Bharath N
Relationship Manager
Mysore,KA
Summary
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful Distributors interactions and satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Manager
Axis Asset Management Company
Mysore
04.2024 - Current
- Handling mutual funds, PMS, and AIF.
- Handling management responsibilities associated with MFD and ND channels.
Treasure Relationship Manager
DBS Bank India Ltd
Mysore
08.2023 - 04.2024
- Managed a diverse range of financial products including mutual funds and insurance.
- Handled portfolio of high-value DBS Bank clients.
Relationship Executive
Union Asset Management Company Ltd
Mysore
11.2020 - 08.2023
Managed clients of Union Bank in mutual fund investments.
Oversaw banking channel activities at Union AMC.
Assistant Manager
Motilal Oswal Asset Management Company
Mysore
08.2020 - 11.2020
Managed mutual fund and portfolio management service (PMS).
Managed diverse distribution channels: MFD, BANK, ND.
Relationship Manager
Aditya Birla Sun Life Asset Management Company
Mysore
08.2015 - 06.2019
Oversaw mutual fund.
Managed diverse distribution channels: MFD, BANK, ND.
Education
Bachelor of Commerce - Commerce
Vidya Vardhaka First Grade College
Mysore12-2013
P.U.C - Commerce
Vidhya Vardhaka College
Mysore05-2010
S.S.L.C -
Vishwaprajna Nursery&Higher Primary School
Mysore05-2008
Skills
- Portfolio management
- Mutual funds
- Strategic Investment Planning
- Customer Engagement
- Effective Relationship Management
- Product knowledge
- Sales strategies
Affiliations
Ø Played table tennis in Mysore University inter college competition.
Ø Played cricket for Mysore gymkhana club in KSCA state league.
Certification
- NISM V A
- NISM XXI A
Languages
kannada
First Language
English
Upper Intermediate (B2)
B2
Timeline
Relationship Manager
Axis Asset Management Company
04.2024 - Current
Treasure Relationship Manager
DBS Bank India Ltd
08.2023 - 04.2024
Relationship Executive
Union Asset Management Company Ltd
11.2020 - 08.2023
Assistant Manager
Motilal Oswal Asset Management Company
08.2020 - 11.2020
Relationship Manager
Aditya Birla Sun Life Asset Management Company
08.2015 - 06.2019
- NISM V A
- NISM XXI A
Bachelor of Commerce - Commerce
Vidya Vardhaka First Grade College
P.U.C - Commerce
Vidhya Vardhaka College
S.S.L.C -
Vishwaprajna Nursery&Higher Primary School
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