Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Bhupender Singh Rautela

Bhupender Singh Rautela

Channel Sales
Pune

Summary

A result oriented professional with 12 years plus experience in Financial Services domain across Capital Markets & Mutual Funds comprising Channel Sales Management, Key Account Management & Relationship Management.

Extensive experience in business & market development, product positioning and channel management.

Overview

13
13
years of professional experience
7
7
Certifications

Work History

Channel Head - Banks and ND for ROM

SBI Funds Management Ltd
Pune
01.2022 - Current
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Built strong relationships with customers through positive attitude and attentive response.

Manager - PDM

SBI Funds Management Pvt Ltd
Mumbai
06.2015 - 12.2021
  • Currently managing 85 MFD's of south Mumbai AUM ranging from 100 to 1000 Cr.
  • Have responsible to manager large retail ND,s and private wealth distributors.
  • Managing key clients like Ananad Rathi Private, L&T Capital, ICICI Securities Private, Avendus Wealth Management, Quant Capital and Prudent Corporate CAS and other Retail National Distributors/Regional Distributors in respective region.
  • Accountable for new product tie-up with all counters and lionizing with senior management and product team.

Officer

DSP Blackrock Investment Managers Pvt Ltd.
Mumbai
06.2011 - 06.2015
  • Responsible to increase sales (AUM) as per targets in addition to coordinating, managing and monitoring activities of banking channel partners in Mumbai region.
  • Experienced of managing Pvt & Foreign Banks relationship (HDFC, AXIS, ING, INDUSIND,DCB and ICICI SECURITIES ) in respective region to devise strategies and operational issues for augmenting sales and increasing AUM/Market Share.

Sales Officer

IDFC Mutual Fund
Mumbai
09.2010 - 06.2011
  • Handling Relationship with Private Banks (HDFC, KOTAK, ICICI, IDBI), Mumbai
  • Providing after sales services to ensure smooth functioning and to maintain long term relationship
  • Managing Key Relationships and Channel Penetration & Profitability
  • Conducting training sessions for the channel
  • Organizing Presentations to Corporate Clients & arranging Distributor Meetings

Education

MBA - Marketing And Finance

SIMMC
Pune

Bachelor of Science - Physics, Chemistry, Math's

D A V (P.G)
Dehradun

Skills

Business development and planning

Certification

CFA Institute Investment Foundations™ certificate.

Timeline

Channel Head - Banks and ND for ROM

SBI Funds Management Ltd
01.2022 - Current

Manager - PDM

SBI Funds Management Pvt Ltd
06.2015 - 12.2021

Officer

DSP Blackrock Investment Managers Pvt Ltd.
06.2011 - 06.2015

Sales Officer

IDFC Mutual Fund
09.2010 - 06.2011

MBA - Marketing And Finance

SIMMC

Bachelor of Science - Physics, Chemistry, Math's

D A V (P.G)
Bhupender Singh RautelaChannel Sales