Arya Ashok
Aluva
Summary
Experienced professional specializing in asset management, investor relations, and performance monitoring. Proven ability to enhance financial operations, develop effective policies, and ensure compliance. Strong skills in data analysis and team collaboration drive successful outcomes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Manager
Aditya Birla Sun Life Asset Management Company
Cochin
01.2024 - Current
- Responsible for business development in Cochin and its catchment areas: mutual funds and Alternate Investments (PMS/AIF).
- Manage the smooth functioning of branch operations and administration work.
- Increase AUM, net sales, SIP book, and its market share, as well as improve the ranking of the branch in the market.
- Managing a team of relationship managers responsible for different channel partners.
- Managing HNI, corporate accounts, and business development in the direct channel.
- Coaching and developing the skill set of subordinates.
- Ensure that the standard of customer service and complaints is met at the branch.
Branch Manager
Aditya Birla Sun Life Asset Management Company
Calicut
10.2021 - 12.2023
- Designed sales and service strategies to improve revenue and retention.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Networked within communities to identify and capitalize on business opportunities.
- Enhanced financial performance metrics by networking to create successful and sustainable relationships.
- Handholding IFAs/Channel partners/Banks/National Distributors in client engagement and product positioning
Senior Relationship Manager
Aditya Birla Sun Life Asset Management Company ltd
Cochin
03.2021 - 09.2021
- Developing markets, enhancing market share as well as taking care of Premium banks like Standard Charter bank, HSBC and City Bank, distributor learning across funds and various investment products on offer.
- Relationship Manager
Relationship Manager
HDFC Asset Management Company Ltd
Thrissur
03.2018 - 02.2021
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Designed sales and service strategies to improve revenue and retention.
Management Trainee
HDFC Asset Management Company Ltd
Cochin
05.2017 - 02.2018
- Shadowed managers to gain understanding of organizational expectations and management techniques.
- Collaborated with management on marketing strategies to increase sales.
- Met with distributors to discuss options for selection of products and services.
- Communicated status of assigned responsibilities to management.
Education
Master of Business Administration - Finance & Marketing
SCMS School of Technology & Management
CochinBachelor of Commerce - Finance & Taxation
KMM College of Arts & Science
ThrikkakaraSkills
- Data analysis
- Performance monitoring
- Creative
- Critical Thinking
- Decision Making
- Relationship Building
- Leadership
- Networking
- Proactive
- Goal Setting
- Collaborative
- Attentive
- Team management
Certification
- Cleared Certified Financial Planner (CFP) Final Exam by FPSB
- NISM XII A Portfolio Management Services (PMS) Distributors Certification Examination
- NISM V A Mutual Fund Distributor Examination
- NISM X A Investment Adviser Level 1 Certification Examination
- NISM X B Investment Adviser Level 2 Certification Examination
- NISM V C Mutual Fund Distributors (Level 2)
Languages
- English
- Malayalam
- Hindi
Personal Information
- Date of Birth: 10/18/94
- Gender: Female
Timeline
Branch Manager
Aditya Birla Sun Life Asset Management Company
01.2024 - Current
Branch Manager
Aditya Birla Sun Life Asset Management Company
10.2021 - 12.2023
Senior Relationship Manager
Aditya Birla Sun Life Asset Management Company ltd
03.2021 - 09.2021
Relationship Manager
HDFC Asset Management Company Ltd
03.2018 - 02.2021
Management Trainee
HDFC Asset Management Company Ltd
05.2017 - 02.2018
Master of Business Administration - Finance & Marketing
SCMS School of Technology & Management
Bachelor of Commerce - Finance & Taxation
KMM College of Arts & Science
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