ARPIT S. ASAWA
Pune
Summary
Dynamic Senior Manager with ICICI Prudential Asset Management Company, adept at enhancing revenue streams through strategic stakeholder relationships and effective communication. Proven expertise in portfolio management and financial analysis, successfully managing assets and expanding client networks. Recognized for delivering impactful solutions and driving business growth in competitive markets.
Overview
9
9
years of professional experience
Work History
Senior Manager
ICICI Prudential Asset Management Company
Pune
04.2025 - Current
- Facilitated alternate sales across ROMG to enhance revenue streams.
- Established effective communication with distributor and banker regarding ICICI alternate products.
- Acted as liaison between fund manager and sales team to clarify product features.
- Managed sales processes for alternate products, including PMS and AIF CAT 1 and CAT 2.
Manager (Product Specialist)
ICICI Prudential Asset Management Company
Rest of Maharashtra and Goa
10.2021 - Current
- Communicating market outlook, product strategies and company rational to distributors and investors
- Establishing link between Fund Manager and Sales Team
- Expertise in closely working with sales team to provide solution to MFD's and Client.
- Establishing Link between Fund Manager and Sales Team
- Collaborating with Legal, Marketing and Business development team to create and maintain marketing materials
- Working closely with Investment and Marketing team to ensure timely updates on Monthly factsheet, Products PPT etc.
- One Point Of Contact for all 200+ Sales RM's in region for collection of business requirement and providing solution.
- Provide channel and product solution to product development team
- Supporting in Product Development, Data Analysis and Business Development
- Trainer in Fixed Income, Equity, Financial Planning and Mutual Fund and Speaker in Investor Awareness Program.
Deputy Manager
SBI Funds Management Pvt Ltd
02.2017 - 10.2021
- Managed corpus of INR 250-300 crores and handled, network of approximately 150 clients ranging from corporate clients, Co-operative banks, HNI and VHNI across Pune region for 2.5 years
- Managed book size of close to INR 300 crores for entire Vidarbha region for over 1.5 years
- Developed, improved, and maintained strong, long-term relationships with clients
- Successfully added approximately 70 new clients to existing portfolio
- Identify, develop, and maintain professional relationships with key Investment contacts in medium/large corporations in order to establish, effective network
- Works closely with, Institutional Leadership team to ensure that there is a process for working on sales opportunities from existing clients
- Works with Institutional Leadership team to develop sales and marketing campaigns to support clients and opportunities
- Contribute to development of institutional business strategy and implementing it for achieving desired results.
Management Trainee
IDFC Ltd
05.2016 - 02.2017
- Managed corpus of INR 50-100 crores and handled a network of approximately 70 clients ranging from corporate clients, Co-operative banks, HNI and VHNI
- Works closely with the Institutional Leadership team and Contributed to the development of the institutional sales strategy and implementation.
Education
CFA Level II - Financial Analyst
CFA Institute
USA02.2020
MBA - Finance
N.L. Dalmia Institute of Management Studies
04.2016
Bachelor of Science - Mechanical
Prof. Ram Meghe Institute of Technology And Research
04.2014
Skills
- Stakeholders relationship
- Business requirement documentation
- Portfolio Management
- Capital Market
- Derivatives
- Fixed income
- Debt Market
- Covenants
- Credit Life cycle
- Recoveries
- Financial analysis
- Reporting
- Microsoft Office Suite
- Financial analysis software
- Bloomberg
- MFEI
- Analysis of mutual funds
Timeline
Senior Manager
ICICI Prudential Asset Management Company
04.2025 - Current
Manager (Product Specialist)
ICICI Prudential Asset Management Company
10.2021 - Current
Deputy Manager
SBI Funds Management Pvt Ltd
02.2017 - 10.2021
Management Trainee
IDFC Ltd
05.2016 - 02.2017
CFA Level II - Financial Analyst
CFA Institute
MBA - Finance
N.L. Dalmia Institute of Management Studies
Bachelor of Science - Mechanical
Prof. Ram Meghe Institute of Technology And Research
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