Mahesh Kumar
Gurgaon
Summary
Currently Associated with Appreciate Wealth . Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
8
8
years of professional experience
Work History
Partnership & Alliance Manager
Appreciate Wealth
01.2024 - Current
- Leading a team of relationship managers, providing guidance, training, and support to ensure effective client management.
- Strategic Alliances by onboarding New Partners (Independent Financial Advisor ,Mutual Fund distributors/Wealth management companies/IFA/IRA/ Bank/NBFC
- Managing the supply side of the company
- Business Development through Inter-Department Collaborations
- Offering customized portfolio solutions to Ultra HNI clients based on their risk/return and liquidity profile
- Maximizing revenue generations and lead closures by supporting marketing team for various digital campaigns
- Growth in Customer base and increased Customer Retention
- Manage client's issues on service or investment needs
- Escalate if required
- Probe and identify requirements to provide appropriate solutions to clients
- Analyze & suggest innovations/ideas on products & service improvement in addition to service level improvements
Senior Manager
IIFL Securities
Gurgaon
09.2022 - 01.2024
- Managing the banking and investments relationship of IIFl Securities clients and responsible for overall growth of Liabilities & Investment business from HNI segment and Franchise business through (Independent Financial Advisor ,Mutual Fund distributors/Wealth management companies/IFA/IRA/ Bank/NBFC
- Develop, manage, and expand IIFL customer relationships by providing service level which exceeds client expectations of most important customer segment
- Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business:
- Sales targets spread across liabilities, retail assets, business banking, insurance , Mutual Fund, investments etc
Manager
Lendbox
New Delhi
10.2021 - 09.2022
- Leading a team of Portfolio managers, providing guidance, training, and support to ensure effective client management.
- To prospect, acquire and drive business through partners(Independent Financial Advisor ,Mutual Fund distributors/Wealth management companies/IFA/IRA/ Bank/NBFC
- Responsible for identifying customer needs, assessing their risk appetite and providing theminvestmentoptions on the lending side for Lendbox.in
- To achieve budgeted targets in terms of number of clients/ volume of business & assets
Partnership &Alliance Manager
Faircent.com
Gurgaon
02.2018 - 09.2021
- Strategic Alliances by onboarding New Partners (Independent Financial Advisor ,Mutual Fund distributors/Wealth management companies/IFA/IRA/ Bank/NBFC
- Business Development through Inter-Department Collaborations
- Offering customized portfolio solutions to Ultra HNI clients based on their risk/return and liquidity profile
- Maximizing revenue generations and lead closures by supporting marketing team for various digital campaigns
- Growth in Customer base and increased Customer Retention
- Manage client's issues on service or investment needs
- Escalate if required
- Probe and identify requirements to provide appropriate solutions to clients
- Analyze & suggest innovations/ideas on products & service improvement in addition to service level improvements
Asst.Manager
Axis Bank
New Delhi
02.2016 - 05.2017
- Interacting with the customers for Requirement Elicitation
- Managing existing Customer Relation,Acquiring New Customers, cross sell required product
- Proposing feasible solutions based on business knowledge to clients
- Preparing plans, reports and develop proper layout to retain clients
- Responsible for meeting their expectations and providing solution to their requirements
Education
PGDBS - Finance & Banking
Manipal Academy of Higher Education
01.2021
01.2015
B.B.A(H) -
Institute of Business Management
01.2013
Skills
- Team Handling
- Business Development
- Strategic Partnership &Alliances
- Negotiation Skills
- Product Training
- Customer onboarding
Timeline
Partnership & Alliance Manager
Appreciate Wealth
01.2024 - Current
Senior Manager
IIFL Securities
09.2022 - 01.2024
Manager
Lendbox
10.2021 - 09.2022
Partnership &Alliance Manager
Faircent.com
02.2018 - 09.2021
Asst.Manager
Axis Bank
02.2016 - 05.2017
PGDBS - Finance & Banking
Manipal Academy of Higher Education
B.B.A(H) -
Institute of Business Management
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