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
Teamwork and collaboration
Computer skills
Customer service
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