Rajiv Nigam
New Delhi
Summary
Over the Span of 17 years in the BFSI sector, I have undertaken diverse roles in diverse locations across India. My Professional Journey Started from ICICI Direct as a Relationship Manager and continuing right now with Motilal Oswal Financial Servives Ltd as Regional Sales Manager, during this journey I have excelled in team leadership, client account management, liaisoning with bank partners, optimizing distribution channel and have been responsible of managing Profit & Loss for Region and Branches. Have worked closely to manage sales and distribution for range of financial products like Demat, PMS, Unlisted Shares, FD's, Mutual Funds, Life Insurance, Health Insurance, General Insurance etc.
Overview
17
17
years of professional experience
Work History
Regional Sales Manager
Motilal Oswal Financial Services Ltd
New Delhi, India
08.2022 - Current
- Responsible for managing 7 Banks in North & generating the pre set sales & revenue by acquiring new clients.
- Expanded market share within the region by identifying growth opportunities and liaisoning with cross-functional teams.
- Responsible for regular training/coaching to bank employees with market updates, account opening process, revenue generation and CASA growth story.
- Lead, coach and develop direct reporting employees to achieve sales and revenue goals.
- Responsible for VRM Channel of Indusind Bank where tele-callers acquire clients through virtual calling, They are weekly given Training on pitching and their calls are monitored on daily basis.
Cluster Manager
SBI Cap Securities Ltd
Kanpur, India
07.2021 - 03.2022
- Lead a team of professional advisors and Branch Managers in providing high level administrative support services within the cluster environment of Kanpur, Varanasi and Bareilly.
- Responsible for Pre Sales, Post Sales, Operations, Budgeting, Resource allocation and P&L for the Branches and Cluster.
Branch Manager
Religare Broking Ltd
Mumbai/Kanpur
12.2017 - 07.2021
- Buid-up strong rapport with banking partners for acquisition of Demat-Trading Accounts.
- Responsible for Branch P&L and directed daily operations for streamline efficiency, timely execution of daily trade orders, risk management, including advisory, dealing, customer service, sales and marketing activities.
- Coordinated promotional campaigns for new/existing products or services in order to boost sales and acquisition.
Cluster Relationship Leader
Yes Securities Ltd
Mumbai, India
02.2016 - 11.2017
- Identified training needs for bank staff and developed appropriate programs to engage clients with support of 6 direct team members.
- Responsible for regular training and coaching of bank professionals so that they add demat-trading as a primary cross sell product.
- Managed 12 bank branches of south mumbai to get share of our product added as primary objective of bank.
Branch Manager
Kotak Securitities Ltd
New Delhi/Chandigarh
08.2013 - 01.2016
- Acquisition of clients and make them trade regularly.
- Directed daily operations of the branch, including advisory, customer service, sales, marketing activities and monitoring 6 members team to share daily research calls with clients on regular basis.
Relationship Manager
Kotak Mahindra Prime Ltd
Chandigarh, India
08.2012 - 07.2013
- Responsible to maintain strong relationships with Automobile dealers and mapped Kotak Mahindra Bank Branches to generate regular leads of Car Loans.
- Responsible for daily operations including lead building, coordinating meetings with finance managers of auto dealerships, approvals by credit managers.
- Participated in networking events and industry conferences to attract new clients.
- cross sell to generate revenue through car insurance and processing fees.
Relationship Executive
Kotak Securities Ltd
Mumbai, India
10.2010 - 07.2012
- Responsible to acquire potential new customers through cold calling and tele calling activities as I was in direct sales for acquisition of demat-trading accounts.
- Responsible to handle 3 DSA Channel for acquisition of demat-trading accounts in Virar and Kurla (Mumbai).
Relationship Manager
ICICI Securities Ltd
Mumbai, India
11.2008 - 06.2010
- Analyze market trend and Identified customer needs, developed customized solutions, and provided financial investment advice to clients.
- Maintained accurate records of all client interactions within the company's CRM system.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
Education
Bachelor of Commerce -
Harsahai Jagdamba Sahai PG College
Kanpur04-2007
Skills
- Team leadership
- Lead generation
- Sales coaching
- Customer relationship management
- Client account management
- Data analysis
- Budget management
- Network development
Accomplishments
Awards, Honours & Achievements:
- 1st Person to Open 15 Accounts in Individual Category as RM in Kotak Securities Ltd from open market acquisition in Online Sales Department and was awarded Badge of CHAMP presented by NSM in 2012.
- Winner of Now or Never Contest for Sales in February 2018 in Religare Broking Ltd.
- 3 times consecutive Winner of Foreign Trip in Religare Broking Ltd in 2019.
- 1st winner in BM Category to win Europe Foreign Trip in (DJFM 19-20) within just 20 days in Religare Broking Ltd.
Languages
Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Timeline
Regional Sales Manager
Motilal Oswal Financial Services Ltd
08.2022 - Current
Cluster Manager
SBI Cap Securities Ltd
07.2021 - 03.2022
Branch Manager
Religare Broking Ltd
12.2017 - 07.2021
Cluster Relationship Leader
Yes Securities Ltd
02.2016 - 11.2017
Branch Manager
Kotak Securitities Ltd
08.2013 - 01.2016
Relationship Manager
Kotak Mahindra Prime Ltd
08.2012 - 07.2013
Relationship Executive
Kotak Securities Ltd
10.2010 - 07.2012
Relationship Manager
ICICI Securities Ltd
11.2008 - 06.2010
Bachelor of Commerce -
Harsahai Jagdamba Sahai PG College