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DHEERAJ SHARMA Contact No.: M: +919872304236, 0183-2562865. Email: [email protected] Channel Management Business Development Client Relationship Branch Head ASST VICE PRESIDENT HDFC BANK LTD Nagar ( Ludhiana) BRANCH SINCE FROM Jun 2013 To Till Dated Responsible for branch operations and effective audit management activities. Managing costs for the branch, smooth business functioning, and successful implementation of various practical and strategic business initiatives as other key responsibilities. Responsible for achieving business targets for the branch through building a productive Team. Effective management of Relationship Manager's in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust business unit.. Handling team of PB sales/ Teller who are having a strong HNI client base. Making relationships with clients and effectively addressing towards their problems and complaints. Planning and Implementing all the marketing, sales and customer care related activities for the branch Set and achieve branch targets Manage productivity of the branch Staff and sales staff Monitor and review their performance and take corrective action Ensure compliance of the branch audit and regulatory standards Supervision and administration of the branch Establish and maintain high standards of sales quality, as measured by productivity, customer Complaints and Cross selling business. Selling Insurance through Branch staff sales targets. Development of professional Standards in the adviser team by regularly training them on product. Attainments@ HDFC BANK LTD Achieved the CDO Contest in Pan India for the month of Jun 2014. Last year Achieved branch YOY 200 % on all parameter and get rating one 2014. Won the certificate of Appreciation from HR & HOS for the December Month 2015. Achieved YTD 500 % on Asset product target in the month of November 2014. Won the certificate from HOS for the quarter Achievement of JFM 2016. Achieved 100% target for the First & Second Quarter for Third party Product in the month of 2014-2015. Won the Certificate of Appreciation form HR for the employee of Months March & June 15 Area Head in Alternate Channel BHARTI-AXA Life Insurance Co Ltd Channel From January 2012 to June- 13 (Jalandhar)Punjab

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Page 1: DHEERAJ SHARMA

D H E E R A J S H A R M A Contact No.: M: +919872304236, 0183-2562865.

Email: [email protected]

Channel Management Business Development Client Relationship

Branch Head ASST VICE PRESIDENT HDFC BANK LTD Nagar ( Ludhiana) BRANCH SINCE FROM Jun 2013

To Till Dated Responsible for branch operations and effective audit management activities. Managing costs for the branch, smooth business functioning, and successful

implementation of various practical and strategic business initiatives as other key responsibilities.

Responsible for achieving business targets for the branch through building a productive Team.

Effective management of Relationship Manager's in the office leading to creation of a cohesive business unit along with other functional representatives in the branch to create a robust business unit..

Handling team of PB sales/ Teller who are having a strong HNI client base. Making relationships with clients and effectively addressing towards their problems

and complaints. Planning and Implementing all the marketing, sales and customer care related

activities for the branch Set and achieve branch targets Manage productivity of the branch Staff and sales staff Monitor and review their performance and take corrective action Ensure compliance of the branch audit and regulatory standards Supervision and administration of the branch Establish and maintain high standards of sales quality, as measured by productivity,

customer Complaints and Cross selling business. Selling Insurance through Branch staff sales targets. Development of professional Standards in the adviser team by regularly training

them on product.

Attainments@ HDFC BANK LTD

Achieved the CDO Contest in Pan India for the month of Jun 2014. Last year Achieved branch YOY 200 % on all parameter and get rating one 2014. Won the certificate of Appreciation from HR & HOS for the December Month 2015. Achieved YTD 500 % on Asset product target in the month of November 2014. Won the certificate from HOS for the quarter Achievement of JFM 2016. Achieved 100% target for the First & Second Quarter for Third party Product in the

month of 2014-2015. Won the Certificate of Appreciation form HR for the employee of Months March &

June 15

Area Head in Alternate Channel BHARTI-AXA Life Insurance Co Ltd Channel From January 2012 to June- 13

(Jalandhar)Punjab

Look after the sales of Strategic Initiatives Alternate Channel. Handle the sales Team of MP,AP and CEC ( CORPORATE CHANNEL) Handle the Area in Punjab, Himanchal and Delhi Area. Driving the branch performance by conducting profitability analysis, rendering

sustained advisory services for securing high ROI and increasing retention levels. Strategic Planning (Long and Short-term) for the Branch and Area level. Identifying prospective clients from various sectors generating business from the

existing, thereby achieving business targets Active contribution in forecasting and other financial activities with respect to my

products.

D H E E R A J S H A R M A

Page 2: DHEERAJ SHARMA

LOCATION HEAD (JALANDHAR) – Tata Aig Life Insurance Ltd (Since Jan 2010 To Jan 2012

Achieved 100 % Target in the months of December (Hoshiarpur branch) Driving the branch performance by conducting profitability analysis, rendering

sustained advisory services for securing high ROI and increasing retention levels. Monitoring the team of 2 Business Associated Manager & 2 Asst Business

Associated Manager and 1 EABAM(Executive Business Associated Manager) for the Branch sales.

Actively involved in driving massive recruitments & generating business through a distribution force across the region.

Conducted regular class room training, motivational exercises and on the job coaching to the team/ distribution/ partners on various soft skills, regulatory and other industry related functions.

ATTAINMENTS @ TATA AIG

Won the certificate of Appreciation from Cluster Head for the Target Vs Achievement for the month of March 2010.

Won the SVP Challenge for activation as well as max No. of NOP for the month of July 2011

Won the certificate from Regional Manager for the month of August achievements in all the business parameters…

Won the certificate of Appreciation from Cluster Head for the Target Vs Achievement for the month of August 2011.

Won the lots of Cash Prize and Branch Level Gifts from Regional Level and as well Cluster Level…..

Won the Atlas Award for the Top Location Head for month of Aug 2010. Won the certificate from Regional Manager for the quarter Achievement of JFM 2011

BRANCH MANAGER (MANSA) – BIRLA SUNLIFE ( Since Nov 2008 To Dec 2009

Monitoring the team of 11 Agency managers & 2 Senior manager for the Branch sales.

Promoted One MDRT in December Month 2009.. Joint working with the team to give them the motivation to move in field. Provide customers with the required information about different schemes and

structure-customized solutions for them.. Identifying prospective clients from various sectors generating business from the

existing, thereby achieving business targets Active contribution in forecasting and other financial activities with respect to my

products. Building & maintaining healthy relations with major clientele, ensuring maximum

customer satisfaction by achieving delivery & quality norm. Create, implement, and continually review a financial plan designed to help the

branch clients pursue their long-term goals. Recruitment and training of sales team and insurance consultants to deliver quality

service in the market and achieve revenues..

D H E E R A J S H A R M A

CENTRE MANAGER - RELIANCE MONEY ( JAN 2006 To OCT -2008 )

Empanelling & Driving Franchisee channel–Base Product on-line & offline Trading Accounts (Equity,Commodities & forex)

Page 3: DHEERAJ SHARMA

TPD-Life Insurance, General Insurance, Mutual Funds & Credit Cards. Area- Jallandhar,Hoshiarpur,Chintpurni, Mahalpur, Pathankot,Dasova,

Mukheriaa,Batala,Gurdaspur, Denanagar, Sujjanpur, Ludhiana, phagwara, Khanna, Sirhand,

10 Relationship Officers Placed at Web Words for selling Financial Products. Presently handling Ludhiana, phagwara, Khanna, Sirhand, & Web Worlds. 15 PFC (Personal Financial Consultant) For Life, General and Mutual Funds. 16 BDE (Business Development Executive) to boost the broking business

through corporate sales.

ATTAINMENTS @ R-MONEY

Ranked 2nd in Pan India for the Month of February and March. Only Centre Manager in Punjab Region to qualify all the contests launched by the

company. 4 Bde of my team got promoted as ACM( Associate Centre Manager ) in addition to

One PFC as Sales Manager in Reliance Life Insurance Company ltd.

AGENCY MANAGER -ICICI BANK (May 2003-Jan 2006)

Handled 4 Districts of North Punjab (Gurdaspur, Amritsar, Jalandhar, Kapurthala) Taking the reporting of Sr. Sales Executives recruited at various locations in my

territory. To look after the sales of Personal Loan and Loan against Property. Organize events to promote sales of Loan and Loan against property case. Achievements: Got Double Promotion as Team Manager within 18 months Achieved 110% target of the company Ranked No. 1 position throughout Punjab in collections.

ACADEMIC CREDENTIALS

2007 MBA (Marketing) CSJM Kanpur University

2004 BBA CSJM Kanpur University

2001 DCA Sikkam Maipal University

PERSONAL VITAEDate of Birth : 15th June 1983

Languages Known : English, Hindi & Punjabi

Permanent Address : #19, Street No-1, guru harkishan Avenue, Opp Khalsa

Public School, Amritsar -143001 Punjab

REFERENCE: Available on request