Manager - Senior Relationship Manager
TATA ASSET MANAGEMENT
مجموع سنوات الخبرة :9 years, 6 أشهر
- Responsible for sales of Mutual Funds business through various Channel Partners.
- Ensured to increase market share and activation of new counters to increase volume of retail business at branch level.
- Presenting Investment ideas on Debt & Equity Mutual Funds, Long-Short Hedge (Alternate) Strategy, Equity PMS and Market Linked Debentures based on quantitative and qualitative approach.
ACHIEVEMENTS: Activated new distributors and garnered business of 120 million within 7 months (ARN-972xx Gateway Investments), 13 million within 2 months (ARN-981xx Mohite Investments) in my total tenure with the said company.
- Managed business of PMS products in designated region through channel partners.
- Maximization of market share of AMC products and increase profitability of business.
- Managed and enhanced relationship with channel partners to increase net sales.
- Handled business of Unsecured Business Lending (SME Segment) through channel partners in Mumbai.
- Responsible for widening market share of Unsecured Business Lending in SME segment.
- Negotiating commercials with partners to create win-win proposition and increase profitability of business.
- Driving Mutual Funds business through various Channel Partners like IFAs, private/regional banks, Regional Distributors & National Distributors.
- Arranging various product roadshows/presentations at wealth houses for key decision makers and sales team.
- Maintained quality of customer service and ensured speedy resolution of queries.
- Actively involved in executing target-oriented events to increase branch level AUM (Asset Under Management).
- Rendering product level expertise at joint call meeting along with Bank Relationship Manager to HNI investors.
- Instrumental in setting up B2B Strategic Alliances platform for distribution of inhouse exclusive wealth products.
- Business development and presenting wealth management offerings like Market Linked Debentures / Structure Product, Private Equity Funds in primary and secondary market to Channel Partners.
- Have set up technical backbone for channel partners and investor engagement for Strategic Alliances platform.
- Qualitative & Quantitative analysis of Mutual Fund Portfolio based on Quartiles, rolling returns & risk adjusted returns.
ACHIEVEMENT: Concluded secondary transaction of INR 60 million of illiquid real estate debentures for inhouse investors.
- Fault Management Engineer - Transmission (Fiber Optic).
- Transmission of 2G and 3G Communication based on SONET and SDH technology.
ACHIEVMENTS 1. BEST SUMMER PROJECT FINANCE 2011-13 (By Director and Managing Team-Academics,
ITM B-School) - Corporate Bond Markets in India
2. INTERSHIP PROJECCT APPROVED AND ACCEPTED: Project title “Recommendations &
Suggestions to reduce the gaps in services” for
Post Graduate Diploma in Business Management
First Class
First Class