KETAN PALIWAL
Agra
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging advisor needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering Eight-year track record of success in Mutual Fund industry.
Overview
9
9
years of professional experience
Work History
Manager
HSBC Mutual Fund(Merger With L & T Mutual Fund)
01.2022 - Current
- Taking care of Banking channel, ND's channel and IFA's
channel. - Monitored issues carefully and reached out to distributor to provide
immediate resolution and maintain satisfaction. - Built and maintained relationships with new and existing advisor while
providing high level of expertise. - Communicated regularly with distributor to understand needs, evaluate
current product use and cross-sell new products. - Educated advisors on available technological tools, enabling
development and implementation of solutions to achieve their goals. - Operated in self-directed environment with minimal input to solve
problems and implement resolutions.
Relationship Manager
ICICI Prudential Mutual Fund
07.2018 - 01.2022
- Taking care of Banking channel, ND’s channel and Exclusive ICICI Bank channel.
- Monitored issues carefully and reached out to distributor to provide immediate resolution and maintain satisfaction.
- Built and maintained relationships with new and existing advisor while providing high level of expertise.
- Communicated regularly with distributor to understand needs, evaluate current product use and cross-sell new products.
- Educated advisors on available technological tools, enabling development and implementation of solutions to achieve their goals.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
Cluster Manager
AXIS Mutual Fund
08.2016 - 07.2018
- Taking care of IFAs segment along with 13th branches of Axis Bank channel.
- To ensure proper services to the bankers and advisors.
- Maintained excellent attendance record, consistently arriving to work on time.
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Business Development Associate
Franklin Templeton Mutual Fund
12.2014 - 08.2016
- Taking care of Private and Public sector banks and National Distributors.
- Enhanced sales techniques and marketing plans strengthen business development efforts.
Education
PGDM - Finance
MIT
Pune2016
Master of Business Administration - Finance
Assam Down Town University
2016
Skills
- Service support
- Fluent in English & Hindi
- Relationship building and management
- Result oriented
- Positive attitude
- Written and verbal communication
- Planning and coordination
- Investment guidance
- Distributor relationships
- Effective customer communication
Accomplishments
- NCFM's Financial Market Beginners Module.
- NISM Series V-A Mutual Fund Distributor Examination.
Languages
English
Upper intermediate (B2)
Hindi
Upper intermediate (B2)
Timeline
Manager
HSBC Mutual Fund(Merger With L & T Mutual Fund)
01.2022 - Current
Relationship Manager
ICICI Prudential Mutual Fund
07.2018 - 01.2022
Cluster Manager
AXIS Mutual Fund
08.2016 - 07.2018
Business Development Associate
Franklin Templeton Mutual Fund
12.2014 - 08.2016
PGDM - Finance
MIT
Master of Business Administration - Finance
Assam Down Town University
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