Summary
Overview
Work History
Education
Skills
Awards
Affiliations
Accomplishments
Certification
References
Timeline
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Manoj Shah

Manoj Shah

Nashik

Summary

Dynamic banking professional with extensive experience at IndusInd Bank Ltd, excelling in client acquisition and relationship management. Proven track record in driving profitable growth and leading teams to exceed business goals. Expertise in wealth management and sales strategy, fostering strong client connections to enhance revenue streams.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Area Head- Business /Affluent Banking

IndusInd Bank Ltd
Nashik
08.2016 - Current
  • Started as Senior Partner-Business in 2016 in Nashik. The job profile included acquiring new HNI clients and managing existing client relationship and generating revenue through Wealth Products(MF/AIF/PMS/LI/GI/HI) and Asset business(BBG/SME/LAP/BL/CCBG/HL) and Trade. Elevated to the role of Area Head (Business/Affluent Banking for Rest Of Maharashtra) other than Pune and Mumbai in 2020. Currently managing team of 5 Relationship Managers. The responsibilities includes achievement of self KRAs as well as mentoring , driving, enabling and supporting team to achieve their respective business goalsheet so that as a team we deliver as per organization expectations and progress on to our respective career path

Associate Regional Manager

ICICI Prudential Life Insurance Co.Ltd
Mumbai
12.2006 - 07.2016
  • Joined ICICI Prudential Life Ins.as Financial Services Manager(SEG Health,Mumbai) in Dec 2006. Later in May 2007 was entrusted with responsibility of managing BOI relationship(Banca) and lead a team of 7 FSCs.
  • Got Promoted in 2008 as Sales Manager (ICICI Bank Relationship) taking care of Aurangabad/Jalgaon/Nagar managing a team of 3 FSMs and 12 FSCs.
  • Got promoted to Area Manager in 2010 with responsibility to manage ICICI Bank relationship, North Maharashtra also managing a team of 25M/3KRM/6 FSM/30FSCs was also given the responsibility to manage profitability matrix for the location.
  • Got promoted as Associate Regional Manager in 2013. Managing Bancassurance relationship/strategising for business development /profitability of Region(Solapur/Sangli/Baramati) and making strategies for Banca Business South Maharashtra Region. Also managed team of 2 Senior Branch Managers, 3Branch Managers, 5 Area Managers, 12FSMs and 60 FSC.

Senior Sales Manager

Indiabulls Securities Ltd
06.2005 - 12.2005
  • Joined as Management trainee post completion of MBA. Job role involved sourcing of Demat accounts and generating revenue through broking (equity trading) of the acquired clients. Through performance based appraisal moved up to Senior Sales Manager.

Education

MBA - Marketing, Finance

ICFAI Business School
Pune
06-2005

B.Sc - Chemistry

K.J.Somaiya College of Sc.&Comm.
05-2000

Skills

  • Client acquisition
  • Business development
  • Relationship management
  • Team leadership
  • Profitable growth
  • Wealth management
  • Sales strategy
  • Effective communication

Awards

  • Continuum Qualified. Got promoted as DVP /Area Head.
  • Grew CASA book by 185% and FD book by 265% in2020-21.
  • Awarded liability superstar for H1 2020-21.
  • Part of Prestigious Elite Club in 2022/2023
  • Awarded Dronacharya Award for most promotions in a financial year.
  • Winner of VP/SVP Offsite. Year on Year.

Affiliations

  • Reading and listening to music
  • Sports enthusiast

Accomplishments

  • Continuum Qualifier in 2018 and 2021
  • Dronacharya Award Winner multiple times.
  • Regular qualifier for HOS Offsite.
  • Elite Club Member 2022/2023/2024/2025

Certification

  • IRDAI
  • AMFI

References

References available upon request.

Timeline

Area Head- Business /Affluent Banking

IndusInd Bank Ltd
08.2016 - Current

Associate Regional Manager

ICICI Prudential Life Insurance Co.Ltd
12.2006 - 07.2016

Senior Sales Manager

Indiabulls Securities Ltd
06.2005 - 12.2005

MBA - Marketing, Finance

ICFAI Business School

B.Sc - Chemistry

K.J.Somaiya College of Sc.&Comm.

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Manoj Shah