Naresh Mahendra
302 Klassic Residencia, Pimple Nilakh, Aundh Wakad Road, Pune
Summary
Multi-talented business leader bringing several years of experience as successful professional. Strategic problem solver and change manager. Visionary executive implements plans that meet current and future needs. Key expertise in industry.
Overview
25
25
years of professional experience
Work History
Vice President-Preferred Head
AnandRathi Investment Services
Pune
03.2022 - Current
- Managing a Team of Relationship Managers and achieving the KPI of AUM and Revenue through acquisition of Wealth clients
- Offering appropriate Investment strategy as per the risk profile of the client, his tenure of investment and the available liquidity
- Wealth offering includes Investment in Fixed income products like Bonds, Corporate FDs, Mutual fund, PMS, Structure Products (MLD), AIF, and others.
Branch Manager
HDFC Bank
Pune
04.2021 - 03.2022
- KRA Achievement of Branch Banking and Investment through acquisition of Liability, Assets,Portfolio Management.Customer Services and Audit & Compliances
- Products included CASA, Retail Assets, Non Retail Assets, Demat & Trading A/c, Credit Cards, LI, Mutual Fund, Gl, MF, PMS, Bonds, FDS, AIF etc.
RBH
HDFC BANK
Pune
01.2018 - 03.2021
- Managing a Team of Imperia and Preferred Relationship Managers Achieving AUM and Income through acquisition of new clients and managing existing clients book through CASA, FD, RTFX, MF, Bonds, PMS, AIF, Demat& Trading a/cs, FDs, Retail Assets, Non Retail Assets, others.Got promoted as Branch Manager with effect from April 21.
Branch Manager
Yes Bank Ltd.
Mumbai
11.2012 - 10.2016
- Achieving Profitability of Branch, Sales productivity of Staff through Acquisition of CASA, ASSET, Trade FX and Third Party products like LI/GI/MF/PMS/Fixed Income Products/etc and Audit &Compliance of the Branch.
Branch Manager
Indusind Bank Ltd.
Mumbai
04.2012 - 10.2012
- Ensuring Profitability of Branch through Handling a Team of Operation Staffs, Branch Sales Managers, Emerging Corporate Relationship Managers, Exclusive Relationship Managers and Relationship Officers through new acquisition in liability, retail assets, non retail assets and third party product like MF/PMS/Bonds/LI/GI and others
Branch Manager
ICICI BANK LTD.
Mumbai
06.2006 - 03.2012
- Driving Branch profitability through acquisition of CASA, FD, Retail Assets
- Non Retail Assets, Cross sales and Upsell of high revenue products like Trade Fx, third party products like LI/GI/ and Wealth.
- Started as Sales Manager- Liability and through internal job posting was appointed as Investment Councillor on 8th December 2008- May 2009 and then got promoted as Branch Manager - June 2009.
Unit Manager
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
Mumbai
07.2003 - 12.2005
- Recruiting Advisors and Achieving monthly KPI (Sales Recruitment and Insurance WAPI. On achieving Bull eye target Salary was hiked in 6 months.
Sr. Executive- Sales
BLUE DART EXPRESS LIMITED
Mumbai
01.2001 - 06.2003
- Handled a client base of 55 lacs at fort Mumbai by achieving Sales and Collection target. Got Promoted as Senior Executive JM2 for coming 6 times in role of honor of sales.
Marketing Executive
GARWARE'S GROUP CHANDRAKANT HOLDING PVT. LTD.
Mumbai
10.1999 - 12.2000
- Lead a team of Sales Representatives for Sales of Toothbrushes, Shaving brushes, synthetics brooms and others.Achieving the Sales budget for Consumer Products, Appointments of dealers and distributors in Mumbai and running a marketing promotion.
Education
PGMBA - Marketing
Babasaheb Gawde Institute of Management Studies
NISM V-A Certification for MF distributors -
Some College (No Degree) -
Skills
- Relationship Management
- Investment and Wealth Management
- Customer Service
- Retail Branch Banking
- Liability( CASA), Retail Asset and Non Retail Asset
- Audit and Compliance
- Team Management
- Third Party Product (LI/GI/)
- Wealth Products (MF/PMS/Structure Products/Fixed Income- Bonds/others, AIF, etc)
Timeline
Vice President-Preferred Head
AnandRathi Investment Services
03.2022 - Current
Branch Manager
HDFC Bank
04.2021 - 03.2022
RBH
HDFC BANK
01.2018 - 03.2021
Branch Manager
Yes Bank Ltd.
11.2012 - 10.2016
Branch Manager
Indusind Bank Ltd.
04.2012 - 10.2012
Branch Manager
ICICI BANK LTD.
06.2006 - 03.2012
Unit Manager
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
07.2003 - 12.2005
Sr. Executive- Sales
BLUE DART EXPRESS LIMITED
01.2001 - 06.2003
Marketing Executive
GARWARE'S GROUP CHANDRAKANT HOLDING PVT. LTD.
10.1999 - 12.2000
PGMBA - Marketing
Babasaheb Gawde Institute of Management Studies
NISM V-A Certification for MF distributors -
Some College (No Degree) -
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