KISHLAY SAURABH,CFP

1.Currently heading Branch with AUM of 3000 crs.

2. Handling 10 members team.

3. Responsible for driving sales across NDs, Bank , MFDs and Corporate segment

4.Increased overall quarterly sales 25 % by incorporating several quality process improvements within branch

5.Assessed employee performance and developed improvement plans.

6. Responsible for business development activities in and around Jamshedpur region.

7. Monitor service and compliance related issue leading increased risk management and avoidance.

1.Conceptualizing and implementing business strategies towards getting greater market share across channels.
2.Responsible for maintaining good relationship with MFDs, Banks, NDs and Direct.
3.Responsible for conducting knowledge transfer session for MFDs,Banks and NDs time to time to keep them updated about market

product and company initiative.
4.Responsible for timely adherence to compliance and compliance related directives and ensure that none of the activities carried by me deviate from compliance standard approved by firm.
5.Responsible for conducting IAP, distributor meet and investor meets.
6.Responsible for developing market and empanelling new MFDs.

• Responsible for increasing market share of MFDs ,Banks and NDs in Bhubaneshwar and its catchments.
• Responsible for conducting Knowledge transfer session for MFDs,Banks and NDs time to time to keep them updated about market ,product and company initiative.
• Responsible for looking after corporate relationship specially PF trust and other corporate as well e.g. NALCO, IDCO , IPICOL and Paradeep Phosphate.
• Responsible for looking after few top MFDs .
• Responsible for developing market and empaneling new MFDs.

• Was involved in selling loan Product to existing customer base of Bajaj Finserv .
• Tele- calling customer to brief them about product and loan offers. Managed over 50 calls per day .
• Was involving in establishing customer touch in retail store of Samsung,apple for consumer finance department of Bajaj Finserv