Praveen Kumar Jha

Experience

• 

  HCL Infosystems Ltd.

  Apr 2010 - May 2010

  Sales and Marketing internship

  For 8 weeks).Worked on the topic Organizational buying behaviour and sales process for Laptops. Understood the various steps involved in the sales process. Found out the organization buying behavior for Laptops. Made a comparison in the difference in buying behaviors between Educational institutions and Software companies for Laptops.PROJECT 2: AMIETE (B.E.): Undertaken a project entitled "LOCALIZATION ANDCHARACTERIZATION OF FAULT IN COMMUNICATION CHANNELS" in New Delhifor duration of 4 months in partial fulfilment of AMIETE course. Show less

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  ICICIdirect

  Apr 2011 - Sept 2014

  Job Description:Job Summary:To manage the center profitability by constantly endeavoring to bring up productivity and also ensuring reduction in costs in areas deemed desirable by the management. To monitor the performance and learning development of Relationship Managers.Key Responsibilities:Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction.Handling HNI (High-net worth Individuals) clients by themselves for closure of sales on all products without subsequent delegation.Complete other related duties as assigned. Provide management direction to foster effective selection, development and reward of subordinates while contributing to initiatives in support of the Company s Diversity programsEnsuring adherence to Sales Processes.Maintenance of statutory timings, discipline, cleanliness of the center (as per the guidelines) and compliance for better realization.Building up brand and Corporate Relations by contributing to the profitability of the Center through active participation in business development efforts.Market feedback viz. new product, pricing, and competitors activity etc. to the Cluster Manager.Ensure the security, policies and audit procedures are followed as outlined by policy.Manage operations and customer service activities of a Center, in delivering financial services products to current and potential consumer and business customers, while meeting established plans and ensuring regulatory compliance. Show less Responsibilities: Deliver the desired revenue target numbers, Cross-Selling to existing customers & Acquisition of new customers, Financial planning of the customer, To provide solutions to the Customer’s financial needs, To systematically execute the sales process to facilitate delivery of revenue targets.Achievements: Became Branch Manager just after two and half years of work in ICICI Securities, Total three promotions in period. Some of the benchmarks performance in various products in FY2013-14:• No 1 in A.P. in Life Insurance business for Q1, 2013 with 10.29 Lakh BWRP and in Top 20 Pan India in H1 with 21.69 Lakh BWRP.• Contributed 26% of A.P. Region business in Mutual Funds Purchases in H1 with 3.60 Cr, and 2 times became Crorepati RM and Qualified for Majestic MACAU Contest.• No 1 in A.P. in Mutual Funds Transfer In business with H1 business of 1.55 Cr.• No 1 in A.P. in revenue generation from various ICFL Products in H1 with total revenue of 57,206/-.• No 1 in A.P. in sourcing EAG account with total 11 accounts in H1.• Adapted fast to changing market conditions and capitalize on short term opportunity available in terms of Tax Free Bond and contributed 17% of A.P. Region business with hitting at least million in every tax free bond available with total business of 56 Lakh. Got appreciation many time from top management of ICICI Securities and Customers for various reasons. Won Many Contests for different products time to time.Qualified for contests:  Life Insurance: Sikhar 2011, Fateh 2011, Mega March 2012, Dream Big- September 2012, First Take- April 2013 with no 1 in category Pan India, Ten on Ten- July 2013. Wealth: Wealth Shower, Moonsoon Bonanza, Making Moolah. Mutual Funds: Qualified for Majestic MACAU Contest for period of August- September 2013. ERS: Qualified for ERS Ace Club for Q2, 2012 with no1 in A.P. and no 3 Pan India. EAG: No 1 in Pan India for contest EAG Platinum Club for June 2013. Show less

  • Branch Manager

    Nov 2013 - Sept 2014

  • Assistant Manager/ Chief Relationship Manager

    Apr 2011 - Oct 2013
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  HDFC Bank

  Sept 2014 - now

  • Vice President & Branch Manager

    Apr 2023 - now

  • Deputy Vice President and Branch Manager

    Apr 2021 - Apr 2023

  • Imperia Client Relationship Manager

    Jan 2018 - Mar 2021

  • Preferred Relationship Manager

    Sept 2014 - Dec 2017