PAVAN KUMAR YADAV
REWARI
Summary
Versatile Branch Manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with 19 years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
BRANCH MANAGER
MONEYPLUS FINANCIAL SERVICES PVT LTD
REWARI
09.2023 - Current
- Overseeing the mortgage portfolio for the Rewari branch, ensuring effective management and growth.
- Expertise in managing and optimizing mortgage portfolios, ensuring profitability and compliance with company policies.
- Leading a team of 2 Sales Managers and 5 Relationship Managers.
- Providing guidance, support, and training to enhance team performance.
- Successfully accomplishing 90% of collection targets.
- Implementing strategies to improve collection efficiency and minimize defaults.
- Successfully leading and developing a high-performing team of sales and relationship managers, contributing to the branch's overall success.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
ASSOCIATE CIRCLE HEAD
HDFC LIFE INSURANCE COMPANY LIMITED
REWARI
01.2022 - 10.2022
- Prepare and present sales reports and forecasts to senior
- Stay updated on industry trends, market conditions, and competitor activities to identify business opportunities and threats
- Collaborate with other department heads to coordinate sales activities and ensure seamless operations
- Conduct regular performance evaluations and provide feedback to team members to foster professional development
- Provide training and coaching to sales associates to enhance their product knowledge and selling skills
- Monitor and analyze sales performance metrics to identify areas for improvement and implement corrective actions
- Manage and supervise a team of sales associates to ensure the achievement of sales targets and objectives
- Build and maintain strong relationships with key clients to enhance customer satisfaction and loyalty.
FOUNDER PARTNER
ALTUS CAPITAL ADVISOR (MORTGAGE BROKER)
MUMBAI
07.2010 - 01.2022
- Created and maintained relationships with clients to ensure successful loan transactions.
- Developed and executed marketing and sales strategies to drive customer acquisition and retention
- Managed the company's budget and financial performance, ensuring financial stability and growth
- Conducted market research and analysis to identify trends and opportunities for innovation.
- Conducted market research to stay abreast of current trends in the mortgage industry.
- Advised customers on available options for financing real estate purchases or refinancing existing mortgages.
- Identified and pursued new business opportunities to expand the company's market presence
- Built and managed a high-performing team, providing leadership and guidance
- Oversaw all aspects of company operations, including finance, marketing, and operations
- Developed and implemented business strategies to drive growth and profitability
- Advising clients on Home loans, mortgages, refinance, home buying, mortgage rates, mortgagecalculators, fixed-rate mortgages, adjustable rate mortgages, Project Funding Real estate, Real estate Marketing, Income Properties, Investment Properties.
TEAM LEAD
ALLEGRO CAPITAL ADVISORS
MUMBAI
05.2007 - 06.2010
- Monitor and manage team resources, including budget, equipment, and supplies
- Maximized quality and productivity with thorough training and consistent monitoring of team performance
- Elevated team performance with expert training and mentoring of new associates
- Personal wealth Manager to HNI clients, giving advisory services on Portfolio Asset Allocation across Equities, Mutual Funds and Fixed-Income Securities
- Job involves Reading, Filtration, Selection and Communication of Research Reports to the clients
- Execution, tracking and exhaustive portfolio performance review on a monthly/quarterly basis
- Design Investment Portfolio across all Asset classes using their Long term and Short-term Goals as a focal point
- Helping to create and increase client's Wealth Potential in the Long Term Scenario
- Designing Internal Accountability Reports and acting on the same
- Ensuring adherence to turnaround times for all tasks performed and Review of Relationship manager's performance.
PRIORITY BANKING RELATIONSHIP MANAGER
ANANDRATHI SECURITIES PRIVATE LIMITED
MUMBAI
07.2006 - 04.2007
- Meeting and exceeding
- Proactively monitoring and managing clients' investment portfolios to ensure alignment with their financial goals and risk appetite
- Collaborating with internal teams such as investment advisors, credit specialists, and wealth planners to deliver holistic financial solutions
- Identifying and pursuing new business opportunities to grow the portfolio of high net worth clients
- Building and maintaining strong relationships with high net worth clients
- Got specialist support for customers requiring advanced help with financial needs
- Delivered exceptional customer service to bolster strong relationships and build positive experiences.
FINANCIAL PLANNING MANAGER
HSBC LIMITED
MUMBAI
08.2005 - 07.2006
- Stay updated on industry regulations and best practices to ensure compliance and mitigate financial risks
- Prepare and present financial reports, including variance analysis and key performance indicators, to senior management
- Develop and implement financial planning strategies to achieve company goals and objectives
- Controlled risk with effective approval and rejection processes
- Doing Long Term and Short Term investment planning for the clients
- Suggesting products according to the clients risk appetite
- Advising Clients on Mutual Fund and Insurance
- Market research including: product information, pricing, and competitors
- Assisted Clients with setting both realistic and ambitious financial goals.
FINANCIAL PLANNING CONSULTANT
AVIVA LIFE INSURANCE
MUMBAI
07.2004 - 07.2005
- Educate clients on financial concepts and strategies to enhance their financial literacy and decision-making abilities
- Monitor and review clients' investment performance and make necessary adjustments to ensure alignment with financial goals
- Catering Insurance to American Express Bank Credit Card customers
- Brought in new clients through word-of-mouth referrals, digital marketing, and cold calling
- Handled clients' needs in-person, by phone, and through remote conferencing services
- Keep clients with exceptional service and sound financial planning advice
- Oversaw and built out investment portfolios to cultivate client.
Education
CERTIFICATE COURSE - PRIVATE WEALTH MANAGEMENT
MARCUS EVANS PROFESSIONAL TRAINING
08.2008
B.TECH - ELECTRONICS AND COMMUNICATION
SETH JAI PRAKASH INSTITUTE OF ENGINEERING AND TECHNOLOGY
06.2001
AISSCE - SCIENCE
KENDRIYA VIDYALAYA NO. 1
07.1996
Skills
- Results oriented mindset, with a focus on achieving measurable outcomes and exceeding targets
- Proven ability to adapt to changing market conditions and implement innovative strategies
- Forward thinking approach to problem solving and strategic planning
- In-depth understanding of the wealth management industry, including current trends and regulations
- Exceptional ability to connect with clients and build long-lasting relationships
- Proven track record of success in building and managing successful startups in the wealth management industry
Certification
CERTIFICATE COURSE PRIVATE WEALTH MANAGEMENT, MARCUS EVANS PROFESSIONAL TRAINING, MUMBAI, MAHARASHTRA, INDIA, 2008
Languages
- ENGLISH, Advanced (C1)
- HINDI, Advanced (C1)
- MARATHI, Intermediate (B1)
- PUNJABI, Advanced (C1)
Timeline
BRANCH MANAGER
MONEYPLUS FINANCIAL SERVICES PVT LTD
09.2023 - Current
ASSOCIATE CIRCLE HEAD
HDFC LIFE INSURANCE COMPANY LIMITED
01.2022 - 10.2022
FOUNDER PARTNER
ALTUS CAPITAL ADVISOR (MORTGAGE BROKER)
07.2010 - 01.2022
TEAM LEAD
ALLEGRO CAPITAL ADVISORS
05.2007 - 06.2010
PRIORITY BANKING RELATIONSHIP MANAGER
ANANDRATHI SECURITIES PRIVATE LIMITED
07.2006 - 04.2007
FINANCIAL PLANNING MANAGER
HSBC LIMITED
08.2005 - 07.2006
FINANCIAL PLANNING CONSULTANT
AVIVA LIFE INSURANCE
07.2004 - 07.2005
CERTIFICATE COURSE - PRIVATE WEALTH MANAGEMENT
MARCUS EVANS PROFESSIONAL TRAINING
B.TECH - ELECTRONICS AND COMMUNICATION
SETH JAI PRAKASH INSTITUTE OF ENGINEERING AND TECHNOLOGY
AISSCE - SCIENCE
KENDRIYA VIDYALAYA NO. 1
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