Shaji B

Establishing operational excellence within cross-functional departments thereby translating conceptual models into specific growth strategies to improve gross revenue and market share.

Professional Assignment

Sr. Branch Manager, with Shriram Fortune Solutions Ltd., Indore, Vidharbha, Chattisgarh, Odisha, Trivandrum
April 08’ to Oct 2015
Accountabilities:
 Creating and developing Business Associate Channel.
 Recruitment of Field force (on roll) and Business Associate (off roll).
 Tracking market / competitor trends to keep abreast the changing client’s requirement/ expectations.
 Spearheading the business promotion strategies to manage the portfolio of Urban and semi urban customers.
 Accountable for recruiting, training, motivating and grooming of Sr.BDM, Marketing Executives / Officers, who in turn act as wealth planners of priority clients. Introducing business initiatives of Debenture/Deposit, Life Insurance, General Insurance (including Health) and MF to Urban segment.

Noteworthy Contributions:
 Actively involved in Catalyst & Stimulus-a training program for all sales force in Head Office, Indore (1400 man days on a stretch).
 Awarded Outstanding performance in Life Insurance for the year 2010-11.
 Distinction for being the Achiever Trophy from Regional Head for Q1 & Q2 2014’.
 Qualifier for Go Green Project- an initiative for activisation of Business Associate in Life Insurance.
 Top performance in Deposit mobilisation & Life Insurance business in Kerala for the year 2014-2015.

ORGANISATIONAL SCAN
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Sales Development Manager – Agency Business with HDFC Standard Life Insurance Co. Ltd, Nagpur.
March 2007 – April 2008
Accountabilities:
 Managing complete branch operations with accountability for profitability; forecasting monthly/ annual sales targets & executing them in given time frame by organisational planning.
 Strategizing the long term business directions of the region to ensure maximum profitability in line with organisational objectives.
 Reviewing and interpreting the competition after in-depth analysis of market information to fine-tune the marketing strategies and escalate business volumes.
 Recruiting& training Financial Consultant for the Branch.
 Involved in post sales activities.
 Training, developing & mentoring cross-functional teams by setting higher expectations and initiating individual member accountability.

2000 Post Graduate Diploma in Management (MBA)

1997 B.Sc (Hons)

Other Qualifications

2000 e-Commerce from Asset International

2000 PGDCA from Datapro