SHASHIDHAR MAHADEV
BANGALORE
Summary
I would like to obtain a job with long-term prospects in a high growth Company with considerable advancement opportunities
Overview
19
19
years of professional experience
2
2
Certifications
1
1
Language
Work History
Assistant Vise President Preferred Relationship Manager
ANANDARATHI WEALTH MANAGEMENT
03.2022 - Current
- Sales & marketing.
- Establishing long term customer partnerships through Managing and Assisting customers namely in trading by facilitating and Understanding, Planning, Communicating, Reviewing and keeping up-to-date with customers’ needs.
- Supervising and guiding team members in the daily processes
- Responsible for trade volume also improve yields continuously to ensure the business generated is profitable and retain customers exclusively by conceptualizing and implementing processes and by building relationship through continuous monitoring and assisting
- Was responsible for overall account maintenance through service deliverables, data management, business approach, process and financial planning
- Plan and develop standard online trading, through benchmarking serviceable parameters.
- Train online traders and built awareness on F&O,Currency
Branch Head
HDFC BANK LTD
01.2014 - 03.2022
- Experience in Business Development, Sales & Marketing, Account Development, Relationship Building and Team Management.
- Organized and efficient with consistent record of achievements, driving forward significant Revenue, market share and profit growth for the company
- Expert in handling & leading multiple territories.
- Effective presentation, negotiation and communication skills with keen abilities in planning, goal Setting, strategy implementation and follow-up, with exceptional Relationship Management Skills.
- Astute leadership skills with ability to motivate and manage teams to meet desired results.
- Excellent interpersonal skills with ability to relate to people at any level of business, cultures and Management.
Branch Head
RELIANCE SECURITIES LTD
10.2012 - 10.2013
- Directing and coordinating activities of Branch sales and activation.
- Providing leadership and bringing company strategic vision to the team; ensuring that the team sales is running smoothly and profitably.
- Maintaining a very operation based focus and ensuring all advisers receive suitable support to be able to do their jobs successfully.
- Conferring with company officials to plan and develop methods and procedures to increase sales, lower costs, and obtain greater efficiency.
- Interpreting, implementing, and enforcing company policies.
- Recruiting of Relationship Managers and initiating training programs such as selling insurance, processing D-Mat Account opening ,Trading
- Reviewing activity reports to ensure that personnel have achieved sales quotas, processed AOF promptly, and Margin collections to Trading' accounts.
- Preparing and submitting activity reports.
- Reconciling earned commissions with commission advances on sales personnel.
- Conducting Relationship Managers sales development activities.
- Conducting marketing activities for Relationship Managers Recruitment.
- Product launches & business development activities for the benefit of Relationship Managers
- Conducting local contests for driving business.
- Responsible for Branch Profitability
Branch Manager, Grade-M1
PCS SECURITIES LIMITED
04.2012 - 10.2012
- Directing and coordinating activities of Branch sales and Profitability
- Providing leadership and bringing company strategic vision to the team; ensuring that the team sales is running smoothly and profitably.
- Maintaining a very operation based focus and ensuring all Relationship Managers receive suitable support to be able to do their jobs successfully.
- Conferring with company officials to plan and develop methods and procedures to increase sales, lower costs, and obtain greater efficiency.
- Interpreting, implementing, and enforcing company policies.
- Recruiting of Relationship Managers and Dealers initiating training programs such as selling insurance, prepaid plans D-mat ac
- Reviewing activity reports to ensure that personnel have achieved sales quotas, processed QRC promptly, and Margin collections Traders accounts.
- Preparing and submitting activity reports.
- Reconciling earned commissions with commission advances on Relationship Managers
- Conducting Relationship Managers development activities.
- Conducting marketing activities for Relationship Managers Recruitment.
- Product launches & business development activities for the benefit of Relationship Managers Conducting local contests for driving business.
- Responsible for Branch Persistence & margin Collections.
Senior Relationship Manager
ICICI SECURITIES LTD
08.2010 - 01.2012
- Sales & marketing.
- Establishing long term customer partnerships through Managing and Assisting customers namely in trading by facilitating and Understanding, Planning, Communicating, Reviewing and keeping up-to-date with customers’ needs.
- Supervising and guiding team members in the daily processes
- Responsible for trade volume also improve yields continuously to ensure the business generated is profitable and retain customers exclusively by conceptualizing and implementing processes and by building relationship through continuous monitoring and assisting
- Was responsible for overall account maintenance through service deliverables, data management, business approach, process and financial planning
- Plan and develop standard online trading, through benchmarking serviceable parameters.
- Train online traders and built awareness on F&O,Currency
Agency Development Manager
BHARTI-AXA LIFE INSURANCE CO LTD
02.2009 - 07.2010
- Delinquency management of Insurance Agency
- To support business in terms of Risk Appraisal and to set up & run a quality Agency for Business Identification, Appointment, Training & Deployment of Insurance agencies in locations to provide extra leverage & as part of effective manpower planning.
- Team management, handling customer queries & escalations.
- Currently handling four Agencies.
- Reporting to the Area Manager.
- Educating and resolving conflicts with delinquent Agency regarding product and policy
- Identifying and building relationships with customers and agencies for an easy log in process.
- Negotiate and resolve issues relating to problematic customers and Policy selling agencies.
- Weekly Review of all agencies.
- Identifying and appointing new agencies for respective buckets.
- Monitoring the Business and agency-wise performance.
- Preparation & dispatch of agency business plan for month on month & follow up for the same.
- Setting individual targets for agencies.
- Interacting with Leading agencies & taking feedback on not recommended cases & data management for the same for further references.
- Conducting refresher training programmers for Business and activities for agencies for better functioning.
Unit Manager
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
05.2007 - 01.2009
- Directing and coordinating activities of unit sales and activation.
- Providing leadership and bringing company strategic vision to the team; ensuring that the team sales is running smoothly and profitably.
- Maintaining a very operation based focus and ensuring all advisers receive suitable support to be able to do their jobs successfully.
- Conferring with company officials to plan and develop methods and procedures to increase sales, lower costs, and obtain greater efficiency.
- Interpreting, implementing, and enforcing company policies.
- Recruiting of Sales Advisors and initiating training programs such as selling insurance, processing insurance claims, and underwriting.
- Reviewing activity reports to ensure that personnel have achieved sales quotas, processed claims promptly, and credited collections to policyholders' accounts.
- Preparing and submitting activity reports.
- Reconciling earned commissions with commission advances on sales personnel.
- Conducting Advisor development activities.
- Conducting marketing activities for Advisor Recruitment.
- Product launches & business development activities for the benefit of Advisors
- Conducting local contests for driving business.
- Responsible for Branch Persistency & Renewal Premium Collections.
Education
Master of Science - Agricultural Economics and Management
University Of Mysore
Mysore01.2003
Skills
Operating System: Windows 2000, XP
Applications: MS Excel, MS Word, MS Power Point
Certification
NSIM MF DISTRIBUTION
Timeline
Assistant Vise President Preferred Relationship Manager
ANANDARATHI WEALTH MANAGEMENT
03.2022 - Current
Branch Head
HDFC BANK LTD
01.2014 - 03.2022
Branch Head
RELIANCE SECURITIES LTD
10.2012 - 10.2013
Branch Manager, Grade-M1
PCS SECURITIES LIMITED
04.2012 - 10.2012
Senior Relationship Manager
ICICI SECURITIES LTD
08.2010 - 01.2012
Agency Development Manager
BHARTI-AXA LIFE INSURANCE CO LTD
02.2009 - 07.2010
Unit Manager
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
05.2007 - 01.2009
Master of Science - Agricultural Economics and Management
University Of Mysore