Ashrith Nagaraj Kadajji
Mutual Fund, Banking
Halifax,Canada
Summary
Over 6 years of Financial Industry experience and dedication to customer and distributors satisfaction. Specialized in working in complex business divisions to increase profitability, Share of Wallet, brand consciousness of our organization. I have held various responsibilities in an array of functions like Mutual Fund Distribution, Direct clients, Private banking, Fintech companies, National Distributors, Branch Management, Government Banking, Revenue Generation, Client Risk Profiling, Wealth Management.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
1
1
CSC (Lvl 1 Passed)
Work History
Relationship Manager
UTI Asset management Compant Ltd
Bangalore, India
11.2018 - Current
- Managed relationships of high net worth (HNW) clients and Mutual Fund Distributors with $ 600 Million in total assets.
- Achieved goals for sale of mutual fund products and services and exceeded performance metrics for customer service.
- Utilized prospecting techniques to identify potential clients/ distributors and create opportunities to sell and increase Share of Wallet(SOW) with them.
- Qualified in many internal recognition programs and was on the topper pan India in Number of SIP's, Index/ ETF Net Sales.
- Have worked closely with Fintech Companies, Online Platforms for getting our funds approved with them, getting it screen presence on their applications.
- One of the highest allocated target across the Zone for most of NFO's and have consistently achieved and over achieved my targets.
- Targeted Institutions and Cooperative banks to get allocation in Liquid category funds to increase my base of clients.
- Have good knowledge and understanding of Equity, Debt, Index, ETF products
Relationship Manager
ICICI Prudential Asset Management Company Ltd
Bangalore, India
10.2017 - 09.2018
- Communicated regularly with clients through various modes to understand needs, evaluate current product use and cross-sell new products.
- Educated clients on available technological tools like Telephone calling, Website, Mobile apps, enabling development and implementation of solutions to achieve personal financial goals.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements after doing their risk analysis.
- For selective clientele sold Alternate Investment Funds(AIF) and Portfolio Management Solutions(PMS) depending on their risk appetite.
Personal Banker
HDFC Bank Ltd
Bangalore, India
08.2015 - 09.2017
- Promoted financial products by maintaining excellent service offering knowledge and analyze their requirements and offer products accordingly.
- Acquired new corporate clients doing exports and using Foreign exchange services, corporate insurances which are best way to make a branch profitable.
- Managed my mapped client portfolios, their investments and getting references from them, Sought out new clients and developed client relationships through networking, direct referrals, lead databases.
- Cross sold many banking products like Insurance, Credit Card, Auto Loan, Home Loan, Loan Against Property, Personal Loan, FD, RD, Mutual Fund, Securities, CASA accounts.
Education
MBA - Marketing
University of Mysore
Bangalore 07.2012 - 10.2014
Bachelor of Engineering - Mechanical Engineering
Visvesvaraya Technological University
Davanagere 06.2007 - 07.2011
Skills
Equity and Fixed Income Markets
Relationship building and management
Customer portfolio management
Financial planning processes
New business generation
Banking
Financial Advising
Additional Information
I have received my Confirmation of PR (COPR) from IRCC and VISA stamping is under process. Planning to move and settle in Halifax, NS by 1st week of August,2022. Have cleared CSC Level 1 exam and hopeful of completing the full course before landing in Canada.
Certification
Canadian Securities Course ( Vol 1)
Timeline
Canadian Securities Course ( Vol 1)
03-2022
Relationship Manager
UTI Asset management Compant Ltd
11.2018 - Current
Relationship Manager
ICICI Prudential Asset Management Company Ltd
10.2017 - 09.2018
Personal Banker
HDFC Bank Ltd
08.2015 - 09.2017
MBA - Marketing
University of Mysore
07.2012 - 10.2014
Bachelor of Engineering - Mechanical Engineering
Visvesvaraya Technological University
06.2007 - 07.2011