Summary
Overview
Work History
Education
Skills
Personal Details
Extracurricular activities
Timeline
AdministrativeAssistant
Pradeep Sharma

Pradeep Sharma

Ludhiana

Summary

A career-oriented professional with 20+ years of experience in the field of Banking, Finance, Insurance, Broking and Mfi business. Presently working as Cluster Head Individual loans for Punjab & Haryana region.

Overview

20
20
years of professional experience

Work History

Cluster Head Individual Loans (PB & HR)

Jana Small Finance Bank Ltd.
Ludhiana
07.2016 - Current
  • Responsible for managing and growing the individual loans business within a cluster
  • Responsible for sales management and revenue generation within cluster
  • Managing 22 branches of Punjab & Haryana region
  • Apart from IL business we are also doing Disbursal of AHL/MHL loans
  • Facilitate the development, implementation, and maintenance of processes, policies, guidelines, Standard Operating Procedures, and Business Operating Principles
  • Giving training and product knowledge to new joiners
  • In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality
  • Responsible for generating business for various banking products like individual loans & Gold loans, general insurance, fix deposits etc
  • Taking various initiatives for increasing customer penetration for sales
  • Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving timely disbursal & service quality norms
  • Developing relationships with key decision-makers in target organizations for business development.

Branch Manager

HDB Financial Services
Ludhiana
09.2015 - 07.2016
  • Handling the team of 15 members which includes Sm/So Bcm/Bom
  • Dealing in loans dealing only with govt salaried clients
  • As branch manager taking care of daily branch proceedings
  • Motivating team members and doing joint calls for better revenue prospects
  • Giving training and product knowledge to new joiners.

Branch Manager

ICICI SECURITIES LTD.
Jalandhar
11.2013 - 04.2015
  • Handling the team of six relationship managers
  • Selling wealth products and providing after sales service to branch map customers
  • Opening of three in one saving demat and trading accounts
  • Motivating team members and doing joint calls for better revenue prospects
  • Giving training and product knowledge to new joiners

Wealth Relationship Manager

HSBC INVEST DIRECT
Ludhiana
11.2012 - 10.2013
  • Opening of premier accounts starting worth rupee 25 lacs
  • Opening of demat account for trading in share market
  • Dealing in NBFC product like LAS and LAM
  • Selling wealth products and providing after sales service to branch map customers.

Relationship manager

HDFC BANK
Jalandhar
02.2011 - 11.2012
  • Handing the portfolio of 211 HNI preferred customers
  • Structuring investments ideas based on prevailing market opportunities and present them based on Clint suitability requirements
  • Cross selling of all banking products with in portfolio and outside portfolio
  • Better coordination with loan and forex team for better services to clients
  • Providing them services work like a bridge between bank and customer one point solution for customers banking needs.

Manager Priority Circle (MPC)

ICICI Pru Life Priority Circle
Ludhiana
05.2007 - 01.2011
  • Handling the team of 24 advisors
  • Motivating the team and enhancing their marketing skills
  • Meeting with HNIs for investments in Insurance Solution.

Assistant Branch manager

Fortune Broking Solutions Pvt. Ltd.
Ludhiana
12.2003 - 05.2007
  • The Job requires handling the marketing groups so as to get the maximum business and analysis the global commodity markets like Chicago Mercantile Exchange, LME, NYMEX, CBOT and trade for clients in these markets also for the domestic markets i.e
  • MCX and NCDEX
  • Also gave training to the new recruits about the company and the work.

Education

Bachelor of Arts - Humanities

Punjab University
Chandigarh
08.2001

Skills

  • Detail-oriented
  • Leadership skills
  • Teamwork
  • Interpersonal skills
  • Effective communication
  • Multitasking
  • Analytical skills
  • Proficient in MS-OFFICE, Outlook, Corporate Software etc

Personal Details

  • Gender: Male
  • Father's Name: Sh. Ramesh Sharma
  • Marital Status: Married
  • Date of Birth: 11/26/1980
  • Nationality: Indian

Extracurricular activities

 

  • Played Cricket for Ludhiana District and Inter university matches in my Collage days.
  • Always participated in annual athletic meets of school collage and won medals in javelin throw and Running.
  • Love to travel explore new places and listen & sing old hindi songs.

Timeline

Cluster Head Individual Loans (PB & HR)

Jana Small Finance Bank Ltd.
07.2016 - Current

Branch Manager

HDB Financial Services
09.2015 - 07.2016

Branch Manager

ICICI SECURITIES LTD.
11.2013 - 04.2015

Wealth Relationship Manager

HSBC INVEST DIRECT
11.2012 - 10.2013

Relationship manager

HDFC BANK
02.2011 - 11.2012

Manager Priority Circle (MPC)

ICICI Pru Life Priority Circle
05.2007 - 01.2011

Assistant Branch manager

Fortune Broking Solutions Pvt. Ltd.
12.2003 - 05.2007

Bachelor of Arts - Humanities

Punjab University

Similar Profiles

CREATE PROFILE
Pradeep Sharma