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
USA
02.2020
MBA - Finance
N.L. Dalmia Institute of Management Studies
04.2016
Bachelor of Science - Mechanical
Prof. Ram Meghe Institute of Technology And Research
Mutual Fund Sales Agent at ICICI Prudential Asset Management Company LimitedMutual Fund Sales Agent at ICICI Prudential Asset Management Company Limited
Key Account & Marketing Manager at Kuvos Tech (A DYNAMIK LABS GROUP OF COMPANY)Key Account & Marketing Manager at Kuvos Tech (A DYNAMIK LABS GROUP OF COMPANY)