Rohan Pailkar

Experience

• 

  Smmart Training & Consultancy Services Pvt. Ltd

  Aug 2012 - Jan 2013

  Project Executive

  Performing Organizational Need Analysis (ONA) & Training Need Analysis (TNA)Identify business opportunity and advise customized training solutions and servicesPresentation to Entrepreneurs about the opportunity solutions Building and maintaining healthy business relationship for repetition of businessOrganization & Human Resource Development activities and setting up structure, process and policies for Clients

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  Bahrain Financing Company (BFC)

  Apr 2013 - Jul 2015

  Business Development Officer - Forex & Remittance

  Market Research, Area Mapping and Analysis on CompetitionAccountable for Business Development of Forex & Remittances across Bahrain with Corporates & Retail customers.Achieve set targets in terms of volume and numbers.Branch Profit Maximization.Promoting marketing campaigns, lead generation and presentation to clients.Comply with rules and regulations of Company & Central Bank of Bahrain

• 

  Axis Bank

  Aug 2015 - Aug 2019

  Relationship Manager - Burgundy, Affluent Banking - Wealth Management

  Review Portfolios, Conduct Analysis and Present Wealth PlansAccountable to manage HNI Customers & Small Businesses (NRI & Resident), Profiling Customers & provide financial planning, Investment Advice & Asset Allocation.Cross Sell and Achieve revenue Targets across Bank & TPP to generate Investment Fee IncomeManage & Grow the Relationship, Portfolio and Product Per CustomerUpdate Knowledge in terms of Market, Economy, Wealth Management, Technology & Train New Joinees

• 

  HDFC Bank

  Feb 2020 - Nov 2023

  • Drive and Achieve business targets in line with the business plan of growing overall book size of Mutual Fund business and thereby revenue income by continuously engaging with sales channel through meetings, calls etc and publishing dashboards around the same.• Strategize around driving investment product mix & business targets. Formulating sales plans, strategies and launching and executing initiatives, campaigns to drive business.• Liasion with Internal & External Stakeholders for Product Launches, Trainings on new products and process and driving sales of Investment Products• Drive BAU business in close co-ordination with Top Asset Management Companies and internal sales team and keeping upto date product Information in line with new regulations in AMFI/SEBI• Succesfully Managed Product Cycle from Concept to launch in a fast-paced environment, multiple projects and initiatives simultaneously• Developed Product Positioning and strategies and implemented them across multiple channels• Implemented processes and procedures for Project success, to ensure deadlines were met• Creating, altering & improving strategies and procedures in agile manner to best deliver a satisfying experience for all customers• Designing, Planning, Driving & Executing Functional Strategies towards Liabilities, Assets & Investment Products Show less Analyze, Review & Ensure Benchmark for Customer EngagementDrive Updation & Review Profiler, ensure sufficient quality checks and run initiativesInstitutionalize process for customer Identification, Create benchmark for Customer journey Design campaigns, Execute strategies to improve & upgrade customers to higher programmeChannel Engagement & Conduct Performance Review with BBH/Zonal/Circle & Cluster LevelUpdates on Exceptions on Weekly/Monthly Basis, Driving Key ObjectivesSales Support to RMs & Region, Conduct Training Programs & Opportunities & GrowthCoordinate with various stakeholders, Planning & Organizing Drives & Campaigns Show less

  • Product Manager - Mutual Funds (Wealth Mgmt)

    Nov 2022 - Nov 2023

  • Regional Product Manager - HNW

    Feb 2020 - Oct 2022
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  IDFC FIRST Bank

  Dec 2023 - now

  Lead - Priority Banking (Wealth Mgmt)

  Oversee the end-to-end Account Opening, KYC/VKYC process for customer onboarding, ensuring all customer identities are verified in accordance with regulatory standards and internal policies.Develop and execute the strategy for Banking & Investment product offerings, ensuring they align with the overall ObjectiveSupport the delivery of tailored investment solutions by coordinating with product specialists.Manage the selection, onboarding, and distribution of financial products such as mutual funds, insurance, alternative investments, and other wealth management tools.Design and implement cross-sell and upsell strategies, working closely with wealth managers and relationship teams to enhance product penetration across client portfoliosSkilled in analyzing, designing, and optimizing processes to enhance efficiency, reduce bottlenecks, and improve service delivery.Strong ability to work across teams such as sales, compliance, operations, and product providers to ensure seamless implementation of products.Comprehensive understanding of regulatory frameworks governing third-party financial products, ensuring adherence to internal and external compliance requirements.Strong project management skills to oversee product rollouts, process improvement initiatives, and cross-functional collaborations.Train the sales support team on new processes, tools, and regulatory requirements.Provide coaching to improve team performance and align with business goals. Show less