Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Sandesh Kumtakar

Sandesh Kumtakar

Belgaum

Summary

Dynamic leader with extensive experience at Lokmanya Multipurpose Coop Society, excelling in strategic planning and team management. Proven track record in process improvement and resource allocation, driving operational efficiency. Adept at performance evaluation and training development, fostering a high-performing culture that enhances customer satisfaction and team engagement.

Overview

18
18
years of professional experience

Work History

Head of Group - Mutual Fund Department

Lokmanya Multipurpose Coop Society
Belgaum
01.2023 - Current
  • Led strategic planning sessions to align team goals with organizational objectives.
  • Developed training programs to enhance staff skills and operational efficiency.
  • Coordinated interdepartmental communication to improve workflow and collaboration.
  • Implemented process improvements for member services and satisfaction initiatives.
  • Analyzed market trends to inform decision-making and resource allocation.
  • Facilitated conflict resolution among team members to maintain a positive work environment.
  • Mentored junior staff on best practices in cooperative management and operations.
  • Conducted regular performance reviews for all personnel in the group.
  • Provided guidance and support to staff members in order to facilitate their growth and development.
  • Analyzed data from various sources to identify trends and make decisions based on findings.
  • Set goals that aligned with overall organizational objectives.
  • Ensured compliance with all applicable laws, regulations, and policies.
  • Developed and implemented strategies to optimize operations of the group.
  • Managed budgets and allocated resources to maximize organizational efficiency.
  • Recruited, hired, trained, coached, evaluated, and disciplined employees as needed.
  • Worked with other group leaders to identify and resolve issues between teams.
  • Prepared and presented reports on team progress and project status to stakeholders.
  • Coordinated with other departments to ensure seamless integration of project components.
  • Set challenging yet achievable goals for the team to drive performance and achieve results.

Regional Head

Zebu Shares and Wealth Management
Bangalore
01.2022 - 01.2023
  • Managed operations across eight branches in Karnataka, leading a team of over 60 individuals.
    Conducted weekly visits to branches to ensure alignment and performance.
    Generated brokerage through SIP, insurance products, and lump-sum investments.
    Provided daily reports on account openings, brokerage figures, and SIP activities.
    Motivated and retained team members to enhance productivity and engagement.
    Activated new clients by overseeing effective team management strategies.
    Facilitated investor awareness programs to educate clients on investment opportunities.

Branch Manager

Geojit Financial Service Ltd
Chikamaglur
04.2018 - 01.2022
  • Opened demat and trading accounts for new clients while reactivating existing clients daily.
    Achieved 100% brokerage generation in equity and commodity markets.
    Cross-sold third-party products, including insurance, mutual funds, smart folios, and bonds.
    Led campaign for LIC account openings, ranking second in Karnataka and 44th nationwide.
  • Managed daily operations of financial services branch to ensure smooth functionality.
  • Supervised staff performance and provided ongoing training to enhance skills.
  • Ensured compliance with regulatory requirements in all operational activities.
  • Led team meetings to communicate goals, updates, and expectations clearly.

Assistant Manager

HDFC Securities
Mumbai
04.2014 - 02.2018
  • Opened Demat and trading accounts for new clients.
    Activated new clients and reactivated previous clients daily.
    Generated 100% brokerage in equity and commodity sectors.
  • Managed daily operations of client account services and support teams.

Supervisor

IIT Corporate Service Ltd
Mumbai
06.2007 - 04.2012
  • Managed demat sections to ensure accurate record-keeping of electronic shares.
    Converted physical certificates into electronic format to facilitate seamless transactions.
    Executed pledging and unpledging of shares to support client investment strategies.
    Oversaw pay-in and pay-out processes to maintain compliance and efficiency.

Education

Graduation -

Mumbai University
Mumbai
05-2002

HSC -

Anadilal Poddar College
Mumbai
04-1998

SSC -

Gurunanak Mission High School
Mumbai
04-1996

Skills

  • Strategic planning
  • Team management
  • Process improvement
  • Resource allocation
  • Performance evaluation
  • Customer relationship management
  • Budget management
  • Training development

Affiliations

Over the last two years, I have served as a manager with utmost dedication, building the mutual fund business from scratch within our society. Today, this vertical has achieved the following:

  • AUM of over ₹110 crores
  • Monthly SIP book of ₹2.75 crores
  • Client base exceeding 20,000+ investors

Timeline

Head of Group - Mutual Fund Department

Lokmanya Multipurpose Coop Society
01.2023 - Current

Regional Head

Zebu Shares and Wealth Management
01.2022 - 01.2023

Branch Manager

Geojit Financial Service Ltd
04.2018 - 01.2022

Assistant Manager

HDFC Securities
04.2014 - 02.2018

Supervisor

IIT Corporate Service Ltd
06.2007 - 04.2012

Graduation -

Mumbai University

HSC -

Anadilal Poddar College

SSC -

Gurunanak Mission High School

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Sandesh Kumtakar