AJAY PRAJAPATI

Email Add. : ajayrprajapati@gmail.com

Mobile Number : 09340370611

MBA WITH 17 YEARS OF EXPERIENCE IN BANKING SALES / FINANCIAL SERVICES.

Career Objective:-
Being into Retail & Investment Banking operations for nearly 17 years, with major organizations like Bajaj Allianz Life
Insurance Co. Ltd. ICICI Bank, Aviva Life Insurance Co.Ltd.,Anand Rathi Security Services and UTI Security Services ,
I have gathered potential knowledge in Different areas of banking operations such as Account services, Cheque clearing
Transaction processing Bond redemption & subscription, Equity settlements and Custodian services. In a lookout for a
challenging and rewarding opportunity in an organization wherein I could get more exposure on my career and I can
utilize my skills and knowledge which will contributes. Towards organizations growth.

Target Position: - Associate/ Equity analyst/ Credit Analyst/ Officer in banking operations .

Target Industry: - Retail banking/ Investment banking/ Back office operations/ Insurance Services/Trading

Companies/Treasury operations.

Professional Experience:
BAJAJ ALLIANZ LIFE INSURANCE CO.LTD. :- July 2019 To Till Date
Department: - IM Sales (KHANDWA M.P.)

Designation: - Territory Manager Grad LB2

Roles & Responsibilities: -

 Responsible for profitable business delivery and growth for the assigned geography with the Insurance Manager.
 Build a robust and profitable distribution network of insurance manager for the assigned location.
 Plan and execute sales and marketing activities for meeting business target for the location and increase of
market share in the region.
 Ensure activisation and desired productivity levels of the insurance manager.
 Establish a performance culture in the team though regular performance evaluation / revies and robust monitoring
mechanisms
 Take initiative for team’s development through productivity improvement drives and / or training program to
enable them to achieve / exceed their assigned business target. Responsible for quality team development and
playing important role in expanding the market share.
 Ensure compliance and implementation of desired business practice for quality business procurement
 Protect and promote the brand value of the company. Ensure interface with customer, competitors and public at
large brand value in enhanced.

 Responsible for recruiting Insurance Manager to promote the sale Insurance in the assigned territory handling
the team of Insurance advisors.

ICICI BANK LTD : - May 2012 to Oct. 2015

Department: - Regional process centre (ICICI BANK LTD. Raipur C.G.)

Designation: - Branch Business Manager

Account Opening & Maintenance: -
 To ensure all required docs are available prior to opening accounts

 Perform blacklist check internally, in Central bank black list system and in World check while opening
personal or corporate accounts.

 To image the customer signature correctly and with the appropriate signing instructions as per customer
request.

Transaction Processing: -
 Process balance order/ standing order instructions as per customer request .

 Process stop payment of cheque requests within the stipulated time frame.

Investment Operations (Bonds & Bancassurance products): -

 Open and close investment account for the existing ICICI BANK Customers.

 Process entries for subscription and redemption in customer accounts

 Preparing Swift instructions and liaising with custodian & wealth management.

 Process Investment & bancassurance related standing orders.

Aviva Life Insurance Co. India Ltd. Bhopal:- March 2010 To April 2012.
Department: - Life Insurance DSF

Designation: - Sales Manager

Responsibilities
 Responsible for recruiting advisors to promote the sale Insurance in the assigned territory handling the team of 21
Insurance advisors.
 To identify potential advisors (Insurance agents) based on agreed profiles and ensure recruitment in accordance
with the business plan.
 To provide training and monitor developmental needs of advisors in the team ; provide feedback on advisors
performance, particularly those with less experience.
 To Set targets for advisors, review these and consistently raise them
 To prepare weekly/monthly sales team reports and other administrative activities.
 Project sales, visiting the customers directly
 Institutional sales, visiting government departments, institutes, hospitals etc.
 To handle a team of Advisors.

ANAND RATHI SECURITIES OPERATIONS: - OCT 2007- APRIL 2010

Department: - Investment Banking Operation

Designation: - Cluster Sales Manager

J ob Profile:-

 Overall responsibility of sales and revenue for all liability, wealth, assets and fee based products. Ensuring
achievement of operating level budget profit targets through revenue and cost management on monthly basis.

 Motivate staff and ensure low attrition & periodic trainings.

 Tracking competition and formulating branch level strategies for products, channels and customers.

 In a supervisory profile, I directly oversee the role the branch service and sales staff including priority banking
and the sales acquisition channel of the branch.

 Significant achievements: (All figures for FY’ 2009-2010) Responsible for Distribution of 6 Branch in Bhopal,
Sagar,Hoshangabad,Gwalior, Morena,Dholpur.With work force of 6 Sales Manager and 87 Relationship
Managers.

UTI SECURITIES LTD.: -Dec.2004 to Sep.2007

Department: - Investment Banking Sales & Operation

Designation: - Relationship Manager

J ob Profile: -
 Responsible for Distribution team to promote the All Mutual Fund & Insurance ( Birla Sun Life )in the assigned
territory Indore Bhopal and achieve targets through them.
 To identify potential agent based on agreed profiles and ensure recruitment in accordance with the business plan.
 To provide training and monitor developmental needs of agent in the team provide feedback on agent particularly
those with less experience (Mentor Role).
 To Set targets for agent .

Achievements: -
 Holding IRDA license certificate from Insurance Regulatory and Development Authority of India.

 Holding certificate for participating in seminar on Islamic banking concepts.

 ICICI BANK. star performer award. For the 3 consecutive months for keeping accuracy and consistently in
settling trades.

 ICICI BANK - Won spot awards and many certificates for handling maximum volume with perfect accuracy and
consistency.

Education qualification: -
 MBA - National institute of management, Bhopal , India 2004

 Bcom- Barkatulla University Bhopal, India 2002

 Plus Two- Higher Secondary Board of MP 1999.

 Computer Skills :Expert in MS Office tools, Macros and MS Visio Linguistic Proficiency: English, Hindi,
Personal Information: -
 Father’s Name : Shri M.P. Prajapati

 Date of Birth : 28th June 1981

 Permanent Address : 240, Teachers Colony Raod Mohan Giri Vidisha (M.P.)

 Marital Status : Married

 Languages Known : English & Hindi.

 Strengths : Confidence and Good Communication Skills,

Place: -

Place: -

Ajay Prajapati