| Resume |
KEY FUNCTIONAL EXPOSURES
Corporate Finance and Advisory, IPO, Mergers and Acquisitions, Due diligence, Fund raising through Equity and Bond/ Debt Issues, Private Equity placements, Capital Market, Investment management, Project Finance, Appraisals, Underwriting, Broking, Commercial Banking, Cash Flow Management, Risk Management, Investor relations, Derivatives, Asset Management, Private & retail Banking, Credit.
Insurance sales, Business development, Direct and corporate sales, Bancassurance, Key account management, Customer Relationship Management, cross selling, Leadership and Team management, Financial Planning, P & L management, MIS, Wealth management, Operations, Training, Annuities.
Profit Center management, Business Planning, Channel and distribution management, Sales & Marketing, Corporate governance, Customer relations, Profitability, Brand Value, Business Partner.
Partner/ Associate Vice President (Dec,2004 till date)
Max Life Insurance Company, Gurgaon,
Steering the Profitability of the Branch and the region by generating annual revenue of Rs.100 million.
Mentoring 2 Associate Partners (Asst. Branch Managers),24 Agency Development Managers and dotted line reporting of 250 Financial Advisors.
Selected as Valued Player & member of Talent Retention Scheme in the current role of Partner by MD & CEO for Business contribution in 2011,
Consistent track record of leading teams and overachieving (o/ a) targets as follows :
You make a difference Plaque as Partner by Director, Agency for o/ a 117 in 2009,
CEO Council Qualifier, Pan India No.1 Associate Partner for o/ a 360 in 2007,
Executive Council Qualifier, rated in top 3 Associate Partner for ensuring 4 CEO and 1 EC qualifiers in his direct team in 2008,
3 times Champions Meet qualifier in 2006,2007,2008, only employee in the Company to have qualified 3 times in a row,
National Award Winner,2007 for Case rate of 8.08 and Pro-active retention of 64 in the team,
Directly responsible for creating 22 MDRTs, CEOs and EC qualifiers and 1 COT in my team.
Business planning strategies adopted: Co-creating Organizations goal with the team. Align them with their specific objective and actionable. Input action plan is then tracked with measurable timelines. Separate strategies are adopted for any deviations.
Building future pipeline of Leadership by ensuring 8 managers, promoted to Leadership roles.
1. Manager Sales, ING Vysya Life Insurance (June,2003 till Nov,2004)
Always in top 30 and among the most awarded Manager in the Country.
2. Profit Center Head, NIIT Limited (Dec,1998 till May,2003)
Business Partner of NIIT Ltd, Delhi,
Consistently met annual revenue targets of Rs.50 million by engaging in direct sales, corporate sales, channel and distribution management for enhancing Brand image of NIIT.
Recognized as top education center for student satisfaction and fully certified faculties, getting good word-of-mouth, improving market share by 4,
Manage P & L of the branch thus ensuring profitability of up to 18 in initial 3 years,
Actively involved in planning, co-ordination and devising strategies with NIIT to counter competitions, organize road shows and market products through presentations to depts. like Delhi Police and SBI.
3. Senior Manager, Corporate Finance (July,1996 to July,1998)
Weizmann Limited, Mumbai,
Capital Financing for corporate by meeting fund requirements through 2 Bond Issues of Rs.50 million and Rs.100 million respectively,
Managed first Acquisition as category-1 Manager to the Offer as per than SEBI regulations,1997, including match Acquirer and Seller profile, drafting Public Announcement Ad and Letter of offer.
De merger; assisting in hiving-off of our Textile division to another Company, involved in Business valuation, modus operandi, pricing decision and tax implication.
Prepare, monitor and analyze Profitability statements, cash flow management and other financial reports while carrying out due diligence,
Financial Decision Advisory; Advising & drafting schemes for Corporate on meeting fund requirements through Equity, Bonds, NCD, ICD, ECB and Working capital limits.
Project appraisal; conducting financial, risk and economic evaluation of the Project, taking pricing decisions and assisting in Corporate Finance.
Syndicating funds; through Banks, Financial Institutions, HNIs, Corporates and Private equity.
4. Project Executive, Merchant Banking, (April,1994 to June,1996)
Keynote Corporate Services Limited, Mumbai,
One of the three core team member responsible for improving the rank of the Company from 105th to 3rd in the Prime report for number of IPOs lead managed during 1994