AJAY M
Palakkad
Summary
Dynamic financial professional with a proven track record at HDFC Asset Management Company, excelling in client relationship management and compliance. Skilled in financial analysis, I have successfully tailored investment solutions for high-net-worth clients, driving substantial growth and client satisfaction. Adept at training teams to enhance sales strategy and operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
ASSISTANT MANAGER
HDFC ASSET MANAGEMENT COMPANY LTD
Kannur
11.2022 - Current
- Ensured high standards at HDFC AMC, widely recognized among India's leading mutual fund providers.
- Provided customized Portfolio Management Services and SMA Services to meet various client investment needs.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
- Ensured compliance with safety regulations and company policies.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Maintained accurate records of sales transactions using point-of-sale systems.
- Created and managed budgets for travel, training, and team-building activities.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Worked with cross-functional teams to achieve goals.
RELATIONSHIP MANAGER
BAJAJ CAPITAL LTD
Palakkad
11.2015 - 10.2022
- Bajaj Capital obtained CoR from SEBI for operations as Merchant Bankers, Underwriters, and Trading Members of BSE Ltd.
- Delivered tailored financial solutions catering to the unique needs of diverse client groups.
- Determine ideal clients and key markets for business development.
- Regularly targeted client acquisition using multiple outreach channels including telecommunication and postal services.
- Assisted in safeguarding and enhancing clients' financial assets at top-tier firm.
- Developed specialized financial strategies for Non-Resident Indians and High Net Worth individuals.
Education
X -
MVHSS
Pudunagaram- Palakkad-Kerala 03.2004
XII - Career and Technical Education
JTS - Vocational Higher Secondary School
Chittur -Palakkad -Kerala03.2006
B.A - English literature in language
Calicut University
Chinmaya Mission College - Palakkad04-2015
Skills
- Financial analysis
- Client relationship management
- Sales strategy
- Training and development
- Compliance
Languages
- Hindi
- English
- Tamil
- Malayalam
Hobbies and Interests
- Cricketer
- Freelance photography
- Movies, music
Disclaimer
I, Ajay M, hereby declare that the information contained herein is true and correct to the best of my knowledge and belief
Professional Highlights
I have more than 10 years of experience working in the sales and financial services industry, implemented aggressive sales strategies and marketing plans to optimize sales, and increase returning customer numbers, and acted as assistant manager and trainer, working personally with customers as their personal financial consultant
Personal Information
- Father's Name: Mr. Madhavan Nair
- Date of Birth: 09/12/88
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Certification
- NISM Series - VA Mutual Fund Distribution
- 'INTERNATIONAL WEALTH MANAGEMENT' from Moody's Analytics
- 'Excel in MF business' from PGP Academy
- HDFC AMC Advance Investments Professional Programme Level 1 & Level 2
Accomplishments
- 'B' Certificate Holder in National Cadet Corps - Senior Level
Languages
Malayalam
First Language
English
Upper Intermediate (B2)
B2
Tamil
Elementary (A2)
A2
Timeline
ASSISTANT MANAGER
HDFC ASSET MANAGEMENT COMPANY LTD
11.2022 - Current
RELATIONSHIP MANAGER
BAJAJ CAPITAL LTD
11.2015 - 10.2022
X -
MVHSS
XII - Career and Technical Education
JTS - Vocational Higher Secondary School
B.A - English literature in language
Calicut University
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