Qazi Mohd Jauhar
Ashok Nagar, Andheri, Mumbai
Summary
A dynamic professional with more than 15 years’ experience in managing Sales. Strong experience in Team Handling, Direct Sales, managing Channel Partners/ Corporate Sales/ B2C/ Dealers/ Distributors. Skilled in managing team to work in the set parameters & motivating them for achieving business & individual goals. An effective communicator with good presentation skills and abilities in achieving the set targets.
Overview
15
15
years of professional experience
Work History
HDFC Bank Ltd
Mumbai
07.2019 - Current
- Responsible for Acquiring HNI/Ultra HNI clients (having AUM of Rs 1 CRs & above -Individual client)
- Maintaining client relationships and generate AUM from preferred & imperia clients
- Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
- Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing delinquencies by ensuring proper Sales Process
- Sourcing new bank customers through external individual efforts and acquisition channel
- Develop new and expand existing High Net Worth Customer relationships for liabilities by sourcing NTB customers
- Ensures high levels of customer service orientation and application of bank policy
- Cross sells bank products to the existing set of Customers
- Inform customers of new products or product enhancements to further expand the banking relationship
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc
- Providing Financial planning & Investment Advice
- Maintain complete relationship record for assigned customer accounts
- AsManager Retail Branch
- Banking To conceptualize, create & launch branch contest for team to keep them motivated and ensuring 100% completion of target
- Maintaining the daily MIS of the acquired customers as per the predefined processes and set operational standards
- Formulating strategies with bank managers & credit managers to make business plan for the financial year
- Conducting marketing activities at corporate, C.H.S and other institution to create awareness about the products
- Generating SP Code of maximum bank employees for sourcing HUD Life business
- To manage a team of Executives in order to achieve set acquisition targets
- Administering LMS, Open Market & Bank Direct vertical to achieve the business mix targets of the team
- To resolve customer relationship management issues of the branch and retaining the customer within specified TAT
- To conceptualize, create & launch regional contest for team to keep them motivated and ensuring 100% completion of target
- Maintaining the daily MIS of the acquired customers as per the predefined processes and set operational standards
- To recruit and impart training to Executives
- Projects Managed: ⇒ Ethnic Project: Reliance Iman Investment
- Objective: To enter the ethnic financial market by creating specific fund in lines of Shari’ah principle Launch of Shari’ah complaint fund(s); namely Reliance Iman Fund Providing list of Shari’ah complaint listed financial companies in India to the Investment team of
- RELIANCE on monthly basis by screening the provided indices
- Devising marketing strategy, go-to marketing strategy and new business development strategy of fund(s) for the company
- Arranged and conducted seminars to promote the fund(s) and the concept
- Managing the channel partner network in the West region, recruiting managing and setting up the sales force to manage the same
- Formulating strategies with the co-operative bank directors to make business plan for the financial year
Relation Ship Manager
Star Union Dai-Chi, Life Insurance Company Ltd
10.2017 - 05.2019
Manager
ICICI, Securities Ltd asExecutive
09.2010 - 01.2017
Manager (Regional & Corporate)
Reliance Capital, Services Ltd
Mumbai
07.2008 - 08.2010
- Catering to product, process, R&R and systems support for Bajaj Allianz Life Insurance central team
- Includes quarterly Channel partner product mix and launch activity designing and driving the same
- Handled four major relationships namely; The Ajara Urban Co-Op Bank Ltd, All for Kids (a child institution), LeMarche Mega Mall (Mall-insurance) and Parsoli Insurance Broking Ltd
- Taking the initial decision on the business objective for the Quarter & the product mix to be optimum for the same Designing the sales process and product support for Channel partner Managing and liaisoning with the central team of Channel partner for the different product, R&R and communication related work.
01.2009 - 01.2010
- Designing marketing programs and setting up budgets for the same
- Getting other cluster of institutions tied up with the existing set of institutional board network and working towards getting other institutions on board.
Education
Masters in Business Administration - undefined
ICFAI
B.Com - undefined
S.R.S.S College’ Mumbai University
H.S.C - undefined
Map Khan College, Maharashtra Board
S.S.C - undefined
St. Lawrence High School, Mumbai
Skills
- Skill Sets
- Excellent Interpersonal & Administrative Skills
- Good Customer Orientation
- Team Leader & Team Player
- Good analytical, problem solving & decision-making skills
Accomplishments
- September 2007 – June 2008 with Bajaj Allianz Life
- Insurance Company Limited as
- Sales Executive (Corporate
- Office Extension)
Timeline
HDFC Bank Ltd
07.2019 - Current
Relation Ship Manager
Star Union Dai-Chi, Life Insurance Company Ltd
10.2017 - 05.2019
Manager
ICICI, Securities Ltd asExecutive
09.2010 - 01.2017
01.2009 - 01.2010
Manager (Regional & Corporate)
Reliance Capital, Services Ltd
07.2008 - 08.2010
Masters in Business Administration - undefined
ICFAI
B.Com - undefined
S.R.S.S College’ Mumbai University
H.S.C - undefined
Map Khan College, Maharashtra Board
S.S.C - undefined
St. Lawrence High School, Mumbai
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