Experience

• 

  Icici prudential

  Jan 2004 - Jan 2010

  Sales manager-b&a

  > Assigned with channel partners like ICICI Bank, Bank of India, South Indian Bank, Other Corporate Agents and India Post> Managed a team of two Financial Services Managers(NS), three Assistant Financial Services Managers and twenty Financial Services Consultants> Assigned for entire Life Insurance business of West Bengal for channel partners of Bank Of India & West Bengal Circle of India Post> Launched an emerging bulletin highlighting the inputs of the channel partner (India Post) which is being implemented PAN India> Recruiting & grooming the team and imparting training to achieve higher volumes of business> Ensuring maximum customer satisfaction by providing pre/post technical assistance and achieving delivery and quality norms> Launched new initiatives for channel partners and branch resources Show less

• 

  Icici securities

  Jun 2010 - Aug 2020

  > Administration of 16 Branches and 40 – 60 Relationship Managers> Close coordination of local office and head office for training of team> Organizing various workshop for team capability development> Close coordination of Regional Head and Cluster Heads in monthly strategies for increasing revenue and productivity> Floating of local contests for branches and team members > Daily activity tracker, funnel and MIS updation> Operating on principle of Cost optimization and maximizing infrastructural resources available in Branches Show less > Taking care of Profitability of the Centre through generating revenue from Online & Offline products> Managing a team of 1 Associate Wealth Manager, 5 Sr. Relationship Managers & 2 Relationship Manager> Undertaking qualitative / quantitative forecasting analysis under client's investment position and assisting them for investment in Portfolio Management Services, Private Equity, Structure Product, Mutual Funds, Insurance, Equity, Fixed Deposits, Credit Cards, Home Loan and Loan Against Property as per running market opportunity and as per customer needs> Overseeing entire gamut of branch Operations and Sales with Key focus on bottom line profitability by ensuring optimal utilization of available resources> Operating on principle of Cost optimization and maximizing infrastructural resources available in Branch> Monitoring day to day business of Sales Team through Morning Hurdle, Daily Sales Report, prospects & MIS updation > Recruiting & grooming the team and imparting training to achieve higher volumes of business> Motivate the team through various contests, analysis about Goal Sheet and worked as a Team Man Show less

  • Cluster Branch Head

    May 2019 - Aug 2020

  • Chief Branch Manager

    May 2017 - Apr 2019

  • Sr. Manager Business Development

    Apr 2016 - Apr 2017

  • Manager Business Development

    Nov 2012 - Apr 2016

  • Branch Manager

    Jun 2010 - Oct 2012
• 

  Moneygenie capital

  Aug 2020 - now

  Founder & chief investment officer

  MoneyGenie Capital: Experienced Professionals in Wealth Management & Equity Advisory, with help of Advanced Robo Technology we offer our clients the opportunity to invest & trade in Equity, Derivatives, Mutual Funds, Commodity, Fixed Income products, Portfolio Management Service, AIF, Mortgage & Business Loans & also help in Tax Services....