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ANJALI VYAS

Mob: +91 93700 36315; Tel: +91 20 24345006; Email: anjalo100@yahoo.com
303 Vasundara Apt,Srv.NO.18/3,Anandnagar, Sinhagad Road, Hingne,
Pune 411051

A MBA (Marketing) / ADCSSAA (Software System Analysis & Applications) with over 4 years
experience in marketing financial and banking products for top level banks and finance companies.
Possesses strong product knowledge, computing skills, knowledge of multiple networking
environments and business software packages. Proven abilities in formulating and implementing
innovative strategies, leading sales teams to surpass targets and increase revenues and
continuously seeks to upgrade knowledge and keep pace with changing technology, seeking a
management assignment in …

IT ( BANKING & FINANCE)

CORE STRENGTHS

25 Business Development
26 Learning New Concepts
27 Banking & Finance
28 MIS Reporting
29 Business Analysis
30 Managing Stress & Deadlines
31 Communicating Effectively
32 Recruitment & Deployment
33 Analytical
34 Decision Making
35 Positive Outlook
36 Persistent / Never Gives Up

AREAS OF EXPERTISE

37 Plan and implement strategies to generate business for financial products such as Portfolio
Management & Investment Advisory Services, Mutual Funds, Direct Equity Accounts, Marginal
Funding, IPO Funding, Broking & Demat Accounts and various insurance schemes.
38 Participate in business forecasting and the development of competitive strategies to optimise
revenue generation.
39 Manage the recruitment, training and deployment of sales teams to target specific segments.
40 Achieve and surpass personal targets and motivate team members in the accomplishment of
organisational goals.
41 Analyse and prioritize to formulate periodic strategies to achieve sales targets.
42 Utilise personal contacts and direct selling where no database exists, generate business leads
based on client data available at databanks created for other purposes.
43 Deliver need based customized financial investment solutions for HNI / Corporate clients.
44 Cross sell other products (including third party products) offered by the organisation.
45 Generate MIS reports, business reports and other communication for top management.

PROFESSIONAL EXPERIENCE

Powerpay Accounts. Pune Financial Consultant Oct 2003 to Sep 2004 Key Achievements 52 Promoted the sale of various financial products including Mutual Funds. 53 Made significant breakthroughs with Sourcing Corporate clients and HNIs and surpassed set targets by over 70% with both company’s. 48 Managed the recruitment. Marginal Funding. 51 Successfully sourced large volumes of business from non account holders of the branch thereby adding a substantial number of HNIs to the Branch Portfolio. initiation and development of Financial Consultants and Direct Selling Agents to enhance business and market coverage from various segments. IDBI Bank Ltd. ACADEMIC QUALIFICATIONS . PREVIOUS EXPERIENCE Organisation Locatio Designation Period n Karvy Stock Broking Pvt. NRI and International Banking groups. IPO Funding. 47 Overcame the absence of a formal database by using individual contacts and activating leads from client data of Private Banking groups. PUNE Deputy Manager (Aug 2005 to Feb 2007) Reported to the Branch Manager / Cluster Head and coordinated a 4 member team responsible for promoting Investment Advisory and Portfolio Management Services to HNI and Corporate clients. Key Achievements 46 Achieved 125% of the Branch target for Insurance as well FDs despite the branch being recently established. 57 IRDA Bancassurance module 58 Various financial product training for Business Development Activity. 54 Accomplished outstanding success in sales of TCS IPO Funding (170% of target). Demat Accounts and Insurance to brokers. General Insurance and Investment Advisory Services. Key Achievements 50 Surpassed targets by 25% for the sale of Mutual Funds. Small to Medium Enterprise groups.. Insurance. ICICI BANK LTD. RBI Bonds. corporate and retail clients. HDFC BANK LTD. 55 TRAININGS ATTENDED 56 All India Association of Mutual Fund Advisory modules. PUNE Assistant Manager – II (Mar 2007 to August 2007) Reported to the Regional Sales Manager and led a team of 10 in developing business from various segments for Insurance and third party products such as Mutual Funds offered by the bank and from cross selling of Fixed Deposits and other banking products.. 49 Successfully converted top leads in to business opportunities through the delivery of need based customized financial investment solutions for HNI and other clients. Pune Financial Consultant Sep 2004 to Aug 2005 Ltd.

Languages Known: English. PERSONAL INFORMATION Date of Birth: 5 April 1977. Excellent references available on request..56%). assisted in organising an exhibition at the Department of Chemistry. 67 B Sc (Chemistry) from Fergusson College. An enthusiastic participant in extra curricular activities.5. Pune and was a Cadet in the National Service Scheme. Ltd. Pune in 1997 (69. Project 60 Client: Zurich India Mutual Fund Pvt.64%). Marathi and Hindi.RDBMS. analyze key competitors and distributor’s preferences in advising various funds. (Jan to June 1999) 65 Title: ‘Generation of Traffic Accounting / Analyzing Reports for the International Telex Services. FoxPro. Project 64 Client: Videsh Sanchar Nigam Limited.5 as back end and Developer 2000 as front end. Oracle 7. 63 ADCSSA (Advance Diploma in Computer Software System Analysis & Application) from the Maharashtra Technical Board. C programming and System Analysis).64% . Pune University in 2002 (59. Pune 61 Title: 'A market survey for Zurich India Mutual Fund vis-à-vis competition' 62 Description: The report helped Zurich India Mutual Fund (AMC) assess the service standards offered by them to their customers. Ferguson College. . 66 Description: Prepared a system for the generation of traffic account reports for the International Telex using Oracle 7. Mumbai in 1999 (I year .59 MBA (Marketing) from the Institute of Business Research & Management. Pune.