Satyendra Dheep. B
Vice President- Retail Sales, Bandhan AMC ltd.
Hyderabad
Summary
Seeking senior level assignments in Retail Operations / Marketing / Business Development with a reputed organization
Dynamic Sales Person with pioneering experience of over 17 years in achieving business growth objectives with reputed organizations in Financial Industry. Presently associated with BANDHAN AMC Ltd as Vice President at Hyderabad. Heading sales and marketing operations sound knowledge of the entire Andhra Pradesh & Telangana market. Extended expertise in Managing partners , Financial Planning/HNI Clients Acquisition/Retail Wealth Management. Demonstrated excellence in setting up and rolling out successful programs / start-up initiatives. Overall accountability for various products like Fixed Deposits, Life Insurance, General Insurance, Assets and Savings & Current Accounts, Mutual Funds, PMS, AIF. Diverse business and functional expertise, with a tenacious commitment to drive sales, profit and market share growth. Developed productive and profitable business relationships, with both retail and corporate clients. Proven track record in high growth retail and private banking businesses by formulating and implementing sales strategy and building relationships with corporate & HNIs. Developed and steered innovative, dynamic and effective marketing campaigns. Directed cross-functional teams using interactive and motivational meeting.
Overview
17
17
years of professional experience
1
1
Certification
3
3
Languages
Work History
Vice President - Heading Entire A.P & Telangana
BANDHAN AMC LTD.
05.2017 - Current
- Handling National Distributors, IFA, Private Wealth Counters & ALL Retail Bank channels like HDFC (Retail, PBG,Securities),KOTAK(Retail,Privy,Wealth,Securities),ICICI(Wealth,GPC,Securities), AXIS(Priority, Securities, Burgundy,Burgandy Wealth), HSBC, CITI, STANDARD CHARTERED, IDFC, IDBI, INDUSIND Bank, to name some of them.
- Good understanding of Investment Management Process in Equities, Fixed Income and Alternatives.
- Conduct periodic client portfolio reviews and advice on markets whereby enhancing relationships and deepening share in their portfolio.
- Undertake Investor education programs as per the organizational objectives for various client segments.
- Distributor and Key stake holder’s engagement.
- Achieve targeted gross sale and net average assets targets.
- Conducting IAP sessions for Distributor Clients who are very new to Markets.
Manager FINANCIAL PARTNER
YES BANK LTD
08.2015 - 05.2017
- Customer instruction processing, Account Opening Document processing, monitoring of the account, KYC Verification, Using KYC utility for updating KYC of customers.
- Authorization of cash transactions and funds transfer for the amount above 50000.
- Authorization of RTGS / NEFT transactions.
- Using CRM application for generating leads to other verticals and also for closing complaints.
- Deepening of the existing relationship to be the primary banker for the customer.
- Acquiring new to bank relations through walk-ins and other sources.
- Cross sales of the TPP products (Mutual Funds, Insurance, Bonds etc), Asset Products (Personal Loan, Business Loan, Mortgages, Business Banking, Auto Loan, Gold Loan, Loan against Securities etc), Balance Builders (Credit cards, Demat and Trading accounts).
- Handling the Forex requirements of the customer like Outwards, Inward remittances, FCNR Deposits, Forex cards etc.
- Nourishing the existing portfolio base to get regular business opportunities.
- Retention of the existing relationship by providing best of the service.
Senior Corporate Agency Manager
HDFC LIFE
05.2011 - 07.2015
- Heading 5 branches and responsible for managing the branch profitability, ensuring high quality service and customer relationship management.
- Ensuring: Accomplishment of overall branch targets by generating business and cross-sales.
- All components of the branch sales model function as per design.
- Resolving complaints, reviewing Vault Register and Suspense / Dummy Accounts.
- Recruiting, training, monitoring and heading a team of sales personnel for overall business Numbers.
- Actively involved in Sales & Marketing promotion.
- Conceptualized & introduced marketing functions like Sales through Channels and Corporate etc.
- Rendering technical and process support to field sales personnel.
- Responsible for offering Technical Support to the Branch Offices, Channel Partners (Banks and Distributors).
- Responsible for appointing and monitoring new channel partners for expanding the market reach.
- Actively involved in developing Value Added Plans along with Cost Benefit Analysis and formulation / monitoring of revenue budgets.
- Conducting various Seminars, Product Presentations and Trainings for increasing the brand visibility.
Assistant Manager (PBRM)
Axis Bank Ltd
10.2010 - 05.2011
- To acquire, develop and strengthen Priority Banking customer relationships through effective relationship management in accordance with business goals.
- To contribute to bottom-line of Priority Banking through accomplishment of profit and growth targets.
- Manage and develop relationships with new and existing affluent customers through professional consultative financial analysis.
- Active sourcing and prospecting of affluent customers.
- Up selling, cross-selling, providing regular market information updates and trend analysis.
- Ensure superior customer service thereby contributing to the overall customer experience of Priority Banking.
Manager of Agency
Bharati Axa Life Insurance Co.Ltd.
10.2009 - 09.2010
- Recruit Insurance advisors for the company, train these advisors for selling insurance policies, and Lead the Team of advisors to be active and productive.
- Provide support, training and motivation to Team leads and executives allocated in my team.
- To achieve monthly based targets assigned.
- Recruit Executives for the company, train these Executives for selling Insurance, and Lead the Team of Executives to be active and productive.
Sales Manager
Reliance Life Insurance Co.Ltd
11.2008 - 09.2009
- Recruit Insurance advisors for the company, train these advisors for selling insurance policies, and Lead the Team of advisors to be active and productive.
- Provide support, training and motivation to Team leads and executives allocated in my team.
- To achieve monthly based targets assigned.
- Recruit Executives for the company, train these Executives for selling Insurance, and Lead the Team of Executives to be active and productive.
Education
B.Tech - ECE
JNTU University
M.B.A - FM
GITAM University
Skills
Team leadership
Strategic planning
Coaching and mentoring
Decision-making
Certification
AMFI Advisor model VA, 09/30/27
Executive Highlights
Strategic Planning, Account Management, Product Promotion & Launches, New Business Development & Growth, Sales & Marketing, Product Management, Client Satisfaction, Channel Management, Dynamic Sales Person with pioneering experience of over 16 years in achieving business growth objectives with reputed organizations in Financial Industry., BANDHAN AMC Ltd, Vice President, Hyderabad, Telangana, 05/01/17, Heading sales and marketing operations with sound knowledge of the entire Andhra Pradesh & Telangana market, Extended expertise in Financial Planning/HNI Clients Acquisition/Retail Wealth Management, Demonstrated excellence in setting up and rolling out successful programs/start-up initiatives.
Personal Information
- Passport Number: H1862600
- Date of Birth: 05/07/84
- Nationality: Indian
- Driving License: DLCAP031607862008
- Marital Status: married
Fitness, Badminton and Gym
Enjoys playing Badminton and doing workouts at Gym over weekends.
Timeline
Vice President - Heading Entire A.P & Telangana
BANDHAN AMC LTD.
05.2017 - Current
Manager FINANCIAL PARTNER
YES BANK LTD
08.2015 - 05.2017
Senior Corporate Agency Manager
HDFC LIFE
05.2011 - 07.2015
Assistant Manager (PBRM)
Axis Bank Ltd
10.2010 - 05.2011
Manager of Agency
Bharati Axa Life Insurance Co.Ltd.
10.2009 - 09.2010
Sales Manager
Reliance Life Insurance Co.Ltd
11.2008 - 09.2009
M.B.A - FM
GITAM University
B.Tech - ECE
JNTU University
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