Dhee Ranjan Kumar
Financial products sales professional
313, Siddartha solitaire, Hosa Road, Bengaluru
Summary
Objective
To serve an organization that puts me on a continuous learning pool and to excel in my field to ensure growth and development of the organization. To hold a challenging position in a company which suits to my skills to achieve my goals as a successful business professional by giving an impetus to organizational growth.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Chief Branch Manager
ICICI securities Ltd.
12.2022 - 09.2023
- Ensuring the productivity of Brach and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction.
- Handling HNI clients by themselves for closure of sales on all financial products (except equity) without subsequent delegation.
- Ensuring adherence to Sales Processes.
- Market feedback viz. new product, pricing, and competitor's activity etc. to Cluster Manager
- Ensuring security, policies and audit procedures are followed as outlined by policy.
- Manage operations and customer service activities of the Branch, in delivering financial services products to current and potential consumer and business customers, while meeting established plans and ensuring regulatory compliance.
- Maintenance of statutory timings, discipline, cleanliness of the center(as per the guidelines) and compliance on 5S for better realization.
Sales manager
Bajaj Finance Ltd.
11.2018 - 12.2022
- Selling Bajaj finance fixed deposit to retail/HNI clients.
- Responsible for managing and upkeep of the branch,manage a team of 8 sales executive, cross sell of life and general insurance.
- Profiling customers and provide investments plan and financial advice to the retails client/HNI clients.
- Working minutely over the leads assigned by the backend team.
- Maintaining healthy relationship with assigned partners.
Senior Relationship Manager
BR Wealth Pvt Ltd.
04.2014 - 11.2018
- Managed relationship with Marketing Partner and clients' coordination
- Networking and Acquisition
- Business development through franchise and sub broker
- Successfully generated the fixed deposit and mutual fund and life insurance business from Marketing Partner
- Took the opportunity to handle the Regional distributors for generation mutual fund and fixed deposit business
- Achieving target by implementing company strategy in the assigned territory
- Maintained a healthy relationship with A.M.C.
Senior Relationship Manager
India Infoline ltd.
06.2012 - 10.2013
- Worked as Senior Relationship Manager for the distribution of financial products like mutual funds, fixed deposits, bonds, IPOs, life and general insurance
- Managed relationship with Marketing Partner and clients' coordination
- Networking and Acquisition
- Business development through franchise and sub broker
- Successfully generated the fixed deposit and mutual fund and life insurance business from Marketing Partner
- Took the opportunity to handle the Regional distributors for generation mutual fund and fixed deposit business
- Achieving target by implementing company strategy in the assigned territory
- Maintaining Healthy relationship with A.M.C
Relationship manager
RR Investors Retail Services Pvt. Ltd.
09.2007 - 05.2012
- Worked as Relationship manager for the distribution of financial products like mutual funds, fixed deposits, bonds, IPO, Life and general insurance
- Managed relationship with Marketing Partner and clients' co-ordination
- Networking and Acquisition
- Business development through franchise and sub broker
- Successfully generated the fixed deposit and mutual fund and life insurance business from Marketing Partner
- Took the opportunity to handle the Regional distributors for generation mutual fund and fixed deposit business
- Achieving target by implementing company strategy in the assigned territory
- Maintaining Healthy relationship with A.M.C
Education
Bachelor of Science - Biotechnology
Presidency College
Bengaluru, India 06.2004 - 06.2007
Skills
Client Account/portfolio Management
Leadership/Team Handling
Customer focused sales strategy
Experience in B2B module
Family Details
Mother's name - Uma Kumari
Father's name - Late Dhirendra kumar
Certification
NISM
Timeline
NISM
01-2023
Chief Branch Manager
ICICI securities Ltd.
12.2022 - 09.2023
Sales manager
Bajaj Finance Ltd.
11.2018 - 12.2022
Senior Relationship Manager
BR Wealth Pvt Ltd.
04.2014 - 11.2018
Senior Relationship Manager
India Infoline ltd.
06.2012 - 10.2013
Relationship manager
RR Investors Retail Services Pvt. Ltd.
09.2007 - 05.2012
Bachelor of Science - Biotechnology
Presidency College
06.2004 - 06.2007
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