Sameer Jadhao

Experience

• 

  Metlife India Insurance Co. Pvt Ltd

  Apr 2005 - Apr 2007

  Handled 3 Branches of Karnataka Bank Ltd. (Mumbai) New Business Development & Referrals.Day-to-Day Client Follow ups.Motivating branch staff to get leads. Responsibilities:• Supervised 3 branches of Karnataka Bank Ltd., Mumbai• Assisted in new business development activities & referrals• Looked after client’s follow ups with Branch staff and encouraged them to obtained leads

  • Channel Sales manager

    Jun 2004 - Apr 2007

  • Channel Sales Officer

    Apr 2005 - Mar 2006
• 

  J M Morgan Stanley Financial Services Pvt

  May 2007 - Feb 2008

  Business Development Manager

  Handled 1000 IFA's (Individual Financial Advisors) spread across India.Constant monitoring IFA's to achieve the targets within the planned schedule.Providing constant motivation to the IFA's to do the actual business like IPO's, MF's , Bonds by giving them solution for secondary & primary market.Arranging training sessions, presentations and launching contests for Distributors, Franchisees and IFA's to get them motivated.

• 

  Franklin Templeton Asset Management (I) Co. Pvt. Ltd

  Mar 2008 - Jan 2009

  Senior Business Development Manager

  Handled 10 relationships of PSU Banks, Scheduled Bank and India Post spread across Mumbai with the team of 12 trainees directly reporting to me.To promote schemes of Franklin Templeton and create awareness for Franklin Templeton.Conducted training sessions for Clients and Bank Staff on Franklin schemes, advantages of Systematic Investment Plan.

• 

  UTI Asset Management Co. Ltd

  Mar 2009 - Dec 2011

  CHIEF MANAGER

  • Ascertained Solapur, Usmanabad and Latur Districts with a base of 62 crores to promote UTI schemes through 110 IFAs, 3 Private & 10 Public Sector Banks, 4 National Distributors and Institutions• Managed 110 IFAs under Solapur, Usmanabad & Latur Jurisdiction with 2 Relationship Managers & 2 Chief Representatives • Organized training sessions for investors, Bank staff and IFAs to endorse UTI Schemes on daily basis.• Advertising of Product of the Month in identified areas with the help of Central marketing team. Show less

• 

  HDFC Bank

  Dec 2011 - Oct 2015

  • Looking after Working Capital loans for EEG, BBG and ABC business.• Reporting to Branch Head and Dotted Lines reporting to EEG, BBG and ABC Cluster Heads. • Managing existing customer of 22 customer with a base of 13 crores for renewals, Stock and property Insurance, Housekeeping with a team of 2 Branch Sales officer.• Cross selling for family Savings Account, Mutual Funds, Insurance, Bill Pay, Net Banking, other Assets and liability products.• Referral generation from existing customer and acquisition from open market for Working Capital, Assets and Liabilities products.• Helping the branch in completion of Operational Activities, Service Quality issues which are adhered on daily basis as per the management mandate. Show less

  • Relationship Manager

    Jun 2013 - Oct 2015

  • Regional Product Manager

    Dec 2011 - Jun 2013
• 

  IndusInd Bank

  Oct 2015 - Mar 2016

  Relationship Manager

  • Looked after Working Capital loans from Open Markets.• Reporting to Regional Head.• Daily Meeting Chartered Accountants, Channel Partners, Cold Calls and reference generation.• Preparing of CAM and CMA data for sourced client.

• 

  Cholamandalam MS General Insurance Co. Ltd.

  Jun 2016 - now

  Regional Manager West - Banca SME Regional Manager PSU Bank for North Gujarat, Saurashtra and Kutch New StrategiesMotor, Property, Fire, Burglary, Mortgage, Health

  • Regional Manager

    May 2024 - now

  • Regional Manager

    Apr 2021 - now

  • Area Head

    Jun 2016 - Mar 2021