Hi, I’m
Amrish Gandhi
Indore
Summary
I am a professional with 20+ years of successful sales, marketing and management experience. Background includes managing corporate and individual accounts and selling various financial products and services. Proven record of success consistently exceeding sales goals. Additional background researching and developing marketing strategies to maximize the market place. Summary of Accomplishments Planned and implemented targeted sales activities to build and maintain business, emphasizing value- added services in a market dominated by well-capitalized competitors. Streamlined daily business processes and increased productivity levels. Performed outstanding customer relationship management, ensuring educated clients, customized products and services and creative, turnkey solutions.
Overview
24
years of professional experience
Work History
Motilal Oswal AMCNagpur
Branch Manager
05.2023 - Current
Job overview
- Job profile involves looking after Daily activity of the Branch the set of MFD, Private Bank and ND of the location of Nagpur, Wardha and Amravati
- Identifying and maintaining relations with PSB and Private Bank and There Key Person of the AMC
- Maintaining the PSB, Private and IFA channel more effectively with updated information and relationship
- Assisting PSB, Private Bank and IFA providing corporate in all the products and sketch out a plan of action in mobilizing more of business and increase their AUM
- Taking care of service issues of the clients by a spontaneous response and quick action
- Achieving assigned targets regularly
ICICI Prudential AMC Limited
Branch Manager
08.2014 - 05.2023
Job overview
- Job Profile involves looking after Daily activity of the Branch the set of IFA, Bank and ND for the location of Jabalpur Madhya Pradesh from 1st Feb 2024 till 23th May 2024.Have done three PMS and 1 AIF
- Prior to Jabalpur I was taking care of Dum Dum Branch from 1st April 2022 till 31st Jan 2023 when I take over the branch the AUM of the Branch was 100cr to 200cr and five PMS and one AIF
- Prior to Dumdum I was taking care of Kalyani Branch from 1st April 2018 till 31st march 2022 when I take over the branch the AUM was 400cr which I took to 1100cr
- Prior to Kalyani I was taking care of Burdwan Branch from 1st Nov 2016 till, march 2018, when I take over the branch the AUM was 100 cr which I took to 250 cr and Six PMS
- Dibrugarh Branch from 14th Aug 2014 till 31st Oct 2016 When I take over the branch the AUM was 33lac which I took to 33cr
- Identifying and maintaining relations with PSB and Private Bank and There Key Person of the AMC
- Maintaining the PSB, Private and IFA channel more effectively with updated information and relationship
- Assisting PSB, Private Bank and IFA providing corporate in all the products and sketch out a plan of action in mobilizing more of business and increase their AUM
- Taking care of service issues of the clients by a spontaneous response and quick action
- Achieving assigned targets regularly.
Star Union Dai, Life Insurance com. ltd, Union Bank Of India Channelichi
Asst. Manager
03.2013 - 07.2014
Job overview
- Job profile involves the sales and marketing of Life insurance Product of SUD LIFE along with the six branch of UBI for the life insurance business.
DSP BlackRock Asset Management Company Ltd, PSB BankIndore
Officer
06.2008 - 02.2012
Job overview
- Identifying and maintaining relations with PSB Bank and There Key Person of the AMC
- Maintaining the PSB channel more effectively with updated information and relationship
- Assisting PSB Bank and corporate in all the products and sketch out a plan of action in mobilizing more of business and increase their AUM
- Taking care of service issues of the clients by a spontaneous response and quick action.
Met Life India Insurance Company ltdIndore
FPC
01.2007 - 01.2008
Job overview
- Job profile involves the sales and marketing of Life insurance Product of Met Life along with the Axis Bank.
HDFC BankIndore
Relationship Manager
01.2005 - 01.2007
Job overview
- Job profile involves the sales and marketing of various Financial Products
- Information of innovative and flexible product portfolios
- Responsible for generation of revenue based income for the firm and also achieving targets.
Navketan EnterpriseKolkata
Manager
01.2003 - 01.2005
Dugar Distributors, TVS MotorIndore
Retail Sales & Whole Sale Distributors. Sales Executive
01.2000 - 01.2003
Job overview
- Marketing of TVS Two wheeler and incharge of the showroom.
Education
Vishnav Commerce collage, DAVV University
M.com (PRE) from Accounting
01.2002
Vaishnav Commerce Collage DAVV University
Bachelor of Commerce
03.2001
Skills
- Time Management
- Team Building
- Team Motivation
- Professional Certifications:
- AMFI - Mutual Fund (Advisors) Module
- AMFI – PMS 21A
- Software & Hardware Skills:
- DCA: Diploma in Computer Applications
- Logic Building with Java Scrip
- Developing Applications with Visual Basic 60
Languages
Languages
Hindi
First Language
English
Beginner
A1
Bengali
Beginner
A1
Timeline
Branch Manager
Motilal Oswal AMC
05.2023 - Current
Branch Manager
ICICI Prudential AMC Limited
08.2014 - 05.2023
Asst. Manager
Star Union Dai, Life Insurance com. ltd, Union Bank Of India Channel
03.2013 - 07.2014
Officer
DSP BlackRock Asset Management Company Ltd, PSB Bank
06.2008 - 02.2012
FPC
Met Life India Insurance Company ltd
01.2007 - 01.2008
Relationship Manager
HDFC Bank
01.2005 - 01.2007
Manager
Navketan Enterprise
01.2003 - 01.2005
Retail Sales & Whole Sale Distributors. Sales Executive
Dugar Distributors, TVS Motor
01.2000 - 01.2003
Vishnav Commerce collage, DAVV University
M.com (PRE) from Accounting
Vaishnav Commerce Collage DAVV University
Bachelor of Commerce
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