Curriculum Vitae

Jay Udeshi Mob: 9892671150

E-Mail: jayudeshi333@yahoo.co.in

Objective To implement my existing skills while shouldering challenging responsibilities and learn new skills to excel in the field of sales & management and add value to the organizations by producing results on every month consistently. Career Summary A sales & marketing professional with 6 years of sales experience in Banking. Hands on experience in MIS, training & development, market exploration and relationship management. Known to be innovative, positive & team player with ability to motivate & manage. Present Employment Max New York Life Insurance Designation : Manager -- Sales Duration Products : April 2010 To Till Date : Life Insurance.

Role/Responsibility: The work profile includes identifying and selection of business partners as per the criteria and process of the company. Building a team of sales professional and guide and mentor the team by providing sales training and demonstration to achieve the desired output. Achieving sales target for the life insurance products by working closely with the team and self production. Previous Employment HDFC Bank Ltd Designation : Key Account Manager. Duration Products : May 2008 To 31st March 2010 : HNI Current Account, TD, Life Insurance

Role/Responsibility: The work profile includes hiring of new executives. Achieving sales targets. Interaction with HNI clients for accounts and providing necessary service after closure of sale via different channels in HDFC Bank. Training the executives on sales parameters, products (Current A/Cs, Trade Finance, and Forex) and pitching. Targets involve Current Accounts and Life Insurance with cross selling for Savings Accounts, Fixed Deposits, Loans, etc. Good working knowledge of Branch operations. Previous Employment Kotak Mahindra Bank Ltd Designation Duration Products A/C : Assistant Sales Manager : March 2007 to 7 May 2008 : Retail liabilities (CASA), Term deposits, Insurance, Online Trading

KRA : Goal setting, Monitoring, Business procurement & Generating revenue from my Unit. Role/Responsibility: Main responsibilities involved the planning and execution of various sales strategies. Acquiring new customers via Savings accounts, current accounts as well as fixed deposits. Was responsible for the CASA book incremental as well as enhancement for 3 months. Regularly conduct various marketing activities like society promotions, company promotions, events etc. for leads generation and business procurement. Achieve the targets set in terms of product mix and customer segment while ensuring the best in class in terms of quality of sales and productivity standards. Cross sell various third party products (MF & Insurance) and Assets products (Personal Loans, Home Loans). Previous Employment ICICI BANK LIMITED Designation Duration Product : Senior Sales Executive : May 2004 to Feb 2007 : Home Loan

Role/Responsibility:

Job profile included being accountable for branch sales targets and client relationship while maintaining relationship with high value customers. Training new counsellers.

Academic Qualifications Pursuing Certified financial planner Post Graduate Diploma in Business Administration (Specialization in Mktg.) from Symbiosis TY BCOM from MUMBAI UNIVERSITY in 2003 HSC from MUMBAI UNIVERSITY in 1999 SSC from MUMBAI UNIVERSITY in 1997.

Personal Details

Date of Birth

: 29th Oct, 1979

Language Known : English, Hindi, Marathi Gender Marital Status Contact No Email Id Address 400066. : Male : Married : 9892671150 : jayudeshi333@yahoo.co.in : 3/16 Nirmala Sadan, Carter Road No1, Borivali (E), Mumbai-