ARUN. C
Mobile: 098********
E-Mail: ****.****@*****.***
Sector
Preference: Financial Services
Professional Synopsis
. A dynamic professional with over 8+ years of experience in Sales,
Business Development, Marketing, and Client Relationship Management of
financial products and services.
. Worked with FRR Shares & securities Ltd As MANAGER SOUTHERN REGION.
. Exposure in handling all marketing/ business development activities,
analysing market trends & establishing healthy & prolonged business
relations with clients, thereby ensuring higher market share.
. Displayed competence in handling key accounts and increased sales through
effective planning and management skills.
. Experience in providing advisory services to HNI clients in investment /
wealth management solutions thereby enhancing returns on investments.
. Possess excellent interpersonal, communication and analytical skills with
demonstrated abilities in customer relationship management.
Organisational Experience
FRR shares & securities ltd, Since june 2011- Apr 2012
Growth path
Manager Southern Region
Accountabilitie
> Heading a team of 25+ people 3 Branches/RO and a network of 7 plus
Franchisees/sub brokers across the state of South India. Working in close
contact with the management in formulating and implementing various
policies.
> Equity & Commodity trading Development of Business across south India.
> Setting up targets and allocating them to various Branch Managers across
South India.
> Analysis of markets and financial instruments presenting conclusions and
recommendations to the customers for need based asset allocation, market
timing and stock selection.
> Catering to the fresh demands of the customers by building up new
informative and user friendly systems.
> Conceptualizing, setting internal deadlines, validating results and
deliverables. Formulizing the policies for Sales to ensure smooth running
of the systems.
> Canalizing Sales Force Effectiveness reports in order to track the
performance of individuals, this also helps in deciding their incentives.
> Training Needs: Created an internal Training team to cater to the ongoing
training needs of the operations and sales personnel.
> Calculation of targets and allocating the responsibilities to the Branch
Manager's.
> Budget allocation and budget monitoring on a Monthly basis for all the
Branch Manager's.
> Team Management - Hiring, training, mentoring, conducting team meetings,
giving feedback and forming teams based on skill sets across all
locations in South India.
> Worked towards the Creation and Implementation of back office systems.
Creation of RMS policy, Account Opening process, Stock & Commodities
processing, Creation of online platform, Sales MIS system etc
> Contributed towards the creation of policies and decision making across
organization.
India Infoline Coimbatore Since May 2010- Apr 2011
Growth Path
Cluster Manager ROTN - PCG
Accountabilities
> Developing strategies to acquire new clients such as Premier Client
Group, Corporate & HNI clients.
> Meeting with clients to discuss their financial objectives and risk
tolerances, presenting tailored solutions.
> Analysis of markets and financial instruments presenting conclusions and
recommendations to the customers for need based asset allocation, market
timing and stock selection
> Review, analyze and restructure client portfolios on an ongoing basis to
maintain the assessed client needs and risk tolerances.
> Preparing monthly, weekly and daily MIS and Commitment Sheet for the team
members; conducting daily meetings with the team.
> Planning & implementing all activities related to marketing, sales and
customer care for the branch.
> Setting the branches targets; leading & motivating the team members to
achieve their targets.
> Reviewing the profitability of team member's performance.
IFIN - IFCI Financial Services Limited, Coimbatore Since May '09
Growth Path
Sr. Manager - Business Development ROTN May 09 - May 10
Accountabilities
> Responsible for Business & Branch development .
> Developing Strategies for Branches development and Sub broker's
development.
> Heading a team of sales,dealer and supporting staff with seven branches, two franchisees
and 9 sitting sub brokers .
> Planning & implementing all activities related to marketing, sales and
customer care for the branches.
> Ensuring high revenue through business development providing required
support branches and sub brokers.
> Setting the branches targets; leading & motivating the team members to
achieve their targets.
> Reviewing the profitability of branches & team member's performance.
> Exploring new areas of business.
> Providing periodic product and service training to team members to update
them.
> Preparing monthly, weekly and daily MIS and Commitment Sheet for the team
members; conducting daily meetings with the team.
> Recruitment, planning, execution and new branch setup for business
development.
Motilal Oswal Securities Ltd., Coimbatore since Apr'05
Growth Path
Business Development Manager - PMS / EAG Apr'05 - Mar'07
Team leader R M- Wealth Management Mar'07 - Feb '09
Accountabilities
> Generating leads by devising & implementing various promotional and brand
building activities.
> Delivering presentations to Corporate and in the branch.
> Developing strategies to acquire new clients such as Corporate, HNI
clients and retail clients every month.
> Handling Trading & D-mat account opening, PMS, Mutual Funds, Commodities.
> Interacted with the clients by producing research reports and making
presentations
> Analysis of markets and financial instruments presenting conclusions and
recommendations to the customers for need based asset allocation, market
timing and stock selection
> Review, analyze and restructure client portfolios on an ongoing basis to
maintain the assessed client needs and risk tolerances.
> Undertaking review function and implementing necessary corrective
actions.
Achievements
> Won the following Awards;
- Outstanding Performance Award for achieving the PMS targets of
the region in December 2007 and January 2008.
- Star Performance Award for exceptional performance in MF
collections and acquiring 1st position all over India in October
2007.
Cholamandalam Distribution Service Ltd., Coimbatore as Sales Executive from
May'04 - Apr'05
Accountabilities
> Implementing the entire gamut of marketing, sales and customer support
activities for the branch.
> Developing strategies to acquire HNI, Retail and Corporate clients;
generating leads.
> Coordinating various events for promoting sales of products and building
the company brand.
> Maintaining monthly, weekly, and daily Target Sheet and Commitment Sheet.
> Structuring the portfolio for different clients; restructuring the same.
> Achieving individual targets set for MF and Insurance.
Educational Credentials
> MBA (Marketing and HR) from C M S College of Science and Commerce,
Coimbatore in 2004.
> Bachelor of Business Management from C M S College of Science and
Commerce, Coimbatore in 2002.
Certifications
> NCFM Certification in Capital Markets. (Dealer Module for Cash Markets).
> NCFM Certification in Depository Operations (DP Module).
> AMFI Module for Advisor of Mutual Funds.
> NCFM Certification in Derivatives Market (Dealer Module).
> NCFM Certification for Commodities.
Personal Details
Date of Birth : 1st December 1980
Address : 13/9 Shakthi Avenue Extension, Tank Road,
Subramanipalayam, G N Mills.
Coimbatore - 641018
Languages Known : English, Hindi and Tamil
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