Abhilash Menon
“Sauparnika”, Doctorpadi West, Nadavaramba Post, Thrissur Dist., Kerala – 680661, India• (+91) 9446873227, 480-2826322•
Personal Statement:
A highly result oriented and experienced Marketing & operations expert, with extensive experience in managing banking/financial instruments’ marketing activities. I am currently looking out for challenging roles in above areas with focus on reaching the heights of my career. I am an aggressive individual who focus on bringing the best of me even in the difficult situations while pushing others to follow my suit.
Skills:
· Strong teamwork and interpersonal skills.
· Ability to recognize opportunities and to work on my own initiative.
· Strong negotiation and marketing skills.
· Sound understanding of financial products.
· Driven to learn and apply new ideas and skills.
· Good Reasoning and problem solving skills.
· Proven ability to work to stringent deadlines.
· Able to adapt quickly to challenges and changing environments.
· Excellent customer service.
· Good leadership skills.
Academic History:
Mahatma Gandhi University, India 2006- 2008
MBA (Finance & Marketing).
Kerala University, India 2001 – 2005
Bachelor of Computer Application.
Certifications:
· IRDA (Insurance Regulatory and Development Authority) Certificate.
· National Stock Exchange’s Certification in Financial Markets –AMFI-Mutual Fund (Advisors) Module.
· National Stock Exchange’s Certification in Financial Markets – NSDL-Depository Operations Module.
· National Stock Exchange’s Certification in Financial Markets – Derivatives Markets (Dealers) Module.
· National Stock Exchange’s Certification in Financial Markets – Capital Markets (Dealers) Module.
Career History:
Kotak Securities 05 2011-03 2012
(A Group Company of Kotak Mahindra Bank Limited)
Cluster Manager (Manager) – Bank Channel-Kerala (Bancassurance)
· Manage Channel Partners [Kotak Mahindra Bank {5 Branches} (NR, Privy, BB, Sales, CC & Corp Salary), Kotak Mahindra Prime {5 Branches}, Indusind Bank {20 Branches} (NR, BB, Sales & Corp Salary) & Business Standard leads].
· Manage Accounts, further Account mining, maintaining excellent relationships with the assigned branches.
· Manage the productivity of the field force.
· Monitor and review their performance and take corrective actions.
· Accountable for overall profitability of the team.
· Manage the recruitment, training development and retention of a team.
· Drive and motivate the channel partners’ sales team.
· Monitoring KRA (Key Result Area) for KAM’s (Key Accounts Manager) & City Manager’s.
· Implement and drive the sales promotion schemes.
· Positively promote the Company, mission and core values.
· Ensuring the accomplishment of set quality standards in Service Level Agreement among Customers.
· Give regular feedback on market conditions, competition and other factors influencing sales.
Reason for resigning
· Unavoidable family situation.
HSBC InvestDirect 04.2010-04.2011
(A Group Company of HSBC Bank plc)
Branch Manager-Branch Management
· Leading a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality service and Customer Relationship Management.
· Own all branch objectives and overall branch supervision.
· Ensure achievement of overall Branch Targets by generating business and cross sales.
· Key Customer Relationship Management & supervision of all High Net Worth customer programs.
· Ensure all components of the branch sales model function as per design.
· Complaints Handling.
· Review Branch Operations reports.
· Branch Merchandising & co-ordination with Marketing at product level.
· Responsible for meeting the branch targets and adherence to all guidelines and regulatory requirements.
· Ensuring that customers get world-class services and their needs are understood and met through financial product offerings.
· Periodic review of progress vs. objectives.
· Ensuring clarity of Business objectives among staff.
Reason for resigning: Branch Merging.
ICICI Direct 07.2007 – 03.2010
(A Group Company of ICICI Bank)
Senior Relationship Manager (promoted in July, 2009)-Centre Sales
· Direct selling to HNI & Retail clients.
· Includes comprehensive financial planning & asset allocation and accordingly advising clients on investment products, viz. Equity, Mutual Funds, Insurance and other wealth management products.
· Formulate financial solutions to clients with reference to client needs, objective along with proper focus on exceeding the targets.
· Implement and monitor the agreed strategies for clients.
· Create and maintain a long-lasting customer relationship.
· To add New To clients.
· Maintaining records of all customers with proper documentation.
Relationship Manager (July, 07 to June, 09)-Centre Sales
· Business Development.
· Relationship Management (HNI & Retail).
· Portfolio & Products Management.
· Financial Advice.
· Product Training.
· Financial Planning.
Achievements
- Won Malaysia Contest (LI) in the first two months of joining in ICICI Direct (August &September 2007).
- Won Zonal Head Contest (LI) in ICICI Direct for the month February 2008.
- First Millionaire (LI) of Kerala Cluster in ICICI Direct (March 2008 and year 2007-2008).
- Best Performer of Kerala Cluster in ICICI Direct for the year 2007-2008 & 2008-2009.
- Won Bangkok Contest (LI) held in first quarter of 2008-2009.
- Best employee of Kerala Cluster in ICICI Direct for the first and second quarter of 2008-2009.
- Highest revenue generator PAN India in both Equity and Total revenue for the month of February 2009.
- In 2008-2009 PRP Gold Slab and Revenue of Rs.17.85 Lac.
- In 2009-2010 done Revenue of Rs.22.69 Lac.
Products Handled
· Fixed Deposit
· Bonds
· Portfolio Management Services (PMS)
· Mutual Funds
· Life Insurance
· General Insurance
· Loan Against Shares/Property
· Private Equity Funds
· Structured Products
· Personal Loan
· Home Loan
· D-mat
· Online Trading Account (NRI & Resident Accounts)
· Offline Trading Account
· Wealth Account
· Initial/Follow on Public Offers
· Auto Loan
· Overseas Trading Account
Apollo Sindhoori Capital Investments Limited 10.2005 – 01.2007
(A Group Company of Apollo Hospitals, Chennai)
Dealer-Branch
· Business Development.
· Relationship Management.
· Customer Support.
· DP Operations and Back Office Work.
Driving Licence:
India.
References:
Mrs Vrinda Varma - 91-9539409480
(Regional Manager-Kerala - Apollo Sindhoori Capital Investments Limited)
Mr Jayakumar P S – 91-9539343622, 9447874724, 04872206202,
(Branch Manager-Thrissur - ICICI Direct)
Mr Bejoy Joseph Pothen – 91-9745057377, 9446087377,
(Regional Head-Kerala - HSBC InvestDirect)
Mr Jaibalaji R – 91-9786080091,
(Deputy Vice President – Kotak Securities)