GOPI G
Summary
Results driven Branch Manager, recognized for exceptional ability to demonstrate leadership in complex operational environments, able to establish clear vision of work goals and guide others towards achieving said goals.
Overview
14
14
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Branch Manager
G A Capital Management Pvt Ltd
08.2022 - Current
- Handling B2B – Empanelment MFD's/ IFA's/ Financial consultants/ Insurance Agents/Wealth Partners and others
- We raise funds for Mandate small companies who want to get listed over a period of time
- We raise funds, get listed and give exit to investor where we source funds thru above B2B Partners & B2C
- Fund raising companies Bheema Cement, Anu Hospitals, ACS Technologies, MSIL, Tea Time, Susaah Lab, GACM Tech, WEXL and Whizzy Investment Hubs
- Recruited 2 Relationship managers
- Year of 2022–23 Achieved 5Cr of business through B2B and 1.5Cr of Business through B2C
- Year of 2023–24 Achieved 4.5Cr of business through B2B and 1Cr of Business through B2C
- Year of 2024–25 Achieved 2Cr of business through B2B and 50 Lakh of Business through B2C
Branch Manager
Star Health and Allied Insurance Co Ltd
12.2021 - 04.2022
- Manage end-to-end processes including workforce planning, recruitment, performance management and all people management practices
- Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
- Performs managerial duties including hiring, progression monitoring, promotion, quarterly career path & performance coaching, and performance evaluation
- Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices
- Makes timely and effective decisions related to personnel, assets, customers, sales, operations and management team to continuously improve performance
- Create and execute sales plan, credit strategies and build relationship with internal and external customers
- Plan, organize, and coordinate daily operation management processes
- Responsible for branch growth, portfolio management, cross selling, upselling, customer relationship management and acquisition of new business from the natural market
- Building team for healthy sourcing, business development activities, monitoring sales team attrition and recruiting new team members on constant basis
- Monitor sales performance of sales managers & under writing team and understand their negative area and guide and motivate and mentor them for productive results
- Recruited 5 sales manager and 2 TSE Grade I
- Recruited 73 agents and 6 to 7 lakh min business achieved per month
- Qualified 5 agents TNTM award
Branch Manager
Sakthi Financial Services Ltd
10.2016 - 11.2021
- Leading a result-oriented team and responsible for managing the branch profitability ensuring high quality service and customer relationship management
- Own all branch objectives and overall branch supervision
- Ensure achievement of branch targets by generating business and cross sales
- Ensuring branch day-to-day operations are carried out by the staff with 100% compliance on daily basis
- Review branch operation reports for audit purposes
- Managing & achieving team targets pertaining to cross sale of Life insurance, health insurance, General insurance, Mutual funds, NCDs
- Ensure compliance with rules, regulations & procedures
- Periodic review of progress versus objectives
- To acquire new HNI clients and Locker clients in the system with large portfolios
- Cross selling like products like LI, Health, GI, MUTUL FUNDS, IPO funding, Alternative investments
- Looking over retail and HNI business and generate revenue to the company
- Generated 1 Cr Revenue a span of Every year
- Managed 5 Crores of SIP AUM value of mutual funds
- Portfolio of HNI's
- Awarded as Best Performer in Sakthi Finance PI3, PI4, LI, HI, Mutual fund
- Qualified International trip 2018 Malaysia, 2019 Sri Lanka
Territory Manager
Sollet Soft Solutions
03.2015 - 01.2016
- Developing the business to ensure increased sales, profitability market share
- Responsible for the administration and efficient daily operation
- Daily DSR report DAS board report, mails checking and reply daily logins
- Recruitment the new agents district wise in Tamil Nadu
- Generated Revenue a span of Every month
- Awarded as Best Performer award
Senior Relationship Manager
Bharti AXA Life Insurance Co Ltd
02.2011 - 11.2014
- Maintaining cordial Relationship with the investors by following the best service practices in the industry
- Suggesting the right investment strategies for the investors based upon their individual profiles
- Taking care of leveraged portfolios of the Investors by carefully monitoring their exposures and the markets on real-time basis with the help of best Risk Management Practices in the industry
- Exceeding Revenue and Relationship set by the company consistently month on month
- Generated Highest Revenue in FY 2012 to 2014
- Qualified for International trip Singapore 2013, Domestic trip Goa 2014 and Ambivalli 2014
- Qualified for CEO lunch twice in Mumbai
- Qualified for Samsung tab pan India top 50
- Qualified for lot of Star of the day awards and early bird contest
Education
MBA - HR & Finance
Anna University
Chennai, India 04.2006 - 2008.01
Skills
Leadership
Certification
Locker internal audit certificate 2020
Training
- Leadership Workshop, Sakthi Finance Financial Services, Coimbatore, 2019
- L-E-A-F Workshop, Sakthi Finance Financial Services, Coimbatore, 2019
Personal Information
- Father's Name: G Umapathi
- Date of Birth: 04/10/81
Timeline
Branch Manager
G A Capital Management Pvt Ltd
08.2022 - Current
Branch Manager
Star Health and Allied Insurance Co Ltd
12.2021 - 04.2022
Branch Manager
Sakthi Financial Services Ltd
10.2016 - 11.2021
Territory Manager
Sollet Soft Solutions
03.2015 - 01.2016
Senior Relationship Manager
Bharti AXA Life Insurance Co Ltd
02.2011 - 11.2014
MBA - HR & Finance
Anna University
04.2006 - 2008.01
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