KUMUDINI S
Sales & Business Development
Bangalore
Summary
Goal-oriented Individual performer and Team Manager with distinguished experience in Investment Services and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Competent and diligent professional with an experience in Financial Planning, Portfolio Management, Marketing & Business Development, Strategy Planning, Client Relationship Management & Revenue Generation;
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
1
1
Certificate
38
38
years of post-secondary education
Work History
AVP - Sales & Distribution
HSBC Asset Management (erstwhile L&T Asset Management)
Bangalore
01.2020 - Current
- Built & Maintained relationships with new & existing distributors while providing high level of expertise
- Educating Clients on available technological tools, enabling development & implementation of solutions to achieve personal financial goals
- Contributed to brand building of L&T Mutual Fund across different channels including leading banks, national distributors and independent financial advisors
- Involved in relationship building with distributor for promotion of L&T Mutual Fund schemes by providing best-in- class sales and services support
- Worked in liaison with operations, product & marketing teams to enhance the business experience of distributors and to increase volume of sales across the distributors.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
CHANNEL MANAGER-ALTERNATE SALES
ADITYA BIRLA SUNLIFE MUTUAL FUND
Bangalore
07.2018 - 04.2020
- Responsible for South Region PSU Banks & New age banks business.
- Worked on leads generated by sales team to set up additional meetings.
- Adopted and optimized tool usage among marketing teams to deliver business results.
- Cultivated and developed strategic partnerships to build assigned territory.
- Maximized coverage within defined regions to penetrate organizations to utilize products.
- Facilitated channel engagement to support territory sales goals.
- Drove and delivered sales leads to convert into new business.
Deputy Manager
Aditya Birla Sun Life Asset Management Company
Bangalore
10.2016 - 07.2018
- Have been handling ultra-wealth management partners such as HDFC PBG, wealth, DBS Bank,ICICI
- Bank Wealth,ICICI GPC, Standard Chartered Bank
- Providing them customized financial solutions for their client base
- Organized and managed Investor Awareness programs along with the wealth management partners
- Took part competitively in the organization’s internal contest amongst all the branches in the country which contributed majorly for the increase in business based on various parameters resulting in overall achievement of the team.
Deputy Manager
Invesco Mutual Fund
01.2015 - 10.2016
- Handling the Relationship Managers of the Private bank channels and wealth management domain of the organization
- Helping the Relationship Managers to ascertain the financial goals for their customers
- Organized and managed corporate events
- Activated the inactive counters which built a good relationship for the organization
- Planned and conceptualized various strategies to achieve business goals for sales aimed towards the growth in business volumes as well as profitability in order to achieve the set targets as an individual performer.
Preferred Relationship Manager
HDFC Bank Limited
05.2013 - 03.2014
- Handled HNI Clients focusing on the analysis and satisfaction of the customer’s financial as well as investment needs and objectives
- Performed client presentations articulating the value proposition of product, solution, and service offerings and managed 200+ portfolios
- Managed product sales growth, individual sales effectiveness and account base by reviewing sales activity schedule
- Mapped business dynamics with continuous monitoring competitor moves, product evaluation and changing needs for realigning strategies for business development
- Developed a competitive business development and sales strategy, uncovering/ creating new opportunities, identifying dynamic and flexible solutions and managing account activity
- Effectively managed customer relation operations, handled their grievances, and ensured maximum customer satisfaction through providing quality service and ensured adherence to service quality norms
- Interacted with customers and appraised them on various Asset and Liabilities products offered by the bank.
Assistant Manager
Canara Robecco Asset Management Company Limited
08.2009 - 04.2013
- Handled the branch with a team of 5 Relationship Managers and monitoring business performance
- Provided training to branch heads & investment officers about the product of Canara Robecco and Canara Bank and developing and communicating business strategies to the branch staff
- Handled entire day to day branch activities and achieving business target of the branch on various parameters
- Meeting up with clients and presenting the product portfolio and giving an insight on the various investment avenues
- Liaison with Nodal Executives Officers to ensure smooth various operations across key business parameters
- Responsible for generating monthly branch wise sales reports
- Accountable for meeting and generating business through High – Net worth Clientele
- Planned and conceptualized various strategies to achieve business goals for sales aimed towards the growth in business volumes as well as profitability in order to achieve the set targets
- Responsible for managing the team while training them for the professional and work developments.
Portfolio Manager
Karvy Stock Broking Limited
05.2008 - 03.2009
- Responsible for acquiring, growing and deepening HNI customer relationships through Effective relationship management, building investment portfolio and successfully generating positive returns
- Suggested financial plan for the clients based on their financial needs, which includes asset allocation, investing in various Investment options like Portfolio Management service (PMS), Derivatives, Life Insurance, General
- Insurance, Commodities, Arbitrage, Mutual Funds, and IPO’s
- Designed products with Fund Houses for High net-worth Individuals on Risk mitigation & structured funddesigning along with Derivative Exposure
- Key Strength Areas
- Finance Planning, Business Development and Strategy, Sales Planning & Execution, New Product Launch, New Market
- Development, Team Leadership, Customer/Client Relationship Management, Market Research & Analysis, Market Penetration,
- Cross-Functional Coordination/ Liaison Business Development
Education
M.B.A - Planning & Entrepreneurship
Indian Institute of Planning & Management
Bachelor - Business Management
Bangalore University
Skills
Extensive experience in optimizing business operations, expansion of marketing network while managingundefined
Certification
NSE Financial Goal Planner - Advanced Level
Timeline
NSE Financial Goal Planner - Advanced Level
05-2022
AVP - Sales & Distribution
HSBC Asset Management (erstwhile L&T Asset Management)
01.2020 - Current
CHANNEL MANAGER-ALTERNATE SALES
ADITYA BIRLA SUNLIFE MUTUAL FUND
07.2018 - 04.2020
Deputy Manager
Aditya Birla Sun Life Asset Management Company
10.2016 - 07.2018
Deputy Manager
Invesco Mutual Fund
01.2015 - 10.2016
Preferred Relationship Manager
HDFC Bank Limited
05.2013 - 03.2014
Assistant Manager
Canara Robecco Asset Management Company Limited
08.2009 - 04.2013
Portfolio Manager
Karvy Stock Broking Limited
05.2008 - 03.2009
M.B.A - Planning & Entrepreneurship
Indian Institute of Planning & Management
Bachelor - Business Management
Bangalore University
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