Roshankumar Mishra

Managing Retail Sales - Banking Channel (Hdfc Bank / Axis Bank / Kotak Bank / RBL Bank / Yes Bank / Idfc Bank/ Icici Bank). Driving MF into the bank branches with a team of 12 people. We help branches to achieve their SIP’s and Lumpsum Target. Managing bank branches of Mumbai / Navi Mumbai / Raigad/ Alibaug/ Kalyan / Thane/ Palghar region. Cordinating with CH/ Circle Head/ Zonal Head / RH / TPP Team and set drive into the branches. Achieving the Market Share and ensuring the branch coverage.

-Elevated from Regional Product Manager to National Product Manager on 1st Jan 2023. -Managing the bank's TPP business at National level which includes Insurance / Investment & Axis Securities. -Providing regular training to branches and staff for Insurance and Securities market. -Launching Various Contest to enhance the business growth. -Sharing Regular data with the branches and track their performance on regular basis.

-2 Times MDRT Qualifier. -Responsible for increasing the book size of the Portfolio. -Acquiring and fostering business relationship with HNI/ UHNI/ Corporate resulting in solidification of client base and significant revenue generation. -Maintaining high client satisfaction with quality servicing to ensure new business development. -Building effective relationship with cross functional teams to enhance business scalability and widen offerings to clients.

Taking care of entire Mumbai with respect to Demat trading account opening, was having a team size of 65 people

Handling a team Size of 15 Sales Officer. Generating maximum revenus for the branch and make it cost efficient. Coordination with the Account opening team and activation team and helps the customer to trade in easy way. giving regular training to my team and hdfc bank branches staff.

Resolving client query,Upselling the Banking product

Bankassurance