Sachin Joshi
Banker
Bangalore
Summary
Aspire to pursue senior level assignments in Business Development/ Key Account Management and Sales with an organization of repute
A result oriented professional with nearly 23 years of experience in Business Development, Sales, Key Account Management and Man Management. An Out-of-the-Box thinker with a flair for charting out marketing strategies and contributing towards enhancing business volumes & growth and achieving revenue and profitability norms. A proactive leader and planner with expertise in strategic planning, market plan execution, account management and pre-sales efforts with skills in staffing and targeted marketing. Deftness in streamlining workflow and creating a team work environment to enhance profitability innovatively for reputed business houses. Expertise in marketing plan execution and implementation of business strategies to accomplish the decided targets. An effective communicator with good presentation skills and abilities in establishing beneficial relationships with the clients.
Overview
23
23
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Asst. Vice President-Branch Head
Indusind Bank Ltd.
06.2021 - Current
- Ensure that targets on CASA, TD and TPP Targets are meet
- Cross sell to customers on asset products, TPP, as offered by Bank
- Managing team of 10 member team
- Managing High Net worth individuals
- Liaisoning with product and Marketing team for activates for lead generation
- Planning and Managing lead generation activities.
Asst. Vice President-Branch Head
Jana Small Finance Bank
06.2019 - 06.2021
- Ensure that the targets on CASA, TD and TPP Targets are meet
- Cross sell to the customer on asset products, TPP, as offered by the Bank
- Managing team of 15 sales executive and 3 Operation team
- Managing High Net worth individuals
- Liaisoning with product and Marketing team for activates for lead generation
- Planning and Managing lead generation activities.
Regional Sales Manager
Angel Broking Pvt. Ltd.
11.2018 - 05.2019
- Handling Karnataka for B2C Sales with sales team of 10 SM and 70 RM
- Lead Generation and New client Acquisition
- Cross sell of Insurance and Mutual Funds
- Revenue generation.
Senior Manager-Corporate Salary
AXIS Bank Ltd.
01.2015 - 10.2018
- Acquisition of Corporate Salary Relationship
- Generating New Leads in coordination with Mapped Branches and Other Resources
- Handling a Team of 8 - 10 Executives and guide them to achieve their targets
- Improving Client Relationship within existing portfolio by deepening the relationship
- Cross Sell and UP Sell of Mutual Funds Life and Health insurance
- Providing Financial Solutions to Retail and Corporate Customers
- Major corporate Handled: Wells fargo, Capgmeni Cavium Networks, Cypress Semiconductors, Qualcom.
Senior Manager-Branch Head
HDFC Bank Ltd.
01.2012 - 12.2014
- Branch Profitability
- Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified
- Attain SB and CA Nos and values, through household, Societies, Trust, etc
- Cross sell to the customer on asset products, TPP, Credit Cards as offered by the Bank
- Ensure that all managed portfolios (Preferred/Classic/Imperia, etc) are effectively managed through Relationship Managers,, Investment Advisors etc
- And that set targets on each of the portfolios is reached
- Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc).
Cluster Manager
ICICI Securities Ltd.
11.2010 - 12.2012
- Conceptualizing and devising effective marketing strategy with a view to achieve top line and bottom line profitability of the organization
- Handelling 6 profit centers in bangalore
- Over seeing 6 Branch Managers And 40 Relationship Managers
- Formulating & implementing sales strategies and handling activities like reviewing sales, sales planning and managing receivables thereby improving cash flow
- Forecasting monthly / quarterly sales targets and executing them in a given time frame and managing sales and marketing operations thereby maximizing profit in assigned territory
- Developing and implementing short term and long-term budgets and developing business plans for the achievement of goals
- Building and maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norms
- Monitoring the performance of regionto ensure efficiency in sales operations and meeting of individual & group targets.
Regional Product Manger Mutual Funds and Wealth
ICICI Securities Ltd.
- 11.2010
- Conceptualizing and devising effective marketing strategy with a view to achieve top line and bottom line profitability of the organization
- To liaise with Product Sales and AMC to formulate business plan and R&R program to achieve to set plans
- Formulating & implementing sales strategies and handling activities like reviewing sales, sales planning and managing receivables thereby improving cash flow
- Forecasting monthly / quarterly sales targets and executing them in a given time frame and managing sales and marketing operations thereby maximizing profit in assigned territory
- Developing and implementing short term and long-term budgets and developing business plans for the achievement of goals
- Building and maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norms
- Monitoring the performance of regionto ensure efficiency in sales operations and meeting of individual & group targets
- Imparting / organizing training programs for new recruits for achieving pre planned business targets.
Center Manager
ICICI Securities Ltd.
11.2006 - 03.2008
- Executing the Pre Launch activities like Market Survey and Mapping, Client Mapping and the Local Area Awareness Program
- Training and guiding a team of 6 Investment Relationship Managers
- Handling Channel Management comprising of both On Role and Direct Sales Team
- Ensuring smooth functioning of profit center in all parameters.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Checked facility, employee work and service levels to maintain compliance with company and industry standards.
Branch Sales Manager
UTI BANK LTD. (AXIS Bank Ltd.)
10.2005 - 11.2006
- Handling Retail Liability / Assets segments which includes Corporate Salary Relationships, Household Segment and Trust Association Society and Club segment
- Maintaining 10 Corporate Salary Relationship mobilizing deposit base of 10 crores & customer base of 5000
- Monitoring a team of two sales executives mobilizing deposits three crores & customer base of 1000 in Household Segment
- Managing more then 10 TASC Customers mobilizing deposit base of 2 crores
- Supervising in cross selling of investment products.
Sales Manager
ICICI Bank Ltd.
07.2001 - 04.2005
- Overseeing cluster of 5 Branches consisting of a team of 8 sales executives and 40 Market Research Executives mobilized a deposit base of 7 crores for house hold segment
- Handling Retail Liability Segments, Corporate Salary Relationships, Household Segment, Trust Association Society and Club (TASC) Segment
- Maintaining 25 corporate salary Relationship mobilising deposit of 10 Crores and Customer Base of 12000
- Monitoring team of 4 sales executives and 20 Market Research Executives mobilising a deposits 18 Crores and customer base of 7000
- Managing more then 50 TASC customers mobilising deposit base of 15 crores.
Education
B.Com -
Bangalore University
04.1997 - 04.2000
Skills
Staff Leadership
undefinedCertification
NISM Certification
Birthdate
12/31/1978
Proficiency Forte
- Strategy Planning
- Sales
- Business Development
- KAM
- P & L Management
- Revenue Enhancement
- Sales Promotion
- Liasioning / Coordination
- Customer Relationship
- Training & Development
- Team Management
Timeline
Asst. Vice President-Branch Head
Indusind Bank Ltd.
06.2021 - Current
Asst. Vice President-Branch Head
Jana Small Finance Bank
06.2019 - 06.2021
Regional Sales Manager
Angel Broking Pvt. Ltd.
11.2018 - 05.2019
Senior Manager-Corporate Salary
AXIS Bank Ltd.
01.2015 - 10.2018
Senior Manager-Branch Head
HDFC Bank Ltd.
01.2012 - 12.2014
Cluster Manager
ICICI Securities Ltd.
11.2010 - 12.2012
Center Manager
ICICI Securities Ltd.
11.2006 - 03.2008
Branch Sales Manager
UTI BANK LTD. (AXIS Bank Ltd.)
10.2005 - 11.2006
Sales Manager
ICICI Bank Ltd.
07.2001 - 04.2005
B.Com -
Bangalore University
04.1997 - 04.2000
Regional Product Manger Mutual Funds and Wealth
ICICI Securities Ltd.
- 11.2010
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