Kasak
Patna,BR
Summary
Relationship Manager with experience in channel sales and wealth management at Aditya Birla Sun Life AMC. Skilled in managing IFAs, National Distributors, and Banking Channel Partners, driving business growth, partner engagement, and AUM expansion. Experienced in distributor onboarding, sales strategy execution, relationship management, and delivering investment solutions across Mutual Funds, PMS, and AIF products
Overview
7
7
years of professional experience
Work History
Assistant Manager
Aditya Birla Capital (ABSLAMC)
Patna
05.2024 - Current
- Managing and strengthening relationships with Independent Financial Advisors (IFAs), National Distributors (NDs), and Banking Channel Partners across the assigned territory.
- Driving business growth by acquiring new channel partners and increasing assets under management (AUM) through existing relationships.
- Conducting regular business reviews, joint client meetings, and investment awareness sessions with partners.
- Providing end-to-end support to distributors on mutual fund products, SIP campaigns, PMS, AIF, and other investment solutions.
- Identifying business opportunities and implementing sales strategies to achieve monthly and annual revenue targets.
- Coordinating with internal teams to ensure seamless onboarding, ARN mapping, empanelment, operational support, and timely query resolution.
- Organizing investor awareness programs, distributor engagement activities, product launches, and partner events to enhance market presence.
- Monitoring market trends, competitor activities, and regulatory developments to provide relevant investment solutions to channel partners.
Business Development Manager
BOB Capital Markets Ltd
10.2022 - 04.2024
- Digital onboarding of customer through our mobile app.
- Client acquisition for De-mat and trading account of Bank of Baroda customers.
- After account opened, reach out to the customer for giving demo and account activation.
- Provide knowledge to the customers for trading through our portal and mobile app.
- Acquiring and pitching our value added services to our HNI customers to open high value accounts.
Relationship Officer
SBICAP Securities Ltd
10.2020 - 09.2022
- Digital onboarding of customer through our mobile app.
- Client acquisition for De-mat and trading account of SBI Bank customers.
- After account opened, reach out to the customer for giving demo and account activation.
- Provide knowledge to the customers for trading through our portal and mobile app.
- Cross selling of general insurance
Non-Life Sales Manager
HDFC Bank
08.2019 - 03.2020
- Helping the branch to meet its allocated plan for GI & SAHI.
- Ensure that all SLG business of the branch is done through either net banking or digital.
- Carry responsibility of renewal business of the branch for non- life insurance.
- Reach out to each customer having renewals falling next month and collect /close conversion.
- Maintain for healthy business development and creating long term business.
- Ensure a minimum no. of policies to be sourced in a month.
- Pitch at least 8-10 walkins for GI & SAHI.
- Account opening with quality account.
- Lead generate for BL,PL,AL.
- Doing UFDRD and other products.
Education
Post Graduation - Economics
Patna University
01-2019
Bachelor Of Commerce - undefined
Patna University
01-2017
Intermediate - BSEB
S M College
01-2014
Matriculation - BSEB
R H Model High School
01-2012
Skills
- Microsoft office
- NISM Series-XXI-A PMS
- Digital Marketing
- NISM Series V A
LANGUAGES
Hindi
English
Timeline
Assistant Manager
Aditya Birla Capital (ABSLAMC)
05.2024 - Current
Business Development Manager
BOB Capital Markets Ltd
10.2022 - 04.2024
Relationship Officer
SBICAP Securities Ltd
10.2020 - 09.2022
Non-Life Sales Manager
HDFC Bank
08.2019 - 03.2020
Matriculation - BSEB
R H Model High School
Intermediate - BSEB
S M College
Bachelor Of Commerce - undefined
Patna University
Post Graduation - Economics
Patna University