Abhijeet Kumar Pandey
Pune
Summary
Financial services professional with expertise in client relationship management and target achievement. Leads a team at Growth Financial Services, focusing on high-value client acquisition and revenue growth. Demonstrated success in directing teams and managing structured product sourcing, with prior roles as Senior Manager at Profit Mart Securities and Team Leader at India Infoline. Strong financial acumen and market assessment skills contribute to consistent growth in brokerage SIPs, PMS, and franchise distribution.
Overview
17
17
years of professional experience
Work History
Team Leader
Growth Financial Services
04.2025 - Current
- Built HNI account pipeline through ongoing stakeholder engagement and selective outreach.
- Owned PMS mutual fund and structured product sourcing for client fit.
- Directed 5 RMs and 3 tele callers to raise conversion standards.
- Drove monthly revenue and acquisition results against agreed targets.
- Coordinated IFA preparation for unlisted business proposals.
Senior Manager
Profit Mart Securities
12.2021 - 01.2025
- Own client acquisition strategy for HNI and ultra-HNI PMS and mutual funds.
- Lead the full equity sales cycle and govern demat account operations.
- Coordinate Profit Mart franchise launches and oversee ongoing franchise service support.
Team Leader
India Infoline
08.2018 - 11.2021
- Own monthly revenue outcomes across cash and derivatives business lines.
- Design SIPS and PMS structured products aligned to client needs.
- Drive acquisition of new business and clients to grow brokerage activity.
- Direct client advisory on investment choices and diversification strategy.
- Oversee cash and derivatives dealing processes to meet internal controls.
- Monitored team performance, identifying areas for improvement and implementing corrective actions.
Assistant Sales Manager
Motilal Oswal Securities Limited
07.2015 - 08.2018
- Own monthly account targets by coordinating sales efforts and client engagement.
- Advise on SIPs and PMS structured products through structured solution discussions.
- Drive new business acquisition by targeting prospects and converting qualified leads.
- Managed sales pipeline efficiently, ensuring consistent flow of business and meeting of sales objectives.
Relationship Manager
Kotak Securities
06.2013 - 06.2015
- Managed equity sales and mutual fund activities with clear client handling standards.
- Owned customer relationship quality through consistently courteous, helpful interaction behaviours.
- Set sales and marketing strategy direction to expand customer reach and revenue.
- Took responsibility for complaint resolution to deliver timely, effective outcomes.
Equity Analyst
Globe Capital Market Ltd.
12.2009 - 06.2013
- Administered demat accounts and interpreted holdings to ensure compliance with regulatory standards.
- Recommended optimal equity trading solutions based on thorough assessment of market conditions and risks.
- Delivered customised investment advice by aligning strategies with clients' risk tolerance and financial goals.
Education
Post Graduate Program - Information Technology and Management (Marketing)
Bharti Vidyapeeth University
Pune01-2009
Bachelor of Commerce -
Vinobha bhave University
Jharkhand01-2006
HSC -
CBSE Board
Kendriya Vidaylaya01-2002
SSC -
CBSE Board
Kendriya Vidalaya01-2000
NISM – SERIES – VII - Securities Operations & Risk Management
NISM – SERIES – V A - Mutual Fund Distributors Certification
Skills
- Detail-oriented and trustworthy
- Confident and poised
- Multi-tasking ability
- Banking services expertise
- Financial background
Custom
- Team Leader, Current Organization, 2025-04-01, present, Sourcing of HNI account, Sourcing of PMS, Mutual fund and structured products, Managing 5 RM and 3 Tele Caller, Monthly Achieved the revenue and acquisition target, Make IFA For Unlisted Business meet Mutual Fund Distributor Loan Agent
- Senior Manager, Profit Mart Securities, 2021-12-01, 2025-01-31, All Investment Products (Finance) – PMS, Mutual Funds, Equity Sales etc., Getting HNI, Ultra-HNI for PMS & Mutual Funds, Handling Equity Sales and Demat Accounts, Make Franchise of Profit Mart and Activate Old Franchise and give service to Existing Franchise
- Team Leader, India Infoline, 2018-08-01, 2021-11-30, Responsible for achieving monthly revenue as well as SIPs, PMS, Structured products and acquire new business/clients, Deal in Cash and Derivatives segment, Offer clients various financial investment options and advise on diversification of investment, Targets of brokerage, SIPs, PMS, Structured products and acquire new Business/clients, Used to handle Team of six people
- Assistant Sales Manager, Motilal Oswal Securities Limited, 2015-07-01, 2018-08-31, Responsible for achieving monthly Account Target as well as SIPs, PMS, Structured products and acquire new business/clients, Offer clients various financial investment options and advise on diversification of investment, Targets of SIPs, PMS, Structured products and acquire new Business/clients
- Relationship Manager, Kotak Securities, 2013-06-01, 2015-06-30, Handling Equity Sales and Mutual Fund
- Equity Analyst, Globe Capital Market Ltd., 2009-12-01, 2013-06-30, Handling Demat Accounts and Analyzing the same, Providing best solutions in Equity segments (Trading)
Timeline
Team Leader
Growth Financial Services
04.2025 - Current
Senior Manager
Profit Mart Securities
12.2021 - 01.2025
Team Leader
India Infoline
08.2018 - 11.2021
Assistant Sales Manager
Motilal Oswal Securities Limited
07.2015 - 08.2018
Relationship Manager
Kotak Securities
06.2013 - 06.2015
Equity Analyst
Globe Capital Market Ltd.
12.2009 - 06.2013
Post Graduate Program - Information Technology and Management (Marketing)
Bharti Vidyapeeth University
Bachelor of Commerce -
Vinobha bhave University
HSC -
CBSE Board
SSC -
CBSE Board