Amit Jagam
Nagpur/Pune
Summary
Performance driven professional with 21 years of experience across Retail Branch Banking, Affluent & SME segment, aspiring to work in an Organization wherein I will be able to achieve Organizational as well as own Career milestones.
FEW HIGHS
Kotak Mahindra Bank
- Highest Incentive Earners Area Pan India - RM Channel FY23-24 & 22-23
Yes Bank
- Consistent ranking within top 10 as CBL, pan India, for quarterly contests on overall business.
- Among TOP 10 clusters Pan India for operations and compliance and best customer engagement practices.
- Qualified and won various contests across Liabilities business as well as for TPP including Insurance, Trade forex and securities.
Standard Chartered Bank
- Highest percentage achiever sales manager in terms of YTD targets amongst all sales managers' PAN INDIA.
- Appreciation certificate for best sales governance by National Sales Director and Head Sales Governor.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Area Manager - VP
Kotak Mahindra Bank Ltd
Nagpur
04.2022 - Current
- Liabilities Book of 1400 Cr plus from 10 Branches across Nagpur with more than 50k Customers.
- Previously managed 1300 CR plus liabilities book from15 branches across Nagpur , Amravati & Akola
- Line Manager of 15 BMs with AVP & DVP grade.
- Team of 120 resources, comprising Operations & Service team, RM channel & Acquisition Force
- Service Quality, CTG, PPI, Health Scores, Audits & Digital Penetration of the Area
- Asset SOH of 750 CR from both Consumer & Commercial Assets via new disbursements & enhancements
- Business Highlights- FY 23/24 GL growth of 17 % with CA book growth YOY 21% & SA book growth YOY 11%
- Highest percentage growth on commercial asset budget FY 22/23
- FY 23-24 Pan India Rank 1 Area Manager on branch health score with 99% . FY 22-23 ranked 2 with 98%
- YTD 23-24 TPP achievement at 121%
- Pulled R-NPS from -10 FY 21-22 to 50 for FY 22-23 & 58 for FY 23-24.
- Consistently second year is a row on Highest SOP AREA with Average RM SOP of 0.95
- FY 22-23 & 23-24 all Internal Audits of Branches AC & WC.
Regional Head, Affluent
Yes Bank ltd
ROMG
06.2011 - 03.2022
- Liabilities Book of 925 Cr from 25 Affluent portfolios across ROMG Reporting of 4 Cluster Heads (Grade – VP) & 25 RMs Responsible for TPPD revenue generation from overall Portfolios assigned across geographies of Pune Nashik Nagpur & Goa along with TFX & Assets income as well
- Previous role Cluster Head - Branch Banking (RSM) June 2013 to Mar 2021 Yes Bank Span of Control Managing Liabilities Book of 600 Cr plus from 8 Branches across the Cluster
- Team reporting comprised of 8 BMs, 1 CSDL
- Overall Team of 75 resources, comprising Operations & Service team, RM channel & Acquisition Force
- Liabilities Business, Service, Compliance, Operations, Servicer Quality , Audits, Health Score, NPS, Assets, TPP & TFX Business Highlights Highest YSL income consistently for 2 Qtrs
- (II & III FY 21-22) Nagpur ranked 1st in terms of fees for 4 years consistently in the Region YoY growth in 18-19 stood at 115 %
- YSL for 20-21 was at 1st position with 110% revenue, not only in the region but entire West zone
- The only cluster with 100% achievement in structured products like PMS, bonds and AIF, apart from regular MFs and SIPs
- Year on year, consistently over achievement on TFX income
SM – SME Liabilities
Standard Chartered Bank
Nagpur
10.2009 - 05.2011
- SME book growth through existing base and NTB sourcing
- Team comprised of 10 Sales Force Members and 2 Team Leaders
- Handled 400+ HNI and SME clients with total book size of 15 Crs
- Ensuring acquisition of high ticket IMPEX & SME NTBs to enhance the book size and maximize revenue via LC, BG, Trade, & Forex
- Previous Role 04/2008 - 09/2009 Sales Manager – Liabilities ( Nagpur/Mumbai) Standard Chartered Bank Span of Control Nagpur & Jalgaon Territories high Value NTB Casa Sourcing
- Team comprised of 25 resources with 3 TLs and 22 Acquisition Managers Business Highlights June 2008 Nagpur became first location, after Mumbai, to hit 1 CR mark in CASA value in a month Highest incentive earner ASM in SME liabilities West region
- Continuous E rating (Excellence) since having joined as SME
- Highest contributor for TPP LI and GI
- 1st to disburse 5.75 CR LAP case since launch of HL/LAP at Nagpur in May 2010.
Sales Manager - Liabilities
HDFC Bank Ltd
Nagpur
04.2007 - 03.2008
- Managing CASA acquisition business of Nagpur and Amravati region for NTB and NB book growth
- Managing a large team of 110 team members comprising of 5 Team Managers and 105 CSEs across 3 branches
- Depletion check of all sourced accounts and M+1 & M6 funding
- Ensuring achievement of sales targets and minimum 25-30% growth MoM
- Business Highlights 1st position across India in EB-DP contest - DEC 2007
- 2nd position in Jai Maharashtra contest across ROM in CASA - JAN 2008
- 2nd position across ROM for maximum new acquisitions - April 2007
Senior Sales Executive
TATA Teleservices Maharashtra Ltd
Nagpur
03.2006 - 04.2007
- Postpaid Channel sales through 4 franchisee, 1 DSA & 55 FOS across Vidarbha.
Senior Sales Executive
Reliance Infocomm Ltd
Nagpur
02.2003 - 02.2006
- Postpaid network of 2 CIUOs, 2 mini CIOUs, 4 POS & 22 retail counters across Nagpur, Gondia, Bhandara, Wardha, Hinganghat, Wani, Chandrapur.
Connect In-charge
Airtel Connect
Nagpur
02.2002 - 01.2003
- Team of 15 FOS and 20 dealers for achieving Postpaid sales of the CONNECT
Education
MBA (Marketing/Finance) -
Nagpur University
B E (Electronics & Power) -
GH Raisoni College of Engineering
Skills
- Sales management
- Relationship building and management
- Resource Allocation
- Operations
- Staff Management
- Customer Relationship Management
- Team Development
- Cross-Functional Collaboration
- Quality Assurance
- Performance Management
- Operations Management
Certification
- IRDA certified
- AMFI certified
Accomplishments
Kotak Mahindra Bank
- Winner of Prestigious 'Elite Circle of Growth Champions' FY 23-24
- Won all international GI contests- TRIUMPH for FY 22-23 & FY 23-24
- Winner of BLINDFOLD contest, clash of AMs (Jan - Feb 2023)
Yes Bank
- Qualified Qrtr IV 2021-22 TPP ISTP for Amsterdam as RH – Affluent.
- Pan India 2nd position (CBL) for prestigious Mission XL 17-18.
- Qualified major domestic programs - Topper's Challenge 1, 2 3.
- Qualified all international contests -London, Spain, Switzerland, Bali, Russia, Amsterdam, Prague
Standard Chartered Bank
- WORLD OF WINNERS award 2010 for exceptional contribution.
- 'Best SME- RM Liabilities' pan India for Q2 as well as Q3 - 2010.
- 'Certificate of Excellence' for Mortgages April- June 2010.
- ‘Power Performer’ award May 2009 by NSM & GM, at Pan India level.
- Best associate ASM SCB, Pan India - Royal Sundaram .
HDFC Bank
- Rank 1 pan India in EB-DP contest - DEC 2007
- 2nd rank in Jai Maharashtra contest CASA - JAN 2008
- 2nd rank for maximum new acquisitions - April 2007
Reliance Infocomm Ltd,
- Rank 1 for prepaid & postpaid sales period April-June 2005 Nagpur Cluster.
- Qualified Thailand-Singapore tour for SEP 7 contest April-June 2005.
- Winner “REACH FOR THE STARS”, Nov-Dec 2005.
- Qualified Dubai for contest SEP 8 , Jan –March 2006.
- MOST WANTED SALES PERSON, KRAZZY JON contest Qrtr 4 - 2005
Geographies handled
- Mumbai
- Pune
- Vidarbha
- Goa
- Parts of MP
Personal Information
Date of Birth: 05/05/80
Disclaimer
I hereby declare that all the information provided above is true to best of my knowledge & If found incorrect I will be solely responsible.
Timeline
Area Manager - VP
Kotak Mahindra Bank Ltd
04.2022 - Current
Regional Head, Affluent
Yes Bank ltd
06.2011 - 03.2022
SM – SME Liabilities
Standard Chartered Bank
10.2009 - 05.2011
Sales Manager - Liabilities
HDFC Bank Ltd
04.2007 - 03.2008
Senior Sales Executive
TATA Teleservices Maharashtra Ltd
03.2006 - 04.2007
Senior Sales Executive
Reliance Infocomm Ltd
02.2003 - 02.2006
Connect In-charge
Airtel Connect
02.2002 - 01.2003
MBA (Marketing/Finance) -
Nagpur University
B E (Electronics & Power) -
GH Raisoni College of Engineering
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