T. VAJRA MOULI
Banking Professional
Hyderabad
Summary
Banking Professional with a successful track record and deep understanding of Sales & Business processes over two decades, specifically in the BFSI Sector.
Overview
21
21
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
Work History
Area Manager - NRI Business
Kotak Mahindra Bank Ltd
- Managing NR vertical in Telangana region, Takes to manage acquisitions through Branch and cross functional collaborations through corporate salary and digital verticals
- Book development through RM team, NTB Acquisitions through PSM team and corporate salary team
- Increased the NR book size by 23% and TPP Income by 32% in the last FY.
Regional Product Manager - South. Treasury & Forex
Kotak Mahindra Bank Ltd
10.2021 - 03.2023
- Managed International remittances and Forex revenue wing of South NR division
- Remittances, Fcnrs, Forwards Transactions from south NR base through RM & PSM and Service team
- Increased the Forex Revenues by 38% and 60% in the last 2 FYs through RAPs and remittances.
Location Head - AVP - NRI Business
Kotak Mahindra Bank Ltd
04.2019 - 09.2021
- Managed NR base of APT2 Region i.e GL - 514Cr, with 6RMs, 3PSMs and Service team
- Region on YTD NTB numbers & Team members had Qualified for the DARE convention.
Branch Manager
Kotak Mahindra Bank Ltd
12.2015 - 03.2019
- Handled full-fledged Branch business & Operations, made the Branch Profitable as a Unit
- Managed to secure a Maharatna PSUs - PF relationship and huge SME Asset Relationship under LRD impacting the P&L credit and salary accounts with us and won Laurels
- Qualified for LI Contest, DARE convention - League of Achievers' meet - at Singapore.
Territory Manager - Group Business
Bajaj Allianz Life Insurance
07.2012 - 12.2015
- Managed Group Business & Worksite Marketing verticals in Andhra & Telangana regions
- Clinched & managed, employee retiral funds of PSUs like RINL, VPT, NMDC and ICRISAT - Gratuity funds under Debt and secure funds, while PF funds managed under Equity
- Bagged Risk portfolio of PSU banks like SBH, SBP & SVGB, along with other corporate giants like Dr.Reddy's labs, Aurobindo and Apollo pharma under GTL.
Regional Manager
BELOBOG HEALTH & WEALTH Pvt. Ltd.
05.2011 - 07.2012
- Handled both PMS and Insurance sales verticals at Retail and Corporate levels
- Nurtured and driven the sales teams for Portfolio and Insurance business.
Sr.Branch Manager
ING Life Insurance Co Ltd
01.2009 - 04.2011
Branch Manager
ING Life Insurance Co Ltd
01.2007 - 01.2009
Group Sales Manager (Team Lead)
ING Life Insurance Co Ltd
01.2006 - 01.2007
Sales Manager
ING Life Insurance Co Ltd
02.2004 - 01.2006
Management Trainee
ICICI - PRUDENTIAL AMC Ltd.
01.2002 - 01.2004
- Started as Trainee, handling Front office desk ad OTC products, Inducted into AMC, handled Retail and Channel sales of I-Pru MF products
- Channel Sales - handled financial intermediaries like Karvy Securities, Bajaj Capital, Way 2 Wealth, India Info line, SHCIL etc..
- And Business houses like APPM, ANAM Electricals and Gowthami Bio Chemicals.
Education
PGDIB - International Business Management
A.U Campus
01.2001 - 04.2002
MBA - Marketing & Human Resource Management
Indian Institute of Advanced Management
01.1999 - 04.2001
B.Com - undefined
SDS (A) College - A.U
01.1996 - 04.1999
Skills
- Cross functional collaboration and Channel management
- Relationship building and management
- Team & business Development
- Customer Relationship Management
Certification
NISM - AMFI & Depository Operations
Accomplishments
- South Region stood as Pan India Topper in Forex Revenue generation, for 2Yrs consecutively.
- Represented South at President's Club and National TFX Awards at Bank level for Highest Revenue generation.
- Seizing the Risk portfolios (GTL) of SBH & SBP from the SBI fold was the biggest breakthrough and received laurels.
- Have successfully managed Funds of ICRISAT and NMDC under Equity portfolio. Had a distinction of managing the largest equity portfolio of PSUs.
- Winner of the "Grand Slam 2005 Singapore" for achieving more than Rs.30 L of APE in JFM.
- Topper and youngest in Group Sales Manager assessment center at H.O. in 2006.
- Nurtured 3 of my front line Recruits as Branch Managers to head individual branches.
- First one to qualify for the "OSCARS", the most coveted Overseas recognition platform, in the company.
Personal Information
- Father's Name: T. V. J. Jagannadha Raju
- Marital Status: Married
Extracurricular Activities
SPORTS: College Volleyball Captain represented at Inter Collegiate in Graduation. NCC: Rank "Company Under Officer" represented 14 (Andhra) Battalion in BLC at National Level.
Timeline
Regional Product Manager - South. Treasury & Forex
Kotak Mahindra Bank Ltd
10.2021 - 03.2023
Location Head - AVP - NRI Business
Kotak Mahindra Bank Ltd
04.2019 - 09.2021
Branch Manager
Kotak Mahindra Bank Ltd
12.2015 - 03.2019
Territory Manager - Group Business
Bajaj Allianz Life Insurance
07.2012 - 12.2015
Regional Manager
BELOBOG HEALTH & WEALTH Pvt. Ltd.
05.2011 - 07.2012
Sr.Branch Manager
ING Life Insurance Co Ltd
01.2009 - 04.2011
Branch Manager
ING Life Insurance Co Ltd
01.2007 - 01.2009
Group Sales Manager (Team Lead)
ING Life Insurance Co Ltd
01.2006 - 01.2007
Sales Manager
ING Life Insurance Co Ltd
02.2004 - 01.2006
Management Trainee
ICICI - PRUDENTIAL AMC Ltd.
01.2002 - 01.2004
PGDIB - International Business Management
A.U Campus
01.2001 - 04.2002
MBA - Marketing & Human Resource Management
Indian Institute of Advanced Management
01.1999 - 04.2001
B.Com - undefined
SDS (A) College - A.U
01.1996 - 04.1999
Area Manager - NRI Business
Kotak Mahindra Bank Ltd