Jose Kaithayil
@user.2515787
Senior Manager | Business Development | Wealth Management | Financial Services
India
https://www.linkedin.com/in/jose-varghese-kaithayil-3496a721/
Jose Varghese Kaithayil is a competent professional with over 20 years of experience in strategy, equity, trading, commodity, and wealth management. He has led business development at Fortune Wealth Management, Orion Broking Services, and Angel Broking, establishing PAN India presence and growing franchise networks. His career spans HDFC Life Insurance, ING Vysya Financial Services, Investsmart India, and Rakesh Pharmaceuticals, demonstrating consistent expertise in business development, risk management, and team leadership.
Experience
Senior Manager
Fortune Wealth Management LLC
Heading Business Development B2B and B2C. Responsible for retail client and revenue growth. Negotiating and finalizing franchises. Setting up Risk Management processes and policies for commodity trading. Ensuring SEBI compliance. Established PAN India presence for the company.
Head of Business Development
Orion Broking Services India Pvt. Ltd.
Evolving and applying effective business strategy for growth. Managing team of services and sales staff. Negotiating and finalizing franchise pricing for equity and commodity. Achieved 20% franchise revenue growth per quarter. Reactivated dormant franchises in Tamil Nadu.
Area Manager (B2B)
Angel Broking
Handling sub-brokers/franchisees and revenue. Educating and activating new segments (Commodity, Currency, NSEFO). Reviewing franchisee training needs and conducting seminars.
Manager Business Development
Overnite Express
Responsible for business development in rest of Tamil Nadu. Managing agency formation and large teams. Built distribution of 120+ advisors at Coimbatore.
Branch Manager
HDFC Life Insurance
Achieving branch business targets and revenue. Planning and executing training programs for advisors and sales managers on equity and mutual fund products. Generated 4 crore business within six months via mutual funds.
Business Manager - Branch In-charge
ING Vysya Financial Services Ltd.
Handling all ING Vysya Mutual Funds products and insurance cross-selling. Leading, recruiting, managing team members for optimum performance. Achieved premium income of 1.20 crore.
Assistant Sales Manager
ING Vysya Life Insurance
Developing team of 30 financial advisors. Identifying prospective clients and generating business. Assessing training needs and conducting trainings.
Relationship Officer
Investsmart India Ltd.
Marketing Equity, Mutual Funds, Bonds, Insurance, and PMS.
Area Manager of Kerala
Prasiddha Trading Corporation
Appointing Stockists, Distributors, Dealers and streamlining the Sales Network.
Manager
Unistar Engineering Works
Negotiated and closed Central Government Projects. Marketed and executed turnkey projects for Multinational banks (ATM).
Sales Executive
Rakesh Pharmaceuticals Ltd.
Marketing pharmaceutical products throughout five districts of Tamil Nadu.
Licenses & Certifications
Currency NSE Certification
NSE
AMFI Certification
AMFI
IRDA Certification
IRDA