Vivek Kumar Rai

Experience

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  Indiabulls Ventures Limited

  Apr 2006 - Dec 2006

  Relationship Manager

  Retail sales and trading of D'mat & Trading Accounts.

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  ICICIdirect

  Jan 2007 - May 2009

  Senior Relationship Manager

  Profile: The Company is the top stock market player in India with a wide range of financial products & services for banking as well as non-banking clients of ICICI Bank. I was responsible to maintain a good relationship in terms of business, between ICICI Direct and the existing customers as well as new customers in both Retail and HNI segment. I was mainly dealing with Equity & Derivatives Market, Mutual Funds, Life Insurance, and General Insurance, Fixed Deposits, Personal Loan, Car Loan & Home Loan. I was directing, leading and motivating a team of 4 executives. Show less

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  Bajaj Capital Ltd

  Jun 2009 - Dec 2011

  Financial Planner & Branch Head

  Responsible to develop Financial Planning & Investment Advisory system which covers all the products like Equity, Mutual Funds, Life Insurance, General Insurance, Fixed Deposits & Real Estate. - Handled a team of 6 R. Managers & 28 Advisors. They were having monthly targets of above mentioned products.- To give recommendations to the clients and suggest him of various investment and arbitrage opportunities in the market and also managed the investment portfolio for some of our HNI clients.- To be in tune with the market trends in terms of business and competition.- Maintained daily sales report and MISs of self as well as team members.- Corporate presentation and sales of all financial products to Small enterprise group and corporate.- Handled the process of ‘after-sales service’ to the company’s existing as well as new customers.- Ensure repeat orders, for cross sales and handling of customer grievances, if any.- Imparted continuous on job training and Development to new and existing workforce for accomplishing greater efficiency.Significant Accomplishments in Bajaj Capital:- From the date of joining maintained top position for Life Insurance in ROM.- For JFM’2010 & 2011, received rewards for over achievements in equity business and life insurance business.- Have received so many compliments through mails and sms during the working tenure for across products. Show less

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  Adecco

  Jan 2012 - Nov 2014

  National / Key Account Manager

  Adecco India is a leading end-to-end HR solutions company with a focus on Executive Search, Recruitment, Learning and Temporary Staffing services to client organizations with a national presence in over 60 branches across India and over 60 countries. Adecco is the fastest growing HR Company in world. India Headquarter at Bangalore & Global Headquarter at Zurich, Switzerland.Current Position: Key Account Manager from Feb’2013 to till dateHeading National Account Management for various top sector industries like FMCG, BFSI, Retail, Telecom, Automobiles, Logistics, Engineering & Manufacturing, Media and Entertainment etc., and clients like FedEx, NYK, Nippon, Maruti, Sonakoyo, Yamaha, DIC, Luxur, TNS etc.  Reporting to Country Business Head.  Coordinating with different branches to ensure customer’s satisfaction & escalations and providing complete feedback. Responsible for Interdepartmental coordination to satisfy client’s operation & mandates in specified deadlines and in terms of Recruitment-Onboarding-Payroll- Compliance Management. Ensure Service delivery through team as per TAT and SLA. Increase the wallet share from the existing accounts according to customer requirements of Permanent Staffing, Temporary Staffing, Payroll Outsourcing, and Compliance & Training. Bringing Net additions on to the existing strength and increase revenue. Projecting client’s performance & business planning and volume forecasting of clientele nationally and accordingly planning the business volume. Retention of existing clients through effective relationship and ensuring smooth business relationship by regular client meetings.Previous Position: Branch Manager from Jan’2012 to Jan’2013Responsible for smooth running of Branch Operations which includes Profit & Loss of branch, Payroll Management of approx 3800 associates, Client Management with Team Management of more than 15 internal employees Show less

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  ICICI Lombard

  Jan 2015 - Apr 2021

  Territory & Branch Manager

  Current Position: Territory / Branch Manager from Jan’2015 to till date and reporting to Zonal Manager.Successfully managing Aligarh Territory which includes 9 districts with 20+ major locations.Managing all verticals of the cluster comprising of All Motor Vertical, SME, Health, KRG, Agency & Bancassurance and ensured that cluster achieved the positive combined ratio.Responsible for tracking product wise loss ratios, increasing profitability, focus on product mix, monitoring the hygiene & motivating team to work for it.Responsible for end-to-end sales & operations process from quote generation through to policy issuance in the branch including compliance with processes and delivery against established TATs. And ensure zero deficiency in pre & post issuance activities.Implement work processes; Ensure use of Company's systems and software for issuance of policies, post policy endorsements and servicing for all lines of business from the location.Analyzing Business Potential, Planning and Executing Strategies and developing new resources of business from Agency/Broker/Dealers for the deeper penetration in the given area/cluster. Implement Branch Budgeting, Handling Audit observations /Risk management /Customer service issues /Planning /Compliance/Policy cycle for Corporate, Retail & SME products (Also provide ground level reports to NSMs, Products Heads, and Department Heads) Ensure effective management of the Branch including compliance to all legal and statutory obligations.Managing facilities and general administration of the branch for smooth business environment, profitability and decrease the loss ratio and ensure profitability within the assigned budget.Target allocation, implementation of guidelines, performance appraisal and taking corrective actions to achieve organizational goals.Handling a team of 9 members and proving them necessary guidance and support to achieve their targets as per the line of business, within stipulated period. Show less

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  Cholamandalam MS General Insurance Co. Ltd.

  Apr 2021 - now

  State Head - OEM - U.P. & U.K.