Flat No# G1805, Aparna Serene Park, Kondapur, Hyderabad,TG
Summary
Dedicated Finance & Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
1
1
Language
2
2
Certifications
6
6
years of post-secondary education
21
21
years of professional experience
Work History
Regional Head
ICICI Bank Ltd
Hyderabad, Telangana
05.2018 - Current
Responsible for building the book and developing the Services of SES customers for the regions through acquisition of clients,strengthening relationships with existing clients and identifying new channels for lead generation and market penetration
To enhance market, share in the region by strengthening the product portfolio, monitoring and mentoring TLs/RMs on their sales efforts, developing new digital channels & channel partners / leads,devising business development & brand management initiatives & increasing functional capabilities of the RMs to challenge competition in markets
Achievement of Fee & NII targets through Monitoring pipeline funnel & developing a plan to achieve book size and market share. Promote business porpositions by giving exciting and dynamic presentations to customers.
Planning & implementing initiatives/programs to identify and bring on board new clients - Trade customer.
Smoothly supported team activities to efficiently accomplish project milestones and achieve FY targets.
Regional Head Sales
ICICI Bank Ltd
Bangalore, Karnataka
10.2014 - 05.2018
Handled a team of Elite Trade relationship managers and responsible for managing relationships of SME clients based out of comprising of 36 bank branches with a target of increasing the fee base and increasing the MAB book - Sourcing and granting of credit limit to customers including buyers credit, LCBD, ECB, Term Loan, WCDL, LC, BG, Forwards, OD, CC, Packing Credit, bills discounting, GI, Wealth Management Services etc.
Driving annualized budget consisting of Liability, Fee, Lending, Assets and NCA.
Guiding the team in understanding the Banking, Trade Finance business requirement, Trade Flow of the prospective and existing customers on training them in Trade, Hedging and Lending related aspects.
Building and acquiring the startup companies’ relationship. Working along with PE players and Investors.
Developed and implemented performance improvement strategies and plans to promote continuous improvement.
Exceeded goals through effective task prioritization and great work ethic.
Achieved 110% on my targets score year on year.
Chief Manager
Nippon Asset Management Ltd
Bangalore & Hyderabad, Karnataka & Telangana
07.2013 - 10.2014
Handling the New IFA - Business Associate and Alternate Channels for AP and Karnataka based out of Zonal office, Bangalore.
Identifying the MDRT advisors from the insurance industry and getting them empanelled as IFA- BA and towards building the AUM.
Alternate Channel – Working closing with all the GMs/DGMs of the PSU Banks and First generation private sector banks.
Giving the investment solutions to the all the HNI customers in building up wealth portfolio to the customer and the AUM to the company. (SIP Investments, FMP, Liquid Funds – Equity, Debt, Gold).
Work with specialty and key stake holders to bring innovative and breakthrough ideas in the banking sector to generate the business.
Build a strong Sales team. Finalize and organize internal faculty (i.e. Trainers, speakers) and the required training material (handbooks, demonstration models, visual aids, etc) and infrastructure.
Leverage past experience to provide coaching/mentoring support to the sales force to help them address issues in their day to day work.
Design techniques, methods, and instruments to evaluate and review the effectiveness of training programs/courses; Evaluates training effectiveness.
Select and use appropriate training methods such as on-the-job training, individual coaching, group instruction, lectures, demonstrations, conferences, meetings and workshops to disseminate training.
Engaged prospects and customers through various events, including trade shows, seminars and workshops.
Cluster Distribution Manager
Birla Sun Life Insurance Co Ltd
Bangalore, Karnataka & AP
02.2011 - 07.2013
Managed team of 150 employees, overseeing hiring, training, and professional growth of employees.
Improved operations through consistent hard work and dedication.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Led projects and analyzed data to identify opportunities for improvement.
Exceeded goals through effective task prioritization and great work ethic.
Branch Manager
ICICI Prudential Life Insurance Co
Hyderabad, Telangana
03.2006 - 01.2011
BM-Priority Circle - HNI Channel
Handling 2 Area Managers (AM). Each AM team has 10 front-line sales managers.
Achieving business sales targets of the branch. Building and leading the team in achieving the higher business targets of Hyderabad PC.
Hiring and recruiting the Managers and motivating in completing their Goal Sheet targets. Recruit Advisors who can source business from Elite group of the market.
Develop them into ‘Financial planners’ & add value to them in order to achieve business targets.
Awarded No: 1 Rank in AM category WRP for two consecutive quarters OND 2009 & JFM 2010. Awarded for Excellence in HOS League for winning in SM/AM/BM–PC Peninsular Category 07-08.
Awarded for Excellence Rank 1 Peninsular in Exit FOS for the year 07-08.Assessed expansion plans and presented costs to forecast trends and recommend changes.
Boosted branch sales by developing and deepening customer loyalty through incentive programs. Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
Asst.Manager
HDFC Bank Ltd
Hyderabad, Telangana
09.2003 - 03.2006
Providing customized, financial planning for Preferred Banking customers.
Business development by increasing the customer base of the branch by acquisition, enhancement and retention.
Enhancing the relationship of the existing customers by cross-selling and up selling varied assets, liability-CASA, and third party products like Mutual funds, Insurance and in turn increasing the revenue of the branch.
Handled the entire branch operations and well versed with the operating software Finware and Flexcube.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Well versed with job roles of Teller/ Personal banker, exposure with ATM Banking, Internet Banking and CMS. Good command on operating software Finacle from Infosys.
Initiated/developed relationships with outbound sales field staff.
Enabled revenue generation by pursuing partnerships, sourcing funding and capitalizing on market opportunities.
Established clear and competitive goals, growth roadmaps and strategic business plans.
Education
MBA - Finance
SCDL
Pune
06.2010 - 04.2012
PGDC in Industrial Relationship And Personnel Management - Business Management
NCLM
Chennai
01.1998 - 01.1999
B.Com (Hons) - Accounting And Finance, Management & Computers
Loyola Academy, Osmania University
Hyderabad
06.1994 - 04.1997
Skills
Multitasking abilities
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Accomplishments
Connected Banking - Mega Challenge, 2018 ICICI Bank
GI & LI Contests qualified in 2015,2016,2017 - ICICI Bank
BLG Crackers Jan 2018 in ICICI Bank
Nippon Best Regional Head Alternate Business - 2015
Played a key role in implementing “Project Break Through”, a process designed by McKinsey “BSLI WAY”.
100% certification of branches Vizag region – BSLI WAY - South Zone. PAN India 3rd Rank in CDM
Qualified for the CEO select contest – Bangkok, 2012 March 2006 – Jan 2011 Branch Manager – Priority Circle ICICI Prudential Life Insurance Co Ltd, Hyderabad.
Highest number of MDRT Qualifiers - 2006 & 2007
Best Personal Banker - Priority Banking Services - Axis Bank 2002
Certification
Management Development Program , IIM Indore
Timeline
Regional Head
ICICI Bank Ltd
05.2018 - Current
Regional Head Sales
ICICI Bank Ltd
10.2014 - 05.2018
NISM, AMFI
08-2014
Chief Manager
Nippon Asset Management Ltd
07.2013 - 10.2014
Cluster Distribution Manager
Birla Sun Life Insurance Co Ltd
02.2011 - 07.2013
Management Development Program , IIM Indore
07-2010
MBA - Finance
SCDL
06.2010 - 04.2012
Branch Manager
ICICI Prudential Life Insurance Co
03.2006 - 01.2011
Asst.Manager
HDFC Bank Ltd
09.2003 - 03.2006
Executive
Axis Bank Ltd
09.2000 - 09.2003
PGDC in Industrial Relationship And Personnel Management - Business Management
NCLM
01.1998 - 01.1999
B.Com (Hons) - Accounting And Finance, Management & Computers