Pankaj Kumar (MBA)

Experience

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  Amul (GCMMF)

  Apr 2013 - Jun 2013

  Management Trainee (Summer Internship programme)

  Increasing Availability & Visibility of Amul Ice-cream's in "Modern Format Retail Stores (Kumar pecific Malls , Reliance Mart , Reliance Fresh, D'mart & lots of Other Malls in Pune" . Market Research , Raising PO (Purchase Order) & Consumer Behavior .

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  Aditya Birla Sun Life Mutual Fund (ABSLMF)

  Aug 2014 - May 2015

  Relationship Manager

  Objectives & Scope:-----1. Responsible for managing a team of IFA’s and achievement of sales target expected from those set of distributors.2. To ensure attainment of maximum market share from these set of IFA’s.3. To achieve the allocated equity and debt sales target.4. To achieve the targeted amount of new SIP’s.5. To ensure that the targeted amount of new investors (folios) is added.6. Enhance awareness of BSLAMC in the market in terms of its products, their performance & the service offered.Process:----1. Profiling of the IFA’s and targeting them accordingly.2. Ensuring timely communication of information and personally meeting them periodically.3. Accompany them on joint calls to meet their clients.4. Communicate and educate the distributors about its advantages and potential as a tool for wealth creation.5. Discussions related to new products, market updates, focused funds, pricing & business development activities.Learning Outcomes:----1. Understanding the importance of relationship management in generating leads and converting them to customers.2. The importance of proper and timely service to your business and end customers in order to remain the first preference.3. Understanding the importance of various sales promotion techniques implemented.Achievements:----1. Over-achieved sales target During NFO:- (BSL Manufacturing Equity Fund).2. Achieved monthly sales target for SIP’s3. Empanelled more than 50 new IFA’s. Show less

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  Franklin Templeton India

  Feb 2016 - Jul 2016

  Relationship Manager

  Objectives and Scope Responsible for managing of many bank branches such as: Yes bank, Hdfc bank, Axis bank, Idbi bank, Federal bank, Indusind Bank, National Distributors such as: Bonanza portfolios, Bluechip, Karvy and IFA’s. To ensure attainment of maximum market share from these set of Banks, ND’s & IFA’s. Profiling of the Banks, National Distributors & IFA’s to targeting them accordingly. Ensuring timely communication of information and personally meeting them periodically. Accompany them on joint calls to meet their clients. Communicate and educate the distributors about its advantages and potential as a tool for wealth creation. Show less

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  Kotak Mutual Fund

  Nov 2018 - Aug 2019

  Relationship Manager
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  Indo Pick Services Pvt Ltd

  Sept 2019 - Jul 2022

  Business Consultant
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  Samco Mutual Fund

  Sept 2023 - now

  Manager