Rajeev Kumar
Associate Vice President ( South India )
Bengaluru
Summary
Skilled executive with robust experience in strategic leadership and operational management. Adept at driving projects to successful completion through effective team collaboration and adaptive problem-solving. Expertise in business development, financial oversight, and cross-functional team leadership. Known for integrity, reliability, and results-driven approach in dynamic environments.
Overview
20
20
years of professional experience
Work History
Associate Vice President ( SOUTH INDIA )
Sahayog Multistate Credit Cooperative Society Ltd
2024.02 - Current
- Successfully established and opened 23 branches across South India till date, overseeing the end-to-end branch setup, licensing, regulatory compliance, and operational readiness.
- Oversaw licensing, regulatory, and legal matters across South India, ensuring timely approvals and compliance for seamless branch operations.
- Developed strategic initiatives that increased member engagement and satisfaction across South India.
- Led cross-functional teams to optimize operational processes and improve efficiency.
- Provided leadership and mentoring to newly hired employees on company programs.
- Facilitated training sessions on cooperative principles and best practices for staff.
- Researched, developed, and administered professional staff policies consistent with organizational philosophy.
- Established and monitored quality control standards to ensure consistent operational excellence.
Branch Sales Head
State Bank Of Mauritius ( INDIA )
2023.08 - 2024.02
- Acquired high-net-worth clients and strengthened relationships to enhance client loyalty.
- Guided high-net-worth individuals in wealth creation and management strategies.
- Managed team of wealth relationship managers, setting performance targets and providing strategic direction to achieve regional goals.
- Maintained up-to-date knowledge of financial products and market trends for informed client advice.
- Ensured regulatory compliance while effectively managing risks associated with financial transactions.
- Developed and implemented sales strategies to drive revenue growth across multiple regions.
- Oversaw operations of Bangalore, Chennai, and Hyderabad branches for State Bank of Mauritius (India).
Sr. Cluster Manager
HDFC Life
2019.12 - 2023.07
- Managed bancassurance relationships for RBL Bank Bangalore cluster, achieving 75% market share across 20 branches.
- Cultivated partner management relationships, driving significant business outcomes.
- Conducted weekly meetings with cluster heads and TPP head to formulate strategic business plans.
- Delivered actionable insights to channel partners, fostering productivity and growth.
- Designed and launched reward and recognition programs for channel partners to boost sales.
- Executed various promotional events and tours to strengthen channel partner engagement.
- Collaborated with branch managers and key relationship managers to identify new business opportunities and enhance persistency collections.
- Ensured team support for channel partners in sourcing business applications, policy issuance, and end-to-end services.
Regional Manager ( KARNATAKA )
Adarsh Credit Co-operative Society Ltd
2014.12 - 2019.11
- Set and achieved sales goals for Karnataka region branches, driving revenue growth.
- Oversaw CASA deposit products, lending, and insurance management.
- Monitored business growth and operations across Karnataka region branches.
- Guided team to achieve business targets on monthly, quarterly, half-yearly, and yearly basis.
- Trained sales personnel in techniques to maximize incentive attainment according to organizational standards.
- Educated branches through strategy presentations, seminars, and regular meetings.
- Analyzed regional expenses to identify cost-saving opportunities and enhance financial performance.
- Monitored operational and audit issues within Karnataka region branches.
Sr.Sales Manager (Premium Acquisition)
ING Vysya Bank
2010.08 - 2014.11
- Appointed as a Sales Manager to Increase the book size of the branch by acquiring good quality CASA Premium Accounts and handling the Premium customer segment.
- Focus on deepening of new relationship and managing cross sale of investment products, General insurance, Loans and all banking products.
- Ensured adherence to compliance guidelines while maintaining low acquisition costs through high-value account acquisition.
- Hired, trained, and motivated sales team to achieve and exceed sales targets.
- Leading a team of Business Development Executives (BDE), Senior BDE, Assistant Sales Manager and Customer care Managers.
- Identified improvement opportunities and implemented innovative solutions through organized micro marketing activities with effective tracking of FOS.
- Executing sales strategies, gathering business requirements, managing operational requirements and monitoring of metrics like revenue collection, client addition rate etc.
Senior Wealth Planning Officer
TATA AIG
2009.07 - 2010.07
- Sourced business through referrals from high-profile HSBC Bank clients, expanding client base.
- Assessed existing clients' needs and fulfilled requirements to strengthen relationships.
- Achieved personal sales targets while contributing to team success at sales points.
Relationship Manager (Bancassurance)
Bajaj Allianz Life Insurance Co
2007.01 - 2009.06
- Maintained strong relationships with high-net-worth and corporate clients to enhance loyalty.
- Promoted product offerings, fostering trust with clients and contributing to increased sales.
- Educated customers on investment products, resulting in increased revenue growth.
- Provided exceptional customer service, addressing individual and corporate concerns effectively.
- Handled customer complaints to enhance service quality and strengthen long-term relationships.
- Ensured client satisfaction through delivery of quality products and services.
Education
Bachelor of Science - Biotechnology
Brindavan College
Bengaluru, India 2001.04 -
Skills
Regulatory compliance
Business development and market analysis
Sales strategy development
Strategic planning and project management
Cross-functional collaboration
Team leadership
Human resources management
Analytical skills and initiative
Results orientation and motivation
Sportsmanship
Languages
- English
- Hindi
- Kannada (Only Speak)
Hobbies and Interests
- Cooking
- Educational Development
- Driving Cars and Riding bikes
Extracurricular Activities
Undergone training in NCC and was captain Played Badminton and won many prizes at district junior level Achieved.
Timeline
Associate Vice President ( SOUTH INDIA )
Sahayog Multistate Credit Cooperative Society Ltd
2024.02 - Current
Branch Sales Head
State Bank Of Mauritius ( INDIA )
2023.08 - 2024.02
Sr. Cluster Manager
HDFC Life
2019.12 - 2023.07
Regional Manager ( KARNATAKA )
Adarsh Credit Co-operative Society Ltd
2014.12 - 2019.11
Sr.Sales Manager (Premium Acquisition)
ING Vysya Bank
2010.08 - 2014.11
Senior Wealth Planning Officer
TATA AIG
2009.07 - 2010.07
Relationship Manager (Bancassurance)
Bajaj Allianz Life Insurance Co
2007.01 - 2009.06
Bachelor of Science - Biotechnology
Brindavan College
2001.04 -