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Ashish Agrawal

E-Mail: Contact: +9827269995 +8989247395

In quest with challenging assignments in Sales & Marketing and Relationship Management with reputed organization.

Presently associated with kotak Securities Ltd. as


Asst. Manager in jabalpur

8yrs. Of experience in the Financial Industry. MBA Panjab Technical Univercity 2007 M.Com. R. D. V. V., Jabalpur, 2005 B.Com. R. D. V. V., Jabalpur, 2003

An analytical mind to think clearly and logically; Team

player with a flexible & positive attitude.

Proficiency at grasping new concepts quickly, utilising

the same in a stipulated time.





Strong communication, interpersonal, analytical &

team building skills with proficiency at grasping new concepts quickly and utilising the same in a productive manner.

CAREER CONTOUR Kotak Securities Ltd. Asst. Manager (June2010 Onwards)

Sourcing and servicing the portfolio of the High Net Worth clients and enhancing their overall relationship with the Branch including Investment Advisory and Wealth Management. Focusing on HNW client groups for bigger volumes & accelerated revenue generation. Engages clients to the complete width of Investments. Products with including Trading and Investments & Life Insurance and mutual fund.
HDFC Life Insurance co. Ltd. Sales Manager
(May 09 Oct 2009 ) Responsibilities:

Recruiting team of Advisor, DSAs, Connector Channels. and generate revenue from them.

Doing reviews of the Advisor members on weekly basis for better performance. Responsible for the individual target as well as Advisor target. Managing customer centric operations & ensuring customer satisfaction by achieving delivery

service quality norms.


Relationship Manager
(April.07 April 09) Responsibilities: Marketing of Business Loan Personal loan Home loan LAP Products

Source business for the branch network in the location and surroundings areas.

Explaining various schemes to customers regarding All Loans. To escalate the customer grievance and to resolve it immediately. Attend to morning conference calls / Meetings. To act as a 1st escalation point between the client and the company. And take a best

To acquire and build relationship with target customers. To gauge the deposable income of the client and advise them on various product of the Company.

sales officer award in 2008.for target of good sale or good collection.


Sales Executive (June2006-April 2007)

AlterNet channel insurance Building/growing channels, sourcing business, maintaining costs of acquisition, taking

initiatives and adding value to the business. processes.

Developing the channel recruiting, training members for companys products and Handling a channel/team set-up to source business for the branch network in the

location and surroundings areas.

Managing the channel to deliver on monthly sales targets.

Award of excellence:

In Kotak Securities:

1) I have achieved Excrete Award in 2011, 2012, 2013 for completed My KRA and Also Top in MP Region. 1) I have achieved a best Relationship Officer with good margin

In Fullerton India: collection

Award in 2008. 2) Last 4 month my team had grown up in term of revenue 150% month On Month Basis. 3) In Mahalogin Day competitions we had logged more than 130 forms in A day with the healthy amount.

Professional Skills

Major Skills






promotion, Consumer Category/Portfolio management, Corporate Presentations, Process Setups, Financial Modeling, Negotiations skills. Minor Skills : IT system implementation IT Skills : Expert in MS office (Excel, Word, PowerPoint) Industry domain : Sales & Finance

Date of Birth Strength : : 1 August 1983 Effective Communication Skills Highly result oriented Significant leadership & dependable as a team player Ability to handle pressure effectively Persistent, diligent & adaptable to adverse condition English, Hindi.


Date: Place: (Ashish Agrawal)