ANUBHAV SRIVASTAVA

Led and mentored a branch team to consistently achieve and exceed mutual fund sales targets.

Drove AUM & SIP growth, increasing monthly SIP inflows and reducing redemptions.

Expanded product mix across equity, debt, and hybrid mutual funds to improve client engagement.

Re-engaged dormant clients, improving retention and increasing average ticket size.

Executed branch-level investment campaigns, driving deposit-to-MF conversions and market share growth.

Ensured 100% compliance with SEBI/AMFI regulations, maintaining error-free transactions and zero mis-selling.

• Managed mutual funds and PMS sales, building strong client relationships.
• Delivered pre- and post-sale services for client satisfaction.
• Engaged in corporate presentations and outreach programs to drive sales.

• Led sales and advisory services for mutual funds and PMS, achieving business growth.
• Managed corporate presentations and client education programs to promote services.

• Provided advisory services on mutual funds across Delhi NCR, contributing to product sales growth.
• Delivered excellent pre-sale consultations and post-sale support.

• Managed Demat and trading account sales, providing financial product advice to clients across Delhi NCR.