Investment Advisor
Mashreq Bank
Total des années d'expérience :19 years, 7 Mois
Handling a team of 45 person of Credit card & PL. Target of generating revenue by cross sell wealth product.
Sales of Forex accounts & trade,
Sales of Banking Assets & liabilities,
Promoting & productive for Insurance & Health program
Directly acquisition & managing HNI & Corporate Clients
Client Service for AUM building
Market expansion by adding new clients
Mutual Fund AUM growth
Wealth Management
Cross selling & multi product activaation
SINCE 2010, BMA WEALTH CREATOTS LTD
Assistant Vice president Reporting to- CEO, Mumbai (2012)
Investment Assets allocation
HNI & Corporate direct Client Relation
Group Companies Investment analysis and Investment planning
Organise Public Relation (PR) Program
Relation with External Domain (AMC, Debt Marketer, Capital Market Dealer etc.)
Organise Client & Dealer seminar time to time ( Abroad Also)
Sales & Marketing promotion like Pan India Contest
Introduced Separate website for MF distribution & Client servicing
Started motivational initiative for employee and channel partners
Product Manager. Reporting to- Chief Operating Officer (COO), Kolkata (2010-2012)
Efficiently managing multiple products simultaneously.
Initiation and Negotiate with USA Stock exchange broker for Indian Investor
Managing Distribution for Mutual Fund, IPO and Bond pan India.
Registration to launch of PMS
Launches SEBI regulate Schemes for PMS
Tie up Custodian service provider
Interacting with Employee and channel partners of Overall India.
Product promotion by launches various Contest.
Maintaining effective and healthy relation with external service provider.
Looking after Cost affectivity.
SINCE NOV 2007, RELIANCE MONEY
SR. PRODUCT EXECUTIVE. Reporting to- Head Chief Product Manager, Mumbai
Joined as Financial Planner and through promotions rose to the level of Sr. Product Executive.
* In charge of providing product support to the sales team in the East Zone across the PMS, Wealth Management verticals and Global investment.
* Initiated effective relations with channel partners by providing required product & timely information and motivating them to promote Global Investment Product.
* Proficiently handled the customer services for the 3 verticals.
* Pivotal in providing valuable information to the team for enhancement of the products.
* Based on excellent performance in the product team, got promotion to the WMS Research team for Mutual Fund and Insurance.
* Entrusted with the task of managing the Portfolio Advisory through Moneycontrol.com (TV 18) and later Portfolio Advisory Service of Reliance Money (Paid Services)
* Contributed in new product development & designing of the PMS research vertical.
* Played a key role of Relationship Management, handing the clients as the single point of contact during the Pan India launch.
* Undertook effective consultation with HNI clients in India for portfolio restructuring.
* Assisted in the analysis and restructuring of Client's portfolio- Equity, Mutual Fund and ULIP (Insurance)
* Capably handled various wealth management products -MF, Insurance (Life and General). Interacted with Capital Line and TV 18 for sourcing of market statistical data.
JUN 2007 - NOV 2007, ICICI PRUDENTIAL LIFE INSURANCE
FINANCIAL SERVICE CONSULTANT
* Developed and built excellent relations with doctors to augment the business of Health Insurance.
* Headed a team of 8 persons
* Received reward of a Tour to Goa from the management.
JUN 2006- APR 2007, STANDARD CHARTERED MUTUAL FUND (AMC)
RELATIONSHIP MANAGER
* Responsible for developing & managing a team of Individual Financial Advisors.
* Dealt with customers, providing them with quick and quality service; provided them with effective suggestions.
* Amplified promotional activities.
Previous Assignments
MAR 2004 - APR 2005
APNA SAMADHAN
SALES MANAGER
sales of SBI Life Insurance policy
SEP 2003-FEB 2004
Sales of CASA.
PG Diploma in Business Management in Finance, 2008 Pune University (Part time Course) ACADEMIC PROJECT MARKETING OF SYSTEMATIC INVESTMENT PLAN (SIP) Organisation: Standard Chartered Mutual Fund (AMC) Duration: 2 months Role: Developing IFA channel and understanding the work process for building a good relation with Individual Financial Consultant.
Master in Marketing Management, 2007 Pune University - India ACADEMIC PROJECT MARKETING OF SYSTEMATIC INVESTMENT PLAN (SIP) Organisation: Standard Chartered Mutual Fund (AMC) Duration: 6 months Role: Developing IFA channel and understanding the work process for building a good relation with Individual Financial Consultant.
B.Com. 2004 Burdwan University. Business Management
XII, 2001 West Bengal Higher Secondary Board.