ANIVESH SRIVASTAVA
Jaunpur
Summary
A customer relationship and marketing professional working for one of the leading companies in India to extend its customer base in the assigned territory. Earned my MBA degree in the field of Finance and Marketing. Currently looking for a job role where I can put my knowledge in the field of finance and marketing to become an asset for the organization.
Overview
5
5
years of professional experience
Work History
DEPUTY MANAGER
ICICI PRUDENTIAL MUTUAL FUND
varanasi
03.2025 - Current
- Managed role of Branch Manager 6 Feb 2024 to 31 March 2025.
- Managed a team of 3 RMs of different channels.
- Managing mkt share of 18% in SIP & 15 % in Equity Gross Sale every month.
ASSISTANT MANAGER
ADITYA BIRLA SUN LIFE MUTUAL FUND
Kanpur
06.2022 - 01.2024
- Managed MFD Channel with having A B C & D segment of Distributors having overall Industry AUM of 3900 Cr.
- Regular touch with distributors and update them regarding our funds for smooth inflow of business.
- Organized various events for distributors.
- Understanding the Distributor Issues and resolving it on priority.
KEY RELATIONSHIP MANAGER
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
09.2020 - 06.2022
- Banca Channel, Responsible for Sales and Distribution of the products and services offered by the company.
- Responsible for Relationship Building with High Profile Customers.
- Portfolio Management of the customers.
- Involved in Direct Marketing and Sales.
- Proficiency in generating leads and new business.
Education
Master of Business Administration - Marketing & Finance
ICFAI BUSINESS SCHOOL (IBS)
DehradunBachelor of Commerce - Accounting & Finance
SATYAWATI COLLEGE, UNIVERSITY OF DELHI
HSC - Commerce
MAA DURGA JI VIDYALAYA
Skills
- PowerPoint
- Advance Excel
- Google Analytics
- Interpersonal Skill
- Leadership Skill
- Client Relationship Management
- Problem Solving Skill
Language
English
Hindi
Awards
- Consecutive Qualified in three quarter Alternates Product Contest.
- Being a Relationship Manager, Qualified 3 tickets of MFD in HAR GHAR SIP Contest at ABSL Mutual Fund.
- In FY22, achieved 1.35 Cr (Target 1.30 Cr), 105% of Overall Target - ICICI.
- Achieved a 91.95% Renewal Rate from the last financial year customers - ICICI.
- Successfully achieved the allotted target - Writers.
- Media President at DUSU (Delhi University Student Union).
- Worked for NGO (Vasundhara Manav Kalyaan Sanstha).
- Key Member of Leaders for Tomorrow.
Timeline
DEPUTY MANAGER
ICICI PRUDENTIAL MUTUAL FUND
03.2025 - Current
ASSISTANT MANAGER
ADITYA BIRLA SUN LIFE MUTUAL FUND
06.2022 - 01.2024
KEY RELATIONSHIP MANAGER
ICICI PRUDENTIAL LIFE INSURANCE COMPANY
09.2020 - 06.2022
Master of Business Administration - Marketing & Finance
ICFAI BUSINESS SCHOOL (IBS)
Bachelor of Commerce - Accounting & Finance
SATYAWATI COLLEGE, UNIVERSITY OF DELHI
HSC - Commerce
MAA DURGA JI VIDYALAYA