GORAV SHARMA
Kapurthala
Summary
Seasoned Manager with background in leading cross-functional teams to meet organizational goals. Notable strengths include strategic planning, performance optimization, and relationship management. Demonstrated success in streamlining operations and contributing to revenue growth through insightful leadership. Possess strong communication skills and ability to foster collaborative work environment.
Overview
17
17
years of professional experience
Work History
Cluster Manager
Choice Equity Broking
Jalandhar
07.2023 - Current
- Leading and managing a team of Branch Managers/Team Leaders, providing guidance, training, and support to achieve sales targets and deliver exceptional client service.
- Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
- Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges.
- Identifying new business opportunities within the assigned cluster of stock broking, cross-selling financial products like mutual funds, PMS, AIF, structured products, and expanding the client base through proactive sales efforts.
Area Manager Banca
ICICI PRUDENTIAL LIFE INSURANCE
Jalandhar
10.2022 - 06.2023
- Leading the team of FSC in rural area of kapurthala,Jalandhar and Nawanshar of Indusind Bank Branches
- Establishing & strengthening relationship with Bank Branch manager & staff to gain leads
- Increasing bank's customers awareness about Life Insurance Products and achieve the targeted penetration on cross sell and up sell within the branch customer base
- Creating awareness and motivate bank employee store commend life insurance products to bank customers
- Ensure compliance to internal sales process & others defined sales & service standards
Area Manager
SWASTIKA INVESTMART LTD
Jalandhar
12.2020 - 10.2022
- Leading the team of 4 Branch managers in Area
- Responsible for handling the branches of the Area assigned also adding new firms to our distribution network
- Create and implement effective sales strategies towards achievement of sales objectives
- Advising customers to execute the suitable strategy to better investment
- Learning and development of sales team on core product and other cross sell products
- To lead the team to meet the business targets of revenue and profitability of the branches
Relationship Manager wealth management
ICICI BANK LTD
Ludhiana
11.2018 - 11.2020
- Managing the HNI and Ultra HNI wealth book of bank
- Monitor and address HNI,UHNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Achieved most rated Contest Exceptional 5.0 of ICIC BANK wealth management
Center Manager
RELIANCE SECURITIES LTD
Jalandhar
05.2012 - 03.2018
- Managing the Team of Business Partners
- Responsible for expanding franchise network through marketing and sales activities
- Manage customer portfolio through equity and investments product
- Acquiring New Business Partners and provide services for generate business
- Training of franchise on trading techniques and business prospective
- Training franchise to Stock market dealing
Asst. Manager
FUTURE CAPITAL SECURITIES LTD
Jalandhar
06.2010 - 11.2011
- Responsible for equity based investments product
- Meeting with customer and build up relations
- Generating revenue & Leads through regular events and sales promotion activities
- Managing the customer portfolio
- Market intelligence and planning to counter any competition activities
Unit Manager and profile Team Leader
ANGEL BROKING LTD
02.2008 - 06.2010
- Manage the Team of sales executives
- Open Demat & Trading A/c's and manage portfolio of customers
- Maintaining multilevel contacts with builders, societies and also with govt bodies
- Generating revenue & Leads through regular events and sales promotion activities
Education
Bachelor -
Economics
Skills
- Strong communication skills
- Good knowledge of portfolio construction, fundamental & Technical analysis
- Experienced trading/investing in market across equities, futures and options and others Invement products
- Self-motivated & Positive thinker
- Meet my targets and expectations of my senior's every time
Academic and Certifications
- Bachelor in Economics
- NISM V-A (Mutual Fund)
- NISM Series VIII (Equity & Derivatives)
Personal Information
- Father's Name: Lt. Sh. Surinder Sharma
- Mother's Name: Smt. Parveen Sharma
- Wife's Name : Shivani Sharma
- Date of Birth: 19/10/1986
- Nationality: Indian
- Marital Status: Married
Timeline
Cluster Manager
Choice Equity Broking
07.2023 - Current
Area Manager Banca
ICICI PRUDENTIAL LIFE INSURANCE
10.2022 - 06.2023
Area Manager
SWASTIKA INVESTMART LTD
12.2020 - 10.2022
Relationship Manager wealth management
ICICI BANK LTD
11.2018 - 11.2020
Center Manager
RELIANCE SECURITIES LTD
05.2012 - 03.2018
Asst. Manager
FUTURE CAPITAL SECURITIES LTD
06.2010 - 11.2011
Unit Manager and profile Team Leader
ANGEL BROKING LTD
02.2008 - 06.2010
Bachelor -
Economics
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