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Regina Sequeira

Assistant manager

478 followers

Mumbai, Maharashtra, India

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Timeline
Skills
Mutual funds
Team management
Relationship management
Wealth management
Investment advisory
Business development
Strategic financial planning
Mis
Sales management
Crm
Direct sales
Management
Financial analysis
New business development
Business analysis
About me
Product Manager - Mutual Funds at Way2Wealth Securities Pvt Ltd
Education
- St. anthony's convent high school
  1979 - 1991
- Welingkar Institute of Management
  2003 - 2006
  Mfm finance
  product manager – mutual fund, mumbai
Experience
- Birla sun life amc ltd.
  Aug 1997 - Jun 2006
  Assistant manager
  my role as assistant manager – operations included ensuring effective cash management & banking, calculation of net asset value, maintaining day to day relationship with registrar (citibank) & sub-custodian (scb) and preparing annual accounts and ensuring clean audit.
- Aditya Birla Sun Life Mutual Fund (ABSLMF)
  Jan 2006 - Jul 2013
  Manager - retail sales
  my role as channel head – national distributors, bangalore included channel responsibilities & relationship management for national distributors channel. the assets under management for the channel were approx 700 crs spread across 70 national & regional distributors for bangalore.
- Way2Wealth Brokers Pvt. Ltd.
  Aug 2015 - now
  Vice president- investment products
  leading product & research for investment products, deliver solution based investment plans, crafting product ideas, product evaluation & selection, identify opportunities across product categories and design strategies to increase aum through private client group, wealth team & franchisees.
- Way2Wealth Brokers Pvt. Ltd.
  -
  Vice President- Investment Products
Licenses & Certifications
- Self development from ISB, Hyderabad
  ISB