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Manish Sharma

Manish Sharma

Sales executive

Followers of Manish Sharma198 followers
location of Manish SharmaDelhi, India

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  • Timeline

  • About me

    Senior Sales Manager at Franklin Templeton

  • Education

    • CFA Institute

      2019 - 2019
      The CFA Institute Investment Foundations Program as "Claritas" Investment Management Industry

      The CFA Institute Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

    • International College Of Financial Planning

      2019 - 2019
      Certified Financial Planner Financial Planning and Services A

      International certification in the field of financial planning, wealth management and financial advisory services

    • Bharatiya Vidya Bhavan's - Usha and Lakshmi Mittal Institute Of Management

      2005 - 2007
      Master of Business Administration - MBA MBA - Finance & Marketing A

    • Indian School of Business

      2019 - 2019
      Leadership Development Programme Customer Centricity and Value Creation

      Market Orientation: Nature andScope;Connecting with Customers:Reflections on Markets andCustomers

  • Experience

    • GE Capital

      Apr 2004 - Sept 2005
      Sales executive

      Handling Two Wheeler dealerships for East Delhi and sourcing loans on behalf of G E Capital, i was handling the team of 12 people, their job is to source the business through dealers.

    • Franklin Templeton

      Aug 2005 - Oct 2013

      Key responsibility in Delhi was to manage and grow business through Independent Financial Advisor. Qualified all the IFA conventions during this period. Key responsibility was to develop and nurture the Public Sector & Retail Banks for the Delhi & NCR Region. Handle team of 50 employees (off roles). Motivate team for canvassing business through retail Banking. Was taking care of Retail Banks e.g. HDFC Bank, ICICI Bank for Delhi NCR

      • Assistant Manager

        Nov 2009 - Oct 2013

      • Senior Business Developer

        Apr 2007 - Oct 2009

      • Trainee

        Aug 2005 - Mar 2007

    • Franklin Templeton Investments

      Dec 2013 - Nov 2019

      Key responsibility in Delhi is to manage and grow business in long funds from Private Banking, National Distributor, IFA and MNC, Retail Banking Channel Partners.Integrate advance technology into training sessions and educated employees on Financial Planning tools.  Deliver informational sales presentations to potential clients and assist distributor in making financial plan for clients.  Additional responsibility for developing the other markets of Rajasthan along with Jaipur.  Fulfillment of sales related targets through New Advisor Acquisitions.  Enhancing existing client relationships.  Conduct financial needs analysis and recommend appropriate products to meet client needs.

      • Manager

        Jan 2017 - Nov 2019

      • Worked as Branch Head - Jaipur

        Dec 2013 - Jan 2017

    • Franklin Templeton

      Dec 2019 - now
      Senior Sales Manager

      Key responsibility in Delhi is to manage and grow business in long funds from Private Banking, National Distributor, IFA and MNC, Retail Banking Channel Partners.Integrate advance technology into training sessions and educated employees on Financial Planning tools.

  • Licenses & Certifications