
Rajendra Shinde
Banking / Loans
About Rajendra Shinde:
Progressive Man Manager with achievement in sales management.
Ability to manage multiple priorities and assignments.
Effective planning and organizational skills.
Strong ability to develop, implement corporate governance, strategies and process.
Articulate and creative, offer innovative and field solutions.
To direct and lead others, produce desired result in adverse situations.
Strong presentation and communication skills.
Self-learner, silent, personal traits.
Experience
WORK EXPERIENCE:
A) HDFC Bank Ltd. ( Dapoli )
16th June 2014 to Till Date
Position : Branch Manager
Responsibilities :
Established production goals and motivational staff to reach exceed such goals.
Evaluated and determined the financial needs of each customer, matched them with the appreciate
products or service.
Achieving the business targets assigned in terms of cross selling, enhancing and upgrading the HNI
relationships.
Ensuring the highest levels of service to the regular and HNI customers.
Financial planning & Investment advice.
Sales targets spread across Liabilities, Wholesale-Retail Assets including Home, Agriculture, Auto,
Gold, Personal Loan & Insurance (TPP) .
Daily sales lead generation of asset, Insurance and liabilities getting it update in CRM-Next portal and
following up with the clients, help the sales for closure of the leads.
Generation of KYC reports of the CASA sourced from KYC portal of the bank.
Third person checking of CBR, Day end reports.
Coordination with the PBA and plan the marketing strategies for developing the business and ensure
the growth of business in the branch.
Performed periodic internal audits of banking procedures, Ensured efficient branch operations.
Develop and implement policies and procedures to maintain compliance with regulatory financial
service standards.
Optimized branch operation by leading continuous improvement initiatives and implementing new
processes.
Key Professional Achievements with HDFC Bank Ltd:
Grow team for a higher position is one of the great achievement with HDFC Bank Ltd, from
my team PBA Dhanashri Bandekar elevated as Branch Manager for Malwan Branch, WD
Pranita Hande elevated as PBA for Lote branch, BSO Amit Raut elevated as PB Sales, BSO
Sandip Gajobar & Anirudha Naik achieving their goal sheet M2M and eligible for higher
incentive structure every month.
Qualified three times for MDRT.
Qualified for various BBH & Regional contests felicitated at
Kochi,Jaipur,Udaipur,Goa,Chennai,Lucknow, Hyderabad & Goa.
B) Angel Broking Ltd. ( Chiplun )
11thAug 2010 To 15th June 2014
Position : Business Partner
Responsibilities :
To find and sign up new clients, match various securities to clients needs, and develop an effective
sales presentation for various securities.
Key Professional Achievements in Angel Broking Ltd:
Opened 137 (Demat) Share Trading Account till date.
Total IPO & FPO sold are 43
Done Technical Analysis Course in Precision technicals - Pune
Guidance provided to HNI Clients and on Forex market one to one client.
For commodity client help given online.
Equity awareness program arrange by me in office and through free seminar in
Chiplun,Khed,Dapoli,Ratnagiri,Kudal,Kankavali & Sawantwadi.
Knowledge of how to obtain the best deals possible at the best possible prices.
Ability to conduct in-depth research into equities, forex & commodities of any stock market.
C) SBI Life Insurance Co. Ltd. ( Ratnagiri )
26th June 2008 To 31
st March 2009
Position : Territory Manager
Responsibilities :
To recruit advisors and generate business from them. Appoint new Unit Managers and help them for
recruitment & generate business.
Key Professional Achievements in SBI Life Insurance Co. Ltd:
Recruited 40 advisors till date.
Total Policies sold are nos 593.
1 Advisor MDRT in 2009
Total Premium collected Rs 2.50 Crs within 9 months.
Rewarded by Trophy for All India No. 1 T.M. for the month of Sept’08, contributing premium
of Rs. 66 lacs.
No. 1 T.M. for the West - 1 region in Jan’09.
Certificate from Country-Head for achieving 25 lacs business in period 1 Sept 08 - 18
Sept’08.
RSM Certificate for achieving the given target in the month of Jan’09.
As per YTD (APR-DEC) Issued business figure, the Branch was on All India No. 4 position
among the new Branches.
Qualified for West-1 Magazine Jai Maharashtra in the months of Sept, Oct & Jan.
Qualifier of Asian Country Trip with Spouse.
D) ICICI Prudential LIC Ltd. ( Chiplun )
16th Aug 2006 To 25th June 2008
Position : Senior Agency Manager
Responsibilities :
To recruit advisors and generate business from them.
Key Professional Achievements in ICICI Prudential LIC ltd:
Recruited 78 advisors.
Total Policies sold are nos 536.
Total premium collected Rs 1.54 Crs.
2 Advisors are MDRT from team.
Got two Promotions within 9 Months.
Achieved highest bonus in the month of Jan2008 i.e. Rs 59244/- and earned total bonus Rs
460859/-
Open own office in Dapoli of ICICI Prudential LIC LTD.
Qualify for various contest and awarded by H P Laptop, Kodak Digital Camera, Sonata
Watch, Nokia E61i, Sodexho voucher worth Rs 78000/-
Qualify for the Honours club membership.
E) Ashok Leyland Finance ( A Division of IndusInd Bank ) ( Vashi, Mumbai )
2
nd April 2003 To 15th Aug 2006.
Position : Marketing Officer
Responsibilities :
Motivate and lead team for new business of Two & Four Wheelers.
Cheque deposition & branch banking, Credit verification.
Updation of all reports on web on daily basis, Monthly meeting at Nariman Point.
Collection of Overdue.
Customer trade Relationship / Marketing Activities.
Education
Manonmaniam Sundaranar University
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