Dhananjay S. Tiwari

➢ Business Development: To drive the initiatives and generate revenue for institutional and MFD channel, by ensuring maximum market share for the
PMS, AIF and Investment advisory schemes.

➢ Timely communication and updates to the channel partner to maximize the
revenue.

➢ Operations: End to end client support from Lead to Contact such as KYC / A/c
activation for Indian / NRI investors.

• Business Development: To drive the initiatives and generate revenue for the Ibank channel assigned, by ensuring maximum market share for the Mutual Fund schemes.
• Timely communication and updates to the channel partner to maximize the revenue.
• Training channel partners on different MF products.
• Manager: Managing & training new candidates for their roles in the company to achieve goals & targets in mutual fund investments.
• Portfolio Management: Guiding clients for mutual fund investments, PMS and AIF and manage their portfolio for better returns based on (Objectives, Risk Appetite, Time Horizon & Goal).
• UHNI/ HNI / NRI: Managing mutual fund investments for potential clients and creating various models for generating better risk/return tradeoff.
• Operations: End to end client support from Lead to Contact such as KYC / A/c activation for Indian / NRI investors.

• Manager: Managing team & training new candidates for their roles in the company to achieve goals & targets in existing strategic online retail clients by reactivating them.
• Business Development: Target new clients and guide them in their financial journey also switching portfolios of clients.
• Portfolio Management: Guiding clients for mutual fund investments and manage their portfolio for better returns based on (Objectives, Risk Appetite, Time Horizon & Goal).
• Research: Stock research by analyzing fundamental and technical data.
• Operations: End to end client support from Lead to Contact such as KYC / A/c activation for Indian / NRI investors.
• Marketing: Generating new leads through social media (WhatsApp / LinkedIn etc.) also developed strategies.
• Customer Support: Handling and solving the queries related to operations or mutual fund investments on chat as well as onboarding potential clients.
• Cross-selling: Increasing revenue for the company by cross-selling products such as Insurance in addition to Mutual Fund Investments.