Yogesh Hira
Panchkula
Summary
Dynamic financial professional with 20 years of proven track record, excelling in financial analysis and client education. Adept at developing tailored financial plans and enhancing customer relationships, I drive portfolio management strategies that optimize client outcomes. Passionate about empowering clients through knowledge and effective risk assessment techniques.
Overview
21
21
years of professional experience
Work History
Financial Consultant
360 financial solutions
05.2024 - Current
- Developed comprehensive financial plans tailored to individual client needs.
- Facilitated client meetings to discuss financial goals and progress updates.
- Educated clients on financial concepts related to investing in order to increase their knowledge base.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
AVP Sales
Shriram Finance Ltd
12.2023 - 04.2024
- Managed business loans portfolio for Punjab, Chandigarh, and Haryana
Regional Manager
Cap float financial services Pvt Ltd
07.2016 - 12.2022
- Enhanced operational efficiency by leading regional teams across North East and West regions.
- Implemented effective strategies in collaboration with branch and sales teams.
- Conducted credit underwriting for business loans up to 50 lacs.
- Prepared presentations and provided data for internal quarterly review meetings.
- Developed training programs to elevate staff performance and customer engagement.
- Managed team dynamics, client relationships, and operations effectively.
- Ensured monthly productivity metrics were achieved per individual.
- Catered services across Punjab, Himachal, Haryana.
Branch Manager (BUM)
Fullerton India credit company ltd
07.2014 - 07.2016
- Accountable for monitoring and implementing competent strategies in coordination with branch and sales team.
- Responsible for Cross sell and improving relationship with the customers
- Taking care of total branch sales targets, operations and audit parameters for each and every branch related activities.
- Handling all branch banking processes
Branch Manager
Electronica finance ltd
10.2012 - 07.2014
- Coordinated financial product offerings to meet diverse client needs effectively.
- Conducted regular audits to maintain financial accuracy and operational integrity.
- Managed daily branch operations to ensure smooth workflow and customer satisfaction.
- Oversaw staff performance and provided training to enhance team skills.
- Implemented compliance measures to adhere to regulatory standards and policies.
Deputy Branch Manager
Intec capital limited
01.2012 - 10.2012
- Establishing cordial relationship with Machine suppliers.
- Searching for New Client Opportunities & interacting with Internal & External Customers
- Business Development activities & achieving of a higher market share in the assigned territory
- Ensuring customer satisfaction by follow a proactive approach towards prompt customer service.
- Preparing Presentations and provide the data according to Management requirement for our internal Quarterly Review Meeting
- Perform competitor analysis and develop programs/campaigns to counter Competitor's initiatives
Business Development officer
Crisil Limited
04.2008 - 12.2011
- Company Overview: CRISIL, A STANDARD &POOR'S COMPANY Crisil is India's leading rating, research, risk and policy advisory company.
- Preparing the proposals and quotations as per customer requirements Negotiating with the customers and finalizing the business deal
- Searching for New Client Opportunities & interacting with Internal & External Customers.
- Ensuring customer satisfaction and developing the clear business prepositions
- Preparing various MIS reports including business trend reviews at periodic intervals.
- Meeting and establishing the effective relationship. with asst. general managers, chief managers of leading banks in Chandigarh and in Himachal Pradesh.
- Preparing Presentations and provide the data according to Management requirement for our internal Quarterly Review Meeting.
- Preparing presentations in PowerPoint for demonstrating to the customers new/existing services provided by the company.
- Business Development activities & achieving of a higher market share in the assigned territory.
- Billing Invoicing, collection and daily updating the client and the concerned Departments.
- Perform competitor analysis and develop programs/campaigns to counter Competitor's initiatives.
Asst. Manager
Genius consultants Ltd
02.2005 - 03.2008
- Company Overview: GENIUS consultants limited was established on 27th July 1993. It began as a Recruitment Consulting Organization and in a span of 16 years, Genius diversified into Temp Staffing, Perm Staffing, Payroll Processing, Background Screening & Investigation, PF Trust Management and Compliance Management.
- Achievement of business targets set for the current financial year.
- Identify and developing new markets for the achievement of business targets.
- Building rapport with the customers by visiting them.
- Helping and motivating team members by giving the training / counselling sessions to the concerned for the optimum utilization of the skills of the team member.
- Follow up with customers for all the due payments, interacting with the customers for getting the customer feedback, Appreciation letters.
Education
B.B.M. - finance
Bangalore University
Skills
- Financial analysis
- Portfolio management
- Customer relationship management
- MS Excel
- MS PowerPoint
- Problem solving
- Strategic thinking
Accomplishments
- Rank 1 pan India in Sep 18 for Business Achievement (At Capital float)
- Rank 3 Pan India in Jan-19 for business Achievement (At Capital Float)
- Won Best Branch manager north India in 2014 (FICCI)
- Won Rank 3 in best Branch manager north India 2015 (FICCI)
LANGUAGES
English
Hindi
Punjabi
Timeline
Financial Consultant
360 financial solutions
05.2024 - Current
AVP Sales
Shriram Finance Ltd
12.2023 - 04.2024
Regional Manager
Cap float financial services Pvt Ltd
07.2016 - 12.2022
Branch Manager (BUM)
Fullerton India credit company ltd
07.2014 - 07.2016
Branch Manager
Electronica finance ltd
10.2012 - 07.2014
Deputy Branch Manager
Intec capital limited
01.2012 - 10.2012
Business Development officer
Crisil Limited
04.2008 - 12.2011
Asst. Manager
Genius consultants Ltd
02.2005 - 03.2008
B.B.M. - finance
Bangalore University
PERSONAL INFORMATION
- Date of Birth: 11/26/79
- Gender: Male
PRODUCTS HANDLED
- SME LOANS
- PL
- BL
- Invoice Funding
- Pay later
- LACR
- LAP
- Consumer loan LC& LI
- Bank loan Ratings
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