through effective and expansive distribution network.• Increase the Retail Equity Assets from Rs 200 crs to Rs 2500 crs by 2007.• Contributed 40% to all the NFOs launched by the AMC.Highlight - Contribution of Rs 1000 crs in the Energy Opportunities Fund in 2007 by our Mumbai Team Show less -
Chief ManagerIndusind Bank May 2003 - Nov 2005Mumbai Area, IndiaChief Manager, Mumbai Jan 2005 to Nov 2005• The mandate was to set up the Home Loans Business and the sales & distribution channel for the business. A disbursement target of Rs 50 crs of Home Loans for the year in Mumbai.Asset Based Securitization Aug 2004 to Dec 2004• Set up the Securitization Unit in the Bank as a Profit Centre.• Laid down policies and procedures for Buying Asset… Show more Chief Manager, Mumbai Jan 2005 to Nov 2005• The mandate was to set up the Home Loans Business and the sales & distribution channel for the business. A disbursement target of Rs 50 crs of Home Loans for the year in Mumbai.Asset Based Securitization Aug 2004 to Dec 2004• Set up the Securitization Unit in the Bank as a Profit Centre.• Laid down policies and procedures for Buying Asset Portfolios.• Built a team across the regions to source and execute Securitization deals.• Focus was largely on small ticket deals ranging from Rs 2 crs to Rs 20 crs.Auto/Personal Loans May 2003 to Jul 2004• The mandate given was to set up the business across India, leveraging the banks 60-branch network, setting up manufacturer, dealer and Direct Sales distribution network and relationships.• Set up the Auto Loans business in Mumbai and Delhi. • Auto Loan/ Personal Loan disbursement of Rs 10 crs/12 crs per month respectively through the channel set up by Retail banking team.• Personal Loans had been launched in 10 cities with a focus on Corporate Salaried Customers. Show less -
Regional ManagerFiat Sundaram Auto Finance Company Ltd Apr 1999 - Mar 2003New Delhi Area, IndiaRegional Manager - Delhi-North & East Sep 2001 to Mar 2003• The primary aim was to galvanize the sales team and FIAT dealerships for the launch of Palio.• Liaissoning between the 26 FIAT dealerships and the service providers to ensure smooth flow of services to the customers. Marketing Manager, Mumbai Apr 2000 to Aug 2001• Act as the interface between FIAT Auto… Show more Regional Manager - Delhi-North & East Sep 2001 to Mar 2003• The primary aim was to galvanize the sales team and FIAT dealerships for the launch of Palio.• Liaissoning between the 26 FIAT dealerships and the service providers to ensure smooth flow of services to the customers. Marketing Manager, Mumbai Apr 2000 to Aug 2001• Act as the interface between FIAT Auto, Marketing team and FISAF.• Support the sales team with new products to deliver the sales numbers. Monitor dealer performance.• Preparing the Marketing plan for the company driven towards profitability targets. • Conducted 2 day training on SIX SIGMA for the Top Management of FIDIS SPA at TurinRegional Manager- Chennai-South Apr 1999 to Apr 2000• Joined the company at inception -Set up dealer relationship in South across the four states.• Selling the concept of captive finance to the FIAT dealers, a new concept with no parallels in India. Show less
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Sales ManagerGe Jun 1994 - Mar 1999Ahmedabad Area, IndiaSales Manager - West II Jan 1998 to Mar 1999• To maximize the retail loans penetration of Maruti Suzuki cars • To overlook the sales and credit for Consumer Durables loans and Personal loans.• Set up the Auto finance business in Ahmedabad / Baroda/ Surat/ Rajkot/ Indore/ Bhopal/ Jamnagar.Business Development Manager Jun 1994 to… Show more Sales Manager - West II Jan 1998 to Mar 1999• To maximize the retail loans penetration of Maruti Suzuki cars • To overlook the sales and credit for Consumer Durables loans and Personal loans.• Set up the Auto finance business in Ahmedabad / Baroda/ Surat/ Rajkot/ Indore/ Bhopal/ Jamnagar.Business Development Manager Jun 1994 to Dec 1997• Setting up the Auto finance business from scratch in Mumbai (Jun 94- July 95), Pune (Aug 96 - April 97) and Ahmedabad (May '97 - Dec '97). • Build and train the dealer teams to sell GE loan products.Special Projects:• Member of the first Auto task force to set up Auto business in India• Green Belt QUALITY leader for the region to improve existing processes using SIX SIGMA quality tools Show less -
Assistant Manager - SaleKotak Mahindra Finance Ltd Jun 1991 - Jun 1994Pune Area, India• Joined since inception of the branch and set up the Auto finance business in Pune, Kolhapur.
Samir Deshpande Skills
Samir Deshpande Education Details
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Department Of Management Sciences (Pumba), Pune UniversityFinance -
Frank Anthony Public School,New Delhi
Frequently Asked Questions about Samir Deshpande
What company does Samir Deshpande work for?
Samir Deshpande works for Financial Advisor
What is Samir Deshpande's role at the current company?
Samir Deshpande's current role is Independent Financial Advisor,Trainer, and CSR Consultant , Mumbai.
What is Samir Deshpande's email address?
Samir Deshpande's email address is sa****@****hoo.com
What schools did Samir Deshpande attend?
Samir Deshpande attended Department Of Management Sciences (Pumba), Pune University, Frank Anthony Public School,new Delhi.
What skills is Samir Deshpande known for?
Samir Deshpande has skills like Sales And Distribution Management, Mutual Funds, Portfolio Management, Capital Markets, Wealth Management, Investment Advisory, Banking, Asset Management, Relationship Management, Equities, Investments, Financial Markets.
Who are Samir Deshpande's colleagues?
Samir Deshpande's colleagues are Mala Solanki, Govind Sahu, James Wilson, Andisiwe Nyati, Elise Pham, Ankee Ebben, Ben Hernandez.
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Samir Deshpande
Managing Director At Gaurang Insurance Marketing And Value Creation Private LimitedNagpur -
Samir Deshpande
Mumbai -
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