Sumesh KR

Experience

• 

  SS Financial Services

  Jan 2000 - Jan 2005

  Assistant Sales Manager

  Company Overview: I manage executives and team leaders, marketing accounts and loans.• Lead and achieve sales targets effectively• Train and develop staff for operational excellence• Successfully mentored team to achieve sales targets• Enhanced staff skills through comprehensive training and joint calls.• Expertise in marketing strategies and sales techniques.Conclusion: As Assistant Sales Manager, I drive sales growth, expand market reach, foster customer relationships, and ensure operational excellence through leadership and training initiatives Weniger anzeigen

• 

  Handiman Services Ltd

  Nov 2005 - Aug 2006

  Team Leader Customer Service

  Team Leader Customer ServiceHandiman Services Ltd, BengaluruCompany Overview: Led establishment of Customer Service department, enhancing satisfaction and excellence.• Conducted comprehensive pilot study within first 3 months to assess necessity and viability of establishing dedicated Customer Service department• Integrated customer service into facility management, aligning with company goals• Provided daily reports on customer queries to Business Head• Established and led team of 6 Customer Service Executives, providing continuous training• Introduced dedicated Customer Service department, enhancing satisfaction and service delivery in facility management servicesConclusion: Drive satisfaction, efficiency, and excellence through leadership and analytics Weniger anzeigen

• 

  Reliance Life Insurance Limited

  Nov 2006 - Jun 2010

  Sales Manager - MG Road Branch Bengaluru

  Sales Manager - MG Road Branch BengaluruReliance Life Insurance Company Ltd, BengaluruCompany Overview: Sales Manager at MG Road Bengaluru, recruiting insurance agents and driving life insurance business growth strategically.• Spearhead recruitment of insurance agents from self-reference and open market, ensuring steady influx of qualified professionals• Initiate and execute multiple recruitment initiatives, achieving onboarding of 20 IRDA agents within first 6 months• Conduct comprehensive training programs empowering advisors to achieve ambitious business targets• Actively participate in client calls alongside agents, offering motivation, guidance, and continuous training to enhance agent performance• Achieved consistent activation of agents and maintained productivity targets through proactive measures and ongoing support.Conclusion: As Tied Agency Sales Manager at MG Road Bengaluru, I drive recruitment, training, and business growth in insurance, ensuring compliance and service excellence. Weniger anzeigen

• 

  ADITYA BIRLA MONEY LTD

  Jul 2010 - Sept 2012

  Franchisee Manager for KarnatakaAditya Birla Money Ltd, BengaluruCompany Overview: I oversee Franchisee acquisition in Karnataka, strategically nurturing partners to expand market presence while ensuring compliance with high service standards.• Strategically manage Franchisee vertical for Karnataka, acquiring and nurturing new partners to expand network and market reach• Successfully lead new franchisee acquisition and revenue generation for Bengaluru and Mysore clusters during financial year 2010/11• Transition to oversee franchisee acquisition for Karnataka in FY 2011/12, continuing to drive growth and profitability targets• Conduct regular visits to franchisee partners to develop and train on effective client acquisition strategies, unique client activation, and initiatives to increase average revenue per customer (ARPU)• Effectively manage objections and conflicts from franchisees and franchisee customers, ensuring prompt resolution and maintaining positive relationships• Successfully spearheaded acquisition and growth of new franchisees in Bengaluru and Mysore clusters, resulting in substantial revenue generation for specified financial year.Conclusion: As Franchisee Acquisition Manager for Karnataka, I drive growth, ensure compliance, and maintain high service standards. Leveraging strategic leadership, I aim for sustainable business growth. Weniger anzeigen

  • Franchisee Manager for Karnataka

    Apr 2011 - Sept 2012

  • Franchisee manager - Bangalore - Mysore - madikeri cluster

    Jul 2010 - Jan 2011
• 

  ICICIdirect

  Sept 2012 - Jan 2017

  Regional Sales Manager - Kerala State

  Regional Sales Manager - Kerala StateICICI Securities Ltd, ErnakulamCompany Overview: Drive client acquisition and growth for ICICI Securities in Kerala, collaborating with ICICI Bank to enhance market presence and customer satisfaction through innovative financial solutions.• Strategically promoted trading and demat accounts with ICICI Bank teams• Increased Sales Managers from 4 to 16, improving sourcing and productivity effectively.• Fostered strong business relationships and alignment with key ICICI Bank stakeholders, ensuring successful execution of strategic initiatives.• Promote ERS and PRS accounts with initial margins of 1 lakh and above• Ensure seamless onboarding of acquired customers, enhancing overall client experience and satisfaction• Spearhead implementation of prepaid brokerage plan, significantly increasing upfront revenue generation• Implemented effective product mix strategies that attracted premium clients and diversified revenue streams, contributing to revenue growth.• Led comprehensive training programs that enhanced employee skills and compliance standards,Conclusion: As ICICI Securities' Regional Sales Manager in Kerala, I drive growth, enhance market share, and ensure customer satisfaction through strategic leadership and effective team management. Weniger anzeigen

• 

  Karvy Stock Broking

  Jan 2017 - Jul 2018

  Cluster Manager - South and Central Kerala

  Cluster Manager - South and Central KeralaKarvy Stock Broking Ltd, ErnakulamCompany Overview: Manage retail sales and customer acquisition strategies, driving growth and market penetration through robust broking revenues and diversifying income generation.• Lead customer acquisition initiatives in open market, expanding client base and strengthening market presence.• Drive robust broking revenues and effectively promoting third-party products such as Life Insurance and Mutual Funds, diversifying income streams.• Spearheaded effective customer acquisition campaigns, corporate activities and promotions ,expanding client base and growing market share in retail segment.• Built and motivated high-performing retail team, achieving ambitious sales targets and improving customer satisfaction.• Successfully reactivated dormant customer accounts, increasing revenue and strengthening client relationships.Conclusion: As Senior Manager, expand partner network and optimize client acquisition in Kerala, driving growth and profitability. Weniger anzeigen

• 

  Religare Broking Ltd

  Nov 2018 - Jul 2019

  Senior Manager - Franchise Development - Kerala

  Senior Manager - Franchise Development - KeralaReligare Securities Ltd, ErnakulamCompany Overview: I oversee Karla's Business Partner vertical, focusing on strategic partner acquisition, nurturing, and expanding broking businesses through diversified revenue streams.• Lead Kerala Business Partner vertical, strategically acquiring and nurturing new partners to expand market reach and enhance client acquisition strategies.• Conduct regular visits to franchisee partners to provide comprehensive training to franchisee staff aimed at optimizing client acquisition strategies, unique client activation, and increasing average revenue per customer (ARPU).• Effectively manage objections and conflicts from franchisees and franchisee customers, ensuring swift resolution and maintaining positive relationships.• Coordinate interdepartmental efforts to streamline operations and optimize performance across franchisee networks.• Implemented successful client acquisition strategies and activation techniques, leading to higher ARPU and improved customer retention.Conclusion: As Business Partner Manager, I expand our partner network and optimize client acquisition in Kerala, driving growth and profitability. Weniger anzeigen

• 

  Axis Securities Limited

  Jul 2019 - Feb 2024

  Circle Manager - Kerala State

  Circle Head - Kerala StateAxis Securities Ltd, ErnakulamCompany Overview: Axis Securities is a trusted stock broking entity under Axis Bank, focusing on providing comprehensive investment solutions and services. • Strategically oversee retail and HNI client acquisition, promoting trading and demat accounts in collaboration with Axis Bank teams. • Manage and mentor team of 24 Cluster Managers across Kerala Circle Axis Bank branches, ensuring achievement of sales targets. • Develop and execute product mix strategies to attract premium clients and expand base of HNI trading and demat account customers. • Initiate and oversee client activation processes to ensure smooth onboarding experiences.• Drive cross-selling initiatives for Portfolio Management Services (PMS), Smart Edge (2L portfolio), and Cat3 (20L portfolio) to diversify annual revenue streams.• Conduct regular training sessions at branch and cluster levels on product knowledge and soft skills.• Develop and implement engagement programs and localized campaigns to foster collaborative and motivated work environment. • Mentor and coach Cluster Managers to achieve maximum monthly incentives, accelerate career progression within six months, and consistentlymeet annual Key Result Area (KRA) objectives to maintain high team performance and motivation.• Formulated and executed circle-level strategies with Axis Bank's ThirdParty Product Head and Circle Head – Branch Banking, Liability Sales, Salary vertical, surpassing acquisition targets.• Orchestrated digital transition of customer acquisition processes, improving efficiency and customer satisfaction.Conclusion: As Circle Manager at Axis Securities in Kerala Circle, I focus on driving growth, nurturing client relationships, and ensuring operational excellence. Leveraging my experience, I lead our team to surpass business targets and enhance Axis Securities' market leadership in Kerala Circle. Weniger anzeigen

• 

  Rostrum Grand India ltd

  Feb 2024 - Jul 2024

  Channel Sales Head - South India

  Channel Sales - Vice President - South IndiaRostrum Grand India, ErnakulamCompany Overview Research driven investment platform specializing in transforming innovative ideas into investable products managed by esteemed firms.Products Handled - Alternate Investment Fund -BlackOak Life Settlement fund ( UK) and Wisdom Spc50 , Catalytic Multi Strategy fund • Managed relationships with 45 channel relationship managers and leaders across 4 Channel partners, enhancing communication and collaboration. • Conducted training sessions for channel relationship managers on product knowledge, ensuring effective client engagement.• Actively engaged in customer interactions to resolve queries, enhancing client satisfaction and retention.• Identified and leveraged new business opportunities through strategic sales and marketing initiatives.• Led marketing strategies to boost brand awareness, generate leads, and increase market share.• Identified areas for process enhancement to streamline workflows and boost productivity.• Enhanced client engagement and satisfaction through targeted briefing and proactive client interactions.Conclusion: As Vice President of Channel Sales, I am dedicated to driving growth, fostering strong channel relationships, and contributing to the overall success of our organization. Weniger anzeigen