Partner Management & Business Development ▪ Identifying business opportunities across channels.▪ Developing products and digital sales journeys in liaison with Insurer product team.▪ Periodic reviews with business teams and insurance partners for Business development.▪ Budgeting annual projections at broad channel level▪ Meeting/strategizing and supporting units through vendor support, driving process efficiencies, resource trainings, enabling product re-call through multiple NLI partners.▪ Conceptualize, launch, and track team building & lead generation activities to scale business. Product Management & IRDAI Certification ▪ Introducing new products to be distributed through bank channels.▪ Ensuring the sales journey for solicitation and process are robust on regulatory guidelines.▪ Facilitating various system development at bank and partner end.▪ Driving IRDAI certification for Non-Life Insurance▪ Additionally responsible for TRPs & RFQ process implementation and promoting CIEL-HDFC Bank Health Insurance Certification across channels.

• Responsible for driving business from online and mobile platforms• Increase ULCs (Unique Logged In) & UTCs (Unique Trading) by working aggressively on various customer segments and increase customer engagement. a. Launch and run offers & campaigns to increase UTCs and thereby increasing revenueb. Send out various product related communication using digital channel to promote online trading• Dissemination of product information by creating videos and presentations with vendor support.• Capability building for equity at branches by continuous training on existing and new products.• Data crunching and analytics to identify low hanging fruits and assigning data to different teams for quick execution.• Manage a team of 10 Product professionals and drive business through multiple mediums to achieve business performance.• Lead marketing and digital initiatives to scale business and enhance user experience.

# Primary Responsible for driving revenue through existing distribution channels including ICICIdirect Branches, Sub-brokers, and Alternate channels. Lead a team of 181 Relationship Managers spread across 36 branches.Business Development# Formulating and implementing business plans for achievement of organizational goal in terms of revenue and profitability targets.# Developing sales plans and value added solutions designed to assure achievement of agreed to volume and profit objectives.# Environmental scanning, conceptualizing, effectuating marketing-oriented Business Plans with an eye on penetrating new accounts and expanding existing ones for a range of suitable financial productsTeam Management# Planning, monitoring and achieving overall targets on a weekly & monthly basis to meet delivery requirements# Maintaining good rapport with the team members & Channel Partners# Engaging, equipping and leading all Channel partners & team members with appropriate training, tools and strategy development.

Roles and Responsibilities: 1. Plan and organize fee based Investor Education Programs based on Equity and Derivatives Market in Mumbai and Gujarat regions . 2. Primary Responsible for driving sales of Investor Education Programs through existing distribution channels. 3. Partially responsible for driving corporate sales of Professional Certification and Development Programs through a tie-up with graduate and post-graduate colleges, corporate and other BFSI institutions. 4. Identify and tie-up with experts in financial products (faculty) for content delivery of Investor Education Programs. 5. Owner of the P&L Statement for Mumbai and Gujarat region's Investor Education Programs.

Responsibilities: Business Development:- To identify, solicit and develop new Education Providers for CFP certification across India.- Exploration and development of new revenue channels and strategic tie-ups for new initiatives.Event Management:- Sponsorship development for the events and workshops.- Organize, Manage and participate in Workshops, Seminars and HR Summit on Financial Planning and Literacy. Digital Marketing:- Social Network promotions including Forums, groups and websites such as LinkedIn, Twitter, Facebook, Brijj, Too Step, etc.- Designing and running regular campaigns for sales promotion - Development and execution of Email promotions and viral marketing.

Vidhu Tutorials was initially started as a specialized Home Tutor providing firm right after I passed my High School for imparting knowledge to K-12 students and was registered as a proprietary firm in year 2004. It was my first entry entrepreneurial world. I also started a Career Guidance Cell for intermediate level students to help them take decision in selecting an optimal career path . Further charted out various marketing and branding strategies to increase enrollment in the classes and looked after the overall operations of the institute. We also participated in education fairs, and organized quiz competitions and made presentation pitches to schools to strengthen our market share. Further I developed a website named www.vidhututorials.com for providing better services and support to the enrolled students.We had started with a decent seed capital of INR 15000/- and clocked a revenue of INR 6 Lacs in the third year with 80 registered students and five teachers on board.

Market Study and Analysis on Switchgears for HAVELLS India Ltd. in Middle East countriesRole: Competitive Analysis, Data collection on local manufacturers- their products in domestic and GCC market, Various Quality certifications requirements, feasibility of Exports, Export procedures, promotional campaigns, Tabulation of the data and preliminary analysis, prospective client search, Documentation procedures, pricing policies of respective products.