Karan Khullar
Delhi
Summary
Seasoned Regional Manager with significant experience in sales, operations, and team leadership. Able to leverage strong understanding of regional markets to formulate strategies that drive growth and increase market share. Skillset includes budget management, strategic planning, and talent development. Previously led teams to surpass revenue goals while improving customer satisfaction levels.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Vice President of Sales
Mavenark Asset Managers Private Limited
New Delhi
06.2025 - Current
- Led sales strategy development for asset management products and services.
- Established strong relationships with key partners to enhance business opportunities.
- Collaborated with marketing to align sales campaigns with brand objectives.
- Conducted training sessions to develop sales skills and product knowledge.
- Coordinated cross-functional initiatives to drive revenue growth and efficiency.
- Participated in industry events and trade shows to promote company offerings.
Regional Manager
Bajaj Finance Ltd
Delhi
03.2022 - 05.2025
- Managing the B2B IFA Delhi Channel with 18 Team Members.
- Managed North and East India in the B2C HNI vertical from March 2022 to March 2024.
- Managing primarily FD, Loan Against Securities and cross-selling of mutual funds, PMS and insurance.
- To analyze business needs and competition data to identify trends and new opportunities.
- Compliance with legal requirements, industry regulations, organizational policies and professional code of conduct
- Planning & leading timely session for all Team Members for the month on month Activation in- Life Insurance, General Insurance and Mutual Fund
- Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance among the team members.
- Increase business by formulating most favorable organizational structure and motivating entire team to optimize 'best-in-class' product development and delivery
Cluster TPD Manager
DCB Bank Ltd
Delhi
02.2018 - 03.2022
- Leveraging skills in managing distribution TPD Fee Target of 5 Crore from All TPD Products
- Ensure alignment of business plans with marketing and sales strategies by concentrating on business management, planning, and data analysis
- Spearheading entre gamut of operations related to Insurance and Investment Services business
- Ensuring: Life Insurance Persistency maintains the healthy business
- Completion of business targets, audit and compliance with respect to said businesses
- Productivity enhancement for all front liners to achieve their TPD Fee goal sheet target in the each quarter
- Mentoring, training and development of the field functionaries to ensure the sales and operational efficiency
- Working in coordination with Operations, MIS and Partners to ensure proper performance tracking and business reporting
- Administering tasks related to certification of IRDA and NISM for all front liners
- Ensuring that channel partners qualify for their contest on time and providing assistance for their target achievement which enhanced overall revenue
- Providing support for training requirements and qualification of channel partners
- Streamlining business processes with enhanced focus on business quality which enabled acquisition of new distribution channel partners
Priority Relationship Manager
Standard Chartered Bank
Noida
06.2016 - 01.2018
- Revenue Generation month on month through wealth management products and asset related products (secured, unsecured)
- Acquire, retain and deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings /Term deposits)
- Grow AUM and Sales revenue on a month on month basis
- Support Branch Managers in developing and implementing action plans to achieve business objectives
- Increase product per customer on a regular basis within current customer base
- Organize and participate in all promotion activities organized at the branch
- Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program
- Specific initiatives taken to improve service and reduce bottlenecks and customer complaint
Financial Partner
Yes Bank Ltd
Delhi
04.2014 - 06.2016
- Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Handling Forex transactions including sending all outward remittances and receiving inward remittances, collecting foreign cheques, discounting of bills, opening of FLC, BG issuance and documentation
- Acquiring Trade (Exim) Current Account, EEFC Account
- Taking care of Direct, Advance Remittances, LC, BG, Forward Contract, LAP, OD, CC, Buyer's Credit provided to Trade and HNI clients including NRI
- Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
- Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Personal Banker
HDFC Bank Ltd
Delhi
12.2012 - 04.2014
- Achieve sales targets and providing Customer service
- Enhance the value of existing accounts of Current account & saving account customers
- Responsible for retention of accounts
- Relationship Management for a Portfolio of customers
- Responsible for Cross Sell & enhancing relationship with existing customers by selling of Investment products like Mutual Fund, Insurance, Current account & Saving account through generation of referrals from internal database
- Customer service to ensure walk in customer issues and concerns
- Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc
- Review all critical reports, monitor cash levels, fraud control, filing etc
Financial Planning Executive
Bajaj Capital Ltd
Delhi
06.2011 - 12.2012
- Responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently
- Penetration of all products including Mutual Funds, Insurance, Equity in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail
- Acquire and build relationship with Retail/ HNI clients and handling and reviewing their portfolios
- Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios
- Analyze, understand customer's 360 degree financial needs and fulfill with appropriate products
Education
Post Graduate Diploma - Financial Planning
International College of Financial Planning
Delhi01.2011
HND - Business Administration
Clydebank College
UK01.2007
HNC - Business Administration
Clydebank College
UK01.2006
XII -
C.B.S.E Board
India01.2005
X -
C.B.S.E Board
India01.2003
BA - Business Management
North East Wales Institute, University of Wales
UKSkills
- Presentation and public speaking
- Customer and vendor relations
- Documentation
- Event planning and coordination
- Positive attitude
- Determined
- Hardworking and sincere
- Good decision-making
- Analytical skills
- People management
- Sales and marketing strategies
- Regional planning
- Business development and planning
- Goals and performance
Certification
- Insurance Regulatory and Development Authority Certified, IRDA
- Association of Mutual Funds in India Certified, AMFI
Languages
- English
- Hindi
Disclaimer
Hereby, I declare that all the information furnished above is true to the best of my knowledge and I assure that I will discharge my duties to the utmost satisfaction of my superiors., New Delhi, Karan Khullar
Current Company
Bajaj Finance Ltd
Personal Information
- Total Experience: 15 Years
- Age: 35
- Father's Name: Mr. Suresh Khullar
- Notice Period: 3 Months
- Date of Birth: 03/07/87
- Gender: Male
- Nationality: Indian
Accomplishments
- Exponential contribution towards Mutual Funds in FY 23 - 24
- Best Performance Zone wise in FY 2022-23
- Toppers Challenge '15 (Yes Bank) in Jan- Mar'15
Timeline
Vice President of Sales
Mavenark Asset Managers Private Limited
06.2025 - Current
Regional Manager
Bajaj Finance Ltd
03.2022 - 05.2025
Cluster TPD Manager
DCB Bank Ltd
02.2018 - 03.2022
Priority Relationship Manager
Standard Chartered Bank
06.2016 - 01.2018
Financial Partner
Yes Bank Ltd
04.2014 - 06.2016
Personal Banker
HDFC Bank Ltd
12.2012 - 04.2014
Financial Planning Executive
Bajaj Capital Ltd
06.2011 - 12.2012
Post Graduate Diploma - Financial Planning
International College of Financial Planning
HND - Business Administration
Clydebank College
HNC - Business Administration
Clydebank College
XII -
C.B.S.E Board
X -
C.B.S.E Board
BA - Business Management
North East Wales Institute, University of Wales
Similar Profiles
Venkata Krishna Reddy TallapureddyVenkata Krishna Reddy Tallapureddy
Institutional Sales Manager at DSP Asset Managers Private LimitedInstitutional Sales Manager at DSP Asset Managers Private Limited
Diana WaringaDiana Waringa
Internship at GenAfrica Asset Managers Limited (formerly Genesis Kenya Investment Management Limited)Internship at GenAfrica Asset Managers Limited (formerly Genesis Kenya Investment Management Limited)
DINA NYARESO ABERIDINA NYARESO ABERI
Finance Officer at Orient Asset Managers LimitedFinance Officer at Orient Asset Managers Limited
Saksham MauryaSaksham Maurya
DevOps Solution Architect – Assistant Consultant at Tata Consultancy ServicesDevOps Solution Architect – Assistant Consultant at Tata Consultancy Services
JITENDRA JANGIDJITENDRA JANGID
Assistant Manager - Consulting & Analytics at ICICI Lombard General Insurance CoAssistant Manager - Consulting & Analytics at ICICI Lombard General Insurance Co