
Timeline
Skills
EquitiesInvestmentsBankingPortfolio managementWealth managementMutual fundsRelationship managementCapital marketsRetail bankingInvestment advisoryRisk managementBrand developmentProduct developmentProduct marketingEvent planningTarget audienceTarget segmentationAbout me
Experienced Marketing Business Development Manager with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Mutual Funds, Target Segmentation, Product Marketing, and Product Development. Strong marketing professional with a MBA focused in Marketing from Jamnalal Bajaj Institute of Management Studies.
Education

Infant jesus high school
1998 - 2003Ssc
Laxmi education societys chinai college of commerce & economics dr s radhakrishnan marg andheri east mumbai 400 069
2005 - 2008Bachelor of commerce (b.com.).webp)
Jamnalal bajaj institute of management studies (jbims)
2015 - 2017Mba marketingActivities and Societies: Volunteered for annual activity 'PRATYAKSHA' in 2014 at JBIMS where I took reponsibilty to do Brand Promotion, Crowd Pulling and other marketing activities included Gureilla Marketing. MBA in Marketing

Laxmi education societys chinai college of commerce & economics dr s radhakrishnan marg andheri east mumbai 400 069
2003 - 2005Hsc business/commerce
Experience

Ghalla bhansali
Feb 2010 - Jun 2015Relationship managerManaged PMS business with an AUM from 40cr to 150cr Lead Generation, Seminars, Events and other engagement activities for an audience size ranging from 25 – 250+.Managed client base of 250+ and family base of 65+.DYK and DIY Emailer and Whatsapp Campaigns to existing and non-existing client base.

Latin manharlal
Jun 2015 - Jul 2017Marketing and business development managerHigh quality lead generation to conversion. 10% succesfull rate paving our way to generating revenue.Ideating, planning, conceptualising and execution of strategies planned for business growth.Work on business targets, B2B business revenue, Collateral Management, Agency coordiantion, etc.

Bse institute ltd
Jul 2017 - Aug 2018ManagerMarketing for study abroad programs, 45 quality leads for the international program, having a conversion ratio of ~15%.Organizing expert talks. events, conference and seminars as engagement program.B2B joint ventures, talk shows, contents, large summits were also a part of the task assigned.FB campaigns for lead generation. Ensuring every single penny is counted and valued.
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National securities depository limited (nsdl)
Sept 2018 - nowAssistant manager marketingBusiness meets and business generation from Depository Participant (DPs).Reviving the business generation model of DPs.Meeting and follow-ups with Universities for NAD project and empanellement.Instrumental in launch of NSDL Certification Program in Capital Markets.~6% - 10% MoM and 125% YoY growth in demat account opening.~15% conversion of AIs joining NSDL in 6 months. Total no. of AIs followed-up with are 60+.
Licenses & Certifications

Nism cash market

Fundamentals of digital marketing
Google digital garageMar 2020
Ncfm mutual fund distributor module
Ncfm share market training insituteMay 2013
Volunteer Experience
Crowd Pulling and Guerilla Marketing for Pratyaksha
Issued by JBIMS on Aug 2014
Associated with Mehul Mehta
Languages
- enEnglish, hindi, gujarati and marathi
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