Mani Kumar

As Channel Head Retail at SBI Mutual Fund, I lead a dynamic 15-member team, overseeing target setting and performance metrics. I provide comprehensive training for team members and distributors across Bihar, ensuring a high level of expertise. Successfully achieving company targets, I actively promote products and orchestrate strategic promotional initiatives to enhance market presence and drive business growth."

Provide training and market research to distributors, and particular set of clients.

Conduct Knowledge sessions on products for different set of distributors like Bank, ND, IFA

Conduct weekly market review and product fit session with distributors, client and sales Team

Conduct Investor awareness program with SEBI & BSE, NSE

Provide market research and products suitability to institutional and UHNI/HNI client.

• Achieved sales goals and service targets by

cultivating and securing new customer

• Captured high-profile Ultra HNI's accounts

Identified prospects' needs and developed

appropriate responses along with suitable

information on products and services.

• Conduct IAP's ,Product and Market update session
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.

As an Officer in Third-Party Product Sales at Stock Holding Corporation, I spearheaded a results-driven team of three, focusing on achieving company targets in TPP. Additionally, I strategically promoted and sold core products, including demat trading accounts, fixed deposits, SGB, and various government and private bonds and NCDs. Through meticulous planning and execution, I played a pivotal role in enhancing the company's market share and revenue in diverse financial products

As an Executive at HDFC Ltd, I excelled in selling and servicing home loan and fixed deposit products for both existing and new customers. My responsibilities included thorough KYC verification and documentation for home loan processing. Additionally, I successfully maintained and expanded a network of deposit agents to enhance product outreach, contributing to the overall growth and success of HDFC Ltd.'s financial offerings.

Implemented company policies, technical procedures and standards for preserving integrity and security of data, reports, and access.

Introduced new methods, practices, and systems to reduce turnaround time.