Kaushal Achtani
Summary
Result oriented professional with nearly 12 years of experience in the distribution of financial products such as Mutual Funds, Bonds, and Portfolio Management. Played a key role in managing reactivation of a key client group and elite partners including Corporates, Cooperative Banks, Family Offices, HNIs/UHNIs, and Trusts. Known for a client-first approach with expertise in recommending suitable products with appropriate risk-reward ratios. Maximized sales through proactive campaigns, developing existing accounts, generating new business through cold calling and referrals, and customizing sales strategies to address client-specific needs.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Associate VP - Institutional Sales
Trust Asset Management Co. Pvt. Ltd
Pune
12.2023 - Current
- Augmented assets by adding corporates, banks, family offices and HNI clients.
- Enhanced visibility and brand recall for Trust Mutual Fund.
- Enhanced AUM by 30 cr. via focused sales initiatives.
- Consistently added 1 new client per month, resulting in growth of investor base.
AVP - Strategic Alliances and Partenrships
NDX Finserv Pvt. Ltd.
Pune
06.2022 - 11.2023
- Doubled asset growth from 51 Cr. to 107 Cr.
- Successfully empaneled 52 partners through targeted outreach efforts.
- Demonstrated a track record of continuously improving gross inflow metrics
- Increased product visibility through IAPs and IFAs meets.
- Exceeded targets consistently to maintain branch profitability.
- Enabled sustained growth through team and partner knowledge transfer sessions.
Senior Manager - Institutional Sales
PGIM India Mutual Fund
Pune
01.2019 - 08.2021
- Formulated and implemented various marketing initiatives to strategize business expansion plans, enhancing brand recall in target segments.
- Developed a positive rapport with investors by facilitating relevant updates regarding products and markets.
- Developing and maintaining long-term relationships with existing clients to increase business growth
- Assisted in orienting new associates to grasp product pitching techniques
- Discovered and cultivated sales prospects.
- Enhanced client outreach efforts through personalized pitch creation.
Senior Manager - Institutional Sales
Essel Mutual Fund
Pune
08.2018 - 12.2018
- Introduced Essel Finance and mutual fund offerings to potential investors and distributors
- Successfully drove the promotion of Essel flagship products leading to growth in Pune market share
- Collaborated with investment management groups to ensure their active participation in the sales and marketing process.
- Partnered with the team to maximize sales potential.
Chief Manager - Institutional Sales
Sundaram Asset Management Co. Pvt. Ltd.
Pune
06.2017 - 05.2018
- Achieved a 40% growth in AUM within six months, increasing from INR 500 Cr. to INR 700 Cr.
- Identified and addressed bottlenecks within the first 2 quarters to reactivate 6 major dormant clients.
- Attained impressive results in surpassing regional sales goals through deliberate and precise sales approaches, along with consistent customer engagement.
- Successfully trained colleagues and clients on the key aspects of Sundaram's primary products
- Boosted profitability by ensuring sustained growth in both fixed income and equity assets.
Senior Manager - Institutional Sales
Invesco Asset Management Co. Pvt. Ltd.
Pune
10.2015 - 06.2017
- Increased assets under management from 350 Cr. to almost 800 Cr. over a two-year period
- Revived inactive customers by delivering strategic sales presentations and consistent communications.
- Identified new business expansion opportunities, implemented marketing strategies to increase market share, and achieved sales targets
- Conducted regular training sessions with frontline staff of major distribution partners to elevate product sales for Invesco.
Senior Associate - Retirement Benefits Team
Darashaw and Co Pvt Ltd
Pune
06.2011 - 04.2015
- Developed concept notes for product conversions including corporate bonds and mutual funds
- Provided value added services including mark-to-market valuations and portfolio analysis to enhance client relations
- Augmented demand for new products by initiating sales meetings, providing concept notes, and conducting impact analysis of portfolios.
- Investigated evangelical customers and secured leads for acquiring new clients
- Key contributor in reaching revenue, A.U.M, and cross-selling objectives.
Education
MBA/PGDM - Marketing
Sinhgad Business School
Pune01.2011
B.Sc - Maths
Nowrosjee Wadia College
Pune01.2009
Class XII -
01.2004
Class X -
01.2002
Skills
- Fintech
- Strategic Growth Planning
- Marketing
- Business Development
- Channel Sales Optimization
- Distribution Management
- Key Client Relationship Management
- Client Servicing
- Relationship Management
- Brand Management
- Client Advisory
- Institutional Sales
Personal Information
- Total Experience: 10 Years 9 Months
- Date of Birth: 10/25/86
- Gender: Male
- Marital Status: Married
Languages
- English
- Marathi
- Hindi
- Sindhi
Certification
- Post Graduate Certificate Program - Digital Finance and Fintech from IIM - Visakhapatnam
Timeline
Associate VP - Institutional Sales
Trust Asset Management Co. Pvt. Ltd
12.2023 - Current
AVP - Strategic Alliances and Partenrships
NDX Finserv Pvt. Ltd.
06.2022 - 11.2023
Senior Manager - Institutional Sales
PGIM India Mutual Fund
01.2019 - 08.2021
Senior Manager - Institutional Sales
Essel Mutual Fund
08.2018 - 12.2018
Chief Manager - Institutional Sales
Sundaram Asset Management Co. Pvt. Ltd.
06.2017 - 05.2018
Senior Manager - Institutional Sales
Invesco Asset Management Co. Pvt. Ltd.
10.2015 - 06.2017
Senior Associate - Retirement Benefits Team
Darashaw and Co Pvt Ltd
06.2011 - 04.2015
MBA/PGDM - Marketing
Sinhgad Business School
B.Sc - Maths
Nowrosjee Wadia College
Class XII -
Class X -
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