
Amarpreet Mohanty
Relationship Manager

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

Nirmala convent school
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North Orissa University
2009 - 2012Bachelor of Commerce - BCom Accounting and Finance.webp)
Indian Certificate of Secondary Education (ICSE)
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Experience
.webp)
Aditya Birla Sun Life Mutual Fund (ABSLMF)
Feb 2015 - Sept 2019Relationship ManagerManaging 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 2020Associate Director
Nippon India Mutual Fund
Sept 2020 - Mar 2022Relationship Manager Banking channel wealth
WhiteOak Capital
Mar 2022 - nowSenior Relationship ManagerManaging 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
.webp)
NISM Certifications
National Institute of Securities Markets (NISM).webp)
ADVANCED FINANCIAL GOAL PLANNING
AAFM® (India)
Wealth
CIEL - Center For Investment Education and Learning
Insurance regulatory and development Authority
Insurance Regulatory and Development Authority
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