Overview
Work History
Education
Skills
Career Overview
Certification
Personal Information
Languages
Hobbies and Interests
Disclaimer
Timeline
Generic

Abhishek Srivastava

Gorakhpur

Overview

13
13
years of professional experience
1
1
Certification

Work History

Cluster Head-Retail Sales

BOI Investment Managers Pvt. Ltd.
Lucknow
07.2022 - Current
  • Taking care of the Retail Sales for BOI Investment Managers Pvt Ltd through various channel like MFDs, NDs and Bank of India with more than 500 branches across UP.
  • Focus on achieving predefined sales target and growth
  • Exploring business potential, opportunities & clientele to secure profitable business volumes
  • Implementing sales promotional and launching activities as a part of brand building & market development
  • Managing existing set of channel partners to expand product reach in the market and coordinating with the partners to assist them to promote the product

Branch Head

ITI Asset Management Co. Ltd.
Moradabad
11.2019 - 06.2022

Relationship Manager

Kotak Mahindra Asset Management Co. ltd.
Kanpur
12.2016 - 11.2019

Relationship Manager

L&T Asset Management Co. ltd.
Moradabad
02.2015 - 11.2016

Relationship Manager

Reliance Asset Management Co. ltd.
Gorakhpur
09.2012 - 02.2015

Sales Trainee

Birla Sun Life Asset Management Co. Ltd.
Gorakhpur
12.2010 - 09.2012

Education

Certified Financial Planner - Financial Planning

Financial Planning Standard Board
U S A
12-2023

MBA (Marketing) -

MMM Engg. College
01.2009

B.Sc. -

DDU University
01.2007

SSC -

DAV Inter College (UP Board)
01.2003

HSC -

DAV Inter College (UP Board)
01.2000

Skills

  • Relationship Building
  • Adaptability and Flexibility
  • Organizational Development

Career Overview

Offering over 13 Years of experience in Sales/Marketing, Business Development, Business Planning, Product Promotions, and Client Relationship Management. A keen performer with exposure in implementing sales strategies and contributing towards business volumes & growth. Knowledge of handling product launch/promotions and branding with experience in business planning, market plan execution, and competitor & market analysis. Understanding of relationship building with key decision-makers in target organizations. Abilities in handling quality customer service operations, organizing process strategies and building relationships with various groups. Possesses strong management, analytical, communication and interpersonal skills.

Certification

  • NISM X-A Investment Advisor (Level 1) Certification
  • NISM V-A Mutual Fund Distributor Module
  • Trained in different departments/functions in the Sales, Marketing, Bank & Branch Operations, IT.
  • Attended various seminars and trainings organized by AMFI and other AMCs on Mutual Fund and Other technical aspects of Capital Market.

Personal Information

  • Father's Name: Late Sri Hanuman Prasad Srivastava
  • Date of Birth: 04/01/84
  • Marital Status: Married

Languages

Hindi & English

Hobbies and Interests

Travelling, interacting with people & Cooking

Disclaimer

I do hereby declare that the information furnished above is true and correct to the best of my knowledge and belief.

Timeline

Cluster Head-Retail Sales

BOI Investment Managers Pvt. Ltd.
07.2022 - Current

Branch Head

ITI Asset Management Co. Ltd.
11.2019 - 06.2022

Relationship Manager

Kotak Mahindra Asset Management Co. ltd.
12.2016 - 11.2019

Relationship Manager

L&T Asset Management Co. ltd.
02.2015 - 11.2016

Relationship Manager

Reliance Asset Management Co. ltd.
09.2012 - 02.2015

Sales Trainee

Birla Sun Life Asset Management Co. Ltd.
12.2010 - 09.2012

Certified Financial Planner - Financial Planning

Financial Planning Standard Board

MBA (Marketing) -

MMM Engg. College

B.Sc. -

DDU University

SSC -

DAV Inter College (UP Board)

HSC -

DAV Inter College (UP Board)
Abhishek Srivastava