Ankit Bhoola
Pune
Summary
11+ years of experience in the Indian Financial system, BFSI Sector. Well-developed relationship management expertise that compliments account acquisition skills.
Broad knowledge of Banking Operations, Trade Remittances, ALM, Portfolio Building & Portfolio Management with core competency in Investment Instruments.
Forward-thinking individual adept at accomplishing challenges & achieving objectives.
Overview
12
12
years of professional experience
12
12
years of post-secondary education
Work History
Senior Manager- Retail Sales
HDFC Asset Management Co Ltd
05.2023 - Current
- Successfully achieved targets above 230%+ in every consecutive product launch
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business
Senior Manager- TPD and Retail
IDFC Asset Management Co. Ltd.
11.2018 - 04.2023
- Acquiring and activating IFA’s, who, earlier not following product offerings & overcoming time lag with IDFC operations
- Conducting IAP’s, taking huddles, with ND, Banks and IFA’s
- Managed and worked with larger Counters in IFA segment than erstwhile organization, CRAMC.
- Managed, Engaged, Activated and Nurtured large Private Wealth Clients and Banks to garner higher market share and AUM facilitated by Relationship Building.
Manager - TPDand Retail
Canara Robeco Asset Management Co. Ltd.
07.2015 - 11.2018
- Shifted from Distribution to Manufacturing at Canara Robeco with consistency in the growth of percentage of Target Achievements.
- Improved and over-achieved KPI parameters to the tune of approx. 200%.
- Managed key private banking and wealth channel in Pune, notable IFA’s of PIFAA.
- At CRAMC acquired, activated and enhanced Market Share amongst new-age/emerging potential channel partners.
- Capitalized on existing bankers & investors to implore upon their requirements for investing in Fixed Income Schemes.
- Assistance to all members of the team and all verticals
Privilege Banker / CSM
IndusInd Bank
03.2012 - 06.2015
- Posted at Kothrud as a Privilege Banker / CSM, promoted as Wealth RM- Elite for the bank.
- Presented with numerous awards related to CASA, Investments & Insurance.
- Graded more than 4+ on 5 for every appraisal cycle
Education
M.COM - BA -
Symbiosis University
Pune, India 04.2001 - 04.2006
PG Diploma -
NIIT
Pune 04.2001 - 04.2008
Skills
Portfolio Management
undefinedAccomplishments
- Shattered performance expectations, promoted 4 times in 3 performance cycles at IndusInd Bank.
- Garnered a Large Chunk of AUM from prominent PIFAA counters and core committee members which were inactive for 3 years or more.
- Attained national renown for outstanding performance and awarded Dinner with Company MD.
- Recognize among the top investment advisors Qualified for Gala Dinner with ZH and SH at numerous occasions.
- Recognized with several awards & trophies for Asset allocation across all product segments.
- Won awards for investments almost every quarter.
- Worked towards “Customer Delight” by ensuring timely and effective solution delivery (which Exceeds Expectations) as per company compliance.
- SME for Investments and asset management.
Personal Information
Date of Birth: 09/08/90
Disclaimer
I hereby declare that the information furnished above is true, correct and complete to the best of my knowledge and belief.
Hobbies
Outdoor Sports, Volunteering, Writing, Animal Lover, Avid Reader, Solving Puzzles, Networking and Travelling.
Timeline
Senior Manager- Retail Sales
HDFC Asset Management Co Ltd
05.2023 - Current
Senior Manager- TPD and Retail
IDFC Asset Management Co. Ltd.
11.2018 - 04.2023
Manager - TPDand Retail
Canara Robeco Asset Management Co. Ltd.
07.2015 - 11.2018
Privilege Banker / CSM
IndusInd Bank
03.2012 - 06.2015
M.COM - BA -
Symbiosis University
04.2001 - 04.2006
PG Diploma -
NIIT
04.2001 - 04.2008
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