Vikas Pareek
( +91 9581288883; *
Flat No 411,4th Floor, SKS ROYAL MEADOWS, Patamata, Vijayawada – 520010.
Result -Oriented Professional & Successful Career Spanning around 13 Yrs
Business Development ~ Financial Advisory ~ Fund & Portfolio Management ~ Training
Seeking Senior Managerial Assignment in Financial Services Sector
Profile at a Glance:
Æ Highly astute, enthusiastic and team spirited Senior Manager around 6+ yrs of enriching and qualitative experience in Banking/ Financial Services Sectors.
Æ Interests lie in a career path with heavy analytical duties and responsibilities, with strong work ethics able to fulfill numerous financial management & budget management roles.
Æ Keen communicator with ability to relate to people across all hierarchical levels, liaising with various departments.
Æ Adept in leading & monitoring the performance of team members to ensure efficiency in operations and meeting of individual & group targets.
Æ Fast learner with high energy and a drive to exceed expectations. Extensive experience, with a significant level of success, in the management of investment portfolio.
Æ Offering in-depth knowledge and proficiency in handling organizational economics and administrative issues.
Æ Last stint was with INDUS IND BANK LTD, Vijayawada in Capacity of Relationship Manager.
Core Competencies:
Business Development Portfolio Management Training Financial Markets Knowledge Coordinating with HNI Clients Investment & Business Analysis Customer Relationship Management Operations Management Team Management
Professional Experience
INDUS IND BANK LTD., Vijayawada - Manager (Jan 2016 - July 2016 )
Profile Highlights
· New Acquisition of HNI Clients in Bank
· Maintaining Relationship with existing Clients and Cross Selling TPP products like Life Insurance and General Insurance.
· Conducting Event’s in Business Area to promote Business Loan’s.
· Prepare strong and reliable MIS reports for facilitating and the decision making process and liaison with Management for extensive market penetration
ONICRA CREDIT RATING AGENCY OF INDIA LTD –
Regional Sales Manager. (Feb-13 to June-15)
Profile Highlights
· Handling Sales Team from Vizag to Tirupati.
· Dealing with all Nationalized Banks to source Business from SME Department.
· Motivating Sales Team by Conducting Monthly Contest.
· Supporting BDM”s & BDE”s for closing deals by taking necessary approvals from Regional Head.
· Responsible for Revenue Generation.
· Meeting all Bank Officials and Clients for Business Sourcing.
· Conducting NSIC meets to Collect Data.
· Conducting SME meet in Bank’s with Clients.
The A.P Mercantile Co-operative Credit Society –
Senior Manager (Feb-2011 to Jan 2013)
Profile Highlights
· Responsible for Day to Day Operation’s in Branches.
· Maintaining Day to Day Record’s for Audit.
· Meeting HNI Client’s for FD”S and Locker’s
· Staff Recruitments for Branches for Operations and Sales.
· Making Event’s in Branches for Loan’s Mobilization (Mortgage Loan up to 10Lacs)
· Revenue Generation through RTGS and Neft and DD”S
· Taking Care of Licensing Procedure to setup new Branches.
ICICI PRUDENTIAL LIC LTD., Visakhapatnam - Sales Manager (Oct 2008 –Jan 2011)
Profile Highlights:
· Actively participated in strategic planning, designing and implementation of the Processes across 16 locations.
· Designed the Basic Set-Up & Operations of the INS Department across 16 locations in ROAP with an aspect of clear communication and understanding across the directorate and to look forward to better consistency and stability of the business.
· Structured the process flow of Banc assurance by doing a handful of experience on available INS products & policies.
· Provided process support and mapping the work accuracy/efficiency of the individuals.
· Dealt with the corporate channel partners (Indai-Infoline, Blue-Chip, and Fullerton India) on requirement basis.
· Managed & trained the individual CRM’s, SM’s & DSA’s across all locations.
· Maintained MIS reports & other statements with a view to apprise management of Process operations and assist in critical decision-making process.
HDFC BANK LTD., Visakhapatnam - Deputy Manager (April 2005 – Sep 2008)
Profile Highlights
· Meticulously handled 200crs Corporate Portfolio Management and maintaining good Relationship with various reputed HNI & Preferred Customer, attending them personally & solving all the customer quires
· Managed & developed quality business portfolio through Branch by Cross selling.
· Conducted Events at the Branch for cross sell all the Retail Products & TPP Products and market analysis to get a fair idea of the latest market trends and the competitor moves ahead to achieve market share metrics by providing appropriate product mix & pricing strategies.
· Establish healthy business relations with clients & external associates for securing repeat business & long term loyalty and work towards solving their queries and complaints efficiently.
· Prepare strong and reliable MIS reports for facilitating and the decision making process and liaison with Management for extensive market penetration
IDBI BANK LTD - TEAM LEADER (2002-2005)
Professional Development
· Certifications: Certified for AMFI Mutual fund (Advisors) Module.
Education
· B.Com, Andhra University, Rajahmundry (2002)
Personal Details
· Date of Birth: 06 June 1981
· Languages Known: English, Hindi and Telugu.
· Marital Status: Married
Page 3 of 3