ARUNDHATI GHOSH
Ahmedabad
Summary
I am a Finance Professional with an experience of over 11years in Mutual Funds, Banking and Insurance industries. With an insight and experience in dealing with HNI and Super HNI clients(B2C), Business and Business representative (B2B) spanning all over Ahmedabad, North Gujarat, and Saurashtra.
Overview
11
11
years of professional experience
Work History
Manager
Mirae Asset Investment Managers India Pvt Ltd
Ahmedabad
06.2022 - Current
- Initiated, Nurtured and maintained various Banking and Wealth Relationships for Ahmedabad and near by locations for the Fund House.
- Leveraged work relationships to accentuate Gross, Net sales for Mutual Funds, ETFs, and AIF products for the fund house.
- Increased market share for the Fund house by growing both Lumpsum and SIP Businesses
- Generated Leads and created a direct book for investments in the fund house
- Created and Spread Awareness for the Fund House by conducting various client events and IAPs.
Manager-Retail Sales
Principal Asset Management Pvt Ltd
Ahmedabad
07.2018 - 03.2022
- Advised Mutual Fund Products to Individual Financial Advisors (IFAs), National Distributors (NDs) and Banks and other Non-Banking Organisations of Ahmedabad, Saurashtra, Kutch and Bhuj.
- Maintained and Flourished existing relationships with a core book of 200 IFAs, RDs and Banks along with an additional book and generating businesses accordingly covering Ahmedabad, entire Saurashtra, Kutch and Bhuj.
- Onboarded New Relationships and generating businesses from newly onboarded distributors.
- Supported Sales Closure to Business Partners by accompanying and on call support accordingly.
- Provided After Sales support to existing relationships both on client and distributor levels.
- Remediated customer grievances.
- Achieved awards as One of the top performers' countrywide in Principal Small Cap (2019), Principal Mid Cap (2020) and Principal Large Cap NFOs (2020), internal competitions like Monsoon Dhamka (2020) and Diwali Dhamaka (2020) for both debt and equity target achievements.
Branch Relationship Manager
Kotak Mahindra Bank Ltd
03.2017 - 06.2018
- Advised and leveraged business relations for increasing sales for various Banking Products including Assets and Liability Products.
- Prospected and onboarded new acquistions for targeted CASA numbers.
- Maintained and Improved customer experiences with positive and incremental Net Promoter Score.
- Awarded -Internal Contests on Life Insurance Businesses for January-March 2018, Internal Contests on General Insurances for September-December 2018 and Individual Achievements in Mutual Fund Businesses.
Relationship Manager Wealth (Select)
Indusind Bank Ltd
08.2014 - 03.2017
- Initiated and nurtured business relations with HNIs and Super HNIs for leveraging targeted sales for bank various banking products.
- Achieved stipulated Revenues targets set by the bank
- Onboaded HNIs and Super HNIs for initiating and continuing relationships with the bank.
- Provided after sales and services support.
- Awarded- Internal Contests on Life Insurance Businesses for January-March 2015, 2016, 2017, Internal Contests on General Insurances for 2015, 2016 and 2017. Individual Achievements in Mutual Fund Businesses and PMS businesses for 2015, 2016.
Education
PGDM - Marketing and Service Management
Entrepreneurship Development Institute of India
01.2013
B.Sc - Biology
Holkar Science College
Indore01.2011
Skills
- Sales Closure
- Client relationship management
- Sales strategy development
- Market analysis
- Marketing
Projects
Insight Consumer Magazine, Research Intern, 04/01/12, 06/30/12, The mandate was to conduct a detailed study survey on internet shopping sites and sunscreens to determine the suitability of the abovementioned from the perspective of both quality and popularity., Method incorporated a survey which was conducted both online and offline., Formulating and analysing through quantitative techniques and value analysis to come to a conclusion., The conclusions were to be written into an article and submitted to the centre for further work. Detail Project Report-EDI Ahmedabad, Content Services for Brand Communication and Promotions, 12/01/12, 04/30/13, Understanding the scope of business to access the viability of the same in the market., Creating a survey with questions intended to be answered by a group of companies needing these services., Comparing it with other similar businesses to create and understand an edge above others., Considering the financial viability of the business. ICICI Securities, Senior Relationship Manager, 06/01/13, 08/31/14, Understanding the scope of business to access the viability of the same in the market., Creating a survey with questions intended to be answered by a group of companies needing these services., Comparing it with other similar businesses to create and understand an edge above others., Considering the financial viability of the business.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Bengali
Proficient
C2
Gujarati
Intermediate
B1
Timeline
Manager
Mirae Asset Investment Managers India Pvt Ltd
06.2022 - Current
Manager-Retail Sales
Principal Asset Management Pvt Ltd
07.2018 - 03.2022
Branch Relationship Manager
Kotak Mahindra Bank Ltd
03.2017 - 06.2018
Relationship Manager Wealth (Select)
Indusind Bank Ltd
08.2014 - 03.2017
PGDM - Marketing and Service Management
Entrepreneurship Development Institute of India
B.Sc - Biology
Holkar Science College