Ajay M
Palakkad , Kerala
Summary
Senior wealth management professional with over 10 years of experience in mutual funds, PMS, AIF, and bank wealth channels. Expertise in HNI/UHNI relationship management, portfolio advisory, and SIP book building. Demonstrated success in sourcing mutual fund and PMS business through advisory-led engagement and multi-branch coordination in Kerala and Tamil Nadu. Committed to fostering long-term client relationships, AUM growth, and stable advisory outcomes.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Senior Manager – Investment Counsellor
Kotak Mahindra Bank
Coimbatore
09.2025 - Current
- Handling wealth advisory and investment activation across 75+ bank branches in Tamil Nadu region
- Sourced ₹50 Lakhs in PMS and ₹1 Crore+ in Mutual Funds through HNI meetings and branch-led initiatives
- Conducted Mutual Fund, NFO, and investment training sessions for Relationship Managers and Branch Managers
- Supported RMs in portfolio reviews, SIP conversions, risk profiling, and HNI investment discussions
- Worked closely with Area Managers and RBH to drive wealth penetration in CASA-focused branches
Assistant Manager – Sales
HDFC Asset Management Company Ltd
Kannur, Kerala
11.2022 - 09.2025
- Managed AMC sales and distributor relationships across Kerala region
- Built strong HNI & NRI client base through advisory-led MF solutions
- Executed SIP drives, NFO activations, and distributor training programs
- Known for relationship-driven sales approach and consistent performance
Relationship Manager
Bajaj Capital Ltd
Palakkad, Kerala
11.2015 - 10.2022
- Delivered end-to-end financial advisory to Retail, HNI, and NRI clients
- Managed investments across Mutual Funds, Insurance, Fixed Income, and Tax-saving products
- Built long-term client relationships resulting in recurring revenue and portfolio growth
Education
Bachelor’s Degree -
Calicut University
CHINMAYA MISSION COLLEGE Skills
HNI and UHNI relationship management
Mutual funds management Equity analysis Debt instruments expertise Hybrid investment strategies
PMS and AIF sourcing
SIP book creation Scaling strategies Project management
Portfolio review and asset allocation
Wealth management services
Bank and asset management channel oversight
RM and branch training
Client retention
compliance regulations
Certification
1.NISM VA – Mutual Fund Certification
2.Award in international wealth management from Moody's analytics - PGP Academy
3. Excel in MF Business
4. HDFC AMC Advance investment proffesional programme level 1 and level 2
LANGUAGES
Malayalam – Native
English – Fluent
Tamil – Conversational
Timeline
Senior Manager – Investment Counsellor
Kotak Mahindra Bank
09.2025 - Current
Assistant Manager – Sales
HDFC Asset Management Company Ltd
11.2022 - 09.2025
Relationship Manager
Bajaj Capital Ltd
11.2015 - 10.2022
Bachelor’s Degree -
Calicut University