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<pre>Array ( [var] => cut_url ) </pre> Resume for Rajiv K. for Manager / Supervisor / Team Leader / Financial Services in Pune, India. Search More Resumes for Manager / Supervisor / Team Leader on #F798OBY72

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Resume for Rajiv K. for Manager / Supervisor / Team Leader / Financial Services in Pune, India

Occupation: Manager / Supervisor / Team Leader Industry: Financial Services
Country: India City: Pune
State: Maharashtra ZIP: 411040

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WingB, Flat, Parmar Pavilion, Near Oxford Village, Wanoworie, Pune , Maharashtra, India
Email: ; Mobile: +/+;
Objective :
Offering + years of rich and diversified experience; seeking managerial level assignments in the field
of Operations / General Management across the industry in India or Abroad.
• Qualified MBA in Marketing & International Business Full Time from NMIMS, Mumbai,
India with incredible experience acquired over the years in diverse areas encompassing Relationship
Management, Client Communications, Investment Banking, Wealth Management and Financial
Services. Currently spearheading as Manager Grade I – Wealth Management with ICICI Bank
• Able to generate revenue from existing relationships; possess exposure across Cash Management
Solution and Wealth Management. Possess excellent knowledge of various financial/ investment
products and market dynamics.
• Experience in steering business development and management operations with track record of
attaining predetermined targets. Through knowledge of Client profiling in different scenario and their
current need analysis. Able to handle HNI clients with the objective of their outmost priority.
• Understanding of the most modern concepts, principles, analytical and problem solving
techniques of International Business Management.
• Undertaken Projects with TATA AIG, Croda Chemicals India Private Limited, Mahindra &
Mahindra, Amul, AstraZeneca, Saint Gobain, Barista &
Caf‰ Coffee Day, Gems & Jewellery etc. as part of academic curriculum.
• Undertaken Summer Internship Project with Indian Oil Corporation Ltd.
• Possess keen business acumen in analyzing and understanding business requirements, customer
value maximization and developing new business processes and revenue streams. Track record in
team management to consistently raise efficiency levels.
Core Competencies:
Wealth Management Government Liaison Portfolio Management Key Account Management
Relationship Management Channel Management Total Financial Solutions Product Marketing
International Marketing Export Promotion Business Development and Strategy Team Leadership
Sharp Analytical Skills
Since May
Manager Grade I – Wealth Management
• Entrusted with the responsibility of handling HNI clients and promote entire range of Investments &
Assets products like Home loan, Auto Loan, Personal Loan, Loan against Securities, Loan against
Properties and services by using proactive sales technique and sales management activities.
• Inculcate a service excellence culture within the bank. Identify opportunities to improve productivity,
efficiency and quality & ensure Bank’s policies, procedures, control and compliance requirements are
complied with.
• Handle the acquisition of new clients comprising of SMEs, Corporate, & every possible resource and
ensured target achievement with respect to desired KPIs of the company.
• Identify and develop new streams for longterm revenue growth and maintaining relationships with
customers to achieve repeat/ referral business.
• Manage Customer Relation Operations & ensuring maximum Customer Satisfaction by providing
clarification of queries.
• Manage the client’s base to increase penetration of wealth management products like mutual funds,
structured products, portfolio management services, life insurance, fixed deposits and bonds to
increase share wallet and improve profitability of the customer base.
Jul – Apr
Relationship Manager Marketing – Government Business
• Established contact and developed relationships in specified number of Central & State departments
PSU’s, District Development OfficersDDO and Municipal Corporation and coordinated with
Government Business Cells, Delhi & various branches/ regional offices/ zonal offices.
• Submitted/ bid for various collection & payment mandates in the above entities to achieve specified
average balances and arranged for data for Government remittances.
• State Coordinator for Rest of Maharashtra for opening of accounts of various Government
Corporations / Institutions and Central Ministries Schemes with the branches in the state.
• Identified and mapped the government business opportunities pertinent to the specific geography and
capitalize all avenues to build relationships.
• Trained relevant branch personnel & oversee mandate execution on a sustained/continuous basis for
smooth servicing.
• Captured the saving accounts of employees of the Govt. Ministries / Corporations and to fulfill their
basic banking needs & cross selling of products.
May – Jul
Export Executive Sales
• Meticulously managed operations across Hungary, Poland, Jordan, Lebanon, Syria, Oman and Libya
and looked after their corporate strategy, sales & services, procuring new customers as well as
educated the customers about the product launch & technology and ensured wide distribution of
products through effective market penetration, brand promotional activities and programs.
• Effectively designed the methodology of the customer/market feedback and analyzed the same for
further improvement. Ensured strict adherence to systems, procedures, credit & other policies
governed by the company. Gained understanding to statutory and regulatory requirement for the
country of export.
• Actively involved in developing and appointing new channel partner to expand product reach & better
coverage in the market place & coordinating withÊdistributors to assist them to promote the product.
• Generated the indents in SAP Business One, after the receipt of order and coordinated with the factory
till the dispatch. Responsible for payment collection, negotiation and follow up with the customers.
Confirmed Performa invoices & clarified terms & conditions and Confirmed with documentation
department for the receipt of payment and also that shipment details provided to customer.
• Coordinated with esteemed designers for making Organization’s Stall, participating in
AUTOMECHANIKA, Frankfurt, Germany.
Mar – May
Business Executive
Nov – Oct
Sales Executive
Master in Business Administration, Marketing & International Business
Narsee Monjee Institute of Management Studies, Mumbai, India CGPA ./
Bachelor of Science, Zoology Hons.
Bihar National College, Patna University, India .%, Topper in Final Year
Diploma in Software Technology
Beltron Comptek, Patna, India .%
Kendriya Vidyalaya, Central Board of Secondary Education, Patna, India %
Kendriya Vidyalaya, Central Board of Secondary Education, Patna, India .%
• Completed Refresher Course on Investment Knowledge and Sales Skills by Union KBC Asset
Management Company Pvt. Ltd.
• Undertaken Wealth Management Academy WMA Training by ICICI Bank Ltd.
• Successfully completed Module VA: Mutual Fund Distributors Certification Examination by National
Institute of Securities Market NISM.
• Insurance Regulatory and Development Authority IRDA certified for Life Insurance.
• th Certificate ExportImport Training Programme organized by Maharashtra Chamber of Commerce,
Industry & Agriculture MACCIA, Mumbai, India.
Computer Proficiency
Windows, MS Office, Internet Applications
Projects Undertaken
|Company |TATA AIG Life Insurance Company Limited |
|Duration |Oct – Nov |
|Synopsis |Gained insight on Business development / strategies / activities and recruiting, |
| |headhunting, motivating and developing of prospects to make a strong distribution |
| |channel. |
|Company |Croda Chemicals India Private Limited |
|Duration |Sept – Nov |
|Synopsis |Understood the Determination of export procedure of chemicals to ASEAN countries especially |
| |Indonesia, Philippines & Thailand. Also study of environmental, legal and political factors |
| |influencing chemical import in those countries. |
Other Projects

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