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
 ICICI BANK LTD., 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.

Key Achievements
46 Achieved 125% of the Branch target for Insurance as well FDs despite the branch being recently
established.
47 Overcame the absence of a formal database by using individual contacts and activating leads
from client data of Private Banking groups, Small to Medium Enterprise groups, Powerpay
Accounts, NRI and International Banking groups.
48 Managed the recruitment, initiation and development of Financial Consultants and Direct Selling
Agents to enhance business and market coverage from various segments.
49 Successfully converted top leads in to business opportunities through the delivery of need based
customized financial investment solutions for HNI and other clients.

HDFC BANK LTD., 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
50 Surpassed targets by 25% for the sale of Mutual Funds, Insurance, General Insurance and
Investment Advisory Services.
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.

PREVIOUS EXPERIENCE

Organisation Locatio Designation Period

n
Karvy Stock Broking Pvt. Pune Financial Consultant Sep 2004 to Aug 2005
Ltd.
IDBI Bank Ltd. Pune Financial Consultant Oct 2003 to Sep 2004

Key Achievements
52 Promoted the sale of various financial products including Mutual Funds, RBI Bonds, Marginal
Funding, IPO Funding, Demat Accounts and Insurance to brokers, corporate and retail clients.
53 Made significant breakthroughs with Sourcing Corporate clients and HNIs and surpassed set
targets by over 70% with both company’s.
54 Accomplished outstanding success in sales of TCS IPO Funding (170% of target).
55

TRAININGS ATTENDED

56 All India Association of Mutual Fund Advisory modules.

57 IRDA Bancassurance module
58 Various financial product training for Business Development Activity.

ACADEMIC QUALIFICATIONS
59 MBA (Marketing) from the Institute of Business Research & Management, Pune University in
2002 (59.56%).
Project
60 Client: Zurich India Mutual Fund Pvt. Ltd., 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, analyze key competitors and distributor’s
preferences in advising various funds.

63 ADCSSA (Advance Diploma in Computer Software System Analysis & Application) from the
Maharashtra Technical Board, Mumbai in 1999 (I year - 64% - RDBMS, Oracle 7.5, FoxPro, C
programming and System Analysis).
Project
64 Client: Videsh Sanchar Nigam Limited, Pune. (Jan to June 1999)
65 Title: ‘Generation of Traffic Accounting / Analyzing Reports for the International Telex
Services.
66 Description: Prepared a system for the generation of traffic account reports for the
International Telex using Oracle 7.5 as back end and Developer 2000 as front end.

67 B Sc (Chemistry) from Fergusson College, Pune in 1997 (69.64%).

PERSONAL INFORMATION

Date of Birth: 5 April 1977.

Languages Known: English, Marathi and Hindi.
An enthusiastic participant in extra curricular activities; assisted in organising an exhibition at the
Department of Chemistry, Ferguson College, Pune and was a Cadet in the National Service Scheme.

Excellent references available on request.