ARPIT BATRA
Mumbai
Summary
Head of Strategic Alliances & Business Development experienced in driving transformative growth and building long-term partnerships within financial services. Delivered value-driven solutions through innovative investment strategies, cultivating meaningful relationships and aligning initiatives with organizational goals. Focused on fostering a tech-enabled, client-first culture that empowers stakeholders to achieve financial success while enhancing industry standards.
Overview
16
16
years of professional experience
Work History
Head Strategic Alliances and Business Development
GROWW MUTUAL FUND
Mumbai
12.2025 - Current
- Strategic Go-To-Market (GTM) Leadership: Design and execute a comprehensive business development roadmap to establish Groww Mutual Fund as a top-tier player in the Indian AMC landscape.
- Omni-channel Distribution: Lead the empanelment and activation of diverse distribution channels, including National Distributors (NDs), Regional Distributors (RDs), Banks, Private Wealth and a robust network of Independent Financial Advisors (IFAs).
- Fintech & Ecosystem Alliances: Spearhead strategic partnerships with leading fintech platforms, digital banks, and wealth-tech ecosystems to drive "Direct" and "Regular" AUM through tech-integrated solutions.
- NFO Strategy & Execution: Orchestrate the end-to-end launch of New Fund Offerings (NFOs), managing product positioning, marketing collateral, and sales training to meet aggressive AUM collection targets.
- Product Innovation & Insights: Act as the bridge between market feedback and the Investment team to identify "white space" opportunities for new thematic or passive fund launches.
- Data-Driven Decision Making: Leverage advanced data analytics to monitor channel productivity, investor behaviour, and market trends to optimise sales efforts and marketing spend.
- Investor Awareness & Branding: Oversee SEBI-mandated Investor Education and Awareness Programs (IAP) and digital brand campaigns to build investor trust and financial literacy.
- Regulatory Compliance: Ensure all business development activities and distributor incentive structures are 100% compliant with SEBI and AMFI guidelines.
HEAD BUSINESS DEVELOPMENT
MOTILAL OSWAL AMC
Mumbai
12.2022 - 11.2025
- Formulated and executed comprehensive business development strategies, refining corporate vision and contributing to Motilal Oswal AMC's growth.
- Established and nurtured strategic partnerships with NDs, RDs, IFA Forums negotiating due diligence, product approvals, and pricing for sustainable growth.
- Orchestrated annual/quarterly/half-yearly tie-ups, exceeding targets and expanding market share while implementing targeted training programs for distribution partners.
- Led corporate decision-making processes, sourcing and managing new business opportunities, and executing cost-effective promotional strategies within approved budgets and ethical standards.
- Ensured compliance in sales, leveraged data insights for informed decision-making, and drove initiatives for customer acquisition and comprehensive Investor Education and Awareness Programs for Distributors.
REGIONAL HEAD
MOTILAL OSWAL AMC
Chennai - Tamil Nadu & Kerala
09.2021 - 12.2022
- Oversaw Tamil Nadu & Kerala region, driving B2B and B2C sales, and distribution of Mutual Fund and alternative products, exhibiting exceptional leadership and performance.
- Spearheaded the development and implementation of meticulous sales processes, ensuring seamless execution across the team, enhancing efficiency.
- Strategically emphasized team expansion, cultivating a robust workforce aligned with evolving business demands, fostering a high-performing environment.
- Optimized contact management through diverse engagement approaches: group presentations, one-on-one meetings, focused group discussions, and regular value-driven communications, elevating investor interactions.
- Demonstrated proactive leadership by organizing regular team presentations on cutting-edge market trends, enhancing team expertise and market awareness.
BRANCH MANAGER
ADITYA BIRLA SUN LIFE AMC
Bhopal
04.2019 - 08.2021
- Strategically led the Bhopal Cluster encompassing Sagar and Chhindwara branches, pivotal in establishing the brand presence across diverse channels including Banks, National and Regional Distributors, and Independent Financial Advisors.
- Spearheaded the expansion of top-tier financial advisors, instrumental in elevating brand penetration and market reach with tailored ground-level strategies across channels.
- Managed portfolios for both Corporate and High Net Worth Individuals (HNIs), showcasing prowess in delivering exceptional service and tailored solutions for diverse client segments.
- Demonstrated adeptness in B2B and B2C arenas, contributing significantly to brand growth, channel activation, and nurturing, marking a distinct record as an exceptional performer.
- Orchestrated comprehensive training programs, collaborating with in-house trainers, focusing on refining soft skills crucial for brand elevation and sustainable growth initiatives.
BRANCH MANAGER
ADITYA BIRLA SUN LIFE AMC
Gwalior
01.2015 - 03.2019
- Transformed the branch from an AUM of 30 Cr (ranked 7th) to an impressive 300 Cr in 3 years, securing a remarkable 4th position in the location, amplifying market share significantly.
- Directed Gwalior Branch and the emerging market of Shivpuri-Guna, strategically expanding into adjacent regions like Morena, Bhind, Datia, Chhatarpur, and Tikamgarh, orchestrating robust sales and distribution across IFAs, Banks, NDs, Corporates, and Direct channels.
- Personally orchestrated regular Investor Awareness Programs (IAPs) and events, driving Mutual Fund education and distribution expansion, marking substantial contributions to business growth.
- Demonstrated adeptness in managing portfolios for Corporate and High Net Worth Individual (HNI) clients, showcasing exceptional performance, and senior leadership acumen in both B2B and B2C landscapes.
- Curated and managed high-profile events such as the Voyage event hosting esteemed industry figure Mr. A Balasubramanian (CEO – ABSL AMC, CHAIRMAN - AMFI), elevating brand visibility and fostering key relationships across distribution channels and clientele.
PREFERRED RELATIONSHIP MANAGER
STANDARD CHARTERED BANK
Indore
02.2014 - 12.2014
- Cultivated and expanded Preferred Banking relationships through strategic relationship management, catering to and analyzing customers' diverse financial and investment objectives with a focus on satisfaction and growth.
- Amplified share of wallet and revenue by nurturing existing Preferred Customers, delivering professional customer service that ensured high satisfaction, retention, and stability of the portfolio against attrition.
- Delivered on defined targets for customer acquisition, volumes, and revenue, generating new business while meticulously adhering to approved contact plans and updating customer information on WMS.
- Executed comprehensive policies and procedures for anti-money laundering prevention and KYC, maintaining full awareness and compliance, showcasing exceptional performance in the B2C landscape as an outstanding performer.
RELATIONSHIP MANAGER - BANKING & ND
RELIANCE CAPITAL AMC
Bhopal
04.2012 - 01.2014
- Managing Portfolios of Corporates and HNI Clients.
- Generating business from all private banks and NDs
- Activated all the major counters and increased the market share month on month
- Took initiative in evaluating opportunities and in establishing relationships through knowledge and experience
- Handling Banking, National distributors and corporate channel at Bhopal Cluster
RELATIONSHIP MANAGER - All Channels
AXIS ASSET MANAGEMENT CO. LTD, CHANNELS
Indore
12.2009 - 03.2012
- Worked on the roles of Axis Securities and Sales Ltd
- Taking care of Indore and Gwalior Clusters for all channels including Banks, National distributors
- IFAs and corporates which includes 28 branches of AXIS Bank in Bhopal Cluster
- Activated many counters with good and regular inflows
- Initiated, developed, and maintained numerous corporate accounts
- Took initiative in evaluating opportunities and in establishing relationships.
Education
Executive Leadership Program -
SP Jain School of Global Management - Mumbai
Mumbai08-2025
Master of Business Administration - Marketing
Jiwaji University
Gwalior03-2009
Diploma - Marketing Management -
ALL INDIA MANAGEMENT ASSOCIATION
Delhi03-2007
Bachelor of Computer Applications, BCA -
Jiwaji University
Gwalior03-2006
Skills
- Business development
- Relationship management
- Team leadership
- Analytical thinking
- Training and development
- Dependable and responsible
Timeline
Head Strategic Alliances and Business Development
GROWW MUTUAL FUND
12.2025 - Current
HEAD BUSINESS DEVELOPMENT
MOTILAL OSWAL AMC
12.2022 - 11.2025
REGIONAL HEAD
MOTILAL OSWAL AMC
09.2021 - 12.2022
BRANCH MANAGER
ADITYA BIRLA SUN LIFE AMC
04.2019 - 08.2021
BRANCH MANAGER
ADITYA BIRLA SUN LIFE AMC
01.2015 - 03.2019
PREFERRED RELATIONSHIP MANAGER
STANDARD CHARTERED BANK
02.2014 - 12.2014
RELATIONSHIP MANAGER - BANKING & ND
RELIANCE CAPITAL AMC
04.2012 - 01.2014
RELATIONSHIP MANAGER - All Channels
AXIS ASSET MANAGEMENT CO. LTD, CHANNELS
12.2009 - 03.2012
Executive Leadership Program -
SP Jain School of Global Management - Mumbai
Master of Business Administration - Marketing
Jiwaji University
Diploma - Marketing Management -
ALL INDIA MANAGEMENT ASSOCIATION
Bachelor of Computer Applications, BCA -
Jiwaji University