Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
KAUSTUBH ASHOK SANKPAL

KAUSTUBH ASHOK SANKPAL

Summary

Proactive Relationship Manager focused on deepening client relationships by providing superior service and support and developing and implementing financial plans, with strong background in Mutual Fund products and sales,

Overview

3
3
years of professional experience
1
1
Certification

Work History

Relationship Manager

SBI MUTUAL FUND, IFA Channel, AHEMDABAD
03.2023 - Current
  • Maintained strong relationships with a portfolio of 200+ Independent Financial Advisors(IFAs), with AUM of more than 5000 Cr
  • To drive sales growth and meet targets
  • Implemented strategic initiatives with IFAs, resulting in a 4.6% growth in AUM market share in FY 24, with Net Equity sales of 26 Cr
  • Leveraged market insights to devise innovative strategies, adding fresh SIP book worth 50lakhs+, boosting the company's portfolio and increasing recurring revenue.

Management Trainee

MOON SEZ AND MANAGEMENT CONSULTANTS LLP,
05.2022 - 07.2022
  • Assisted in preparation compliance documentation for a new IFSC GIFT City unit and audited client documents for rule compliance
  • Collaborated with cross-functional (IT) team to establish an internal ERP system and optimize overall business performance and achieve organizational objectives.

Graduate Trainee

WHEELS INDIA LIMITED
03.2021 - 12.2021
  • Oversaw Standard room activities and quality assurance protocols to optimize designs.
  • Collaborated with a 5-person team to consistently achieve zero defects in quality outcomes
  • Prepared and compile PPAP documentation for product approval.

Education

MBA - Finance

Indira Institute of Management
PUNE
06.2023

B.E - Mechanical

Government College of Engineering And Research
PUNE
06.2020

XII -

Vidhyadham Junior College of Science
Shirur, Pune
06.2016

X -

R.M. Dhariwal English Medium School,
Shirur, Pune
06.2014

Skills

  • New Business Development
  • Networking Events
  • Customer Relations
  • Market intelligence
  • Customer Portfolio Management
  • Data Confidentiality
  • Sales strategy
  • Relationship building and management
  • Interpersonal and client communications

Certification

· NISM XXI -A: PMS Distributor | 2023

· NISM VA: Mutual Fund Distributor | 2023

· Advanced Excel: Financial Modelling and Valuation | 2022

· CFA® Institutes' Investment Foundation Course | 2020

Timeline

Relationship Manager

SBI MUTUAL FUND, IFA Channel, AHEMDABAD
03.2023 - Current

Management Trainee

MOON SEZ AND MANAGEMENT CONSULTANTS LLP,
05.2022 - 07.2022

Graduate Trainee

WHEELS INDIA LIMITED
03.2021 - 12.2021

MBA - Finance

Indira Institute of Management

B.E - Mechanical

Government College of Engineering And Research

XII -

Vidhyadham Junior College of Science

X -

R.M. Dhariwal English Medium School,

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