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Pankaj Tripathi

Email:adh66h@r.postjobfree.com (Vancouver BC,Canada +1-408-***-****) FINANCE AND SALES PROFESSIONAL

Senior sales, Marketing, Finance and Banking professional with over 17+ years of experience in Retail Branch Banking, Forex, treasury management, financial planning and execution. Extensive and proven experience in managing teams, meeting tough deadlines, and achieving growth targets.

Experience in technology enablement’s- SAP FICO,MS - DOS, FoxPro, MS Office, C++, JAVA, Adobe Acrobat

Core Skill competencies:

Retail Branch Banking, Finance, Quick Book, treasury management, Life Insurance, Revenue growth, regulatory compliance, internal audits, customer service, financial product portfolio management, team management, SOX compliance, Asset, Mutual Fund. IT Consulting, Recruitment, Team Leadership Management, Vendor Management, Good Communication Skill, Problem Solving Skill, Leadership Skill, Time Management, Decision-Making Skill, Prioritization and delegation Skills.

Personal Strengths:

Multi Lingual (English, Hindi), communication skills, team leadership, discipline, team player, resourceful, organizational skills

PROFESSIONAL EXPERIENCE

Great River Financial Services Inc : ( March 2020 – Present ) Vice President : Leading and motivating subordinates to advance employee engagement develop a high performing managerial team. Overseeing all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission.

• Act as the figurative Head of the organization when communicating with Stakeholder and Business Partner and Govt Entities.

• Lead the development of the organization Long-and short-term strategies.

• Manage overall operations and make major decisions affecting the organization.

• Manage the organizations resources

• Negotiate or approve agreements and contracts for the organization.

• Formulate various plans to achieve success with each client & desired metrics.

• Develop effective strategies for growing contingent staffing (MSP/VMS Contingent labor programs) business •

2 Finance Customer Orientation Result Oriented

• Developing and executing effective sales and marketing strategies designed to gain new business

• Demonstrate strong ability to manage multiple sales opportunities simultaneously

• Evaluating the geographical area concentrating on profitability of proposed accounts and chosen industry sectors

• A proven sales driver with experience consistently exceeding revenue and budget growth and objectives, specifically in the staffing industry

• Ability to achieve profitable sales development and growth through management and development of an assigned territory

• Work with the account team to develop comprehensive commercial business proposals (VPA)

• Manage cross-functional resource involvement.

• Provide strategic planning and lead sales, account teams, and engineering.

• Manage business development initiatives for USA,Canada,India.

• Prepare meetings, bookings, and gross margin objectives.

• Interface with customers.

• Collaborate with the sales team on account/prospect strategies, negotiating contracts, and closing sales.

• Handle all quoting and sales order processing.

• Interface with the operations team to meet delivery requirements. • Enhance technical communication and information flow between Field and Product Teams. Communicates customer info on applications.

• Manage the GPS team (product support, technical pubs, and training).

• Ensure new product designs are serviceable, FRUs are identified, customer & FSE training strategies are defined, and required documentation is created and maintained.

• Conduct pricing and margin analysis.

• Conduct calls with field technical teams to assess current and projected needs.

• Engage with customers and leading researchers and keep up-to-date with industry technology trends.

• Define new products and attain product requirements, including Market Requirement Statement and Product Roadmap.

• Develop and improve tools, systems, processes, and procedures to increase marketing automation, efficiency, and effectiveness.

• Provide product positioning and messaging to support marketing communications content, creation of collateral, website, and other materials. Qualifications: 3 Finance Customer Orientation Result Oriented

• Create an environment and culture that focuses on fulfilling the company’s mission, vision, and values

• Ability to demonstrate companies’ value and product to strategic investors

• Operational management of all business departments

• Develop business prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; and accumulating capital to fund expansion

• Ensure the company is staffed with well-trained, quality, and engaged employees at all times; work closely with the executive management team to develop effective hiring, training, and compensation plans to retain our quality talent; and lead and mentor staff, engaging and empowering them to be successful in serving customers

• Oversee financial performance and risk profile while ensuring that all of the regulatory obligations are met; manage the design and implementation of new products and services, and oversee brand development and the implementation of effective marketing strategies

• Represent the company at important business functions, community events, industry training and events, and networking opportunities

• Ensure quality metrics are achieved through sound business processes following regulatory agency guidelines

• Focus on consensus building efforts and strategic planning

• Ensure the timely submission of month-end financial and operational reviews, contributes to the development of and participation in corporate-wide strategic planning efforts

• Monitor company performance by measuring and analyzing results, initiating corrective actions, and minimizing the impact of variances

• Increase revenues and income before inter-company allocations and implement operating cost controls in the areas of staffing, supplies, purchased services, etc.

• Communicate circumstances and events of operations to officers, managers and other appropriate people to keep all apprised

• Effectively manage contract negotiations and statutory compliance

• Update job knowledge by remaining aware of new regulations, participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations Sri Avtar Infracon pvt ltd : (May 2016- Feb 2020) Vice President Sales : Sri Avtar Infracon pvt ltd is a Leading Real state and IT sales and Services organization.

• SAP Fico Implementation & Consulting Services, Profit & Loss

• ERP Sales and IT Consulting Services

4 Finance Customer Orientation Result Oriented

• IT Staffing & Technical Recruitment

• IT Consulting & Business Development

• Tracking and monitoring daily productivity.

• Effective Team Management and building Team Spirit

• Worked on implementing S/4 HANA Simple Finance conversion activities.

• Active participation through Blueprint, Design, Realization, Testing, Go Live and Stabilization activities

• Experience in S/4 HANA conversion activities and in implementing AFI module under SAP Banking

• Conduct customer engagement programs and marketing events for Sales Growth.

• Drive Employee Engagement activities and Marketing Activity for Company Visibility In the Local Market.

• Ensure timely submission of MIS reports

• Staffing /Recruitment & Training on various products, new initiatives.

• Manage customer escalations, customer grievance redressal. Complaint management and response.

• Maintain highest levels of discipline (punctuality, attendance, grooming standards etc.) in the office.

• Manage Local Vendors /agency relationships to ensure smooth execution of transaction.

• Drive Overall cost & expense management initiatives. HDFC BANK ltd., INDIA (6th Aug 2009 –5th May 2016) Sr Branch Manager: HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai, Maharashtra. Incorporated in 1994, it is the second largest bank in India as measured by assets. As a Branch Manager Responsible for meeting branch targets along with meeting regulatory compliances. Ensuring that customers get world class service and their needs are properly met through available financial products. Provided training and support to branch staff. Identified target customers leveraging ACTIVE collaboration forms and provided support to sales team. Ensured the profitability of the branch my standards of CASA, break even and profitability. Reduced the branch expenses. Managed financial products portfolio and ensured individual targets are achieved.

5 Finance Customer Orientation Result Oriented

Few highlights and rewards in HDFC BANK LTD :

• Certificate of appreciation by Branch Banking Head for exciding achievement of the life insurance

• Qualified for insurance IRP in 2010

• Certificate of appreciation By BBH For Exciding the life Insurance Target FY 2011-2012

• Highest Achieve Insurance target Achieve PAN INDIA 2011-2012

• Best Branch Manager in Varanasi Cluster 2011

• Certificate of Achievements Successfully Qualifying in the July –Aug 2011 IRP Istanbul Trip

• Supper Challenge Contest Winner of Life Insurance2011-2012

• BBH Excellence Awards October and November 2012

• Insurance Champs Award2012-2013

• Recognizing for Partipacting in a Make a Difference Day 2013.

• Anti Money Laundering and know your customer – from Indian Institute of Banking and Finance in Aug 20013

• Certificate of appreciation for Significant contribution in Life Insurance Business 2013-2014

• Qualified for MDGH Club JAN 2014

• Awarded in Zone Best Branch Manager in UP Zone 2013

• Awarded for Best Branch Manager among in Varanasi Cluster 2014.

• Awarded for Champion of Champion Contest in 2014

• Awarded for 2014 MDGH Club (Oct 2014 to Nov 2014)

• Awarded silver star award july 2015

• Certificate of Excellence in July 2015

• Champion of Champion Award in 2015

• Corticate of Excellence in Aug 2015

• Champion of Champion award in Sep 2015

6 Finance Customer Orientation Result Oriented

• Certificate of Excellence in Sep 2015

• Winner of Varanasi cluster in sep 2015

• Certificate of Appreciation awarded to Team July –Aug 2015

• Awarded By Management for Best Digital Banking Migration Branch 2015.

• Certificate of Appreciation for CASA Number Drive Program 2015

• Certificate of Appreciation for outstanding performance in Atal pension yojana Drive March 2016 by Head Branch Banking.

ICICI BANK,ltd. INDIA (28/08/2006-04/08/2009) Branch Operation Manager : ICICI Bank is an Indian multinational banking and financial services company . As a Branch Operation Manager I was responsible for Branch Audit,sox process, DQM,ATM Cash Management, CASA growth,FCRM and Team Management and Responsible for Branch Operational Activity.

Ensure proper scrutiny of all transactional documents submitted by the customer vis-à-vis branch checklist to ensure all that all necessary documents are submitted by the customer

Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client.

Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning.

Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management.

Ensure that knowledge, skills & capabilities are built across entire team, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations.

Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service.

Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency. 7 Finance Customer Orientation Result Oriented

Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service.

Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office.

Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch.

Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements.

Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team

Manage Local Vendors/agency relationships to ensure smooth execution of transaction

Responsible for Branch upkeep & maintenance and control over the cost Notable Highlights in ICICI BANK LTD :

• Eagle Eye Award 2009

• Certificate of excellence (July-Sep 2007) Outstanding performance in Life Insurance via ITALIA Contest

• Certificate of Excellence KSHITIJ is exemplary performance in Life Insurance business for the period (Jan to March 2008)Spain Contest.

• Certificate of Excellence (Aprail-June 2008) Exemplary performance during the Life Insurance Olympics initiative in Quarter 2

• Certificate of Excellence October-December 2008) Exemplary Performance in Life Insurance business in USA Contest.

• LEAGUE DE ROYALE CONTEST: In this contest I was winner of the weeks.

• Turkey Contest: I was winner in General Insurance contest & my position PAN INDIA 2nd

position.

EURO EAST ELECTRONICS LTD. HONG KONG: Feb 2005 – August 2006 Marketing Executive

Hong Kong based exporter of all kinds of electronics and other goods. MARKETING EXECUTIVE

8 Finance Customer Orientation Result Oriented

Responsible for market analysis, managing sales product portfolio and customer satisfaction. GODREJ AGRO VET PVT. LTD.,INDIA : March 2004 – Jan 2005(JUNIOR FIELD OFFICER)-Responsible for sales and sales Target Achievement Aqua Products (August 2002-Feb 2004) Area Manager : Responsible for sales target, team management, advertising, sales promtion and training the sales staff.

PROJECT HANDELED :

• Sales Figure of small car & customer satisfaction with Tata Indica Car". The project objective was sales figure of Small car and how many people satisfied with tata indicia car.

• Performance of Saffola Refined Oil in VARANASI" the project objective was Analysis of Performance of Saffola refined oil.

• Market potential of Royal cook food.

• GUJRAT CO-OPERATIVE MILK MARKETING FEDERATION LTD (AMUL). (The objectives of the project work was Analysis of Preference of Existing Brands of Cheese by Hotel, Retailers & Consumers ) Two month.

Certification:

Certificate of Completion -Advance Data Capture 101 -Zebra Technology

Certificate of Completion -EMC Portfolio Overview -Zebra Technology

Certificate of Completion -Mobile Solutions Overview -Zebra Technology

Certificate of Completion -Creating a Spark for Artificial Intelligence

Certificate of Completion -Artificial Intelligence Here & There 9 Finance Customer Orientation Result Oriented

• Certificate of Completion - SAP Data Intelligence for Enterprise AI

• Certificate of Completion -Financial Accounting in SAP S/4HANA

• Certificate of Completion- SAP Sales Cloud – An Overview

• Certificate of Completion- SAP Sales Cloud – An Overview

• Certificate of Completion-SAP FICO

• Certificate of Completion-AWS Foundations: Machine Learning Basics

• Certificate of Completion- Introduction to the AWS Cloud

• Certificate of Completion- AWS Integrated Services

• Certificate of Completion- AWS Architecture

• Certificate of Completion- AWS Cloud : AWS Security

• Certificate of Completion- AWS Cloud Practitioner Essentials: Pricing and Support

• Certificate of Completion- AWS Cloud Practitioner Essentials (Second Edition)

• Certificate of Completion- What is Artificial Intelligence

• Certificate of Completion- Satellite Image Classification in SageMaker

• Certificate of Completion- Amazon Honeycode

• Certificate of Completion- What is Machine Learning?

• Certificate of Completion- AWS Core Services

• Certificate of Completion- AWS Solutions: AWS for Microsoft Workloads Technical

• Certificate of Completion- Demystifying AI/ML/DL

PERSONAL ABILITIES :

Excellent communication skills, Ability to work under pressure and to deadlines, Resourceful and capable of working on own initiative, Self-confidence Enthusiastic and Dedicative, Team player with Good Organizing Skills.

EDUCATION

2000-2002: P.G.D.B.M-Post Graduate Diploma in Business Management (M.B.A ) from School Of Management Sciences, Varanasi (A+++Business School) 1998-2000: Bachelor of Arts from Allahabad University Pankaj Tripathi

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