Rahul Shaji
Banking
Kottamam
Summary
Performance-oriented Sales Leader offering exceptional record of achievement in 16 years of career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
16
16
years of professional experience
Work History
Zonal Sales Manager
South Indian Bank -
10.2018 - Current
- Successfully managed the entire Kerala, Chennai, Bangalore and Hyderabad markets, ensuring comprehensive market penetration and business growth.
- Led diverse lead sources including Open Market, Digital, Retail Branch Banking, and DSA (Direct Selling Agents), resulting in increased customer acquisition and revenue.
- Effectively supervised a team of 10 Regional Sales Managers, ensuring daily targets were met and new accounts were sourced in alignment with Branch, cluster and Regional Heads.
- Oversaw operations across 600 + branches in North Kerala, implementing performance monitoring and corrective measures as needed.
- Took accountability for the overall profitability of the region, implementing strategic initiatives to drive revenue growth and market share.
- Played a key role in recruitment, training, development, and retention of team members, ensuring a skilled and motivated workforce.Led and motivated the sales team to achieve and exceed sales targets.
- Monitored and evaluated Key Result Areas (KRAs) for Relationship Managers (RM), Team Leaders (TL), and Resources (Res).
- Executed and managed sales promotion schemes to boost sales performance and customer engagement.
- Provided regular feedback to senior management on market trends, recommending adjustments to business strategy as needed.
- Monitored competitor activity to identify opportunities for market penetration and differentiation.
Cluster Head– Working Capital & Agri Lending
HDFC BANK LTD
10.2013 - 10.2018
- Handling Thrissur, Palakkad and Malappuram regions.
- Effectively supervised and managed a team of 8 RMs
- Driving WC and Agri files through Branch banking channel
- Maintaining the portfolio a standard one
- Built a culture of excellence within the team by setting clear expectations, providing regular feedback, and celebrating success.
- Took accountability for the overall profitability of the region, implementing strategic initiatives to drive quality portfolio growth and market share.
- Played a key role in recruitment, training, development, and retention of team members, ensuring a skilled and motivated workforce.
Assistant Manager
Sundaram Asset Management Company Ltd, India
05.2010 - 05.2013
- Territory in charge for business development through Sundaram Finance in Kerala Region
- Manage the portfolio of 25 plus NRI,HNI clients, including acquisition and retention
- Responsible for developing and implementing strategy for SF cluster to enhance business mobilizations in their respective region
- Training new recruits in the Sundaram Finance branch and monitoring their progress with constant appraisal and feedback
- Financial Planning and Investment Advice: Formulate asset allocation for the client based on risk appetite, portfolio size, stage of life, time horizon, liquidity, requirement and tax applicability in meeting their financial goals
- Achievements
- Business contribution from SF channel grew to 30% for Sundaram AMC
- Hired and trained over 25 sales staff
- Achieved pan India top in SIP numbers.
Relationship Manager
Canara Robeco Asset Management Company, India
10.2009 - 04.2010
- Responsible for the management and achievement of various parameters like increasing the AUM, SIP No’s & Market share from Canara Bank
- Establishing strategic alliances with Canara Bank to enhance our allocations in their business mobilizations
- Initiating regional level and branch level tie ups to execute various activities to ensure increased level of participation in promoting MF products
- Train & Educate Bankers on current market scenarios and investment advisory services.
Relationship Executive
ICICI Prudential Asset Management Company, India
04.2008 - 03.2009
- Responsible for developing and strengthening distributor relationships in National & Regional Distributors and IFA’s in the region
- Train & Educate Distributors on current market scenarios and investment advisory services
- Actively involved in organizing campaigns and road shows to create and increase market awareness
- Giving client presentations and distributor level awareness programs.
Education
B.Com. (Computer Application) -
G.R.D. College, Bharathiar University, Coimbatore, India
M.B.A. (Marketing & Finance) - Finance And Marketing
Rajagiri School of Management, M G University, Kerala, India
Skills
Competitor Analysis
Sales Presentations
Sales Reporting
Pricing strategy
Certificationstrainings
- Certified AMFI-Mutual Fund (Advisors)-NCFM.
- Certified Office Automation Course - Conducted by Manipal institute of computer education
- Certified NCFM Beginners ’Module-Conducted by National Stock Exchange
- Sales training conducted by Sundaram Mutual
Personal Information
- Passport Number: G9830816
- Father's Name: V V Shaji
- Date of Birth: 07/16/85
- Nationality: Indian
- Marital Status: Married
Languages
English
Hindi
Malayalam
Tamil
Timeline
Zonal Sales Manager
South Indian Bank -
10.2018 - Current
Cluster Head– Working Capital & Agri Lending
HDFC BANK LTD
10.2013 - 10.2018
Assistant Manager
Sundaram Asset Management Company Ltd, India
05.2010 - 05.2013
Relationship Manager
Canara Robeco Asset Management Company, India
10.2009 - 04.2010
Relationship Executive
ICICI Prudential Asset Management Company, India
04.2008 - 03.2009
B.Com. (Computer Application) -
G.R.D. College, Bharathiar University, Coimbatore, India
M.B.A. (Marketing & Finance) - Finance And Marketing
Rajagiri School of Management, M G University, Kerala, India
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