Kishore Vijayakumar
Head Of Sales at Cofinex Online India
Kolkata,WB
Summary
Dynamic finance professional with over 16 years of experience dedicated to driving growth and profitability across diverse portfolios and projects. Proven track record of enhancing revenue through strategic initiatives and collaborative efforts. Expertise in navigating complex financial landscapes while excelling as an individual contributor, team player, and effective people manager. Committed to fostering a culture of excellence and innovation within the finance sector.
Overview
17
17
years of professional experience
Work History
Head of Sales
Cofinex Online India Pvt Ltd
Kolkata
11.2025 - Current
- Streamlined sales processes, resulting in enhanced efficiency and increased productivity.
- Developed strong client relationships for improved customer satisfaction and repeat business.
- Optimized pricing strategies by monitoring competitor activities, analyzing market trends, and considering internal cost structures for profitability maximization.
Group Head – Retail Radio Mirchi Kolkata
FINWIZARD TECHNOLOGY PRIVATE LIMITED
Kolkata
09.2022 - 10.2025
- The Role involves planning effective & tactical Radio Campaigns along with a team for vast Retail Radio Market of West Bengal across various categories ranging from FMCG, Real Estate, Health, Jewellery, Education.
- The role in addition involves taking the Digital Offerings of Radio Mirchi to the clients in Order to get a big share of their digital spends & wallet share.
- The role also includes planning smart & effective BTL Campaigns for clients across the Retail Market ranging from RWA Activation to Mall Activation to Corporate Park Activation.
Insurance Head: Partnership Business East
FINWIZARD TECHNOLOGY PRIVATE LIMITED
Kokata
11.2021 - 06.2022
- The Role involves planning strategizing and executing proactively to enhance the Insurance Business across the region by empanelling Partners who can be Loan DSA, Individual MF Distributors, NBFCS who will provide insurance offerings to their clients through the company website.
- The role involves constant communication with the empaneled partners, explaining them the advantages of a cutting edge digital platform, higher and more proactive pay out structures and providing a more diverse and complete set of product offering to meet the insurance needs of the clients.
Cluster Head
FINWIZARD TECHNOLOGY PRIVATE LIMITED
Kolkata
11.2020 - 11.2021
- The Role involves planning strategising and executing proactively to enhance the MF book size of the Public Sector Bank like UCO Bank, Indian Bank, Punjab National Bank clients.
- The role involves extensive communication with Zonal Head & Head Office of these banks organising Client Events, MF Days and Special Log In Days ensuring penetration and exposure of banks clients to Retail MF and Lumsum deals thereby resulting in client retention, enhanced satisfaction and wealth management in Business to Business to Customer Segment.
- The role also includes sourcing and executing MF Business from Organic client base and sourcing Insurance Business month on month.
HDFC Bank Branch Manager
HDFC BANK
Kolkata
02.2019 - 10.2020
- The Role involves planning strategising and executing proactively to enhance the book size of the branch, ensuring clients are on boarded to the liability and asset framework of the bank, ensuring product per client keeps increasing thereby resulting in rise in revenues and customer base.
TEAM MANAGER PRIORITY CLIENTS
STANDARD CHARTERED BANK
Kolkata
12.2014 - 12.2018
- The team was involved in on boarding Priority Clients & Premium Clients to the bank set up with a total portfolio size of Thirty Lakhs respectively.
- The team delivered significant and massive third party revenue by referring insurance investments and sourcing various mutual fund investments and sourcing demat trading accounts, various PMS Facilities & Non Discretionary Portfolio Management Services for the high net worth population of the city.
- The team on boarded quality asset customers to the bank in the form of Home Loans & Loan Against Property to the Salaried as well as Self Employed Population of the city.
- Played an active role in enhancing fee income of the bank by referring Term Loan Working Capital Overdraft Business Loan and Current Account opportunities of the high net worth business class to cross functional departments thereby ensuring that the brand becomes the Primary Banker of the high net worth population of the city.
TEAM MANAGER PREMIUM ACQUISITION
STANDARD CHARTERED BANK
Kolkata
07.2014 - 12.2014
- Lead a team of Eight People in their day to day functioning of banking activities.
- The team successfully delivered third party revenue generation by referring insurance investments, mutual fund investments and various De Mat offerings.
- The team successfully on boarded High Net Worth and Premium Clients to the bank set up with a total portfolio size of Five Lakhs and Twenty Lakhs respectively.
MANAGER: New Business
STANDARD CHARTERED BANK
Kolkata
01.2012 - 01.2014
- Played an active role in giving valuable service to the salary account holders of various Corporates having salary account relationship with the Bank.
- Played an active role in On Boarding New Corporate to the bank by introducing the Employee Banking Proposition to the Directors, HR and CFOs of different Corporates.
ASSISTANT MANAGER: New Business
STANDARD CHARTERED BANK
Kolkata
01.2010 - 01.2012
- The job function involved on boarding NEW premium and high net worth customers to the bank.
- Played a leading role in third party revenue generation of the Department by referring insurance and mutual fund investments and sourcing demat trading accounts.
RELATIONSHIP EXECUTIVE: Liability Portfolio
STANDARD CHARTERED BANK
Kolkata
01.2009 - 01.2010
- The job role in Liability Portfolio Activation Team involved encouraging dormant and unclaimed account holders to start banking in their accounts again thereby increasing the banks CASA book.
Education
Post Graduate Diploma - Public Relations
Bhavans College
Maharastra01-2009
Graduation - Banking & Insurance
SIES
Maharastra01-2008
Higher Secondary - Commerce
South Point
West Bengal01-2005
Madhyamik - Commerce
South Point
West Bengal01-2003
Skills
Negotiation expertise
Sales coaching
CRM proficiency
Pipeline management
Solution selling
Sales planning
Competitive intelligence
Client relationship management
Staff management
Goal setting
New business development
Strategic planning
Accomplishments
- Retail Banking Conclave Award for Best Team 2014
- Retail Banking Conclave Award for Best Team 2016
- League of Champion Rain Maker Award 2016
- League of Champion Rain Maker Award 2017
- Business Excellence Award for Highest Insurance Business 2017
- Business Excellence Award for Highest Qualified NTB 2017
Interests
Reading leadership books & self growth books, Music Composition and Song writing, Playing Outdoor Games like Cricket & Football
PERSONAL ATTRIBUTES
- High levels of desire and motivation to grow as a human being and be successful as a professional.
- Infectious levels of creativity and Passion towards making a difference in lives of human beings.
- Persistent, single minded and determined towards ensuring every effort towards growth as a person and leader is realised.
KEY ACHIEVEMENTS
- Book Size of the branch increased from 38 Crore to 76 Cr in my stint from September 2019 to October 2020 as a Branch Manager for Kalaikapur Branch of HDFC Bank.
- Insurance Achievement for the branch was 1 Crore from September 2019 to July 2020.
- The branch achieved 100 percent of its Retail Assets Target for the Financial Year ending 2019-2020.
PROFESSIONAL ATTRIBUTES
- Clear and transparent communication of team goals.
- Strategic Planning of Objectives.
- Aligning the team to focus, plan and strategise as a cohesive unit.
- Consistent execution and successful delivery across all product lines.
- Bringing out the best in every team member by setting high standards of professionalism, team spirit, giving each team member adequate opportunities to express their skill talent and responsibilities to take the growth engine of the brand forward.
Timeline
Head of Sales
Cofinex Online India Pvt Ltd
11.2025 - Current
Group Head – Retail Radio Mirchi Kolkata
FINWIZARD TECHNOLOGY PRIVATE LIMITED
09.2022 - 10.2025
Insurance Head: Partnership Business East
FINWIZARD TECHNOLOGY PRIVATE LIMITED
11.2021 - 06.2022
Cluster Head
FINWIZARD TECHNOLOGY PRIVATE LIMITED
11.2020 - 11.2021
HDFC Bank Branch Manager
HDFC BANK
02.2019 - 10.2020
TEAM MANAGER PRIORITY CLIENTS
STANDARD CHARTERED BANK
12.2014 - 12.2018
TEAM MANAGER PREMIUM ACQUISITION
STANDARD CHARTERED BANK
07.2014 - 12.2014
MANAGER: New Business
STANDARD CHARTERED BANK
01.2012 - 01.2014
ASSISTANT MANAGER: New Business
STANDARD CHARTERED BANK
01.2010 - 01.2012
RELATIONSHIP EXECUTIVE: Liability Portfolio
STANDARD CHARTERED BANK
01.2009 - 01.2010
Graduation - Banking & Insurance
SIES
Higher Secondary - Commerce
South Point
Madhyamik - Commerce
South Point
Post Graduate Diploma - Public Relations
Bhavans College