MANISH JAIN

In quest of assignments in Sales/Marketing/Business Development with a frontline organization

A 18+ Years of experience in Sales /Marketing Operations &Business Development. Wealth management professional with strong background in financial planning, investment strategies, and client relationship management. Adept at collaborating with teams to deliver tailored financial solutions, ensuring client satisfaction, and driving results. Known for adaptability, analytical skills, and client-focused approach in dynamic environments. Skilled in asset allocation, risk assessment, and portfolio management.

• Date of Birth: 10/13/81
• Marital Status: Married

• AVP-Pioneer, IndusInd Bank, Mohali, Punjab, 11/01/20, Present, Generate revenue from 3rd party product and other cross sell, Customer Contactability and service, Bringing new clients to bank, Build relationship with the existing HNI, Provide Customized Investment advisory to various customers by documenting their risk profile & associating his Business Requirements., Sourcing new client base through savings as well as Current accounts., Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio
• Senior Manager-Imperia, HDFC Bank, Chandigarh, UT, 08/01/19, 11/01/20, Generate revenue from 3rd party product and other cross sell, Customer Contactability and service, Bringing new clients to bank, Build relationship with the existing HNI, Handling a portfolio of 140 crs with a client base of 125 Families, Provide Customized Investment advisory to various customers by documenting their risk profile & associating his Business Requirements., Sourcing new client base through savings as well as Current accounts., Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio
• Senior Manager-Yes FIRST, YES Bank, Chandigarh, UT, 03/01/19, 08/01/19, Generate revenue from 3rd party product and other cross sell, Taking care of MEB and MDAB, Customer Contactability and service, Bringing new clients to bank, Build relationship with the existing HNI, Handling HNI Clients of 6-7 Branches, Suggest innovative products and product bundles to the product team based on market / customer needs., Provide Customized Investment advisory to various customers by documenting their risk profile & associating his Business Requirements., Provide investment advisory on various products i.e., F.D/Debt, Forex, Credit /Business loans, Equity/Debt-M.F, Alternate assets (PMS, P.E, Structured products, LAS, LAP, etc, Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
• Burgundy Relationship Manager, Axis Bank, Mohali, Punjab, 10/01/15, 12/01/18, Generate revenue from 3rd party product and other cross sell, Taking care of MEB and MDAB, Customer Contactability and service, Bringing new clients to bank, Build relationship with the existing HNI, Handling HNI Clients of 6-7 Branches, Suggest innovative products and product bundles to the product team based on market / customer needs., Provide Customized Investment advisory to various customers by documenting their risk profile & associating his Business Requirements., Provide investment advisory on various products i.e., F.D/Debt, Forex, Credit /Business loans, Equity/Debt-M.F, Alternate assets (PMS, P.E, Structured products, LAS, LAP, etc, Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
• Branch Manager, ICICI Securities, Chandigarh, UT, 02/01/15, 10/01/15, Prime Focus to generate revenue from direct equity and through third party products., Build relationship with the existing HNI - (AVG AUM>40-50 LAKHS) & MNI(AVG AUM>15-40 LAKHS), Providing Customer Service to key acts of the branch of 320 out of base of 6500 customer base by Conducting Financial & Tax planning sessions and also train the customers how to select the scripts and on what basis., Responsible for revenue generation from teams performance through the brokerage given from the branch customers through trading, bringing center into profits month on month, Handling a team size of 5 Relationship Managers, Responsible for generating revenues with a mix of online and offline revenue., Taking care all compliance parameter, Conducting training for the Relationship Manager on regular basis, Planning and implementation of schemes for higher revenue generation, Taking care of all Multi products Like MF, LI, GI, Mortgage, Home Loans
• Branch Manager, Reliance Capital Asset Management Ltd, Kota Region, Rajasthan, 04/01/11, 01/01/15, Responsible for management of team members and general office operations., Recruit and direct employees, supervise workloads, and oversee client relations efforts., Spearhead team meetings and motivate staff. Organize orientations and new-hire training., Responsible for training and ongoing development of sales staff., Conducting Investor and Distributor Awareness Programs on monthly basis., Heading a branch with a team of 1 RM, 1 Branch Operation Executive, and a sales trainee., Conduct training and other knowledge series and motivational workshops for RMs-within the team and distributors., Design local contest and incentivizing program to garner more business., Identify potential Corporate clients for selling debt products., Maintaining HNI’s portfolio., Ensure highest level of service standard from operations team by monitoring reports like-NIGO, Rejection reports, CRM Next., Interact with Banks, ND’s & IFA’s for Training & Knowledge updating sessions on a weekly basis., Designed and distributed a monthly calendar of deliverables to effectively guide direct reports in their responsibilities and goals., Conduct performance reviews with the management team, in line with company guidelines, to identify strengths and development needs taking appropriate action to support development or below standard performance using personal development plans and setting clear objectives., Researched and analyzed marketplace, assessing industry trends and conducting competitive analyses to ensure proper positioning of products and services., Analyzed market and reported opportunities to senior management., Focusing on cost cutting, customers likes, dislikes, and changing market with changing economic trend. Handling customer’s escalations., Responsible for sales performance of branch., Focus on Branch profitability and developing long term relationship with customers.
• Sales Manager (Bancassurance), Aviva Life Insurance company Limited, Chandigarh, UT, 04/01/10, 12/01/10, Channel Sales. Primary responsibilities include team handling & selling life insurance products of the company into open market through Bank of Rajasthan Ltd., Managing the team of 6 on roll executives with eight branches of Bank of Rajasthan Ltd., Goal setting & review of the executives under me on regular basis., Goal setting of the branch employees and BMs by downloading their contest and deficits of targets., Guide executives in forming strategies for segment wise penetration of banker’s data., Giving presentations in various organizations and making employees aware of insurance products., Direct sales i.e. selling of life insurance policies & tax planning., Provide training to executives and branch employees on process and new products., Monitor compliance and proper customer servicing for healthy retention of business & customer.
• Business Development Manager, Birla Sunlife Insurance Company Limited, Chandigarh, UT, 06/01/07, 03/01/10, Appointing Advisors and Business Mentors., Handling Team of Insurance Advisors., Motivating Them for Better output., Train them to generate life insurance Business., Manage them to achieve the specified targets.
• Associate Manager – Channel Sales, Kotak Mahindra Life Insurance Co. Ltd., NCR, Delhi, 11/01/05, 05/01/07, Successfully handled the sales operations in NCR and Central Region., Stream lined the back office operations for my Corporate Agent (SAFE GUARD, SECURE LIFE)., Managing activities pertaining to non –medical underwriting in all portfolios., Risk analysis of proposals., Handling advisor recruitment process., Publish MIS reports as per unit guidelines., Providing customer service support and attending all customers, sales queries and issues regarding the product/services., Escalate exceptional cases within 24 hours., Participate and promote the organization vision, values and culture., Screening & processing the proposals forms.
• Business Development Executive (Corporate Salary Account), Industrial Development Bank of India (IDBI), Chandigarh, UT, 12/01/04, 11/01/05, Managing priority banking and customer services operations and Back-office operations., Driving initiatives for new account acquisition and strategic management of premium current accounts for the priority Banking segment., Handling Corporate Salary Accounts., Direct Sales, Corporate Sales., Motivating, mentoring, guiding and monitoring executives to achieve operational goals.

IRDA and AMFI Certified