Experience

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  Sesa seat information systems ltd

  Apr 1998 - Jan 2000

  Assistant manager sales marketing

  Career Path:1998 – 2000 Assistant Manager - MarketingKey Highlights:Marketing & Sales:• Planned marketing activities for sales campaign in different cities• Amongst top sales performers in a direct sales campaign involving yellow pages selling.Other Assignment:Regional Sales Mgr (Motor Insurance), Karnataka with Reliance General Insurance Co Ltd from Feb to April 2006.

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  Icici bank

  Feb 2000 - Jan 2006

  Regional sales manager - investment services

  Career Path:2004 – 2006 Regional Sales Manager - Investment Services2002 – 2004 Branch Head - Consumer Banking Retail Branch2000 – 2002 Centre Manager - ICICI Capital Services Ltd.Key Highlights:Wealth Management:• Provided wealth management services and investment solutions to large, key clients spread across 18 bank branches in 13 cities of North India, as Regional Sales Manager (Investment Services).• The wealth management products offered were mutual fund schemes, Life & non-Life Insurance and Forex as Regional Sales Manager (Investment & Services).Branch Management:• Spearheaded Consumer Banking Retail Branch and an Extension Counter, as In-charge. Built a retail liability book size of INR 50 Cr and 28000 retail accounts in the launch year. • Top performing centre in Chandigarh region (ICICI Capital) in terms of sale of investment products like mutual funds, company FDs and Demat accounts. Show less

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  Fidelity investments

  May 2006 - Aug 2010

  Area head – delhi & up regions

  Career Path:2008 - 2010 Area Head – Delhi & UP regions 2006 – 2008 Regional Head – Punjab & Rajasthan regionsKey Highlights:Business Development:• Launched and scaled up business to INR 230 Cr in first two years by building ‘multi-channel distribution network’ across ‘Punjab & Rajasthan’ region. • Active channel partner engagement and client servicing to build sales across a wide range of our funds, among all the major asset classes. Show less

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  Sbi funds management pvt ltd

  Sept 2010 - Feb 2023

  Head – institutional sales (retirement funds)

  Career Path:2021 onwards: Business Development (Institutional PMS)2015 onward : Head - Institutional Sales (PF and Pension Funds)2012 - 2015 : Vice President -Business Development (PSBs)2010 - 2012 : Zonal Head - Delhi zoneKey Highlights:Institutional Sales & Business Development:1) Leading & developing institutional PMS business from PF & Pension Funds, Regional Rural Banks, Co-operative Banks, Religious & educational trusts. 2) Initiated and developed institutional business for PF & Pension funds - managing an AUM (asset under management) of more than INR 40000 Cr from more than 1000 clients currently 3) Signed-up and launched new mutual fund distribution mandates with key public sector banks like Bank of Baroda, Bank of India & Syndicate Bank. Team Management:1) Essayed a key role in driving our regional teams to develop and grow business from more than 1000 retirement funds spread across multiple regions.2) Efficiently led Delhi zone consisting of 20 locations and 80 team members spread across sales, customer service, accounts and admin departments.Key Account Management (Institutional):1) Spearheading the engagement with key retirement funds like INFOSYS PF, JP Morgan EPF, Unilever (HUL) PF and Top 100 PF & Pension Funds. 2) Pivotal in developing some major Institutional Clients including religious & educational trusts, banks, government companies in Oil, Power, Banking, Finance and Consultancy Sectors.Strategic Initiatives:1) Led the transformation from product selling to solution selling approach while dealing with prominent retirement funds. This involved upgrading our clients from traditional mutual fund products to institutional PMS.2) Developing a digital platform for seamless client servicing & trade execution. Taken up the role of a mentor for active sharing of ideas & knowledge amongst retirement funds peer group. Show less

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  Edelweiss alternatives

  Feb 2023 - now

  Head - institutional coverage - india

  Build domestic institutional coverage for Alternate Investment Funds (AIFs) and InvITs. The key coverage segments include life and non-life insurance companies, PF & Pension Funds, NPS companies, bank treasuries, select corporates.