Branch Banking Head at Indusind Bank LTD Branch Since From Sep2016 To Aug 2018

DHEERAJ SHARMA
Contact No.: M:
Channel Management Business Development Client Relationship
Branch Banking Head At indusind Bank Ltd Branch Since From Sep2016 To
Aug 2018
 Handle Officiated additional (Semi Urban& rural) Branches.

 Handle the Punjab Main CAT-A Branchwith Book Size of 2.10 Cr …..
 Responsible for Wealth Revenue and income Profitability TeamsOf NR-RMs, Exclusives
RMs,Key Accounts Managers ,Area Sale Manager (CAT Channel) & SRM Channel For the
branch.
 Handle the Trade forex & Big Current Account Clients Portfolio.
 Handle the Big Team of Branch Sales ,Ops and also manage the Sale teams of Imperia
& Preferred Clients .
 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
 Complaints and Cross selling business.
 Selling Insurance through Branch staff sales targets.
Previous Senior Branch Head at HDFC BANK LTDFrom June 2013 To Sep 2016
 Look After the Branch of Phagwara (Punjab ) & Rohini Branch(Delhi ),

 Handle the Team of Branch Sales ,Ops and also manage the Sale teams of Imperia &
Preferred Clients .
 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.
DHEERAJ SHARMA
Regional& Location Head At Delhi Tata Aig Life Insurance Ltd (Since Nov 2007
To Jun 2013)
 Handle the North branches of Punjab & Delhi/NCR .

 Achieved 150 % Target in the months of December 15
 Handle the sales Team of MP,AP and CEC ( CORPORATE CHANNEL)
 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 2 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.
 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.
 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.

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…..
DHEERAJ SHARMA
CENTRE MANAGER at Hoshiarpur & Ludhiana -

RELIANCE MONEY Since From JAN 2006 To OCT -2007 )
 Empanelling & Driving Franchisee channel–Base Product on-line & offline Trading Accounts
(Equity,Commodities & forex)
 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.
AREA 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,Home 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
2016 EMBA (Banking & Investment Management) From NIBM
2006 MBA (Sale &Marketing)
2003BBA (Management)
PERSONAL VITAE
REFERENCE: Available on request

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DHEERAJ SHARMA

Channel Management Business Development Client Relationship

 Handle Officiated additional (Semi Urban& rural) Branches.

 Look After the Branch of Phagwara (Punjab ) & Rohini Branch(Delhi ),

 Handle the North branches of Punjab & Delhi/NCR .

ATTAINMENTS @ TATA AIG

CENTRE MANAGER at Hoshiarpur & Ludhiana -

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

 Handled 4 Districts of North Punjab (Gurdaspur, Amritsar, Jalandhar, Kapurthala)

2016 EMBA (Banking & Investment Management) From NIBM

2006 MBA (Sale &Marketing)

REFERENCE: Available on request

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