Summary
Overview
Work History
Education
Skills
Educationcredentials
Profilestrengths
Personal Information
Timeline
Generic

Rohan Damodar Patil

Branch Sales Manager- EL
Vasai

Summary

Seeking challenging assignments with a growth oriented and reputed Organizations in spearheading Business Development, Managerial Activity, Sales, Resolve Issues in TAT so as to utilize my acquired organizational, leadership and analytical skills while attaining personal and professional growth

Management Representative Business Development End to End Responsibility Create Knowledge Base Solution Improve Help Desk Activity Maintain Data Base - Solutions oriented approach with excellent relationship building skills & ability to handle multiple functions in high-pressure environments with target oriented and tight deadlines. Facilitate and promote timely communication and cooperation between onsite and offshore functions and resources to accomplish business objectives. Excellent written & verbal communication skills. Sincere, focused and result oriented with ability to deliver within aggressive timelines. Focused and result oriented with total commitment to organizational objectives. Technically proficient in Office Automation, Internet Applications.

Qualified Branch Sales Manager with exceptional customer service and consultative sales abilities. Offering strong track record of building loyal customer relationships to create recurring revenue. Adept at developing and implementing policies to drive store effectiveness, demonstrated over 12-year progressive career history.

Overview

21
21
years of professional experience

Work History

BRANCH SALES MANAGER- EL

AVANSE FINANCIAL SERVICES LTS
01.2023 - Current
  • Responsible for making team member’s active in Product Activation from allotted/Acquired consultant and generate lead; Conversion from Login to disbursement
  • Accountable for developing and implementing an integrated Product according to customer need and requirement
  • Discussion on Requirements of Applicant; enhancement achieved through an in-depth analysis is of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
  • Discussion on ROI and conversion from PF collection to disbursement in TAT
  • Creation of Various Product Approval to PH Approval country wise USA, UK, GERMANY, CANADA
  • Co-ordination between Forex team and DSA

AREA SALES MANAGER- WEST II

EDELWEISS BROKING LIMITED
12.2021 - 10.2022
  • Responsible for making team member’s active in Product Activation from allotted/Acquired franchisee and generate revenue thru them
  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis is of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
  • Educate Franchisee to identify client category and activate them in AIF and structure product, Fixed Income Product, Insurance
  • Revenue generation through the channel

SENIOR ASSOCIATE- ACQUISITION

J M FINANCIAL SERVICES Ltd
06.2019 - 11.2021
  • Identifying new channel partners & ensuring they are profitable
  • Revenue generation through the channel
  • Ensuring smooth induction of the franchisee
  • Building and increasing depth in existing relationships & acquiring new franchisee / sub broker
  • Reporting in desired formats for due evaluation and strategy formulation
  • Cross Sell of Third-party Investment product like MF, Bonds, PMS, MLD/NLD, Private equity, LAS

FRANCHISEE DEVELOPMENT MANAGER-WEST

IIFL SECURITIES LTD
06.2018 - 05.2019
  • Accountable for handling all activity Related to Acquisitions of New Franchisee, AUM collection & Distribution of Various IIFL products
  • Other core competencies include Completion Of Documentation
  • Activation Of Franchisee in Time Tag
  • Sales & After Sales Services
  • Make active for Fixed Income Product
  • RMS
  • Back Office Activity

FRANCHISEE DEVELOPMENT MANAGER

OMKAR INVESTMENTS
09.2013 - 05.2018
  • Accountable for handling all activity Related to Acquisitions of New Franchisee, AUM collection thru Mutual Fund (IFA) & Distribution of Various loan product
  • Other core competencies include Completion Of Documentation
  • Activation Of Franchisee in Time Tag
  • Sales & After Sales Services
  • Make active for Fixed Income Product
  • RMS
  • Back Office Activity

FRANCHISEE ACQUISITION MANAGER

LKP SECURITIES LTD.
02.2011 - 08.2013
  • Accountable for handling all activity Related to Acquisitions & Development Of New Franchisee
  • Other core competencies include Online/ Offline Trading AND TRAINING
  • Customer Care
  • Sales
  • RMS
  • Back Office Activity
  • Gained excellent working exposure to Indian Money Market

ASST. MANAGER

BONANZA PORTFOLIO LTD.
12.2009 - 02.2011
  • Company Overview: GOREGAON
  • Accountable for handling all activity Related to Acquisitions & Development Of New Franchisee
  • Other core competencies include Online/ Offline Trading
  • Customer Care
  • Sales
  • Back Office Activity
  • GOREGAON

AUTHORIZED BUSINESS ASSOCIATES

H.R.INVESTMNETS
09.2007 - 11.2009
  • Company Overview: (RELIANCE MONEY)
  • Accountable for All Activity related to Reliance Money offer
  • Other core competencies include Online Trading
  • Customer Care
  • Sales
  • (RELIANCE MONEY)

Relationship Manager

INDIA BULLS SECURITIES LTD
08.2004 - 08.2007
  • Accountable for Demat & Trading Account opening
  • Other core competencies include Customer Care / Relationship with Client
  • MIS REPORTS
  • Sales
  • Gained excellent working exposure to Share Trading

Education

Bachelor of Commerce -

St. G.G. College (Mumbai University)

Skills

  • Well-versed with MS Office

  • Internet

Increasing sales

Team development

Sales tracking

Portfolio growth

Educationcredentials

Bachelor of Commerce, St. G.G. College (Mumbai University) Vasai

Profilestrengths

  • Management Representative
  • Business Development
  • End to End Responsibility
  • Create Knowledge Base Solution
  • Improve Help Desk Activity
  • Maintain Data Base
  • Solutions oriented approach with excellent relationship building skills & ability to handle multiple functions in high-pressure environments with target oriented and tight deadlines.
  • Facilitate and promote timely communication and cooperation between onsite and offshore functions and resources to accomplish business objectives.
  • Excellent written & verbal communication skills.
  • Sincere, focused and result oriented with ability to deliver within aggressive timelines.
  • Focused and result oriented with total commitment to organizational objectives.
  • Technically proficient in Office Automation, Internet Applications.

Personal Information

  • Date of Birth: 06/05/80
  • Marital Status: Married

Timeline

BRANCH SALES MANAGER- EL

AVANSE FINANCIAL SERVICES LTS
01.2023 - Current

AREA SALES MANAGER- WEST II

EDELWEISS BROKING LIMITED
12.2021 - 10.2022

SENIOR ASSOCIATE- ACQUISITION

J M FINANCIAL SERVICES Ltd
06.2019 - 11.2021

FRANCHISEE DEVELOPMENT MANAGER-WEST

IIFL SECURITIES LTD
06.2018 - 05.2019

FRANCHISEE DEVELOPMENT MANAGER

OMKAR INVESTMENTS
09.2013 - 05.2018

FRANCHISEE ACQUISITION MANAGER

LKP SECURITIES LTD.
02.2011 - 08.2013

ASST. MANAGER

BONANZA PORTFOLIO LTD.
12.2009 - 02.2011

AUTHORIZED BUSINESS ASSOCIATES

H.R.INVESTMNETS
09.2007 - 11.2009

Relationship Manager

INDIA BULLS SECURITIES LTD
08.2004 - 08.2007

Bachelor of Commerce -

St. G.G. College (Mumbai University)
Rohan Damodar PatilBranch Sales Manager- EL