ANSHUMAN MALIK

Enthusiastic networker and sales professional with proven track record of success in implementing innovative
strategies and boosting organizational profitability through high-impact sales and client servicing.

PROFILE SUMMARY

 PGDM with more than 15 years of relevant experience in Broking & Banking, Sales and Marketing, Channel
Management, Customer Relationship Management, Product Promotion
 Managing an AUM of $2.95 bn with a team of 7 equity advisors & 8 sales managers who are responsible to handle more
than 9600 clients and to generate $ 27.5 mn of revenue from these set of clients in a year
 Managed Portfolios as per the clients requirement and suggested strategies as per market situation
 Managing and building relationship with existing HNI clients and advising them on equity and derivatives
 Profiling of the client base and devise offerings meant to attract them
 Daily interaction with team for updates and discuss strategy for the day
 Improving and sustaining overall productivity of the Desk by maintaining and updating MIS and continuous improvement
through removal of anomalies
 Facilitated several training programs for the advisors to enhance customer engagement and upgrade market knowledge
to develop new strategies
 Possess entrepreneurial outlook with mastery of sales techniques, strategies for building a strong client base, and
systems that fosters customer satisfaction
 Expertise in collaborating with stakeholders in assigned service areas for understanding business requirements and
thereby implementing effective marketing and sales strategies to maximize sales profitability
 Resourceful in translating the business requirements into effective action plan and strategies thereby providing visibility
as a valued Business Partner
 Experienced in overseeing new business, diverse customers, product launches and business retention.
 An effective communicator with excellent relationship management skills and strong analytical, problem solving &
organizational capabilities
 Total team player, result oriented, focused and well informed about market activities and trends. Effective in working as
an individual or team contributor as a manager.
 Managed portfolios of Senior Management of different corporate

AREA OF EXPERTISE

 Sales Management ( Direct & Retail sales )  Strategic planning

 Branch Administration  Brand awareness & development
 Customer relation development & retention  Branch audits & P&L
 Budget Control  Risk Assessment

ORGANIZATIONAL EXPERIENCE

ORGANIZATION DESIGNATION PERIOD

Sr
SHAREKHAN LIMITED SR BRANCH MANAGER – ( Grade : AVP ) FEB 2012 ONWARDS
1
HDFC BANK LTD MANAGER –PRM JULY 2011 TILL JAN 2012
2
SHAREKHAN LIMITED SR TERRITORY SALES MANAGER & ASM MAY 2006 TILL JUNE 2011
3

4 ICICI BANK LTD – DSA EXECUTIVE APRIL 2005 TILL APRIL 2006
 SHAREKHAN LIMITED AS SR BM SINCE FEB 2012

 Accomplishing human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching,
counseling, and disciplining employees; communicating job expectations; planning, monitoring, appraising, and reviewing
job contributions; planning and reviewing compensation actions; enforcing policies and procedures.
 Ensuring the productivity of Business Units as per the expectation of the company by planning activities for sales,
identification of training needs, and measurement of product penetrations, customer awareness, and satisfaction. Set
Standards and Maintain “ Business Quality”
 Meets sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures;
analyzing variances; initiating corrective actions.
 Responsible for managing non-discretionary PMS, equity outlook, research and strategy. Conducting equity portfolio
reviews for wealth clients
 Maintains and expands customer base by counseling location representatives; building and maintaining rapport with key
clients; identifying new client opportunities & acquiring new UHNI’s & HNI’s.
 Maintenance of statutory timings, discipline as per the guidelines, and compliance for better realization.
 Monitor individual & Team performance and take steps to improve productivity and correct aberrations.
 Initiating various sales campaigns/promotions in respective areas.
 Monitor customer satisfaction and suggest possible product modifications/improvements to the Research Head and
Product Team. Surveying client needs and trends; tracking competitors.
 Managing portfolios of Top HNI clients of Region and providing them with and high-quality service to ensure full business
potential.
 Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales
programs to acquire new relationships.
 Enhancing awareness of the company branch and brand.
 Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining
personal networks.
 Created a Model of MGM – Member Get Member i.e. Referencing Model; planned and executed events at various places
in the catchment area to identify HNIs.
 Demonstrated excellence in expanding business by managing and leading a team of 7 Relationship Managers, 8 Assistant
Sales Managers & Sales Executives
 Tracking of the productivity of Each Managers. Lead and motivate the team through Hurdles, Con-call, Publishing
Business Updates and Micro Managing through Effective MIS.
 Handling the compliance, audit and various escalations of the branch and to achieve branch profitability through third
party products i.e. IPO’s, BONDS, Mutual Funds, Life Insurance.

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HDFC BANK AS MANAGER- PRM FROM JULY 2011 TILL JAN 2012

 Identify existing branch customers who meet Imperia program criteria and flag them on the system to upgrade these
customers under the Imperia program
 Acquire new customers who meet product criteria and flag them on the system
 Regularly interact with the customer to build rapport and understand the profile. The profile should be captured and
updated via CRA / CRM Next (wherever applicable). This profiling should be used to set customer level objectives post
discussion with RBH / BM. The objectives should be tracked and reviewed as per the Branch Sales Process.
 Basis the profile, a contact plan should be drawn, and customer contacted. Contact report should be updated in CRM
Next / CCM. In case there is an update in profile of the customer, then the same should be updated in CRA / CRM Next (
as per the profile ).
 Enhancing customer wallet size
 Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolio
 Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached
 Ensure that the Customer Group profitability is achieved
 Enhance Values within each of the customer groups by ensuring that a/cs are activated and FDs are sold to all customers
(deepening the asset size ).
 Retain the customer via the experience offered.
 Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
 SHAREKHAN LTD AS “SR TERRITORY MANAGER & ASM” FROM MAY 2006 TILL MAR 2011

As Sr. Territory Manager:

 Building up Market Strategies for Increasing revenue & customer acquisition, through new initiatives and ideas by
effectively implementing at local and national level.
 Conceptualising & implementing competitive strategies for generating sales, developing and expanding market share
towards the achievement of revenue & profitability targets.
 Handled a Team of 5 Assistant Managers, 10 Sales Executives, 2 Revenue Extraction Executives and 2 Back Office
Executives.
 To assist vertical heads in planning & leading for all products in market, Coordination and liasioning with the branch
officials for Sales and revenue generation.
 Performance management of sales personnel's by maintaining and monitoring MIS. Identification of performers to
manage low attrition rate of performing candidates.
 Looking up for Promotion of Sales in all over Territory and After Sale Service to Customers. Ensure TAT to be maintained
for all daily activities at branch.
 Maintaining & optimizing profitability for the branch by selling Loan Against Securities & various Financial Products like
IPO’s Bonds etc.

As Assistant Sales Manager:

 Handled a team of 25 variable sales persons for selling of all Equity Products, PMS, Mutual Funds, and Insurance.
 Identification and Generation of new hub of clients through corporate presentations and personal interactions in
corporate.
 Training to of all Products to various channels, first step customers and weekly review's linked to progress of Targets.
 To establish goals for revenues from all wealth products: Equity Products, PMS, Mutual Funds, and Insurance

ICICI BANK LTD AS EXECUTIVE FROM APRIL 2005 TILL APRIL 2006

 Catering to retail clients for mobilizing CASA, Forex-Trade, and Equity Based Investment product like Life Insurance,
Mutual funds, PMS, Structured Products
 Maintaining existing accounts through excellent client service,
 On boarding Customers, maintaining relationship & deepening
 Ensure maximum interest income by selling loan products like, Home Loan, Auto Loan, Loan against Shares, Personal and
Business Loan, Etc.
 Providing various services such as Trade, Demat, Security Trading & FX services, Business Banking requirements
 Ensure profitability by increasing Fee Income and Cost Reduction in Expenditure,
 Prevent customer attrition control & ensure customer retention.

AWARDS AND ACCOLADES

 Top Performer throughout Professional Life, Won Many Contests and got felicitation from the Senior Management
 Established Greater Kailash Branch and Gurgaon Branch with Sharekhan Limited as Best Performing Branches in Region.
Able to set a Benchmark for Cross-sell in the New Locations as a Territory Manager.
 Able to adhere the credit guidelines and work according to the requirement of the company and delivered as per the
organisational requirement
 Total revival of a New Branch from loss making branch to one of the most profit earning branch within a year.
 Doubled the AUM growth along-with individual productivities of individual TMs of the branch.
 Won the “The Best Branch of the Year (North Region)” award in 2014, 2015, 2017 & 2018
 “Consistent performer award” for F.Y. 2017-18.
 Qualified as “The Best Distribution Advisor” contest
 Ranked 2nd across circle in I/E ratio in F.Y. 2015-16 & 2017-18.
 Had been a part of the NPS team of Pan India
 SCHOLASTICS

 Post Graduation : PGDM - from IMT, Ghaziabad.

 Graduation : B. Com – From Delhi University
 Schooling : Indira Ideal Sr Sec School- CBSE Board

CERTIFICATIONS

 NCFM Certified – Series I, Series V & Series VIII

 IRDA and AMFI Qualified
 “Branch Leadership & insurance products imparted by ICICI Prudential.
 “Sell Ignite To Build Portfolios”- Imparted by OTA Academy
 “Value selling & basic selling technique” - by Mr. Rajesh Vora.

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PERSONAL INFORMATION

Date of Birth : April 5, 1984

Marital Status : Married
Contact Details : +91 - 9717971766
Email : [email protected]
Languages Known : English and Hindi
Hobbies : Reading Newspapers and Financial articles
References : Available on request