SUNIL SINHA
Navi Mumbai
Summary
To make careers in Finance industry and gain more knowledge in whatever job in am carrying out. My Aim is working towards betterment of my organization. My goal and growth will be aligned to my organization growth.
Overview
21
21
years of professional experience
3
3
Languages
Work History
Cluster Head for VRM channel
Nuvama Wealth and Investment Limited
05.2024 - Current
- Leading a team of Relationship Managers to drive wealth management solution
- Achieved significant growth in client acquisition and portfolio management.
Territory Head
HDFC LIFE Bancassurance channel of HDFC bank VRM Tele vertical
09.2022 - 03.2024
- Managed multiple branches and drove insurance sales across the territory.
- Awarded for achieving 200% of Life Insurance target.
Branch Manager
ICICI Bank
02.2019 - 09.2022
- Oversaw branch operations and led a team of 25+ staff.
- Improved customer satisfaction scores and branch profitability
VRM Team Leader
Kotak Mahindra Bank
04.2013 - 02.2019
- Lead a team of sales executives to promote banking products.
- Received multiple awards for sales excellence.
- 3rd Assignment with Kotak bank
PSM for Mumbai – 2 Region
Kotak Mahindra Bank
04.2013 - 03.2018
- Improving the performance of the underperforming AAMs (AAMs in the Red club of APCC)
- Driving lead campaigns for increasing business throughput
- Driving CASA number values TD and TPP product for Low performing AAM in Mumbai- 2 region
- 2nd Assignment with Kotak bank
BSM
Kotak Bank
04.2013 - 03.2015
- Lead a team of sales executives to promote banking products.
- Received multiple awards for sales excellence.
- 1st Assignment with Kotak Bank
Branch Sales Manager
HDFC Bank
12.2010 - 03.2013
- Lead a team of sales executives to promote banking products.
- Received multiple awards for sales excellence.
Assistant Sales Manager
MAX NEW YORK LIFE Insurance CO PVT LTD
11.2008 - 12.2010
- Advising HNI Client for investment on a tax favored basis.
- Organizing Financial planning session and providing best of the solutions to the client
- Handling a team of new joiners and training them by going along with them for a call.
Asst Relationship Manager
India Infoline Pvt Ltd
04.2008 - 10.2008
- Handling HNI Client. Handled investments for portfolio Management Discretionary HNI Clients.
- Doing Online Trading on behalf of HNI Client on Equity markets and Derivative Markets
Sales executive
HBL Global Pvt Ltd
03.2005 - 09.2006
- Maintaining the database tracker, creating the daily and monthly MIS (Management Information Systems)
- Assisting Team leader and suggest new idea for sale of product, Providing the Product knowledge to the customer and checking the Query in file and picking up the documents of the customer.
Education
MBA - Finance
YMT College of Management
01.2008
B.Com. - undefined
Guru Nanak College
01.2005
XII – Std. - undefined
AFAC Junior College
01.2002
X – Std. (Matriculation) - undefined
Padua High School
01.2000
Skills
Innovation and creativity
Accomplishments
- Achievements in HDFC LIFE Insurance LTD
- Got rewarded as Best Territory Head Pan India for selling highest NOP and Life Insurance premium for month of OND got rewarded in National Forum JW Mariott Mumbai
- Got rewarded as Best Territory Head Pan India for selling highest life Insurance premium in month of JFM got rewarded in International Location Budapest Europe
- Achievements in ICICI Bank LTD
- Got rewarded from Zonal Head as Best BM in for exemplary performance in month of July and Aug 2019 Travelled to Amritsar for Achieving 200% for Life Insurance Business
- Got rewarded from Zonal Head as Best BM in for exemplary performance in BM category for December month Travelled to Goa for Achieving 150% for Life Insurance Business
- Achievements in Kotak Mahindra Bank LTD
- Highest achievement in term of Insurance premium in the month of December 2013 rewarded by Business head
- Pan India 3 in term of CASA number in the month of June 2014
- Achievements in HDFC Bank LTD
- First SM across West 1 region to sourced pick up account opening cheque for Rs 50 Lakhs
- Highest no of CSE in the team awarded across pan India for the gold club and silver club member for sourcing highest CA and SA numbers.
- Achievements in MAX NEW YORK
- First FPM across DST Channel to sell Highest FYP 3.5L of premium for traditional plan.
- Qualified for League Of Excellence by doing 28 cases in OND and premium of 12 lakhs of business awarded by director of DST Channel
- Got Promoted from Financial planning manager to Assistant Sales Manager
Timeline
Cluster Head for VRM channel
Nuvama Wealth and Investment Limited
05.2024 - Current
Territory Head
HDFC LIFE Bancassurance channel of HDFC bank VRM Tele vertical
09.2022 - 03.2024
Branch Manager
ICICI Bank
02.2019 - 09.2022
BSM
Kotak Bank
04.2013 - 03.2015
VRM Team Leader
Kotak Mahindra Bank
04.2013 - 02.2019
PSM for Mumbai – 2 Region
Kotak Mahindra Bank
04.2013 - 03.2018
Branch Sales Manager
HDFC Bank
12.2010 - 03.2013
Assistant Sales Manager
MAX NEW YORK LIFE Insurance CO PVT LTD
11.2008 - 12.2010
Asst Relationship Manager
India Infoline Pvt Ltd
04.2008 - 10.2008
Sales executive
HBL Global Pvt Ltd
03.2005 - 09.2006
B.Com. - undefined
Guru Nanak College
XII – Std. - undefined
AFAC Junior College
X – Std. (Matriculation) - undefined
Padua High School
MBA - Finance
YMT College of Management
Languages
English
Hindi
Marathi
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