DHANANJAYA

• Ensuring branch P&L growth.
• Audit & Operational Quality metrics,
• Training and Development, Managing customer escalation and statutory complaints,
• Ensuring team KRA and productivity, Conducting outbound activities and promoting branch visibility in the catchment,
• Coordinating with the other verticals in terms of Asset and TPP products.

Key achievements

Built an 80cr RTD book in 10 months.

Sri Lanka MDRT Qualification.

• Fully responsible for Branch revenue P&L and cost
• Sales Generation – CASA & Third party wealth roducts,Handling a team 20 members comprising osp and sales
• Personally handling HNI and NR relationship of the branch
• Conducting customer committee meeting, Driving branch customer service quality score,
• Daily monitoring NPS and promoting NPS.
• Daily monitoring and verification of transactions vouchers,
• Audit and compliance, Brand management

• Fully responsible for Branch revenue P&L and cost, Sales Generation – CASA & Third party wealth products, Handling a team 12 members comprising of 6 sales and 6 Ops, Personally handling HNI and NR relationship of the branch, Service management, Conducting regular training for the vintage and fresher’s, Daily monitoring and verification of transactions vouchers, Audit and compliance, Brand management

• Lead a result oriented team and responsible for managing the branch profitability, Ensuring high quality service and customer relation management, Conducting training for the sales and Operation team, Handling all legal and compliance issues, Overseeing overall operations of the branch, Coordinating other verticals like Home loan, Personal Loan, Auto loan, Salary team for the business development, Coordinating with ICICI Prudential team for MF&Life Insurance business, Identification of major builders and ensuring APF approval for their projects, Meeting top corporate for salary tie up and trade opportunities, Initiating activities for the CASA growth, Reconciliation of transaction vouchers, Ensuring compliance with banking rules, regulation and prcedures

• Ensuring overall branch profitability
• Handling a team of 30 members comprising of advisors and Operations
• Conducting seminars and conferences to get client addition and sales.
• Sourcing sub-brokers and Remissors as an alternative channel to grow revenue and to reduce cost, Cross-selling of MF and life Insurance through direct and sub-brokers channel
• Administered the Derivative Risk Management, Preparation of P&L reports for the client derivative position, Provided advice with regard to
• Preparation of P&L reports for the client's derivative position. Provided advice with respect to hedging strategies to the client.
• Skillfully ensuring client retention by providing strategic investment recommendations based on evaluation and analyst report.
• Monitoring the securities transaction funds, transfer margin accounts, and option trades.

• Responsible for overall branch P&L, Led the team size of 8 advisors & 5 Ops, Sourcing of sub-brokers and channel partners, Cross selling MF and Life Insurance by coordinating with Aegon Religare team, Conducting inbound and outbound activities for the client addition, Carried out the analysis of various other research reports as well as of derivative positions, Deftly advised the HNI clients with option strategies, Contributed in the execution of future and option trades, Worked in coordination with House Research Analyst