Jatin Asher

• Leading Digital Dealing, Reactivation, and Third-Party Products teams nationally, managing ~80% of client base of the company
• Driving growth in Cash, Derivatives, and MTF; boosting retention and revenue through reactivation strategies.
• Expanding TPP portfolio: Mutual Funds, Paid Baskets, SLBM, Insurance.
• Closely involved with the Digital Growth team in designing and implementing digital strategy

Responsible to run all the verticals in Kerala namely Acquisition, Wealth, eRM, Online Activation and Dealing teams

• Complete ownership of P&L for the State assigned

• One of 14 people selected for the coveted role of State Head across the company in the decentralized setup

• Work closely with the Bank State Head and ensure Acquisition keeps improving by improving synergy across the teams/verticals in the state

• Bring synergy between all verticals and ensure increase in productivity

• Segment and business drive head for the Virtual RM team of ICICI Securities eRM team (Formerly DISG team)

• Designed and set up this new vertical from scratch along with the HOD, growing from a team of 25 people to 150 in a span of three years due to successful delivery on all key business parameters

• Drive sales of Equity, Mutual Funds, Fixed Income, Life and General insurance and other distribution products with the team of 150 eRMs spread across 6 regions

• Designed the KRA and setup the process CRM dialer etc. for the vertical through a team of 12 Product Managers and Segment Managers reporting to me

• Closely working to ensure identification of right bucket of clients and also worked digital leads for high revenue giving products like Life Insurance loans

• Set up a robust Life insurance setup within 6 months of launch which is successfully delivering business numbers

• Conduct daily reviews for key business parameters with all regional heads to ensure delivery on key deliverables

• Coordinate and plan with all respective product heads internally and external partners of Insurance, MF, etc., and ensure smooth functioning of all the support functions

• Closely involved in a McKinsey project through which have got business closure in Life Insurance, General Insurance from Digital campaign leads

•Made strategy to drive the core business along with National Head, worked closely with all 16 Regional Heads to ensure delivery of all the key business parameters like revenue, turnover, activation, third party etc.

• Managed and drove the Margin Funding Book MTF across the team and ensured a book creation of 800 crores within no time

• Spearheaded the derivative turnover for the vertical and reached new highs in market share targets

• Coordinated and drove the paid portfolio service within the team and ensured record collection of fees in a single month

• Head the Mumbai advisory team, responsible for sourcing of new accounts, and ensure the business targets of the region are met, as well as need to ensure all the advisors are working as per the KRA, maintain relationship with top clients

•Headed the equity advisory team of ICICI Securities for Kerala

• Generate revenue and ensure new flow of accounts from all partners spread across the state, by reviewing and guiding the team

• Drive and meet various non-revenue targets of Turnover, Prepaid, Long Term Portfolio, Client Retention, Activation, Productivity, Stop Traders activation, etc.

• Was Pan India No. 1 in Regional Head category in FY 2016-17 and 2017-18

•Managed HNI clients of Kerala, advising them on their equity investments and their portfolio management

• Worked on business development by coordinating with sales verticals and ensure flow of new clients

• Consistently was in top standings, performance wise in Pan India

• Acquired HNI clients with ₹5 Cr margin; advised on equity investments.

• Acquired and serviced clients; generated revenue through equity and insurance.

• Traded UK interest rate derivatives; analyzed macroeconomic factors for profitable calls.

• Ran family business in agricultural commodities; doubled turnover in two years.