KETAN MALDHURE

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Professional Synopsis:

A keen strategist with more than 7 years of quantitative & qualitative experience across diverse facets such
as sales & marketing, operations, business development and supporting systems implementation in the
Banking & Wealth Management Industry. Proven track record of instrumental in establishing business in
Nagpur, Nashik & Pune.

Work Experience:

1)
Citi Bank Relationship Manager, Since
Citigold , Pune - India February 2010
The highlights are:
1. Role involves managing a book of High Net worth Individuals on products like: Life
Insurance, general insurance, Estate planning, Equity, Debt, Structured Products,
PMS, Mutual Funds, Private equity, Real estate Investment Trust fund, CWAM.
2. Work closely with ASMs for acquiring fresh savings and current accounts.
3. Work Closely with Service relationship Manager for providing flawless service in
transaction banking.
4. Acquiring commercial banking relationships for FX transactions.
5. Generating leads for Business lending, Home loan, Personal loan and Ultima credit
cards.

2)
Associate Vice President Religare Macquarie Jan 2009 – Feb
Private Wealth, Pune - 2010
India

Religare Macquarie Private Wealth is the coming together of two finance houses, Religare and
Macquarie. The Australia based Macquarie Group is a diversified international provider of
banking, financial, advisory and investment services was founded in 1969 and operate in 27
countries. Macquarie’s experience in wealth management solutions has helped it as a leading
provider of Innovative Investment Solutions. Religare is one of the largest integrated financial
services groups in India.
The highlights are:
6. Role involves acquiring and advising High Net worth Individuals/ NRI clients on
products like: Life Insurance, general insurance, Estate planning, Equity, Debt,
Structured Products, PMS, Mutual Funds, Private equity, Art fund, Global investment
services, Real estate fund and Loan against property .
 7. Role also involves training, grooming and managing relationship managers and
associate relationship managers.
8. Coordinate with CAMS for error free logins.
9. To ensure error free and timely processing of all special products transactions and
channel and Web transactions. Also to ensure that all queries pertaining to the above are
resolved with the TAT.
10. Coordinate with the Asset management companies for various requirements.
11. Reducing the TATs of key activities to provide better investor experience on a continuous
basis and when compared to competitors.
12.Monitor the transaction processing
13. Planning & executing business development activities in the region.
14. To develop/ create a sales culture in the team.
15. To ensure discipline in the sales process, so as to comply with the audit
requirement.
16. The Job entails building scalability of operation to handle volumes, as well as building
operational excellence by identifying design gaps and having error free processing of
transactions with better TATs at all times .
• Chief Accomplishments
• Awarded trip to Dubai for outstanding performance in direct equity.
Awarded trip to Bangkok for exceptional performance in life insurance.
• Won 10 gram gold for Private equity contest.
• Won Digital camera for Structure Product contest.
3)
Wealth Manager and Head, VAN Royal Bank of Scotland. May 2007 –
GOGH Preferred Banking / ABN-AMRO BANK , Nasik- Jan 09
Royal Banking. India

Van Gogh Preferred Banking is a global proposition for High net worth Individuals & NRI’s.
I started the Van Gogh Preferred Banking Wealth division for ABN AMRO Bank in Nasik from scratc
no book.
Wealth Management is the key driving force behind VGPB proposition.

The highlights are:

• To manage a team of Management trainees.
• Role also involves acquiring and advising High Net worth Individuals/ NRI clients on
products like: Life Insurance, general insurance, Equity, Debt, Structured Products,
PMS, Mutual Funds, Private equity, Real estate fund, offshore investment from Dubai
and Singapore desk.
• The role also involves recruitment/ grooming of Foray RM’s and Management
trainees.
• To make the VGPB segment profitable.
• Planning & executing business development activities in the region.
• To develop/ create a sales culture in the team.
• To ensure discipline in the sales process, so as to comply with the audit requirement.
• The Job entailed building scalability of operation to handle volumes, as well as building
operational excellence by identifying design gaps and having error free processing of
transactions with better TATs at all times .

Chief Accomplishments
1. Sourced single biggest business deal in the history of emerging market branches
across India.
2. Won 'Beyond Ambition Award'.
3. Constantly been a top performer at ABN AMRO in terms of sourcing new business
and cross selling.
4. Awarded trip to Dubai for investment contest.
 5. Undergone “Coren Brown-B2B Banking” training hosted by Country Head VGPB.

4)
Financial Planning Manager HSBC, Nagpur- India. Jan 06 –
May 07

Manage the sales and marketing operations for promoting products, accountable for achieving b
goals and
increased sales growth.
1. Identify & develop new market segments, at the same time generate business from existing a
holders with
HSBC.
2. Coordinate with the CAT (Customer Acquisition Team) and the PST (Platform Service Team) fo
generation
and referrals.
3. Achieve Mutual fund and life insurance target.
Chief Accomplishments
1. Established as number one ‘ACE ACHIVER’ in new branches category for Life Insurance busin
the month
of June’06, Sep’06 and Jan’07.
2. Received three “Champion of Champion” recognition miniatures from the PFS Head India for t
performance in the contest.
3. Attended the TATA-AIG ‘Synergy Summit’06’ at Mount Abu, Rajasthan.
4. Attended CEO meet at Mumbai for the “CREDO” launch on 9th January 2007.

5)
Business Development HDFC Standard Life May 04 –
Manager Iunsurance,Pune- India Jan 06

Recruitment of Thirty Financial Consultants from various segments of society and source life ins
business from
them.
1. Co-ordinated with Finanacial Consultants to follow up on maximum lead conversions.
2. Trained and Motivated team members to achieve team targets.
3. Kept the track of activation and individual performance of Financial Consultants to meet busin
targets.
4. Identified & developed new market segments, institutional and retail accounts/investors, t
increasing sales.

Chief Accomplishments
1. Undergone Disha training to implement Systematic Sales Process.
2. Introduced ‘Customer contact Program’ called ‘One Week Wonder’ for increasing sales, brand
visibility and motivation
of the financial consultants.
3. Secured Top Position amongst SDM’S Pune Deccan Branch for the highest average premium.
4. Secured Second Position in SDM’S( NEP wise) Pune Deccan Branch,for the year 04-
05.
 Language: Marathi (Mother tongue), English (Fluent), Hindi (Fluent)

Interests: Chess, Meditation, Travelling and Swimming.

Education

Degree/Qualification Institute Year

of
passi
ng
Certification for Life Insurance Regulatory and Development 2010
Insurance Advisory Authority of India.
Certification for Mutual fund Association of Mutual Funds in India 2006
Advisory
Bachelor of Law, LLB Pune University, Symbiosis Law College, India. 2005
Bachelor of Commerce Pune University, Symbiosis College of Arts & 2002
(Banking and finance) Commerce, India.
Diploma in Event NIEM (National Institute of Event Management), 2001
Management Pune
Higher Secondary College Thapar Junior College, Nagpur University, India 1999
( Science)

Date of Birth: 26th May 1981 E-mail:

ketanmaldhure@hotmail.
com
Address: Flat no. 206, Sapphire, Park Street, Wakad, Phone: 00- 9561255888
Pune – 411057, Maharashtra.

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