Amarpreet Mohanty

Amarpreet Mohanty

Relationship Manager

Followers of Amarpreet Mohanty769 followers
location of Amarpreet MohantyBhubaneswar, Odisha, India

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  • Timeline

  • About me

    Senior Relationship Manager - Private Banks , Wealth , National Distribution and MFD

  • Education

    • Nirmala convent school

      -
    • North Orissa University

      2009 - 2012
      Bachelor of Commerce - BCom Accounting and Finance
    • Indian Certificate of Secondary Education (ICSE)

      -
  • Experience

    • Aditya Birla Sun Life Mutual Fund (ABSLMF)

      Feb 2015 - Sept 2019
      Relationship Manager

      Managing a channel of 370 distributors which includes banks (both private and public sector) in Banglore Ensuring market development activities like developing secondary sales, utilization of company strategies etc. to create brand awareness . Ensuring growth in terms of sales turn over as per the annual plan.Generate sales order and execute sales order by effective presentation to the Distributors.Generating Revenue for the company through the channel provided.

    • HDFC Bank

      Sept 2019 - Sept 2020
      Associate Director
    • Nippon India Mutual Fund

      Sept 2020 - Mar 2022
      Relationship Manager Banking channel wealth
    • WhiteOak Capital

      Mar 2022 - now
      Senior Relationship Manager

      Managing a channel of 370 distributors which includes both banks and National distributors and MFDSProminently Managing private banking groups , Wealth management firms Offering them specialized products like Mutual funds, Alternative assets and PMS Ensuring market development activities like developing secondary sales utilisation of company strategies to create brand awareness .Ensuring growth in terms of sales turnover as per annual plan .

  • Licenses & Certifications

    • NISM Certifications

      National Institute of Securities Markets (NISM)
    • ADVANCED FINANCIAL GOAL PLANNING

      AAFM® (India)
    • Wealth

      CIEL - Center For Investment Education and Learning
    • Insurance regulatory and development Authority

      Insurance Regulatory and Development Authority