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Avshesh Singh Centre Manager
 
Avshesh Singh's Profile
ICICI Securities Ltd.
Avshesh Singh
Centre Manager
confidential
Mumbai, India
confidential
Toostep 
Professional summary
Avshesh Singh's Experience
Current :

Branch Manager/Regional Manager, ICICI Securities Ltd.
Private Banking/Wealth Management
India, Mumbai

Working from 2008

Previous :

Premier Relationship Manager, ICICI Securities Ltd.
Mumbai

Worked from 2011 to 2012

Brief summary :

HSBC Bank, Mumbai Associate Vice President - Premier Relationship Manager( June,11 - Present ) Key Deliverables: Relationship Management: Responsible for servicing and cross selling the products and services to existing Top Premier clients. Make sure that each and every client has gone through PFR, to know their risk appetite and actual potential to serve the right product to the right customer Liaison: Maintains liaison on behalf of the clients with internal departments and externally with other intermediaries to get them the best services out of the Organisation Audit and Compliance: Accountable for completion of documentation, account opening forms, WMS Account opening Forms, PFR completion, KYC updation , and implementation of Audit processes. Knowledge Updation: Keep update of relevant Market conditions, product details, procedures, technical and sales matters and update clients on a regular basis for the same. Product Composition: On the basis of PFR done for the client/corporates, use to offer equity MF/ Liquid Fund / PMS / Insurance/ MIP / HML. ICICI Securities Ltd., Mumbai

Previous :

Regional Product Manager, ICICI Securities Ltd
Mumbai

Worked from 2010 to 2011

Brief summary :

Regional Product Manager - Investments ( April,10 - May,11 ) Key Deliverables: Responsible for developing strategies for Product position in client portfolios and also ensuring that portfolio returns are delivered at optimal level. Developing client acquisition,client engagement and client retention strategies. Primarily involved in advisory services to HNI clientèle on Equity, Mutual Funds,PMS,Real Estate, Private Equity, Debt and Structured product options. Keeping track of Macro and Micro economic environment and keeping the sales staff updated on the happenings in the market and position the suitable products. Offering superior investment advice and garnering the maximum share of clients wallet is the most important aspect of my job description. Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base. Achievement of sales targets and key performance indicators on activity, sales and persistency by developing, formulating and implementing specific sales plans to achieve targets. Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed ( Avg. AUM of client is approx. 50 lacs). Evaluating performance and monitoring of Team related activities for deeper market penetration from Wealth products. Leading, mentoring and monitoring the performance of team members to ensure efficiency in process operations and meeting of individual and group targets and reporting to the Zonal Head. Conducting Wealth product and soft skills training for product mix for the entire region and seeking support from other departments within ICICI Group and with different Asset management Co. ICICI Securities Ltd, Mumbai

Previous :

Branch Manager, GE Money Financial Services Ltd.
Mumbai

Worked from 2008 to 2010

Brief summary :

Branch Manager - Centre Sales ( Retail) ( July,08 - March,10) Key Deliverables: To manage the Branch profitability by constantly endeavouring to bring up productivity and also ensuring reduction in costs in areas deemed desirable by the management. To monitor the performance and learning development of Relationship Managers and Ensuring the productivity of Branch and Relationship Managers as per the expectation of the company by planning activities for sales. Working as a Financial Superstore which includes all the products from Liabilities to Assets ( Life and General Insurance, Equity Advisory, Home Loan and Car Loans, Mutual Funds and all Wealth products ( PMS, PE) and all other alternative asset classes. Maintenance of statutory timings, discipline, cleanliness of the branch (as per the guidelines) and compliance on 5S for better realization. Market feedback viz. new product, pricing, and competitor and activity etc. to the Cluster Manager. and ensure the security, policies and audit procedures are followed as outlined by policy. Manage operations and customer service activities of the branch, in delivering financial services products to current and potential consumer and business customers, while meeting established plans and ensuring regulatory compliance. GE Money Financial Services Ltd., Mumbai

Previous :

Branch Manager, Way 2 Wealth Securities Pvt. Ltd
New Delhi

Worked from 2006 to 2008

Brief summary :

Branch Manager - BLP ( Mar,06 - June,08) Key Deliverables: Responsible for recruiting Channel Partners for the sale of Personal Loans (STPL and HTPL), Housing Loan, Loan against Property (Home Equity), SBI Credit Cards, Life and Non Life General Insurance. Managing the entire branch related operations (SBU Structure) with a team comprising of 8 Employees ,25 DSAs and 15 DSTs. Keeping a constant track / check of TAT on Credit and Processing along with monitoring in-house collections. Way 2 Wealth Securities Pvt. Ltd, New Delhi

Previous :

Relationship Manager, - Corporate

Worked from 2004 to 2005

Brief summary :

Relationship Manager - Corporate Sales. ( July,04 - Nov,05)

Avshesh Singh's Education

INSTITUTE OF TECHNOLOGY & SCIENCE, GHAZIABAD
MBA/PGDM
India
From 2002 to 2004
 
 
 
 
 
 
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