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Manager Life Insurance

Location:
Delhi, India
Posted:
July 30, 2020

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Resume:

SAMIT RAMESH POTE

Mumbai, Maharashtra, India

+91-992******* adeydz@r.postjobfree.com; adeydz@r.postjobfree.com

Skype Id: happysuhu13 Best time to call: 6:00 P.M. – 9:00 P.M.

Seeking challenging assignments in the field of Banking/ BFSI domain to leverage experience and expertise with an organization of high repute

SUMMARY

Dynamic and resourceful Banking Professional with more than 16 years of experience in Branch Operations, Sales and Marketing in Banking and Financial Services

Proven expertise in prudent asset allocation techniques gained through investment advisory and financial planning services to overseas and NRI clients

Broad understanding of both domestic and world market and economics, and demonstrates the comfort in selling various financial investment ideas

Ability to provide investment advice on Mutual Funds, Stocks, Cash-Future-Options, Commodity, Real Estate, Portfolio Management, Mortgage, Lease Rental Discounting, Life and General Insurance

Researched credit histories of clients to decide feasibility on lending loans, mortgage programs and a comprehensive knowledge of conventional and government loan programs

Skilled in maintaining customer files developing lists of prospective clients and creating mortgage checklists

Adept in sales & marketing with exposure in tapping business prospects, analyzing their requirements, rendering guidance to the clients and negotiating (commercially) for generating business

A keen planner, strategist & implementer with excellence in establishing & managing the entire Banking Operations and Branch Banking

In-depth knowledge of banking products and banking industry practices, process and procedures as well as regulations related to quality control

Increased revenue, profit & portfolio through expertise in business development, relationship building, developing / nurturing new markets and providing exceptional service

Adaptable with good communication & interpersonal skill, proficient in analysis & decision-making, demonstrates ability to work effectively in the highly competitive service industry

SKILL SET

Financial Planning

Revenue Planning

Branch Merchandising

Credit Appraisal

Investments & Assets

Wealth Management

Mortgage Policies

Business Development

Branch Management

Sales & Marketing

Key Account Management

Global Banking Practices

Portfolio Management

People Management

Strategic Planning

Investment Advisory Services

Stock Broking and Mortgage Broking

Insurance Advisory Services

Client Relationship Management

Wealth and Portfolio Management

Banking Products & Services

Bank Regulations & Procedures

Banking Operation Management

Policy & Procedure Development

EDUCATION

Bachelor in Engineering - Production, Mumbai University - 2004

Diploma in Production Technology, Vartak Polytechnic, Vasai - 2000

EXPERIENCE

Organization

The Kotak Mahindra Bank Ltd., Mumbai May 2017- Present

Designation

Branch Head (Chief Manager)

Grade

Chief Manager

Key deliverables

Acquisition of new to bank customers for assets Business CA accounts

Handling entire customer relationship and client needs

Managing a portfolio for Assets

Responsible for the branch team size of 12 people including operations

Shouldering the Branch responsibility with business mix of 200Crs with, and deposits of 50 crores.

Sourcing of working capital cases, profiling the case and preparation of credit sheet( Credit appraisal )

Spearheading third party business generation ( e.g. Health, Life and Non-Life Insurance, Trading a/c etc) month on month business of 10 lacs

Organization

The Saraswat Co operative Bank Ltd., Mumbai Oct 2015 –May 2017

Designation

Branch Head (Sr. Branch Manager)

Grade

Deputy Chief Manager

Key deliverables

Acquisition of new to bank customers for assets Business CA accounts

Handling entire customer relationship and client needs

Managing a portfolio for Assets

Responsible for the branch team size of 14 people including operations

Shouldering the Branch responsibility with business mix of 290Crs with advances of 40-50 Crs and deposits of 245-250 Crs.

Sourcing of working capital cases, profiling the case and preparation of credit sheet( Credit appraisal )

Spearheading third party business generation ( e.g. Health, Life and Non-Life Insurance, Trading a/c etc) month on month business of 10 lacs

Organization

Janakalyan Sahakari Bank Ltd., Mumbai Dec 2013 - Oct 2015

Designation

Branch Head (Sr. Branch Manager)

Grade

Deputy Chief Manager

Key deliverables

Acquired new to bank customers for assets Business CA accounts

Handled:

oThe entire relationship and needs of the clients

oA portfolio for Assets

oThe branch team size of 26 people including operations

oThe Branch with business mix of 320 Crs.

Sanctioned cases in BM powers till 50 Lacs

Organization

Deutsche Bank AG, Mumbai Aug 2012 - May 2013

Designation

Business Banking Relationship Manager

Grade

Analyst

Key deliverables

Dealt in Trade and Forex

Serviced portfolio clients end to end

Organization

Kotak Mahindra Bank Limited, Mumbai Aug 2007 - Jul 2012

Designation

Manager (Business Banking Sales) Aug 2010 - Jul 2012

Manager (PL Collections) Aug 2007 - Aug 2010

Grade

Manager

Key deliverables

As Manager (Business Banking Sales)

Managed Bank Branches (Nos-8) for business

Monitored the Leads and Lead generation

Coordinated with Relationship Officers Business banking managers for big ticket size Leads. Interaction with Branch Managers on regular basis

Met the high net worth customers personally for meeting the client needs and best fit him.

As Manager (PL Collections)

Handled Salaried PL soft(Aug07-Apr08)

Consistent average achievement in Sal.PL-90%+

Training Modules conducted for Agencies

Evaluated the Agency Performance

Handled Business loans 5.25+agreement value with average efficiency of 94%+

Managed Business Loans entire Mumbai below 5.25 lac agreement value with average efficiency of 84%

Taking active participation in Branch Audits

Handled big size tickets 0-30 buckets for entire Mumbai Region

Organization

Bharti-Axa Life Insurance, Mumbai Apr 2007 - Jul 2007

Designation

Agency Manager

Key deliverables

Handled recruitment activities

Monitored agent activation & productivity

Organization

Reliance Life Insurance (ADAG),Mumbai May 2006 - Mar 2007

Designation

Sales Manager

Key deliverables

Handled:

Promotional activities

Sales satisfaction Index

Organization

Link way Honda, Mumbai Jul 2004 - Apr 2006

Designation

Sales & Marketing Executive (Customer Service Quality)

Key deliverables

Handled:

oSales satisfaction Index

oHandling Car finance and General Ins

Organization

Hyundai – Modi Motors, Mumbai Dec 2003 - May 2004

Designation

Technical Service Advisor, Customer Service Executive – Sales

Key deliverables

Prepared Job Card (Vehicle Inventory)

Conducted technical inspection of the vehicle

Organization

Tata SSL (Special Steels) TISCO, Mumbai Mon 2003 - Mon 2003

Designation

Apprentice Trainee

Key deliverables

Prepared Production Chart on Excel

Handled Computer Drawings on CAD

LANGUAGE SKILLS: Proficient in English

PROJECTS HANDLED

Company

Janakalyan Sahakari Bank Ltd., Mumbai

Project Title

CC/OD/Bank Guarantee/LC/LC Discounting/Bill discounting/LRD/FCTL/Buyers Credit, Working Capital Loan etc.

Ticket size worked upon

o50 lacs to 25 Crs all product mix

Company

Saraswat Cooperative Bank Ltd., Mumbai

Project Title

CC/OD/Bank Guarantee/LC/LC Discounting/Bill discounting/LRD/FCTL/Buyers Credit, Working Capital Loan etc.

Ticket size worked upon

o50 lacs to 25 Crs all product mix

Company

Deutsche Bank AG, Mumbai

Project Title

Project Worked Upon: BL/CC/OD/LAP/Bank Guarantee/LC/Buyers Credit, Working Capital Loan etc.

Ticket size worked upon

oPL -10L and above

oBL – 25L and above

oCC & other combination -50L to 25 crs

Company

Kotak Mahindra Bank Limited, Mumbai

Project Title

PL/BL/CC/OD/LAP/Bank Guarantee/LC/Buyers Credit, Working Capital Loan etc.

Ticket size worked upon

oPL -10L and above

oBL – 25L and above

oCC & other combination -50L to 25 Cr

oLAP – 50L and above

Project Title

Collections of PL/BL/OD/CC/LAP

References are available upon request



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