Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Professional Highlights
Personal Information
Timeline
Generic

RAJ NARAYAN

PATHANKOT,PUNJAB

Summary

With a proven track record at Karvy Commodities LTD., I excel in revenue generation and customer acquisition, leveraging my innovative mind and team spirit. My experience as a Relationship Manager and Sales Manager showcases my ability to exceed targets and lead teams to success, making me a standout candidate in the financial services sector.

Overview

12
12
years of professional experience

Work History

Branch Manager

Karvy Commodities LTD.
PATHANKOT
04.2015 - 04.2017
  • Handling Team and Ensure maximum Revenue Generation
  • Acquiring new customers by opening their Commodities Account
  • Monitoring client's portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels ensure maximum Revenue Generation

Relationship Manager

HDFC Securities LTD.
04.2013 - 11.2013
  • Handling Team and Ensure maximum Revenue Generation through Casa, LI, GI, FD, D-mat Account opening And Third Party Products
  • Providing advisory services
  • Bank Branch Visits and providing training

Relationship Manager

Fortune Equity Brokers (INDIA) LTD.
05.2011 - 03.2013
  • Acquiring new customers by opening their Demat, Commodities & Currency Derivatives A/cs
  • Ensure maximum Revenue Generation

Relationship Manager

Indiabulls Securities Limited
Pathankot
10.2009 - 04.2011
  • Acquiring new customers by opening their Demat A/cs
  • Ensure maximum Revenue Generation

Relationship Manager

ICICI Securities Limited
Pathankot
01.2009 - 09.2009
  • Ensuring Revenue of myself
  • Ensuring Productivity from all the product
  • Ensuring Cross Selling of all the products to the customers
  • Highest productivity in the region per customer mapped to me
  • Highest new customer acquisition in the region
  • Coordinate with various Vertical Heads to Achieve There as well as my Targets

Sales Manager

Reliance Life Insurance Co. Ltd.
Pathankot
06.2008 - 01.2009
  • Recruitment of effective sales force from different spheres & segment for direct sales
  • Coordinating & supervising all the Promotional/Marketing activities for Sales & Recruitment
  • Imparting product/sales related Training, Doing Joint Field Calls, Conducting Weekly Review Meetings for Continuous motivation, development & Target Orientation
  • Identifying Prospective clients (HNI's, NRI's, Corporates, etc) making corporate presentations & providing tailor made solutions to cater to individual needs of the clients
  • Ensure that agents follow moral and ethical standards when dealing with clients
  • Monitor Agent development through FOD (Field Observation and Development) and PRP (Performance Review and Planning)
  • Ensure that the advisors get updated and continuous information on Reliance products

CAT (Customer Acquisition)

ICICI Securities Limited
04.2005 - 05.2008
  • Looking after the sales of the DEMAT (3 in 1 A/c in Pathankot, Gurdaspur, H.P
  • & J&K)
  • Analyze competitive product offerings in terms of features and benefits as well as price points
  • Effective Role in sales training program to improve the performance of the sales staff
  • Successfully developed new territories in Himachal such as Chamba, Kathua belt
  • Key person responsible for increasing the sales of Demat

Education

BA - Bachelor in Arts

Punjab University
Chandigarh

SSCII - Arts

P.S.E.B
Mohali

Matriculation -

P.S.E.B
Mohali

Skills

  • Innovative mind
  • Team Spirit
  • Business development expertise
  • Staffing optimization
  • Relationship building and management
  • Relationship building
  • Coaching and mentoring

Languages

  • English
  • Punjabi
  • Hindi

Hobbies and Interests

  • Interacting with people
  • Acquiring knowledge

Professional Highlights

  • Karvy Commodities LTD., ADM, Handling Team and Ensure maximum Revenue Generation., Acquiring new customers by opening their Commodities Account., Monitoring client's portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels ensure maximum Revenue Generation., 04/01/15, 04/01/17
  • HDFC Securities LTD., Relationship Manager, Handling Team and Ensure maximum Revenue Generation through Casa, LI, GI, FD, D-mat Account opening And Third Party Products., Providing advisory services., Bank Branch Visits and providing training., 04/01/13, 11/01/13
  • Fortune Equity Brokers (INDIA) LTD., Relationship Manager, Acquiring new customers by opening their Demat, Commodities & Currency Derivatives A/cs., Ensure maximum Revenue Generation., 05/01/11, 03/01/13
  • Indiabulls Securities Limited (Pathankot), Relationship Manager, Acquiring new customers by opening their Demat A/cs., Ensure maximum Revenue Generation., 10/01/09, 04/01/11
  • ICICI Securities Limited (Pathankot), Relationship Manager, Ensuring Revenue of myself., Ensuring Productivity from all the product., Ensuring Cross Selling of all the products to the customers., Highest productivity in the region per customer mapped to me., Highest new customer acquisition in the region., Coordinate with various Vertical Heads to Achieve There as well as my Targets., 01/01/09, 09/01/09
  • Reliance Life Insurance Co. Ltd (Pathankot), Sales Manager, Recruitment of effective sales force from different spheres & segment for direct sales., Coordinating & supervising all the Promotional/Marketing activities for Sales & Recruitment., Imparting product/sales related Training, Doing Joint Field Calls, Conducting Weekly Review Meetings for Continuous motivation, development & Target Orientation., Identifying Prospective clients (HNI's, NRI's, Corporates, etc) making corporate presentations & providing tailor made solutions to cater to individual needs of the clients., Ensure that agents follow moral and ethical standards when dealing with clients., Monitor Agent development through FOD (Field Observation and Development) and PRP (Performance Review and Planning)., Ensure that the advisors get updated and continuous information on Reliance products., 04/01/05, 05/01/08
  • ICICI Securities Limited, CAT (Customer Acquisition), Looking after the sales of the DEMAT (3 in 1 A/c in Pathankot, Gurdaspur, H.P. & J&K)., Analyze competitive product offerings in terms of features and benefits as well as price points., Effective Role in sales training program to improve the performance of the sales staff., Successfully developed new territories in Himachal such as Chamba, Kathua belt., Key person responsible for increasing the sales of Demat., 04/01/05, 05/01/08

Personal Information

  • Father's Name: Sh. Babu Ram
  • Date of Birth: 02/28/82
  • Marital Status: Bachelor

Timeline

Branch Manager

Karvy Commodities LTD.
04.2015 - 04.2017

Relationship Manager

HDFC Securities LTD.
04.2013 - 11.2013

Relationship Manager

Fortune Equity Brokers (INDIA) LTD.
05.2011 - 03.2013

Relationship Manager

Indiabulls Securities Limited
10.2009 - 04.2011

Relationship Manager

ICICI Securities Limited
01.2009 - 09.2009

Sales Manager

Reliance Life Insurance Co. Ltd.
06.2008 - 01.2009

CAT (Customer Acquisition)

ICICI Securities Limited
04.2005 - 05.2008

BA - Bachelor in Arts

Punjab University

SSCII - Arts

P.S.E.B

Matriculation -

P.S.E.B
RAJ NARAYAN