AMIT KUMAR AGARWAL
Sr. Manager, Wealth Manager.
Adityapur, Jamshedpur
Summary
To serve in an organization at a senior managerial position wherein my skills and potential is utilized to the fullest, thereby leading to the growth of both the organization as well as my career and above all to pursue a challenging and motivating career.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
Work History
Branch Head
HSBC Asset Management Limited
Jamshedpur
11.2022 - Current
- Responsible for handling the entire the city of Jamshedpur including of Jamshedpur area and near to Jharkhand Location like,
- Dhanbad, Bokaro, Rourkela, Chakradharpur, Chaibasa, Ghatsila, and distributing for Distribution to sales Mutual Fund.
- Heading MFD's, ND’s, RD’s, Bank’s for MF sales and service. MIS analysis, Reporting, Training, and presentations for MF Product Presentation.
Branch Head
L&T Investment Management Limited
10.2018 - 11.2022
- Responsible for handling the entire the city of Jamshedpur including of Jamshedpur area like,Chakradharpur, Chaibasa, Ghatsila, and distributing for Distribution to sales MUTUAL FUND
- Final Preparation and interpretation of different reports / dashboards and reporting it to the top management of the organization
- Heading IFA, ND’s, RD’s, Bank’s for MF sales and service
- MIS analysis, Reporting, Training and different presentations for MF Product Presentation.
Manager Sales
L&T Investment Management Limited
Kolkata
12.2016 - 09.2018
- Responsible for handling the Multi categories IFA, Banks, ND, (Selected Bank like HDFC BANK,
- INDUSIND BANK) distributing for Distribution to sales MUTUAL FUND
- And also handling the Market like Guwahati for 1 Yr
- From Kolkata with complete relationship of
- Guwahati location
- And also managing the team of 6 people of management trainee and also to junior RMs in Kolkata to guide the direction to build the relationship and generate the business.
Branch In-charge
L&T Investment Management Limited
Ranchi
05.2014 - 11.2016
- Charge Sales &
- Distribution- Ranchi
- Responsible for handling the entire the city of Ranchi including of Ranchi area like, Hazaribagh
- Ramgarh, Patratu, Palamu and distributing for Distribution to sales MUTUAL FUND
- Final Preparation and interpretation of different reports / dashboards and reporting it to the top management of the organization
- Heading IFA, ND’s, RD’s, Bank’s for MF sales and service
- MIS analysis, Reporting, Training, and different presentations for MF Product Presentation.
Deputy Manager
Karvy stock broking Limited
08.2006 - 05.2014
- Operations & Business
- Development– Jamshedpur
- Member of NSE – Cash & F&O, BSE Exchange, Commodities market – MCX AND NCDEX & also the country’s leading Registrar and Depository Participant
- Responsible for handling the entire brand expansion in the city of Jamshedpur and distributing all the products of the company like MF, IPOs, Equities, DP, commodities etc
- Heading Share trading terminal NSE-Cash, F&O, BSE- Cash, F&O
- Looking after Risk Management across all segments and monitoring exchange and client obligations
- Taking care of Business Development through enrolling SEBI registered sub brokers and Authorized
- Persons
- Handling a team of more than 5 resources.
Education
MBA - BANKING & FINANCE MANAGEMENT
B.Com - undefined
Indira Gandhi National Open University (IGNOU)
NISM V-A Mutual Fund Distribution. - Mutual Fund
NISM
MUMBAI 02.2023 - 02.2026
NISM NSE Cash Market - NISM (NSE)
NISM
MUMBAI 02.2023 - Current
BSE Cash Market - BSE (Bombay Stock Exchange)
NISM
MUMBAI 02.2023 - Current
NISM NSE F&O Derivative - NISM (NSE)
NISM
MUMBAI 02.2023 - Current
Skills
Communication
Affiliations
Over 16 years of experience in Sales and Distribution and Business development. Mutual Fund and
Stock Broking Filed.
Currently working as Sales & Distribution for HSBC ASSET MANAGEMENT LIMITED, since Nov
’2023.
EXCEL RELATED ANAYSIS and PROFICIENCY OVERVIEW
Managing Mutual Fund sales and Distribution Dept for managing IFA, ND’s, RD’s, Bank’s sales and
service both responsibilities.
MIS analysis, Reporting, Training and different presentations for the department of operations and
MF Product Presentation.
Providing direction, motivation, training and selling skills to the team member for ensuring
optimum performance with a view to penetrate new accounts and cross selling of financial products
to existing customers.
_____________________________________________________________________________
TEAM MANAGEMENT
Providing market direction and focused area where we built business.
Acquiring new Team members at various levels, for organizational buildup.
Providing direction, motivation, training and selling skills to the team member for ensuring
optimum performance.
Training the team to keep a close check on outstanding figures & ensuring adherence to the norms;
reviewing yearly performance of sales team for reporting to top management.
Conducting meetings for setting up various objectives and designing or streamlining processes to
ensure smooth functioning of operations.
Timeline
NISM V-A Mutual Fund Distribution. - Mutual Fund
NISM
02.2023 - 02.2026
NISM NSE Cash Market - NISM (NSE)
NISM
02.2023 - Current
BSE Cash Market - BSE (Bombay Stock Exchange)
NISM
02.2023 - Current
NISM NSE F&O Derivative - NISM (NSE)
NISM
02.2023 - Current
Branch Head
HSBC Asset Management Limited
11.2022 - Current
Branch Head
L&T Investment Management Limited
10.2018 - 11.2022
Manager Sales
L&T Investment Management Limited
12.2016 - 09.2018
Branch In-charge
L&T Investment Management Limited
05.2014 - 11.2016
Deputy Manager
Karvy stock broking Limited
08.2006 - 05.2014
MBA - BANKING & FINANCE MANAGEMENT
B.Com - undefined
Indira Gandhi National Open University (IGNOU)
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