Huzefa Bootwala

• Spearheaded organizational restructuring initiatives and streamlining operations;
• Managed financial planning ,Insurance portfolio review to identify gaps and understand cash flow ;
• Focus on Client centricity with a better experience for the Client and the RM with Quick TAT and resolutions ;
• From Certification , to trainings , to Sales quality checks is overlooked by me;
• Regular book scoping alongwith joint meetings to empower the frontline is closely driven;
• Ensured Maximum Qualifiers across the team for various local and international contest ;
• Been the only unit Pan India to overachieve budgets and also the best regional head and banca unit for 2023

I had joined as an Associate Director and Branch Head for one of the Flagship branches in Mumbai . Have ensured branch retains the momentum and the top position. With my forte on insurance I have been able reach Crorepati club consistently on Insurance and have ensured penetration across Life , Health & General insurance as a part of wealth allocation.

The branch has scaled in terms of Operations due to merger of erstwhile Linking road lockers and staff movement. Further the branch houses the NR RM and NR Acqn units also and the various segment work in tandem.

Keeping in mind my strength with managing senior profiles , I have been handed over the responsibility to manage the BKC branch which caters to top staff and corporates who are highly sensitive to responses and time lines .

Key responsibilities as Associate Director & Branch Head :

Ø Overall responsible for branch P&L which is constituted across NII , Investment , Insurance , Fx & Processing Fee

Ø Coordinating with the marketing team to conduct various client events for acquisition and deepening;

Ø Monitoring Activity , customer penetration & Deepening exercise with regular reviews with channel heads ;

Ø Regular knowledge updation through trainings with various stake holder to ensure team is empowered for self closures.

In my last role I was heading the Khar branch as Area Head and AVP and responsible for the entire branches performance across all products. Have been instrumental in forming the entire unit post taking charge . The branch focused on its strength area and BWC was a major area of focus .

Managing the wealth relationship team and Bancassurance for whole of Mumbai.

Initially joined as Banca Head at Fort and in Aug’2010 and keeping in mind the performance I was given the additional responsibility of managing the Advantage Wealth RM team at Fort .

Ø Responsible for training of entire branch ;

Ø Get maximum mindshare on Insurance with various client activities / event & branding ;

Ø Liase with Life & General partners to maximize business ;

Ø Support all sales personal on calls ;

Ø Empower the team by being on the field ;

Ø Regular training and aligning the banca staff to work as one unit with the bank personnel ;

Ø Instrumental in taking the branch to No.1 position in insurance and able to ensure significant winners across all contest from my team

Key responsibilities as Manager PVA:

Ø Recruiting and Managing a team of Wealth RM ;

Ø Business Generation from Wealth Management products viz Investments, Insurance ,SIPs;

Ø Align the team with the goals of the organization and ensure that the same are achieved;

Ø Conduct trainings as required to strengthen the team so that productivity is enhanced.

I handled the Bancassurance tie up with ABN Amro Bank and managing the following channels : Private Banking , Branch Banking & NR – Mumbai.

Key responsibilities as Territory Manager – Mumbai :

Ø Strategically working towards attaining targets set on a monthly basis and the YTD numbers on a whole ;

Ø Managing a Team of 4 Sales Managers and 30 FPC located across the 3 branches of ABN Amro in Mumbai across the various channels ;

Ø Interacting and strategizing with the various cluster heads in all branches for business targets and means to achieve the same ;

Ø Organizing various trainings for the Bank Staff so that each one is self-sufficient to garner maximum business ;

Ø Supporting on calls , as and when needed ;

Ø Liase with u/w for issuance.

Joined as Banca Support for Priority channel for SCB Mumbai. With growing business and volumes had a team under me for Priority , and subsequently was promoted as Sales Manager for Bajaj Allianz ( Mumbai) and stationed out of Standard Chartered Bank. Was in charge of the targets for all 16 branches in Mumbai for the Priority, Shared Distribution and NR Channel.

Key Responsibilities as Sales Manager Banca:

Ø To work closely with the Regional Head of Priority and Shared Distribution and interacting with the various branch managers in the bank, to work together so as to ensure that my team of FPC’s are committed on business achievement ;

Ø Managed a Team of 50 FSC & Snr FSC across 16 branches of SCB – Mumbai ;

Ø Ensured that they were continuously mentored and hand held ;

Ø Align my team with the expectations of the branch and the various RM ;

Ø I had the lowest attrition across Pan India and this was due to a definite career path shown to each team member and mentoring them towards the growth plan ;

Ø Would operate out of HO at Pune during month ends so as to work closely with U/w for maximizing issuance and ensure bank achieves budgeted revenue month on month

Ø Qualified consistently for multiple contest across the bank and insurance partner

Responsible for generating fresh business and servicing existing clients. Advising customers in various investment avenues viz insurance, bonds, equities, mutual funds& also assisting clients on their Home Loan requirements. Was also qualified for Chairman’s Club Membership year on year