
Priyanka Gattani
Team Lead

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About me
Looking for a New Assignment in Team Lead Role
Education

Punjabi University
2002 - 2005Bachelor of Commerce (BCom) Accounting and Finance A
The ICFAI University, Dehradun
2005 - 2007Master of Business Administration (MBA) Accounting and Finance
Experience
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IIFL (India Infoline Group)
Dec 2006 - Jun 2008Team LeadAccomplishments:• Distinction of opening over 100 accounts with highest brokerage in the branch for consecutively 3 months• Officiated as a Team Manager and entrusted with the additional responsibility of managing 3 people in 2007• Played a major role in enhancing the business of third party products and rated amongst top 3 across North India• Recipient of Best Trainer Award from AVP• Accountable for the sales of third party products (insurance and mutual funds)• Capably introduced 2 new franchises• Bagged Kerala trip in Jan’08 Show less

HDFC Securities
Jun 2008 - Oct 2009EQUITY ADVISORSAccomplishments:• Successfully managed a team of 5 dealers along with 1 coordinator• Recorded highest activation of clients in broking segment from the exesting customer base• Instrumental in boosting the business of third party products and rated amongst top 3 regions PAN India• Recipient of Best Dealing Awards in entire Punjab with highest brokerage over the year 2008-2009

Fullerton Securities & Wealth Advisors Ltd.
Nov 2009 - Jul 2011EQUITY PSS• Handled the entire gamut of operations involving budgeting for the branch, allocation of various cost, DP operations of the branch, operational efficiency, customer service and delivery• Carried out employee & branch wise profitability analysis • Steered the dealing desk operations for all the franchises of Punjab • Communicated new initiatives by the exchange and initiated option & future derivative trading in the branch

KASSA FINVEST Pvt Ltd.
Jul 2011 - May 2012Cluster Head• Handled a Sales Team of 8 people in Chandigarh • Oversaw the Dealing Desk (Advisory Desk) of the Branch for equity segment• Acquired and developed the best talent from the industry• Imparted trainings to employees in Punjab for dealing and sales• Administered the dealing desk of Punjab and Delhi• Assisted in PAN India option strategy

Bharti Airtel Services
Jun 2012 - Jan 2014Channel Development Manager• Handling a Sales Team in Chandigarh comprising of 40 people• Tapping new corporate accounts, servicing the existing and establishing new channels• Handling 6 channels and 2 showrooms in the Tricity.

Du
Mar 2015 - Feb 2019Team ManagerRole:• Handling a Client Retention B2B Team in UAE comprising of 12 people• Handling a Direct sales team of 20 people for DU B2C• Handling new project introduced by respective Telecom companies acquired by Channel Partner.• Checking the quality of all sales generated before final submission to check authenticity and placing required controls for quality• Increased the percentage retention of existing clients by increasing efficiency and quality of service• Submitting daily MIS report for Retention and Sales teams and keeping track of team’s performance• Providing training to all teams in Hadaf Al Khaleej for Products, Handling customers, projects etc• Helping all teams to build Market Strategies to increase sales• Motivating the team to achieve assigned goalsAccomplishments:• 100% achievement in assigned goals for respective teams• Multiple teams assigned based on strong management skills• Best performer award in multiple months Show less
Licenses & Certifications

NFCM
Languages
- enEnglish
- hiHindi
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