Viney Kumar
Jalandhar
Summary
Dynamic Territory Manager with a proven track record at Centricity WealthTech, excelling in revenue generation and relationship building. Expert in developing market penetration strategies and delivering impactful product training. Adept at leading teams to achieve business growth while enhancing client satisfaction through effective communication and collaboration.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Territory Manager
Centricity WealthTech
Jalandhar
08.2023 - Current
- Developed strategic partnerships with financial advisors to enhance service offerings.
- Executed territory plans to drive engagement and client satisfaction.
- Delivered product training sessions to improve advisor knowledge and skills.
- Managed client relationships through regular communication and support initiatives.
- Provided training and support to team members on product knowledge, sales techniques, and customer service best practices.
- Developed sales plans designed to achieve revenue targets and business objectives.
- Identified areas of improvement for increasing efficiency of operations within the region.
Branch Head
Nuvama Wealth
Jalandhar
02.2023 - 08.2023
- Led branch operations to enhance customer service and client satisfaction.
- Developed marketing strategies to promote financial products and services.
- Managed team schedules and assignments to ensure efficient workflow.
- Conducted regular meetings to align team goals with company objectives.
- Collaborated with regional managers to implement new business initiatives.
- Analyzed market trends to identify potential opportunities for growth.
Branch Head
NJ Wealth
Jalandhar
08.2018 - 02.2023
- Conducted regular meetings to align team goals with company objectives.
- Managed daily operations of a branch, including customer service, staff scheduling, and product distribution.
- Created and implemented new policies that improved the efficiency of the branch's operations.
- Developed strategies to increase sales and improve customer satisfaction levels.
- Analyzed market trends to identify potential opportunities for growth.
- Directed the training and development of all staff members in order to ensure they were meeting job requirements.
- Provided guidance and support to subordinate employees as needed.
- Conducted regular meetings with team members to discuss any issues or concerns related to their work.
- Managed and inspired team members to perform to full potential, driving branch profitability.
Branch Manager
HDFC Securities Limited
Bathinda
09.2013 - 04.2018
- Supervised daily branch operations to ensure efficient workflow and service quality.
- Managed staff scheduling and performance evaluations to optimize team productivity.
- Developed and implemented training programs for new employees on branch procedures.
- Facilitated customer relationship management initiatives to enhance client satisfaction.
- Oversaw compliance with company policies and regulatory requirements in branch activities.
- Led team meetings to communicate goals, address challenges, and share best practices.
- Managed staff scheduling, hiring and training processes.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Relationship Manager
IIFL Securities Limited
Bathinda
09.2009 - 08.2013
- Built strong relationships with clients to enhance satisfaction and loyalty.
- Managed conflict resolution efforts to ensure positive client experiences consistently.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategies to attract new customers while retaining existing ones.
- Maintained accurate records of all client interactions within the company's CRM system.
Education
MBA - Finance
SCDL
Pune03-2014
Bachelor of Commerce - Accounts, Economics, Statistics
Rajindra College
Bathinda03-2005
Skills
- Revenue generation
- Market penetration strategies
- Staff development
- Business development and planning
- Sales presentation
- Channels and distribution knowledge
- Business growth
- Relationship building
- Team collaboration and leadership
- Product training
Certification
- Qualified Personal Finance Professional (QPFP)
- NISM V-A Mutual Fund Distributors Certificate Examination
- NISM XXI-A Portfolio Management Services Distributors Certification Examination
- Pursuing Charted Wealth Manager (CWM)
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Punjabi
Proficient (C2)
C2
Timeline
Territory Manager
Centricity WealthTech
08.2023 - Current
Branch Head
Nuvama Wealth
02.2023 - 08.2023
Branch Head
NJ Wealth
08.2018 - 02.2023
Branch Manager
HDFC Securities Limited
09.2013 - 04.2018
Relationship Manager
IIFL Securities Limited
09.2009 - 08.2013
MBA - Finance
SCDL
Bachelor of Commerce - Accounts, Economics, Statistics
Rajindra College
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