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SAHIL BAJAJ Mobile : 09873690672 Email : [email protected] Seeking assignments in Business Development and Managing Clients CAREER CHRONICLE A dynamic professional with more than 10 years of experience in Business Development, Customer Relationship Management and Channel Sales in the finance sector. Associated with Birla AMC as National Distributor Channel Head. Previously worked with Reliance Money Ltd.as Branch Head , and with Kotak Mahindra Bank as Business Development Manager. Co-ordinated team & target realization for Life Insurance, Mutual Funds, General Insurance & d-mat accounts. An Out-of-the-Box Thinker with a proven track record of increasing revenues, establishing franchises networks, streamlining workflow and creating a team work environment to enhance productivity innovatively for reputed business houses. Conducting training programme for Advisors/ personnel to impart product & selling skills and how to grow within the organisations by the compilations of different goal sheets. Resourceful at maintaining cordial relations with customers & intermediaries and providing value added customer service, ensuring customer delight. Possess excellent interpersonal, communication and organisational skills with proven abilities in team management, customer relationship management and planning. CORE COMPENTENCIES Business Development Identifying New business areas, segments for marketing of financial products. Prospective clients, enhance business from new accounts to achieve profitability. Cultivating relationships with the Advisors for promoting financial solutions & Products & with HNI clients. Reviewing & interpreting the impact of financial changes and attuning strategies accordingly; with focus on retaining the existing clients & developing new ones. Managing brand awareness/advertisement to increase top of the mind recall. Customer Relationship Management Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. Attending to investors/ clients (individuals/corporate clients) concerns & complaints and undertaking steps to resolve them effectively. Interacting with the customers to gather their feedback regarding the products utilities. Maintaining cordial relations with customers to sustain the growth and profitability of the business. Man Management

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Page 1: resume

SAHIL BAJAJ

Mobile : 09873690672Email : [email protected]

Seeking assignments in Business Development and Managing Clients

CAREER CHRONICLE

A dynamic professional with more than 10 years of experience in Business Development, Customer Relationship Management and Channel Sales in the finance sector.

Associated with Birla AMC as National Distributor Channel Head. Previously worked with Reliance Money Ltd.as Branch Head , and with Kotak Mahindra Bank as Business Development Manager.

Co-ordinated team & target realization for Life Insurance, Mutual Funds, General Insurance & d-mat accounts.

An Out-of-the-Box Thinker with a proven track record of increasing revenues, establishing franchises networks, streamlining workflow and creating a team work environment to enhance productivity innovatively for reputed business houses.

Conducting training programme for Advisors/ personnel to impart product & selling skills and how to grow within the organisations by the compilations of different goal sheets.

Resourceful at maintaining cordial relations with customers & intermediaries and providing value added customer service, ensuring customer delight.

Possess excellent interpersonal, communication and organisational skills with proven abilities in team management, customer relationship management and planning.

CORE COMPENTENCIES

Business Development Identifying

− New business areas, segments for marketing of financial products. − Prospective clients, enhance business from new accounts to achieve profitability.

Cultivating relationships with the Advisors for promoting financial solutions & Products & with HNI clients. Reviewing & interpreting the impact of financial changes and attuning strategies accordingly; with focus on

retaining the existing clients & developing new ones. Managing brand awareness/advertisement to increase top of the mind recall.

Customer Relationship Management Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service

quality norms. Attending to investors/ clients (individuals/corporate clients) concerns & complaints and undertaking steps

to resolve them effectively. Interacting with the customers to gather their feedback regarding the products utilities. Maintaining cordial

relations with customers to sustain the growth and profitability of the business.

Man Management Managing the team and productivity through proper profiling and value addition. Allocating jobs and

ensuring proper rotation among the staff to develop back up for each job at the branch.

Preparing annual performance appraisals of staff members. Mentoring members thereby ensuring the timely achievement of group & individual targets.

ORGANISATIONAL DETAILS

Page 2: resume

Since 10th Sept ’07 till date in Birla AMC ltdThe Accountabilities:Managing

- Making new channel partners to promote the business- Managing Existing distributor relationship- Assisting channel partners to convert potential clients- Organizing Event’s to promote relationship and business- Conducting Training session’s on regular interval to update distributor’s knowledge- Managing Team and access there productivity on regular basis

Since 1 Feb’06 to 30august’07 at Reliance Money Ltd. as Branch ManagerThe Accountabilities: Managing

− Channels and team at Noida, for the online trading account and other financial products.− Channel-R World and Generating business from R World -PFS desk.− Team of Agents-Remissar, Relationship Officers and PFCs.

Developing Franchise according to the Specification for Online and other financial product and driving a solution set across development teams through market requirements.

Co-ordinating team management for Life Insurance, Mutual Funds, General Insurance and d-mat accounts. Activating channels-Web Express, R-World, Franchise and generating business.

The Attainments: Installed Kiosks at commercial places according to the market requirement. Analyzed potential partners relationships for the product and its related services. Awarded with money spinner trophy twice for best region.

13th June’05 to 31stJan’06 at Kotak Mahindra Bank (home loan) as Business Development Manager.KOTAK MAHINDRA BANK is one of India’s largest private sector enterprises, extensively engaged in banking sector and services related to financial investments-Home Loans and life Insurance business.

The Accountabilities: Co-ordianting different channels for general and corporate selling of Life Insurance products. Recognized as sole representative of home loan branch from Life Insurance department, who handled sales

of General & Corporate Life Insurance Investment.

The Attainments: Won a Laptop for the Kotak Mahindra, Mumbai branch for best performance.

EDUCATION

PGDBM (Marketing and International Business) from Rai Foundation in 2005. Bachelors of commerce from D.A.V College, Kanpur (CSJM University) in 2003 AMFI CERTIFIED

PROJECT AND SUMMER INTERNSHIPSummer InternshipCompany : Akai Consumer Electronics India Ltd, Delhi Duration : 2 monthsDescription : Case Study

Project : Study of different components of AKAI T.V and market strategies.

PERSONAL DETAILS

Date of Birth : 15/12/1981Permanent add : Royal garden estate EDEN-2 sec-61 Noida-201301