Naved Mian

Branch Manager – Level 6 (Current Role – AD Manager)

Bareilly Cluster

Leading cluster operations, driving business growth, advisor hiring, and team development.

AD Manager

Gorakhpur Cluster

Handled business expansion, advisor onboarding, and performance improvement.

Area Manager → Branch Manager – Level 5

Moradabad & Shahjahanpur

Promoted for consistent performance; achieved Top Rating (1).

• Developed and maintained the portfolio of the priority customer of the branch.
• Spearheaded the relationship of 120 groups of 426 Customers (portfolio size INR 12cr.) with a track record of extreme customer satisfaction.
• Exhibited innovative solutions effectively troubleshoot the technical and business issues while addressing client queries.
• Cross sold the products and services to the customers over phone-calls or by their office visits and ensured continuous generation of leads for accelerating sales.
• Directed a team of 8 BDEs of respective channels like credit card, PL, BL, HL, MF, SME, LAP, DEMAT etc for business generation and conversion of leads to achieve allotted target of various channels.
• Imparted leadership and mentored abilities to help groom and develop the skills of the subordinates, new joiners with adequate training and feedback.
• Extended extreme support to the internal departments with complicated customer queries received through various communication channels.
• Acquisition of new customers and maintained existing customer accounts with a satisfied customer relationship.
• Enhanced the portfolio and meeting income targets allotted.
• Rendered services as well as cross sold the banking products to the groups.
• Achieved high rate of customer retention by ensuring the provision of excellent customer service and timely resolution of the complaints.
• Delivered incredible performance by closing 50+ SIP accounts through digital mode thus qualified for RBBH certification.
• Opened 150 Demat accounts through digital mode in 3 months and stood first performer nationwide for RBBH certification in domestic sales.
• Credit card STP MOM exhibited and rated top third in circle.
• Credited for the business growth by opening 35 accounts which are highest in cluster and 3rd highest in the circle.
• Holded highest number of accounts in the circle via VKYC.
• Successful in opening 35 highly beneficial accounts for the bank with 100% funding.
• My targeted interventions have brought significant commendation from managers and colleagues.
• Presented the face of the bank to the high net worth customer.
• Responsible for Sales and Revenue for all products like Life Insurance, General Insurance, Mutual Fund and Fixed Deposit, acquisition of Current Account, Saving Account, TASC, NRI and Salary Account.
• Update & maintain all Sales MIS (Calls, Prospects, Attrition, etc).
• Handling a Team of Sales Officers.

• Generous towards developing business revenues and portfolios.
• Constructed and maintained portfolio with a size of INR 7.5Cr, Group size 70 and 350 customers.
• Achieved annual targets for branch set in AOP (Annual operative plan).
• Acquisition of new to bank customers (NTB), saving accounts, Fixed Deposits, Corporate Salary accounts & other banking products.
• Framed the action plan, and implemented strategically to attain business profits through branch operations and cross sell.
• Possessed detailed knowledge about business products to deliver suitable advice to the customers.
• Minimized the waiting time for customers in branch with my quick solutions for the customers queries thus improved the customer satisfaction.
• Know the value bankers (VBs) productivity and revenue generation.
• Mentored and trained the team executive for Mutual funds, Life Insurance & other banking products.
• Created new avenues through business development activities, Monitored day to day sales activities.
• Forwarded the daily MIS reports to the sales team and encouraged sales team by sales promotion activities, formal performance reviews, organized staff welfare activities and ensured timely payments of salary, sales incentives to sales team.
• Planned and created customized portfolios with insurance and other products for the existing customers as per their financial needs.
• Responsible for complaint requests of the existing customers and authorized for timely resolutions.
• Ensured for customer policy change updating's in bank with regards to the product customer has signed-in.
• Monitored customer in time deliverables.
• Achieved 113% of my portfolio level and 423% at resource level in the in six months.

• Maintained lucrative relationships with RM, Dy. RM, Regional Office and all the Branch employees of BOB and liaised between the bank and India First Life.
• Handled all the operational work, issuance and coordinated with the central operation team.
• Ensured to maintain minimum discrepancy (below the 1%) and resolved timely.
• Managed a team of Certified Insurance Facilitators (SP).
• Monitored activities of Cross Selling in BOB Branches.
• Forwarded the development reports to RM of BOB.