Summary
Overview
Work History
Education
Skills
Disclaimer
Timeline
Generic

Jaison Joseph

Wealth Management - Sales
Bangalore

Summary

A Business Management professional with over 17 years of experience in Banking & Broking Industry with core strengths in acquisition of B2B and B2C Clients , Strategies & building business channels .

Overview

16
16
years of professional experience
2007
2007
years of post-secondary education

Work History

Head Sales -South & West

Kotak Securities
  • Manage a Team of RM / Cluster Head / State Head.
  • P&L for the entire unit.
  • Ensuring smooth tie up with product manufactures.
  • Work closely with marketing team for creating brand awareness.
  • Ensure productivity of sales resource.
  • Involve in strategies of business line.
  • Identifying new processes to smoothen the operations.

Head South India IFDG Group for JMFS

JM Financial Services Ltd
01.2022 - 01.2023
  • Manage a Team for 9 Location in South India.
  • Doing all the distribution product ( MF / Secondary Bond / FI / FD / PMS / AIF ).
  • Develop the new Market and add new market.
  • Provide Product training for all the wealth product.
  • Give frequent feedback to the product team about the online platform.

PWM Wealth Partner – IFA / IA / AP

ICICI Securities
02.2018 - 12.2021
  • Manage and Acquire IFA / IA / AP for wealth business.
  • Manage relationship of entire of entire Karnataka.
  • Team member of core team of the channel.
  • Engage the IFA / IA / AP for deepening the relationship.
  • Provide Product training for all the wealth product.
  • Give frequent feedback to the product team about the online platform.

Relationship Team Leader

Yes Bank Ltd
01.2016 - 01.2018
  • Managing a team of Relationship Partners who acquire new corporates and retail clients and manage the relationships.
  • Giving periodical training to the team about the products and services.
  • Industry groomed and experienced training professional with vast corporate exposure.
  • Monitoring all functions, identifying improvement areas & implementing measures to improve productivity.
  • Conduct corporate acquisition drive by various activities.
  • Providing need-based training for developing multi-skilled work for optimum efficiency.
  • Maintaining relations with all NCA customers for on boarding activities & ensuring better customer service.
  • Increased the branch CASA book from 18 Crs to 63 Crs in the span of 1 year.
  • Won multiple Zonal level contests.

Branch Sales Manager

INDUSIND Bank
07.2013 - 04.2015
  • Managing a team of 8 officers for CASA acquisition for the bank.
  • Giving periodical training to the team about the product and changes of the product.
  • Do multiple activity for acquiring corporate and Individual NCA.
  • Monitoring overall functions, identifying improvement areas & implementing measures to improve productivity.
  • Framing work direction & plan for officers after assessment of their capabilities.

Sales Manager (Loan Against Securities & Education Loans)

HDFC Bank
06.2010 - 05.2013
  • Responsible for sales in Karnataka with respect to LAS & Education Loans through strong channels and distribution.
  • Giving periodical training to the team about products and services.
  • Responsible for handling different channels for business development which include Bank branches, Phone Banking channel, Brokers, Open market, corporate and institutes for sourcing business.
  • Manage UHNI & Corporate accounts by giving proper service and deepening the relationships.
  • WON - STAR OF THE MONTH.
  • ACHIEVED 400% OF YEARLY TARGET (3rd Year).

Deputy Manager

KOTAK MAHINDRA BANK
11.2009 - 05.2010
  • Handling the National Account with the assistance of Assistant Managers and Document Executives.
  • Handling all customer queries.
  • Acquire new Corporate accounts.

Associate Sales Manager - Trading Product

HSBC INVESTDIRECT
07.2007 - 06.2009
  • Company Overview: India's Financial Multiplex
  • Identifying, Recruiting, Training, Motivating, Directing and Controlling Relationship officers and trainees.
  • Dealing with online customers.
  • Giving periodical training to the team about the product and changes of the product.
  • Conducting Meeting's, Conference calls and motivating the team in achieving the targets.
  • India's Financial Multiplex
  • Promoted after 1st year as Team Leader.
  • Won Multiple contests.

Education

Master in Business Management -

Academy of Business Management, Tourism & Research

BBA - undefined

PIMR

Skills

Friendly, positive attitude

Disclaimer

I, hereby, declare that the above-furnished details are true and correct to the best of my knowledge and belief.

Timeline

Head South India IFDG Group for JMFS

JM Financial Services Ltd
01.2022 - 01.2023

PWM Wealth Partner – IFA / IA / AP

ICICI Securities
02.2018 - 12.2021

Relationship Team Leader

Yes Bank Ltd
01.2016 - 01.2018

Branch Sales Manager

INDUSIND Bank
07.2013 - 04.2015

Sales Manager (Loan Against Securities & Education Loans)

HDFC Bank
06.2010 - 05.2013

Deputy Manager

KOTAK MAHINDRA BANK
11.2009 - 05.2010

Associate Sales Manager - Trading Product

HSBC INVESTDIRECT
07.2007 - 06.2009

Head Sales -South & West

Kotak Securities

BBA - undefined

PIMR

Master in Business Management -

Academy of Business Management, Tourism & Research

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