ANIL KUMAR

Associate Relationship Manager

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Jamshedpur, Jharkhand, India

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Timeline
Skills
Equities
Banking
Portfolio management
Mutual funds
Strategic financial planning
Financial services
Funding
Financial planning
Relationship management
Customer service
Customer relations
Finance
Business development
Building high performance sales teams
Debt management
Mis
Distributors liasioning in mutual fund
About me
Financial professional with a proven record of generating and building relationship in financial market from last 12 years. Adaptable and resourceful leader with ability to work and deliver exceptional result.
Education
- Jaipuria Institute of Management Lucknow
  2004 - 2006
  Post Graduate Diploma in Business Administration Finance & Marketing
  Activities and Societies: Won twice AD-Mad Show in College Campus.
- Ranchi University
  1998 - 2001
  BACHELOR OF COMMERCE Commerce
- Jamshedpur Co-Operative College
  1994 - 1996
  B.I.E.C; B.S.E.B Patna; Patna
Experience
- ICICIdirect
  Apr 2006 - Aug 2007
  Associate Relationship Manager
  Looking after the online sales of equities and derivative product and achieving the revenue for branch.
- SAIZAR ENTERPRISE PVT. LTD
  Sept 2007 - Jun 2008
  Operation Manager
  Logistics Management :Closely monitoring the supply chain movement of the Tata Steel Output products for destination like west & south.Operational Efficiency : Looking after the the operational efficiency of cost minimization and vehicle tracking
- ICICIdirect
  Jun 2008 - Jan 2011
  Relationship Manager
  Services for High Net worth Individual with Financial Planning & Customizing ProductsSpecfically looking after the services of H.N.I customer with a specialized product called Active Trader Services & otherfinancial Products with the team of dedicated agents.Investor Knowledge ProgrammeMaking customer aware about the Online portal of ICICI Securtities Limited & imparting education about the product of Financial Markets (Capital Market).
- Axis Mutual Fund
  Jul 2010 - Apr 2011
  Relationship Manager
  Looking after all the Channels for Axis Mutual Fund i.e., Banks, National Distributor, I.F.A for business of Axis Mutual Fund in Jamshedpur and Subordianate areas of Jamshedpur.Training for various products at all the distribution channels for Axis Mutual Fund.
- L&T Mutual Fund
  Jun 2011 - Aug 2018
  Branch Manager
  Showcased capabilities in handling a team of 5 Professionals for managing the Sales, Business Development, Brand Positioning and Penetration functions across Jamshedpur, Rourkela and Chhattisgarh (managing regions remotely)Steered initiatives towards handling business and boosting the market share across Product and ChannelGenerated an Assets under Management (AUM) exceeding the revenue from multiple HNI clients Provided tactical leadership across driving business growth in terms of value, volume and market share by introducing new ideasPlayed a key role in conducting the Investor Awareness Program (empaneling of Individual Financial Advisors and other Channels)Acted as a training specialist; identified training needs and delivered the same to nurture the Investment Financial Advisors Entrusted with the responsibilities of managing day-to-day branch activities in accordance with the set SOPsConducted market research & analysis to mentor and groom the subordinates basis the same Leveraged skills in delivering administrative support in order to ensure smooth running of branch operations Show less
- Motilal Oswal Financial Services Ltd
  Oct 2018 - Oct 2020
  Led a highly skilled team for managing the Mutual Fund, Wealth Management and Product Management Services: Alternate Investment Funds (AIF)Managed budgets, sales forecasts & reports accordingly as per business plans and requirements to achieve maximum sales & enhancing business revenueStrategized for augmenting sales & revenue in line with defined policy of company; built quality portfolio in the market and ensured zero delinquencyBuilt & maintained strong business relations with HNI Distributors for promotion of PMS AIFDevised competitive strategies for generating sales, developed & expanded market share towards the achievement of revenue & profitability targetDirected the expansion of distribution network by identifying potential markets and launching new branches successfullyMonitored performance of the teams to increase process efficiency and productivity Show less
  - Branch Manager
    Oct 2018 - Oct 2020
  - Branch Manager
    Oct 2018 - Oct 2020
- ITI Mutual Fund
  Nov 2021 - now
  Branch Manager
Licenses & Certifications
- NISM Series VA : Mutual Fund Distributiors Certification.
  National Institute of Securities Markets (NISM)
  Mar 2020