Chirag Patel
Vadodara
Summary
Sales professional and Leader with 17 plus years invaluable experience in Asset Management Distribution, Business Development & Team Management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Relationship Executive
Sundaram BNP Paribas Mutual Fund
Anand
02.2007 - 01.2008
- Managing all channels i.e. IFA, National Distributors & Banks at Anand, Nadiad, Khambhat & Borsad location
- connect to all existing distribution networks and create visibility of various products by marketing and engagement activities.
- Increase AUM and Net sales for location.
Relationship Executive
Sundaram BNP Paribas Mutual Fund
Rajkot
02.2008 - 01.2009
- Managing all channels i.e. IFA, National Distributors & Banks at Rajkot, Jamnagar, Junagadh, Bhavnagar, Porbandar, Bhuj, Gandhidham, Amreli, Surendranagar
- connect to all existing distribution networks and create visibility of various products by marketing and engagement activities.
- Training and development of sales resources at Jamnagar and Bhavnagar location to Develop sales distribution in both locations.
- Increase AUM and Net sales for locations
Branch Head
Aditya Birla Sunlife AMC ltd
Rajkot
02.2009 - 03.2014
- Managing all channels i.e. IFA, National Distributors & Banks at Rajkot, Bhuj, Gandhidham, Amreli, Surendranagar
- connect to all existing distribution networks and create visibility of various products by marketing and engagement activities.
- Developed strategies to increase Sales & Market share.
- Managed daily operations of a branch, including customer service, staff scheduling, and product distribution.
- AUM market share increased to 10% from 4% in 5 year
- Developed institutional client book for liquid and debt products at Rajkot location
- Sales and promotion of alternate products to HNI client
- Increased AUM & Market share for locations
Cluster Head
Aditya Birla Sunlife AMC ltd
Vadodara
04.2014 - 09.2019
- Managing all channels i.e. IFA, National Distributors & Banks at Vadodara, Anand, Nadiad & Godhra
- Connect to all existing distribution networks and create visibility of various products by marketing and engagement activities.
- Developed strategies to increase Sales & Market share in all locations of cluster
- Managed daily operations of a branch, including customer service, staff scheduling, and product distribution.
- Developed corporate client base for Vadodara and anand locations
- Conducted regular meetings with team members to review progress and identify areas for improvement.
- Training and development of all team
- Sales and promotion of alternate products to HNI client
- Increased AUM & Market share for locations
Cluster Head
SBI Asset management Co. Ltd
Vadodara
09.2019 - Current
- Managing all channels i.e. IFA, National Distributors, Pvt Banks & State Bank of India and Associate Bank at Vadodara, Surat, Anand, Nadiad, Navsari, Valsad & Vapi
- Managing the sales and Operational/Risk management/ compliance part of the all branches of the cluster to meet sales target of Cluster
- Responsibilities also includes to manage the persons working with the branches, their recruitment & Training, Manage their sales and make sure that they achieve the sales target. Measuring their performance time to time and guiding them.
- Manage team expectation and align it with organization scope and goal.
- Connect to all existing distribution networks and create visibility of various products by marketing and engagement activities.
- Developed strategies to increase Sales & Market share in all locations of cluster
- Focus to develop institutional clients book by regular market mapping activity with team.
- Sales and promotion of alternate products to HNI client
- Increased AUM & Market share for locations
Education
M.B.A. ( Mkt.) -
CPIMR, Gujarat University, Abd.
01.2007
B.E. ( Mech.) -
M.S. University, Vadodara.
01.2003
H.S.C.(Science) -
GSEB, Gandhinagar
01.1999
Skills
- Relationship building and management
- Team Leadership
- Performance Analysis
- New Business Development
- Financial Advising
- Sales Data Analysis
Reporting
Reporting to Regional Sales Head-Gujarat
Personal Detail
Patel Chirag M.,
A-4/302 – Labh Exotica, Gotri, Vadodara, 390021.
(M) 0-9624083383, chirag2315@gmail.com
Accomplishments
- CEO Kitty award for FY 2015, 2016, 2018 at Aditya Birla SL AMC Ltd
- Best Branch on overall performance for FY 21-22 awarded by Chairman of SBI Bank
Certification
- NISM V-A Mutual fund distribution Module
- NISM -XXI-A PMS module
Languages
Gujarati
First Language
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Cluster Head
SBI Asset management Co. Ltd
09.2019 - Current
Cluster Head
Aditya Birla Sunlife AMC ltd
04.2014 - 09.2019
Branch Head
Aditya Birla Sunlife AMC ltd
02.2009 - 03.2014
Relationship Executive
Sundaram BNP Paribas Mutual Fund
02.2008 - 01.2009
Relationship Executive
Sundaram BNP Paribas Mutual Fund
02.2007 - 01.2008
M.B.A. ( Mkt.) -
CPIMR, Gujarat University, Abd.
B.E. ( Mech.) -
M.S. University, Vadodara.
H.S.C.(Science) -
GSEB, Gandhinagar
- NISM V-A Mutual fund distribution Module
- NISM -XXI-A PMS module
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