Riyaz Ahmad Gojree

• Company Overview: HDFC Bank Relationship
• Achieving consistent and sustainable growth through achievement of FYP & NOP Budgets.
• Competitive Analysis (Open Architecture with 3 partners TATA AIA, BIRLA & HDFC LIFE).
• Managing a portfolio of HNI Clients for their Investment Needs at HDFC Bank.
• SP Activation (25% quarterly) & 100% RO Activation.
• Ensuring prompt policy issuance through digitization. Timely resolution of queries and escalations and minimal business leakage.
• Effectively facilitating and implementing initiatives.
• HDFC Bank Relationship

• Leading team of dedicated professionals.
• Driving the mindshare for Bajaj Allianz Life Insurance business in Axis Bank under the open architecture regime.
• Highly focused on Customer Centric solutions and Quality driven business processes / models.

• Company Overview: HDFC Bank Relationship
• Saw a successful tenure of 3.3 years at ABSLI with a change in grade from AM to Manager within a short span of time managing a team of 6-8 and achieving 500% KPI by closing on 4.7 million in a month.
• Achieving consistent and sustainable growth through achievement of FYP & NOP Budgets.
• Competitive Analysis (Open Architecture with 3 partners TATA AIA, BIRLA & HDFC LIFE).
• Managing a portfolio of HNI Clients for their Investment Needs at HDFC Bank.
• SP Activation (25% quarterly) & 100% RO Activation.
• Ensuring prompt policy issuance through digitization. Timely resolution of queries and escalations and minimal business leakage.
• HDFC Bank Relationship

Saw a successful tenure of 4 years at Reliance Securities with a change in grade from RM to Manager Dealing (Branch Manager) within a short span of time managing a team of 8-10 and achieved a increase in portfolio by 80%. • Responsible for generating brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short / medium term. • Handled 7 cr portfolio with 6000 client base. • Responsible for New Client Acquisition in trading accounts. • Responsible for meeting targets of Broking and TTP revenues. • Responsible for Margin collections for trade both online and through cheques /RTGS. • Responsible for Risk containment and Audit of dealer desks. • Ensuring teams' delivery on assigned targets and Interaction with HNIs. • Ensuring branch Revenue targets from Distribution and productivity of team members. • Ensuring Renewals of life insurance / general insurance premiums. • Responsible for Cross- Selling LI / GI / PMS / MF / Gold. • Responsible for Branch Ops Admin, & P& L • Responsible for Business mapping and coordination with central MIS teams along with 100% execution on CRM within specified TAT • Ensuring work on direct databases for activation / reactivation / retention of clients. • Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business. • Highest Currency Revenue Contributor in 2016 achieving a number of 2 million.