Sushanth Shekhar Shetty
Chief Segment Manager-Business Operations/Revenue
Mumbai,Maharsahtra
Summary
Quality focused business management professional with combined experience in Project management , Topline generation ,In house/Outsourced projected heading. Committed to align with organizational goal with high level service standard.
Core Competencies: Vendor management and service delivery (Investment Products,Mutual Funds,Liability acquisition,Insurance) Revenue strategies,Digital engagement activities & Campaigns,Acquisitions,Client life cycle management,Training/Quality ,D2C Business)
Overview
12
12
years of professional experience
4
4
Certifications
5
5
Languages
Work History
Chief Segment Manager
ICICI Securities
03.2023 - Current
- Conducted vendors regular performance reviews to identify areas for improvement and develop action plans accordingly.
- Hiring and Placement of resources in segments
- Achieved revenue growth through effective management of sales channels and partnerships.
- Account activation through Mutual Fund-SIPS/Lumsum
- DCA-Channel Account activation /Up-Sale
- Data Allocation strategy to penetrate MF AUM in market.
- Increased market share by developing and implementing targeted segment strategies.
- Provided training and mentorship to team members, enhancing their skills and knowledge within the segment manager role.
Centre Head (Mumbai-Noida)
Armsoftech.AIR
03.2022 - 03.2023
- Heading call centre for BFSI,Collections,Sales And Customer Service spread across Mumbai and Noida.Total Billable Seats 500.
- Annual Top line of the business -25CR
- Implemented strategies to grow business of investment and Insurance business .
- Initiated BOT-Man machine programs to On-boarding customers of clients
- Drove operational improvements which resulted in savings and improved profit margins.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Identified cost improvement changes and cost savings plans to increase company savings.
- Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Developed and implemented B2B marketing strategy and overall communication plans to produce long-term partners.
Team Leader
IIFL holdings -5paisa Capital Ltd
01.2019 - 11.2021
- Responsible for managing Peer2Peer (p2p) Investment of 30 Employees with two process (Lending & Borrowing ).
- Suggested to Create product journey and smoothen the process for investors to invest.
- Managed B2B to B2C Clients/Partners and dealt with revenue sharing module.
- Managed to cross sell Mutual Fund /ND-PMS across clients.
- Mentored and guided employees to foster proper completion of assigned duties.
- Participated in cross-functional team-building activities.
- Assisted with new hire processing and existing training programs.
- Expanded company customer base and cemented market presence by implementing strategic sales plans.
- Forecasted sales to management and collaborated to build effective sales team.
- Built strong team by recruiting and developing top sales talent.
Senior Relationship Manager
Edelweiss Capital Ltd
09.2017 - 01.2019
- Acquired Business partners across mumbai in revenue sharing model.
- Managed team of Management Trainees to train and generate business.
- Cross sell multiple investment assets like MF/PMS/AIF primarily.
- Worked with clients to address and respond to client and partnership management issues.
- Researched current trends to identify prospective customers and determine specific needs.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked with clients to address and respond to client and partnership management issues
Investment Advisor
Aditya Birla Money-My Universe
11.2015 - 05.2017
- Managed ICICI AMC Process for promoting ICICI Balanced Advantage Funds.
- Managed Outsourced Vendor team of 65 agents for CC and MF Business.
- Handled allotted Portfolio of 50+Crores with inclusive of SIP.
- Managed and advised goal oriented investment portfolio.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established key procedures for teams preparing documentation, models and presentations.
- Researched companies and prepared presentations for management and prospective buyers.
- Gathered data and built financial models around key metrics.
- Contacted potential clients to pursue sales and gather funds.
Education
MBA - Masters in Business Administration (Finance)
ITM Group of Institutions
Maharashtra 03.2020 - 10.2022
Business Management
Mumbai University (Vidya Prasarak Mandal)
Mumbai 04.2010 - 07.2015
Skills
Business Planning/ Expansion
Certification
NISM-10-Investment Advisor-Level-1
DOB : 28/09/1993
Hobbies : Book Reading (Personality development & Investment Ideas)/Bullet Rides/Gym-Workouts.
Timeline
Chief Segment Manager
ICICI Securities
03.2023 - Current
Centre Head (Mumbai-Noida)
Armsoftech.AIR
03.2022 - 03.2023
MBA - Masters in Business Administration (Finance)
ITM Group of Institutions
03.2020 - 10.2022
Team Leader
IIFL holdings -5paisa Capital Ltd
01.2019 - 11.2021
Senior Relationship Manager
Edelweiss Capital Ltd
09.2017 - 01.2019
Investment Advisor
Aditya Birla Money-My Universe
11.2015 - 05.2017
Business Management
Mumbai University (Vidya Prasarak Mandal)
04.2010 - 07.2015
NISM-10-Investment Advisor-Level-1
Certified -NISM 5-A Mutual Fund Distributor
Certified-NISM 7 Securities Operations and Risk Management
IRDA Certified
Similar Profiles
LAVANYA GUSIDILAVANYA GUSIDI
Relationship Manager at ICICI SecuritiesRelationship Manager at ICICI Securities
Deeksha Deeksha null
Business HR ( People Consultant for Internal Firm) at ICICI SecuritiesBusiness HR ( People Consultant for Internal Firm) at ICICI Securities
Sourav MitraSourav Mitra
Client Partner Private Wealth at ICICI SecuritiesClient Partner Private Wealth at ICICI Securities