Saurabh Daftari

Experience

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  IL&FS Investsmart Securities Ltd. (A HSBC Group Company)

  Feb 2006 - Sept 2007

  Officer

  Commenced career with IL&FS Invest smart Pvt. Ltd. Indore and developed clientele and generated business for the organization.

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  Tata Capital

  Oct 2007 - Jan 2012

  Sales Manager

  Introducing & positioning assets & investment products in the existing market, and improving the asset portfolio as well as Investment Responsible for territory development which involve market research and analysis, identification of opportunity area, development of value propositions for identified market, reaching out to prospects and initiating the sales process.Organizing several promotional campaigns to facilitate product (Auto loan, Personal Loan, Business Loan ,LAS, Mutual fund, FD, Bonds) development with major focus on brand establishment, market penetration and ameliorate business.Devising & effectuating business development plans for the purpose of achieving predesignated revenue plans of loans & investment management of portfolio. Suggesting strategies and reaching out to unexplored market segments/ customer groups for business expansion. Organizing sales promotion programs and tracking competitor activities by providing valuable inputs for fine-tuning marketing strategies.Assist field and head office in meeting revenue and pipeline targets.Conducting training and development sessions for the team thereby providing insights into industry, competition behaviour, client acquisition, satisfaction, growth and penetration.Planning & implementation all the marketing, sales and customer care related activity for the branch exposure to product development life cycle –requirement analysis, testing, and implementation.Assessment of Financial Statements, KYC docs, Past Repayment Track Record and market report for building quality credit portfolio. Show less

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  Escorts Assets Managment

  Jan 2012 - Sept 2015

  Branch Manager

  A proactive planner with a flair for adopting emerging trends and addressing industry requirements to achieve organizational objectives and profitability norms.Possess excellent interpersonal, communication & organizational skills with team management & Channel management skills.□A proactive leader and planner with expertise in identifying key accounts, managing portfolio, expanding client base, implementing report system for augmenting turnovers and achieving desired targets/ goals.□Skilled in end-to-end management of high net worth clients and large ticket transactions.□Supervising the productivity of the branch profitability and the achievement of sell business targetsAdditional Responsibility: Bhopal □ In additional responsibility, handling the Bhopal location as well. implementing strategic initiatives to acquire prospective clients through alternate channels and external sales channel □ Planning and implementing various micro marketing activities as a business development exercise to create awareness of offering in the Indore and Bhopal market. As the Sales head for Indore /Bhopal is responsible for developing a city centric strategy for sales and origination MF in the Indore and Bhopal market.□ A proactive leader and planner with expertise in identifying key accounts, managing portfolio, expanding client base, implementing report system for augmenting turnovers and achieving desired targets/ goals. Show less

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  SBI MUTUAL FUND

  Sept 2015 - now

  Branch Head

  Handling the Ratlam location for State bank , Indipendent financial advisers , National Distributor and Private Banks. implementing strategic initiatives to acquire prospective clients through alternate channels and external sales channel □ Planning and implementing various micro marketing activities as a business development exercise to create awareness of offering in Ratlam ,Mandsour ,Neemach ,Jhabua ,Alirajpur and Nagda market. As the Head Ratlam is responsible for developing a Area centric strategy for sales and origination MF .□ A proactive leader and planner with expertise in identifying key accounts, managing portfolio, expanding client base, implementing report system for augmenting turnovers and achieving desired targets/ goals. Show less