Vikas Vishawakarma
Andheri (E)
Summary
Accomplished Senior Manager with a proven track record at IIFL Securities Ltd., adept in leveraging excellent communication and leadership skills to exceed sales targets by up to 30%. Expert in sales channel analytics and client portfolio management, consistently innovating for business growth and team harmony.
Overview
10
10
years of professional experience
Work History
Senior Manager
IIFL Securities Ltd.
08.2020 - Current
- Sourcing and managing, AIF (Alternative Investments Fund), Equity PMS, Mutual fund, Insurance, Health Insurance, Home Loan, Real estate
- Managing existing clients Portfolio, & Acquiring NTB Business
- Responsible for acquiring Senior and Mid management Employees from existing corporate clientele
- Proficient at analyzing market trends to provide critical inputs for business development initiatives and formulation of efficient strategies
- Exploring new areas and ways to achieve productivity
- Managing High Net Worth Clients of bank in terms of banking requirement as a relationship officer
- Client interaction & Business Development
- Identify, understand the client’s need & offer the best solution
- Proactively innovate to increase the sales
- New channel Development and co-ordination with existing channels
- Distinction in establishing optimum relationship with team members to create harmonized environments
- Monitoring channel sales activities, implementing effective strategies to maximize sales and accomplishment of revenue targets
AVP
Karvy Private Wealth Ltd
08.2019 - 08.2020
- Sourcing and managing, AIF (Alternative Investments Fund) Equity PMS, Mutual fund, Insurance, Health Insurance, Real estate
- Managing existing clients Portfolio
- Responsible for acquiring Senior and Mid management Employees from existing corporate clientele
- Proficient at analyzing market trends to provide critical inputs for business development initiatives and formulation of efficient strategies
- New channel Development and co-ordination with existing channels
- Distinction in establishing optimum relationship with team members to create harmonized environments
- Monitoring channel sales activities, implementing effective strategies to maximize sales and accomplishment of revenue targets
Territory Manager
Reliance Securities Ltd
08.2014 - 08.2019
- Sourcing and managing, AIF (Alternative Investments Fund)
- Equity PMS, Mutual fund, Insurance, Health Insurance, Real estate
- Managing existing clients Portfolio
- Responsible for acquiring Senior and Mid management Employees from existing corporate clientele
- Handling team of Relationship Manager
- Proficient at analyzing market trends to provide critical inputs for business development initiatives and formulation of efficient strategies
- New channel Development and co-ordination with existing channels
- Distinction in establishing optimum relationship with team members to create harmonized environments
- Monitoring channel sales activities, implementing effective strategies to maximize sales and accomplishment of revenue targets
Education
NISM Certification -
National institute of Securities Market
01.2018
B.COM -
Mumbai University
01.2014
Skills
- BASIC
- Windows
- MS Office Package
- Internet applications
- Excellent Communication Skills
- Teamwork
- Leadership
- Patience
- Attention to detail
- Hard Working
- Sales channel analytics
Personal Information
- Date of Birth: 01/01/87
- Marital Status: Married
Languages
- English
- Hindi
- Marathi
Awards
- First Qualifier for Bangkok Contest organized by IIFL AMC FOR AIF Login 10AIF in three months
- First Qualifier for Bangkok Contest organized by ICICI Prudential Life Insurance co Ltd
- Qualified for Malaysia Contest organized by ICICI Prudential Life Insurance Co Ltd
- Qualified for Amsterdam contest organized by ICICI Prudential Life Insurance co Ltd
- Month on Month 300% of KPI Achievement
Alternatenumber
9920780979
Synopsis
Working with IIFL Securities Ltd – Senior Manager Experience in exploring and developing markets/ clients, thereby accelerating growth & achieving desired goals., Analyzing market trends, Business development initiatives, Sourcing and managing AIF, Equity PMS, Mutual fund, Insurance, Health Insurance, Real estate, Handling team of Relationship Manager, Exceptional presentation skills, Interpersonal and problem-solving skills, Monitoring channel sales activities
Timeline
Senior Manager
IIFL Securities Ltd.
08.2020 - Current
AVP
Karvy Private Wealth Ltd
08.2019 - 08.2020
Territory Manager
Reliance Securities Ltd
08.2014 - 08.2019
NISM Certification -
National institute of Securities Market
B.COM -
Mumbai University
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