Sai Ram Financial Consultants

your trusted financial channel partner for all your financial needs.

Principal Consultant

Exide Life Insurance

•	Handling ECS and SI Management for PAN India 
•	Interfacing and coordinating with Branches Pan India with regard to ECS and SI process processing & resolving the discrepancy
•	Ensuring branch process as per compliance requirement by proper training and periodical check.
•	Accountable for maintaining Presentation of ECS and SI to all the Banks and ensuring proper reconciliation 
•	Ensuring zero error accounting for ECS and SI Presented & OTC clearances
•	Responsible for clearing monthly surprise audits in related to processing 
•	Strict adherence to the Compliance, Infosec & KYC guidelines.

Deputy Manager - ECS and SI Management Pan India

Citifinancial Consumer Finance India P Limited

Manager - Branch Network
Processing:
•	Handling all products processing as per TAT –Disbursal cheques and refund issued for consumer durable and two wheeler for Bangalore and pay request for ROK Location; processed Credit & KYC norms in details
•	Interfacing and coordinating with all 23 branches in Bangalore with regard to Credit process followed in file processing & resolving the discrepancy
•	Ensuring branch process as per compliance requirement by proper training and periodical check.
•	Accountable for maintaining cheques stationary and generating mandatory record; ensuring proper reconciliation of cheques stocks issued to branch
•	Overseeing in-house cash collection from customers, agency collection handoffs, completeness of critical docs/register/formats
•	Ensuring zero error accounting for cash collected & deposited and maintaining vault register –handling of PDC presentation & OTC clearances
•	Responsible for clearing monthly surprise audits in related to processing 
•	Strict adherence to the Compliance, Infosec & KYC guidelines
•	Ensuring maintenance of records of inflow and outflow of Cash and Cheque received in the Branch with nil risk and timely updating up system on daily basis
•	Adhere to cash vault limit on real time and vault insurance limit
•	Maintain appropriate cash related documents for external audit on a monthly basis
•	Adhere to AML and KYC documents requirements on all client transactions
•	Conducting Seeding process on AML and KYC policy, generating MIS report and the findings are escalated and followed up with the concerned until closure of finding as per set TAT.

Manager Branch Network

Sales and Profitability - Compliance & Controls - Team Management - Customer Relationship - Channel Management - Credit Evaluation

Branch Manager

Hutchison Essar South Ltd.

Sales and Distribution:
•	Accountable for managing sales of the company product in the defined market by developing dealers and distributors to build healthy share in the market
•	Identified the potential outlets for the placements and developed business through increase of volume and sale value
•	Coordinated with dealers & distributors for strategically getting the maximum out of the potential counter

Formulation and Implementation of Trade Marketing Plans:  
•	Achieving continues availability of our brand mix across product categories through product visibility product merchandising and promotions.
•	Ensure adherence to norms fixed by the company for achieving effectiveness at the market place.
•	Setting up and monitoring of objectives to achieve desired level of performance with respect to coverage.
And service levels and to focus on value added services to the trade and accounts to improve selling out
To develop strong relationships with key players and to source the information about competition level.
Channel Partner Operations:
•	Help in building enduring business relationships by assisting in day-to-day operations.
•	Planning and forecasting cash flows for trading and regular monitoring to reduce variances against plans.
•	Educate and train relevant customer groups by providing necessary inputs.
•	Evaluate performance regularly to set corrective course of action where necessary.
•	Achieving continues availability of our brand mix across product categories through product visibility product merchandising and promotions.
Code of Conduct and Compliance to Regulatory Norms:
•	 Adherence to code of conduct of the organization.
•	Confirmation to all financial and administrative systems.
•	Effective integration of all operations to achieve efficiency in all levels.

Channel Sales Manager

Joyco India Private (India)

Territory Sales Manager

Hindustan lever Limited

Project Handled:         Project Shakti
•	Worked as Dist coordinator to initiate pilot operations by appointing rural SHG women’s as dealer for HLL –Project Shakti 
•	Elevated as south Karnataka coordinator for project Shakti in a span of 6 months.

Taplio

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