Dynamic professional with a proven track record at ICICI Prudential AMC, excelling in relationship management and business sourcing. Skilled in lead generation and market analysis, I consistently achieve targets by leveraging negotiation skills and strategic sales initiatives. Committed to driving growth and delivering exceptional client service in competitive environments.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Assistant Manager
ICICI Prudential AMC
chennai
03.2023 - Current
Build and strengthen relationships with ND counter RMs to drive business sourcing.
Source business through ND counters in collaboration with RMs.
Track, analyze, and maintain market share and FYTD business data to scale business inflow.
Generate alternate business opportunities from ND counters to support growth
Area Manager – Investment Products
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
01.2021 - 03.2023
Interacting and building the relationship with the IFA’s (independent financial advisors) and their respective clients.
Identifying, Recruiting and empaneling the New IFAs.
Conducting special drives for Partners and clients for generating the new business leads in office, Zoom video conferences and in hotels.
Specially selling the products like Demat and trading accounts, advisory portfolios, Portfolio management services, all kind of Alternate investment funds, Corporate FDs, all kind of bonds, Unlisted shares, Private Equity, Real-estate funds, different kinds of NCDs, all AMC’s mutual funds and all kinds of insurance products.
Sourcing good Partners which is called as IFA and getting the client referrals from them and conclude the business to achieve the Target assigned.
Also provide the all kinds of services to the respective clients and partners..
Assistant Manager – Regional Sales
KOTAK MAHINDRA BANK
09.2019 - 01.2021
Interacting with the walk-in customers to the branch to generate leads
Acquiring current and savings accounts.
Conducting special drives for lead generation in offices.
Specially cross selling products like RD, FD, Credit cards, Demat account and all kinds of insurance products.
Sourcing open market business to achieve the Target assigned.