Micky Bajpai
LUCKNOW
Summary
Finance professional with a track record of successful client acquisition and relationship management. Expertise in strategic planning and cross-selling financial products, resulting in high client satisfaction. Proven ability to enhance team performance through effective collaboration and communication.
Overview
25
25
years of professional experience
Work History
Area Head ( H N I / Govt & Institutional Business)
DCB BANK LTD
Delhi /Lucknow
08.2024 - Current
- Expanded client base by acquiring high-net-worth individuals.
- Cross-sold third-party products such as mutual funds and PMS to existing HNI customers.
- Established banking relationships with government and private institutions through effective liaison.
Country Group Head - Branch Channel (MF & FD)))
Mahindra Finance
Lucknow
04.2023 - 08.2024
- Introduced innovative solutions to boost team performance and optimize outcomes.
- Collaborated with diverse teams to achieve goals and resolve product-related challenges.
- Resolved customer issues swiftly, ensuring high satisfaction through expert service.
- Engaged customers using effective interpersonal skills to foster positive interactions.
Regional Head - MF & FD(Bihar /Jharkhand /UP & UK)
Mahindra Finance
Lucknow
04.2021 - 03.2023
- Drove development of regional strategy for financial product offerings.
- Managed cross-functional teams to enhance operational efficiency.
- Guided strategic planning initiatives to increase regional revenue streams.
- Monitored regional trends, identifying improvement areas and crafting growth plans.
RM ( SMC Securities )
Franchisee ( SMC Securities)
Jamshedpur
02.2020 - 04.2021
- Acquired high-net-worth individuals for trading services.
- Provided prompt service to clients, ensuring satisfaction and retention.
- Conducted training sessions on economy and financial market trends for clients.
Channel Manager( Direct Emerging Team)
ICICI Prudential Mutual Fund LTD
Kolkatta
11.2019 - 02.2020
- Organized seminars and training sessions on mutual funds for corporate clients.
- Promoted products including PMS, mutual funds, and SIP to enhance sales outreach.
- Managed a team of 20 relationship managers to achieve performance objectives.
- Facilitated productivity among team members to consistently meet targets.
Cluster Manager( Bengal & Bihar)
ICICI Securities
Kolkatta
06.2017 - 11.2019
- Managed performance of 20 Relationship Managers, ensuring compliance with regulatory standards and company policies.
- Coordinated staff training programs to enhance sales techniques and financial knowledge.
- Promoted financial products including mutual funds, PMS, and SIP offerings.
- Organized corporate training programs focused on financial awareness.
Branch Manager
HDB Financial Services
Jamshedpur
01.2017 - 06.2017
- Implemented sales strategies to enhance promotion of financial products and services.
- Managed a team of 25 Relationship Managers, driving productivity through effective leadership.
- Oversaw staff scheduling, hiring, and training processes to optimize workforce efficiency.
- Analyzed branch performance metrics to pinpoint areas for improvement.
Branch Manager
IndusInd Bank Ltd
Jamshedpur
09.2012 - 11.2015
- Oversaw daily branch operations to enhance service efficiency.
- Implemented sales strategies to promote financial products like Mutual Funds, PMS, Remittance, Life Insurance .
- Supervised staff to achieve high customer satisfaction levels.
- Trained new employees on branch policies and customer service standards.
- Cultivated strong client relationships to assess financial needs.
- Ensured compliance with regulatory requirements and internal policies.
- Managed staff scheduling, including hiring and training processes.
Branch Manager
HDFC BANK LTD
Gaya / Jamshedpur /Ranchi
03.2006 - 09.2012
- Directed daily branch operations, enhancing service delivery efficiency.
- Supervised staff to achieve high customer satisfaction levels.
- Implemented sales strategies to effectively promote financial products and services.
- Trained new employees on branch policies and customer service standards.
- Developed strong client relationships to assess financial needs accurately.
- Analyzed performance metrics to identify areas for improvement.
- Coordinated marketing initiatives to boost community engagement and visibility.
- Ensured compliance with regulatory requirements and internal policies.
Relationship Manager( Priority Banking)
Axis Bank Ltd
Jamshedpur
07.2005 - 03.2006
- Cultivated strong client relationships to enhance loyalty and satisfaction.
- Promoted third-party products, including mutual funds and life insurance, to priority clients.
- Acquired and retained priority customer accounts to grow CASA book.
Sales Manager (TASC & Salary )
ICICI BANK LTD
Jamshedpur
04.2001 - 07.2005
- Acquired TASC customers, expanding bank portfolio significantly.
- Liaised with corporate entities to streamline salary account openings.
- Cultivated key client relationships to boost customer loyalty and retention.
- Coordinated cross-functional teams for seamless service delivery.
Education
B COM ( HONS) - Business Accountancy
Ranchi University
Jamshedpur04-2020
Intermediate Certificate -
Kerala Samajam Model School
Jamshedpur03-1997
High School Diploma -
Kerela Samajam Model School
Jamshedpur03-1995
Skills
- Client acquisition and management
- Financial product knowledge
- Strategic planning and sales
- Team leadership
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Accomplishments
International Trip to Thailand/ Malaysia /London/Singapore
Timeline
Area Head ( H N I / Govt & Institutional Business)
DCB BANK LTD
08.2024 - Current
Country Group Head - Branch Channel (MF & FD)))
Mahindra Finance
04.2023 - 08.2024
Regional Head - MF & FD(Bihar /Jharkhand /UP & UK)
Mahindra Finance
04.2021 - 03.2023
RM ( SMC Securities )
Franchisee ( SMC Securities)
02.2020 - 04.2021
Channel Manager( Direct Emerging Team)
ICICI Prudential Mutual Fund LTD
11.2019 - 02.2020
Cluster Manager( Bengal & Bihar)
ICICI Securities
06.2017 - 11.2019
Branch Manager
HDB Financial Services
01.2017 - 06.2017
Branch Manager
IndusInd Bank Ltd
09.2012 - 11.2015
Branch Manager
HDFC BANK LTD
03.2006 - 09.2012
Relationship Manager( Priority Banking)
Axis Bank Ltd
07.2005 - 03.2006
Sales Manager (TASC & Salary )
ICICI BANK LTD
04.2001 - 07.2005
B COM ( HONS) - Business Accountancy
Ranchi University
Intermediate Certificate -
Kerala Samajam Model School
High School Diploma -
Kerela Samajam Model School