Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Personal Information
Timeline
Generic
Tabrez Majeed Dawood

Tabrez Majeed Dawood

Pune

Summary

Dynamic leader with extensive experience in wealth management and mortgage solutions at Dravyam Fintech Pvt Ltd. Proven track record in market data analysis and client relationship management, driving significant growth in client portfolios. Adept at team building and strategic decision-making, enhancing service delivery and operational efficiency.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Deputy General Manager (Wealth-Home Loans)

Dravyam Fintech Pvt Ltd
Pune
10.2024 - Current
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Led team in developing investment strategies for diverse client portfolios.
  • Directed client relationship management to enhance service delivery.
  • Analyzed market data to inform strategic decision-making for clients' investments.
  • Monitored staff performance and addressed issues.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Provided leadership during times of organizational change or crisis situations.

Startup Founder

Moneytick India Pvt Ltd
Pune
04.2023 - 09.2024
  • Developed innovative financial solutions tailored to diverse client needs.
  • Oversaw financial operations, including budgeting, forecasting, and accounting.
  • Managed team operations to ensure timely project completion and adherence to quality standards.
  • Established partnerships with stakeholders to expand service offerings and market reach.
  • Implemented strategic marketing initiatives that significantly increased brand visibility.
  • Facilitated training sessions to improve team skills and promote knowledge sharing.
  • Contributed innovative ideas that enhanced team performance and project outcomes.
  • Crafted a comprehensive business plan for launching a startup venture.

Sales Head

Andromeda sales and Distribution
03.2021 - 03.2023
  • Acquisition and building new Home Loan connectors & DSA
  • Managing Resources across segments and channel to increase productivity and resource cost effectiveness.
  • Ensuring quality acquisition of clients and penetration in all segments.
  • Responsible for planning of marketing activities and increasing the brand visibility for the bank in an around catchments.
  • Responsible for making every channel productive in terms of numbers and Revenue productivity.
  • Work efficiently on Sanction and Disbursement TAT for Home Loans.
  • Coordinate with Builders for APF process.
  • Supervise the leads of home loan of all wealth branches efficiently through CRM.
  • Managing Legal, Technical of all cases with team of lawyers.
  • Preparing CAM (Eligibility income wise/ FOIR segment wise/ LTV case wise.
  • Preparing SUD and DID case of each wealth branches.

Area Business Head – Preapproved

L&T Finance
11.2018 - 09.2020
  • Managing Resources across segments and channel to increase branch productivity and resource cost effectiveness.
  • Ensuring quality acquisition of clients and penetration in all segments.
  • Responsible for planning of marketing activities and increasing the brand visibility for the bank in an around catchments.
  • Responsible for making every channel productive in terms of numbers and Revenue productivity.
  • Work efficiently on Sanction and Disbursement TAT for Home Loans.
  • Supervise the leads of home loan of all preapproved channel efficiently through CRM.
  • Managing Legal, Technical of all cases with team of lawyers.
  • Preparing CAM (Eligibility income wise/ FOIR segment wise/ LTV case wise.
  • Preparing SUD and DID case of each Pre approved clients.

MORTGAGES Cluster Manager Home Loan (WEALTH)

ICICI Bank LTD
10.2017 - 08.2018
  • Managing Resources across segments and channel to increase branch productivity and resource cost effectiveness.
  • Ensuring quality acquisition of clients and penetration in all segments.
  • Responsible for planning of marketing activities and increasing the brand visibility for the bank in an around catchments.
  • Responsible for making every channel productive in terms of numbers and Revenue productivity.
  • Work efficiently on Sanction and Disbursement TAT for Home Loans.
  • Coordinate with Builders for APF process.
  • Supervise the leads of home loan of all wealth branches efficiently through CRM.
  • Managing Legal, Technical of all cases with team of lawyers.
  • Preparing CAM (Eligibility income wise/ FOIR segment wise/ LTV case wise.
  • Preparing SUD and DID case of each wealth branches.

Branch MANAGER (MM1)

ICICI Bank Ltd
Pune
03.2015 - 08.2018
  • To achieve efficiency / Branch profitability target for the branch.
  • To Achieve CASA & Fees Targets for the branch.
  • Managing Resources across segments and channel to increase branch productivity and resource cost effectiveness.
  • Ensuring quality acquisition of clients and penetration in all segments.
  • Responsible for P&L of the branch.
  • Responsible for Audit compliance and operations for the branch.
  • Responsible for planning of marketing activities and increasing the brand visibility for the bank in an around catchments.
  • Responsible for PAQ (Process adherence and quality) for the branch.
  • Exploring and developing new market opportunities.
  • Recruitment, Training & Development for Subordinates & Teams.
  • Retention of staff and team members.
  • Responsible for making every channel productive in terms of numbers and Revenue productivity.
  • Ensuring a Brand Creation and brand recall value for bank.
  • Enhancing value of existing clients by providing quality service and deepening the relationship.
  • Ensuring Assets Cross sell (LAP/HL/ Credit cards) to increase customer retention and profitability.
  • Promoting Business banking and Tradx Fx among existing and new clienteles to increase annuity revenue and customer retention.

Edelweiss Broking Ltd
Nagpur
08.2013 - 02.2015
  • On target to achieve 10 million revenue in year 2013/2014.
  • Exceeded sales target month on month, often doubling targets through diligent relationship building and perspective client follow up.
  • Produce multiple wealth plans for clients with Net worth of 20 million.
  • Ranked and qualified for core west Team member.
  • Driving sales and technical initiatives for achieving desire targets with overall responsibility of risk management and explore marketing avenues to build and drive volumes.
  • Guiding and motivating team of relationship officers and dealers to achieve targets with proper knowledge and skills.
  • Identifying and developing new streams for revenue growth and maintaining relationships with customers to achieve repeat/referral business.
  • Assigned targets to the dealers and relationship officers.
  • Providing assistance to the dealers in getting orders.
  • Motivate dealers and team of relationship officers to achieve targets.
  • Product training to the relationship officers.
  • Handling the entire gamut of activities including market survey, formulation of hedging strategy, and option strategy of equity and derivative products.

Manager

KOTAK SECURITIES
05.2011 - 08.2013
  • Driving sales and technical initiatives for achieving desire targets with overall responsibility of risk management and explore marketing avenues to build and drive volumes.
  • Guiding and motivating team of relationship officers and dealers to achieve targets with proper knowledge and skills.
  • Identifying and developing new streams for revenue growth and maintaining relationships with customers to achieve repeat/referral business.
  • Conducting competitor analysis by keeping abreast of market trends and competitor move to achieve market share metrics.
  • Assigned targets to the dealers and relationship officers.
  • Providing assistance to the dealers in getting orders.
  • Motivate dealers and team of relationship officers to achieve targets.
  • Product training to the relationship officers.
  • Handling the entire gamut of activities including market survey, formulation of hedging strategy, and option strategy of equity and derivative products.

Sr. Equity Manager

GLOBE CAPITAL
07.2009 - 09.2010
  • Handling Team of Relationship Managers for Acquisition of new clients.
  • Motivating and training of mangers to fulfill their targets.
  • Acquiring new business avenues in currency market.
  • Trained clients for online trading.
  • Acquiring and building new franchisees and sub brokers to increase trade volume.

Branch Manager

GEOJIT BNP Paribas
Mumbai
07.2007 - 06.2009
  • Handled worli, Mumbai Branch.
  • Demonstrated abilities in devising marketing and technical activities and accelerating the business growth.
  • Handling the entire gamut of activities including market survey, formulation of hedging strategy, and option strategy of equity and derivative products.
  • Fulfilling targets in ratio of revenue= five times of cost.
  • Training and selection of Relationship Managers in overall Branch growth.

INDIABULLS SECURITIES
06.2005 - 08.2007
  • Risk management of branch.
  • Auction Management (Security lending).
  • Management of cost and profit ratio of a branch.
  • Lending Branch towards new innovative business in concern with trade volume and revenue.
  • Awareness and training of clients in new equity product.
  • Was promoted as Branch Manager within six months of joining with India Bulls securities (2005-2006).
  • Was ranked first in category of Branch Revenue (Golden Group) for AVP contest for Geojit BNP Paribas (August 2008).
  • Was ranked Second in PAN India for online Department in achieving KRA’s (NOVEMBER 2011) for Kotak Sec.
  • Qualified for BEST OF WEST CONTEST for month of April May June 2016 for ICICI Bank.
  • Qualified for Jaipur (Life Insurance) Contest in month of Sep 2016.
  • Qualified for BANCAASSURANCE (Life Insurance) contest in month of Dec 2016 for ICICI Bank.
  • Qualified for VANGUARD (MUTUAL FUND) Contest in month of Jan 2017.

Education

MBA - Marketing Management

University of Pune
Pune
06-2005

B. Com -

Ness Wadia College of Commerce
Pune
06-2003

H.S.C. -

Ness Wadia College of Commerce
Pune
06-2000

S.S.C. -

Rosary High School
Pune
06-1998

Skills

  • Mortgage and home loans
  • Market data analysis
  • Budgeting and forecasting
  • Wealth management and equity
  • Cash and derivatives markets
  • Mutual funds and TASC accounts
  • Insurance and credit assessment
  • Income eligibility and FOIR
  • Team management and building
  • Client relationship management

Certification

  • MS-CIT, Maharashtra State Certificate in Information Technology
  • NCFM Certified in Derivatives Market, 69%

Accomplishments

  • Promoted as Branch Manager within six months of joining with India Bulls Securities
  • Ranked first in category of Branch Revenue for AVP contest for Geojit BNP Paribas
  • Ranked Second in PAN India for online Department in achieving KRA’s for Kotak Securities
  • Qualified for various contests for ICICI Bank and Life Insurance

Languages

  • English
  • Hindi
  • Marathi

Personal Information

Date of Birth: 06/09/80

Timeline

Deputy General Manager (Wealth-Home Loans)

Dravyam Fintech Pvt Ltd
10.2024 - Current

Startup Founder

Moneytick India Pvt Ltd
04.2023 - 09.2024

Sales Head

Andromeda sales and Distribution
03.2021 - 03.2023

Area Business Head – Preapproved

L&T Finance
11.2018 - 09.2020

MORTGAGES Cluster Manager Home Loan (WEALTH)

ICICI Bank LTD
10.2017 - 08.2018

Branch MANAGER (MM1)

ICICI Bank Ltd
03.2015 - 08.2018

Edelweiss Broking Ltd
08.2013 - 02.2015

Manager

KOTAK SECURITIES
05.2011 - 08.2013

Sr. Equity Manager

GLOBE CAPITAL
07.2009 - 09.2010

Branch Manager

GEOJIT BNP Paribas
07.2007 - 06.2009

INDIABULLS SECURITIES
06.2005 - 08.2007

MBA - Marketing Management

University of Pune

B. Com -

Ness Wadia College of Commerce

H.S.C. -

Ness Wadia College of Commerce

S.S.C. -

Rosary High School

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Tabrez Majeed Dawood