Arundhati Ghosh
Mumbai
Summary
Senior manager with expertise in financial products and proven communication skills. Achieved significant revenue growth through strategic sales initiatives and strong client relationship management. Consistently exceeded sales targets and enhanced customer satisfaction.
Overview
1
1
Certification
13
13
years of professional experience
Work History
Senior Manager- Banks and Wealth
Mirae Asset Investment Managers Pvt Ltd
Mumbai
06.2022 - Current
- Established and nurtured key client relationships to support long-term business objectives.
- Managed customer relationships through targeted follow-ups, resulting in increased satisfaction and retention.
- Developed sales plans and strategies that aligned with team goals and drove revenue growth.
Manager- MFDs and NDs
Sundaram Mutual Fund (Erstwhile Principal Asset Management Pvt Ltd)
Ahmedabad
07.2018 - 05.2022
- Expanded relationships with 200 IFAs, RDs, and banks across Ahmedabad, Saurashtra, Kutch, and Bhuj, enhancing business connectivity.
- Onboarded new distributors, creating pathways for additional business opportunities.
- Provided sales closure support to business partners through direct accompaniment and on-call assistance.
- Provided after-sales support to clients and distributors, ensuring high satisfaction and retention.
- Resolved customer grievances efficiently to enhance retention.
Branch Relationship Manager
Kotak Mahindra Bank Ltd
Ahmedabad
03.2017 - 06.2018
- Cultivated relationships, cross-selling financial products like loans, insurance, and wealth management services to meet client needs.
- Enhanced customer experience through effective servicing and after-sales support, contributing to positive net promoter score.
- Executed client prospecting and onboarding processes for casa accounts, resulting in increased client retention.
Relationship Manager- Wealth(Select)
Indusind Bank Ltd
Ahmedabad
08.2014 - 03.2017
- Onboarded high net worth individuals (HNWIs) and super high net worth individuals (SHNWIs), fostering enduring client relationships.
- Facilitated ongoing engagement with onboarded clients to strengthen relationships.
- Increased revenue by cross-selling banking products to new and existing clients.
- Provided after-sales support for existing client accounts, improving client satisfaction.
ICICI Securities
Senior Relationship Manager
Ahmedabad
06.2013 - 08.2014
- Onboarded HNWIs and SHNWIs, building lasting relationships with the bank.
- Increased revenue by cross-selling banking products to established and prospective clients.
- Provided after-sales support to enhance satisfaction for existing and newly onboarded clients.
Education
PGDM BA - Marketing And Service Management
Entrepreneurship Development Institute of India
Gandhinagar04-2013
Bachelor of Science - Biology And Chemistry
Holkar Science College, DAVV
Indore04-2011
Skills
- Financial product sales
- Revenue generation
- Sales strategy
- Sales forecasting
- Market analysis
- Relationship management
- Customer retention
- Effective communication
Certification
- NISM VA Mutual Fund Distributors Certification
- NISM XIII Common Derivatives Certification
Timeline
Senior Manager- Banks and Wealth
Mirae Asset Investment Managers Pvt Ltd
06.2022 - Current
Manager- MFDs and NDs
Sundaram Mutual Fund (Erstwhile Principal Asset Management Pvt Ltd)
07.2018 - 05.2022
Branch Relationship Manager
Kotak Mahindra Bank Ltd
03.2017 - 06.2018
Relationship Manager- Wealth(Select)
Indusind Bank Ltd
08.2014 - 03.2017
ICICI Securities
Senior Relationship Manager
06.2013 - 08.2014
PGDM BA - Marketing And Service Management
Entrepreneurship Development Institute of India
Bachelor of Science - Biology And Chemistry
Holkar Science College, DAVV