Shriram Joglekar
Pune
Summary
Results-driven professional skilled in business management and sales. Motivates and inspires teams to deliver high-quality outcomes while enhancing client relationships. Committed to understanding client needs and providing exceptional service to drive organisational success.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Managing Partner
Swojas Enterprises
Ch. Sambhaji Nagar, India
02.2025 - Current
- Streamlined warehouse management processes for clients including Oppo Mobiles and Asian Paints, enhancing operational efficiency.
- Delivered effective logistics solutions within a 75,000 sqft space, optimising inventory flow.
Secured business stability during personal family medical emergencies. - Built successful business culture focused on performance optimisation and goal attainment.
Consultant- Profit Based
Suyog Finserv
Pune, India
10.2025 - 06.2026
- Managed self-generated assets under management of approximately 100 crore by providing comprehensive servicing.
- Managed Sales Team, New HNI and UHNI customer acquisition and giving service.
- Supported team in developing customer relationships and enhancing service delivery.
Associate Vice President
Motilal Oswal Financial Services Ltd
06.2024 - 01.2025
- Managed sales strategy for high-net-worth individuals, driving revenue growth and client satisfaction.
- Guided financial planning process, including budgeting and forecasting, ensuring alignment with organisational financial goals.
- Analysed market trends and activities, formulating strategies to enhance competitive advantage for Customers' Portfolio.
- Expertise in conducting financial analysis, researching businesses, and negotiating skills to close contracts.
Imperia Relationship Manager- Sr Manager
HDFC Bank Ltd
09.2022 - 06.2024
- Enhanced customer experience for HNI and UHNI clientele.
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
- Sold diverse financial products including life insurance, health insurance, and mutual funds to meet income goals.
Branch Manager
NKGSB Co-op Bank Ltd
11.2015 - 10.2021
- Managed product development for personal loans for ROM.
- Secured record-breaking health insurance policy at NKGSB Co-op Bank in April 2018.
- Managed daily operations of branch, overseeing staff performance and customer service standards.
- Maintained high levels of customer satisfaction through exceptional service and prompt resolution of complaints.
- Conducted regular staff meetings to communicate targets, performance expectations, and company updates.
Branch Manager
HDB Financial Services
Kothrud Pune
04.2015 - 11.2015
- Focused on subjective underwriting for PL, BL, LAP, and Auto Refin, with branch profitability as a primary key responsibility area.
- Managed daily operations of branch, overseeing staff performance and customer service standards.
- Maintained high levels of customer satisfaction through exceptional service and prompt resolution of complaints.
- Conducted regular staff meetings to communicate targets, performance expectations, and company updates.
- Developed and implemented strategies to increase sales and profitability within the branch.
Bank Branch Manager
IndusInd Bank Ltd
Sector 27 Chandigarh
03.2014 - 10.2014
- Led team of 35 to drive growth in CASA, FEE, and loans at Chandigarh Sector 27 Branch.
- Cultivated business relationships through consistent communication and high-quality service.
Branch Manager
HDFC Bank Ltd
Sector 23 Chandigarh
05.2013 - 03.2014
- Drove growth in CASA, FEE, and Loans (Assets) through implementation of S-to-S model, enhancing client engagement and service delivery.
- Led branch meetings to align team on objectives and foster individual accountability towards achieving goals.
Branch Manager AM-II
ICICI Bank Ltd
Solan HP
08.2008 - 05.2013
- Achieved number one ranking in Gold Loan category across India and won 12 consecutive contests in FY 2012-13.
- Led a team of eight Sales Officers to enhance CASA, FEE, and loan growth.
- Maintained high levels of customer satisfaction through exceptional service and prompt resolution of complaints.
Assistant Project Incharge
Fine laser cut Pvt. ltd
06.2003 - 05.2006
- Oversaw sales and design processes at the company headquarters.
Education
MBA - Marketing and HR
ICFAI BUSINESS SCHOOL
HYDRABAD01-2008
B.E. - MECHANICAL
SINHGAD COLLEGE ENGG.
PUNE01-2003
H.S.C. - Science
ABASAHEB GARWARE COLLEGE
PUNE01-1999
S.S.C. - General
S. B. SCHOOL
Ch Sambhaji Nagar01-1997
Skills
- Sales strategy
- Portfolio management
- Risk assessment
- Data analysis
- Strategic planning
- Client engagement
- Relationship management
- Team leadership
- Team building and training
Languages
English
Advanced
C1
Hindi
Advanced
C1
Marathi
Proficient
C2
Punjabi
Elementary
A2
Certification
- AMFI Certified
- IRDA Certified
- Branch Leadership Certified by ICICI learning Centre
- Change leadership Management Certified
Awards
- Earned Best BM award for third-party products during FY 2017-18.
- Received Best Branch Award for NOP in fiscal year 2017-18.
- Recognized as Best Branch at NKGSB Co-Op Bank Ltd for outstanding CASA new customer acquisition in 2015-16.
References
- Mr. Naresh Karpe, MD & CEP, Suyog Finserv, 9822028109
- Mr. Rohit Bhujbal, MD & CEO, The Jalgaon People Co Op Bank Ltd, 9619144535
Hobbies and Interests
- Traveling
- Classical, Jazz, Rock, Hard Rock Music
- Cricket
- Basketball (National Basketball Player)
Timeline
Consultant- Profit Based
Suyog Finserv
10.2025 - 06.2026
Managing Partner
Swojas Enterprises
02.2025 - Current
Associate Vice President
Motilal Oswal Financial Services Ltd
06.2024 - 01.2025
Imperia Relationship Manager- Sr Manager
HDFC Bank Ltd
09.2022 - 06.2024
Branch Manager
NKGSB Co-op Bank Ltd
11.2015 - 10.2021
Branch Manager
HDB Financial Services
04.2015 - 11.2015
Bank Branch Manager
IndusInd Bank Ltd
03.2014 - 10.2014
Branch Manager
HDFC Bank Ltd
05.2013 - 03.2014
Branch Manager AM-II
ICICI Bank Ltd
08.2008 - 05.2013
Assistant Project Incharge
Fine laser cut Pvt. ltd
06.2003 - 05.2006
MBA - Marketing and HR
ICFAI BUSINESS SCHOOL
B.E. - MECHANICAL
SINHGAD COLLEGE ENGG.
H.S.C. - Science
ABASAHEB GARWARE COLLEGE
S.S.C. - General
S. B. SCHOOL