Monika Nankar

Drove business growth through strategic marketing initiatives, client acquisition campaigns, and relationship-building activities.
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Increased active client base by 100% through targeted business development and referral generation strategies.
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Managed a portfolio of 60+ clients, ensuring high retention rates and long-term relationship growth.
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Led and mentored a team of 10-12 professionals, contributing to improved sales performance and business outcomes.
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Represented the organization at industry conferences, networking events, and client meetings, increasing brand visibility and business opportunities.
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Consistently contributed to revenue growth through proactive business development and strategic account management.

• Successfully managing 250+ mutual fund distributors and few national distributors.
• Secured new mutual fund distributors and got them onboard and connecting existing one to garner new business through them.
• Making presentations and giving sales proposal along with proper training to close the calls.
• Responding to queries of MFD, ND and investor and ensuring service satisfaction and maintaining good relationships
• Keep monitoring and report on sales activities and follow up for management.

● Successfully managing and increasing market share of allotted national distributors across Mumbai from existing (positive /negative) to bear minimum 20% and have taken them to 40 % - 50 %.
● Conducting investor awareness programs on mutual funds for clients & distributors as well as training to Relationship Managers for mutual funds & NISM certification examination and sharing market knowledge along with recent updates.
● Staying ahead in market intelligence and creating new strategies and action plans to stay ahead of market competition.
● Discovered, negotiated and secured new relationships with local National Distributors where tie ups were yet to be established.
● Achieved outperformance certificate for over achieving the New Fund Offer (NFO) target.
● Achieved Extraordinaire award for extraordinary performance across Pan India for ND channel for Q3 FY19-20 and Q1 &Q2 FY 20-21

● Supervising the allotted cluster consisting 5 ICICI Banks and helping the Bankers to achieve their target for Mutual Fund alongside my own target.
● Sourcing & deepening relationships with existing customer base of Bank customers.
● Responsible to develop business, maximize revenue generation & achieve sales targets.
● Conducted training for the privilege and value bankers of each branch and worked in close coordination with the bank team to ensure all clients acquired from the assigned area, invest actively.
● Sharing good practices with bankers, Branch Managers and Cluster Heads.