DHARMARAJAN A

Experience

• 

  Ventura

  Apr 2011 - now

  Branch Head:- Roles and responsibility. Marketing – sales team handling:5 Teams ( Reporting Manager and sales Representative 100 +++) each team size 20 ++. Team size - Marketing Manager –1 /Assistant Marketing Manager –1 /Team leaders –3 /Representative – 95.( Focusing on sales with the team – Equity, commodity, currency, Mutual fund, and PMS. ( Main Products).CRM and Revenue:-Dealing side:- 4 Equity dealers and 2 commodity dealers.Business Development Manager –1Summary:- Consistency of sales acquisitions in Top Branch across India -Trichy Branch. From 2019 to 2022 Branch level up from 18th place to Top 3. Consistency received recognition for Top Branch in sales ( Equity, commodity, Mutual Funds )Top Branches for Partner program acquisitions ( VPP- Ventura Partner Program) 330 ++ within 3 years.Equity & commodity New accounts 500 ++ per month Etc. Show less Roles & Responsibility:• Team Handling sales (20-40) + Dealing 3 ( Marketing Executives, Team Leaders and Dealers)• Client Acquisition in Commodities, Equity , Currency and MF(Client Acquisition as per company Targets)• Client Trade activation – As per company Targets• Revenue Generation • Marketing activity for Leads generating ( canopy activity , Corporate marketing & Outstation activity)• Client Reference ( Daily activity intrday Profit client calling for reference seeking)• Client visit (Local and outstation visit 10 to 15 monthly for Improving Trading Volumes.• Prospect Visit- 15 to 20 Single visit and Joint visit with Marketing Executives • LMS ( Lead Management System, Monitoring Daily basis Executive Leads to convert.• Client Meet- Twice in Month for Exiting and Prospect.• Client Meet at Branch office Twice in month week range for new Clients• Training ( Executives and Dealers)• Credit Client calling Daily – (Top 15 credit client calling to explained day Market outlook for research calls for doing Good Volumes)• Debit recovery• RMS- Monitoring • Daily Morning Meet for Executives• CRM – Daily basis’s.• CRM- Projects (Trade-7-20-40-80 day re activation in inactive clients. • Dealing- Advisory role to client for daily trading & position trading in both segments of the market with morning call report on Daily Basis.• Responsible for improving Client Trading Style in line with Market Perception.• Played a vital role in forming a bridge between the client and the organization• Handling Client Queries & problem solving. Show less Roles & Responsibility: Client acquisition in Equities , Commodities and Currency Revenue generation. Provide prices to corporate dealers, upon request, and meet with customers when requested.  Client trading activation. Monitoring client portfolio. Doing CRM by daily basis. Weekly once seminar contacted for technical and fundamental classes all segment. Preparation of Financial Report to the management daily and monthly basis’s. Lead Management System (LMS). Direct client visit ( new and Existing )  Team building and successfully motivating and getting assured performance target Based. Team handling. Analyzing client activity tracker in monthly and weekly  Advisory role to client for daily trading & position trading in both segments of the market with morning call report on Daily Basis. Marketing & Facilitated for opening New & Retail account in all segment  Responsible for improving Client Trading Style in line with Market Perception. Played a vital role in forming a bridge between the client and the organization Show less

  • Senior Branch Manager

    Feb 2022 - now

  • Branch Manager

    Apr 2019 - Mar 2022

  • Business Development Manager

    Dec 2014 - Apr 2019

  • Relationship Manager

    Apr 2011 - Nov 2014