Prashant P. Tripathi: E-Mail: 8446047488 (M)

Prashant P.
Tripathi
Shri.narayan Apt.1st floor Mahal,Nagpur
e-mail: [email protected]
8446047488( M)
To be professionally associated with any growth oriented organization, with the

objectives to utilize my education and experience in the field of commerce.
Present assignment : Channel Partner for various bank for Home loan and
LAP
From 06th may 2014 to till date
○ Identifying leads of home loan and LAP for various financial institution
○ Refering lead to respective financial institution for Home loan and LAP
Axis Bank Ltd Branch Sales Manager

From 24th dec. 12 to 06th may 2014
Responsible for overall yearly budget of the branch to achieve through all the staff both
Sales and ops team.
Mainly responsible for the target of CASA and cross sale of third party product like
LI,GI and mutual fund.
Other Asset products like Home loan,personal loan,CC and Mortgage loan.
IDBI BANK LTD

TERRITORY SALES MANAGER
FROM 10TH FEB 2010 to 08 Dec. 2012
SALES :- ○ Managing the territory of Five Branches like Amravati, Akola,

Chandrapur, Yavatmal and Nagpur.
○ Monitoring team of 5 sales Manager and 60 FOS for the

number and value productivity of liability Accounts.
○ Utilizing the sales resources like Sales Manager/FOS for

optimal sales support
○ Responsibilty of opening the customer account within the TAT

Monitor large amount movements/accounts closure from the
deposit accounts and ensure that customer does not attrite.
○ Daily MIS tracking,Continuous recruitment, attrition control
requent visit to branches, to motivate team and sales call.
Compliance :- ○ Resolving all the query related to salary, incentives and F & F
jointly in consultation with HR and Corporate Office.
○ KYC related issues.
Achievement : - 1) Setup two new branches by achieving 500 casa

numbers at the time of Branch Opening which was
inaugrated by Managing Director.
2) Improved per FOS number productivity from 7 accounts

to 20 Accounts and value productivity from 1 lac to 7
lacs.
Previous Assignments HDFC BANK LTD
ASSISTANT MANAGER
From 3 rd July 2007 to 22 January 2010
Sales & Customer services
1) Ensure quality new acquisition on savings accounts and current accounts for
resident/non resident.
2) Attition control of customer
3) Ensure quality customer service is delivered
4) Recording the complaints as per the specified proces
5) Resolving all complaints received(self,branch,other units) within the stipulated

TATS
MANAGED CLASSIC PORTFOLIO
1) Ensure that individual customer are gouped and Customer To Group ratio is maintained in the
portfolio
○ By grouping them with their family members who already holds accounts with us
○ By grouping them with their family member post selling liability products to the family
members,if they do not have banking relationship with us.
○ Ensure that within each customer group a minimum number of stipulated income
generating products are sold
2) Ensure that the customer group profitability is achieved
○ Manage band 1 and band 2 customer and ensure that they are moved to band 3 and
above
○ Proactively raising the eligible customer to the classic portfoloio wthin the prescribed
product programme
○ Ensure that all classic customer within the portfolio are contacted once in every month.
ICICI BANK LTD.

Oct 2006 to 29 june 2007
Team Head
Channel Development: Handled team of 5 executives. Training products and

otherwise Meets and conferences towards building brand image and business
confidence amongst the teammates
Business Development: Prospecting and profiling corporate clients, tailoring
business solutions, corporate presentations for the sales of banks product, mainly
current accounts and investments.
Kotak Mahindra BANK LTD.
Nov 2005 to May 2006
SR. Executive
I.D.B.I. Bank Ltd.

September 2003 to oct 2005
Financial Consultant -

Products Dealt in: Current Account, HNI Savings Account, Demat Accounts,
Fixed Deposits, Various Mutual Funds & Birla sunlife Insurance.
Achievements: Achieve value wise target of 1.5 crores in year regularly held seminar in
various government organization thereby open more than 3000 account, had opened
current account maintaining average float of nearly 1 to 1.5 crores. cross selling incentive
of insurance product and of mutual fund
Academic Record  MBA (Finance) From Nagpur University in 2003
with 65%.
 B.Com. Final From Nagpur University in 2001 with
57%.
 H.S.S.C. From maharashtra Board in 1998 with
51%
AMFI Certified.
● NCDO CERTIFIED (DEPOSITORY MODULE)
Software Knowledge Application Packages : Ms-Office , Tally &
other Accounting Packages including Finacle
(Banking )
Prashant Tripathi

Prashant P. Tripathi: E-Mail: 8446047488 (M)

Uploaded by

Copyright:

Available Formats

Prashant P. Tripathi: E-Mail: 8446047488 (M)

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Prashant P. Tripathi: E-Mail: 8446047488 (M)

Uploaded by

Copyright:

Available Formats

Prashant P.

To be professionally associated with any growth oriented organization, with the

Axis Bank Ltd Branch Sales Manager

Sales and ops team.

LI,GI and mutual fund.

IDBI BANK LTD

SALES :- ○ Managing the territory of Five Branches like Amravati, Akola,

○ Monitoring team of 5 sales Manager and 60 FOS for the

○ Utilizing the sales resources like Sales Manager/FOS for

○ Responsibilty of opening the customer account within the TAT

○ KYC related issues.

Achievement : - 1) Setup two new branches by achieving 500 casa

2) Improved per FOS number productivity from 7 accounts

Previous Assignments HDFC BANK LTD

From 3 rd July 2007 to 22 January 2010

Sales & Customer services

2) Attition control of customer

3) Ensure quality customer service is delivered

4) Recording the complaints as per the specified proces

5) Resolving all complaints received(self,branch,other units) within the stipulated

MANAGED CLASSIC PORTFOLIO

2) Ensure that the customer group profitability is achieved

ICICI BANK LTD.

Channel Development: Handled team of 5 executives. Training products and

I.D.B.I. Bank Ltd.

Channel Development: Handled team of 5 executives. Training products and

You might also like