Dheerajkumar A. Mankapure
19 Years Experience in Financial Services Industry
Pune
Summary
Results-driven professional prepared to bring blend of strategic vision and hands-on leadership to dynamic organization. Background includes managing multiple regions, driving operational improvements, and spearheading initiatives that align with company goals. Known for fostering team collaboration and consistently achieving results, with core skills in leadership and strategic planning.
Overview
18
18
years of professional experience
2007
2007
years of post-secondary education
4
4
Certifications
Work History
REGIONAL MANAGER
Geojit Financial Services Ltd
10.2011 - Current
- Goal setting, Goal achievement, Revenue generation and profit making for the Region under control.
- Handling 8 Geojit Branches located south/west Maharashtra having total 45 staff Strength.
- Managing Mutual AUM 360 crore and Monthly SIP book is 3.10 crore.
- Organize investor meets and explore new avenues for commercial development, such as events and social activities in order to cultivate relationships with new and existing clients to foster continued business.
- Execute and work aggressively during NFO launches and make sure to collect decent AUM in NFO.
- Design and execute SIP drives within region which helps to build running sip book to get consistent trail income.
- Ensure Growth in the Region by establishing branches and encouraging Branch Managers to reach out to larger number of clients, increasing volumes, promoting all products and services.
- Develop & achieve sales objectives of products through branches, franchisees and key customers.
- Staff recruitment and retention.
- Staff development through Induction, Product and soft skill training with the help of AMC and HR.
- Conduct Monthly Business review meetings with Branch Heads and Product heads and Quarterly review meetings with Branch employees.
- Recognize & develop various avenues for commercial development, such as arranging events & conducting social activities.
- Joint calls with Branch Heads and sales force to acquire new business in Equity Mutual funds and Insurance segment.
BDM (Business Development Manager)
INDIA INFO LINE LTD.
04.2007 - 07.2011
- Responsible for identifying new opportunities and acquiring new Franchisees s and developing business for various financial products like Equity Commodity revenue mutual fund, Demat account and Insurance etc.
- Was handled 24 franchisees of IIFL and travelled across western and south Maharashtra.
- Monitored client’s portfolio performance, conducted profitability analysis, rendered sustained advisory services for securing high ROI and increasing retention levels.
- Analysed risk appetite and requirements of an individual client for providing them apt investment solutions, ensuring that solutions provided match the risk profile and their requirements.
- Accountable for the service and for building relationships with all the clients within the portfolio.
- Handled review service performance with clients and generated ways to continuously improve service delivery and maintained standards.
Education
Master’s in Business Administration - Finance Marketing
ICFAI University
B. Com. - Adv. Accounting
Shivaji University
HSC - undefined
Maharashtra Board
SSC - undefined
Maharashtra Board
Skills
Sales and marketing strategies
Business development and planning
Performance management
Goals and performance
Staff training and development
Strategic development
Customer relations
Certification
Capital Market (Dealers) Module
Accomplishments
- Fantastic 50 MF AUM Holder in Geojit – Mutual Fund AUM 22 crore in 2018-19. Ranked 21st Pan India. Recognized by Geojit MD in GOA.
- Qualified and Travelled for Singapore Foreign Trip for Mutual Fund SIP collection (2017)
- Qualified and Travelled for Phuket Foreign trip for Insurance Premium collection (12/2020)
- Qualifier of Dubai Foreign trip for Insurance Premium Collection. (02/2021)
- Qualifier of Maldives Foreign trip for Insurance Premium collection. (01/2021)
- Qualified and Travelled with Family to Switzerland trip by winning 2 tickets in 03/2022
- Qualified for 3 Paris trip tickets in 01/2022 and travelled with Family for achieving 3 times target in Insurance Premium business collection (1.35 cr Insurance Premium).
- Qualified For 2 London Ticket for Insurance Premium Collection in 01/2023. (Premium collection Rs.1.96 cr)
- Qualified for 1 Asia Trip in 03/2024 for collection 45 Lakh Insurance in Single Month.
- Qualified for 2 Dubai Foreign trips for Smart Folio Contest 12/2023-01/2024(2 crore) and 06/2024 for collection of 4.41 crore Smart folio.
Personal Information
Date of Birth: 04/01/85
Training
- Mostly of Mutual fund AMC Speakers.
- Arpit Agarwal’s Business Development Programs.
- Franklin India – Personality development.
- Managerial Skill Development, Team Management training program attended In Nashik Arranged by Geojit in 2024.
Timeline
REGIONAL MANAGER
Geojit Financial Services Ltd
10.2011 - Current
BDM (Business Development Manager)
INDIA INFO LINE LTD.
04.2007 - 07.2011
B. Com. - Adv. Accounting
Shivaji University
HSC - undefined
Maharashtra Board
SSC - undefined
Maharashtra Board
Master’s in Business Administration - Finance Marketing
ICFAI University
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