Manoj Kumar Gudala
Relationship Manager
Summary
Highly organized and skilled in effectively managing multiple priorities while maintaining a positive attitude. Proven track record of meeting team goals by willingly taking on additional responsibilities. Dedicated professional committed to delivering exceptional results and contributing to the overall success of the organization.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Relationship Manager
KOTAK MAHINDRA ASSET MANAGEMENT COMPANY
4 2023 - Current
- Managed relationships with channel partners to ensure smooth fund mobilization across various mutual fund schemes.
- Trained and supported bank staff in the placement and promotion of mutual fund products.
- Conducted client KYC verifications and onboarded clients. - Successfully expanded market share by utilizing relationships with channel partners.
- Played a key role in the successful execution of marketing campaigns and product launches.
- Coordinated events and provided training sessions to promote financial literacy and mutual fund awareness.
Relationship Manager
SBI FUND MANAGEMENT PVT LTD.
2021.06 - 2023.04
- Handling SBG Channel. - Educating SBI bank team about MF schemes.
- Training SBI bank team to become ACE.
- Providing support to the channel partner.
- Achieved platinum category in Lakshya campaign-1 and Gold Category in Lakshya-2.
- Meeting HNI clients and explaining products to diversify their portfolio.
- Meeting corporate companies, trusts, and associations to divert their portfolio into Mutual Funds Products. - Clients KYC verification to onboard clients.
- Maintaining Channel Partner MIS.
Relationship Manager
UTI ASSET MANAGEMENT COMPANY LTD.
2019.05 - 2020.09
- Responsible for product placement, new business development, and key negotiations.
- Using relationships to mobilize funds under various schemes through banks & ND's.
- Developing markets and enhancing market share.
- Providing support & assistance for Channel Partners.
- Explaining about marketing done by peers to the product team. Coordinating with freshers in Banks for NISM Training.
- Clients KYC verification.
- Updating regulations in the mutual fund industry to channel partners.
- Maintaining channel partner MIS.
- Played a key role in presenting online KYC with Virtual RM's of Channel partners.
Education
PGDM Finance -
ITM Business School
B.Com - undefined
Hindu College
MEC -
Masterminds JR. College
Skills
MS Office
PowerPoint
Excel (Calculations, Graphs, and Charts)
Social Media Marketing
Affiliate Marketing
Certification
NISM Module V-A
Languages
English
Telugu
Telugu
Hobbies
Badminton
Chess
Timeline
Relationship Manager
SBI FUND MANAGEMENT PVT LTD.
2021.06 - 2023.04
Relationship Manager
UTI ASSET MANAGEMENT COMPANY LTD.
2019.05 - 2020.09
Relationship Manager
KOTAK MAHINDRA ASSET MANAGEMENT COMPANY
4 2023 - Current
PGDM Finance -
ITM Business School
B.Com - undefined
Hindu College
MEC -
Masterminds JR. College
NISM Module V-A
NISM XX1-A PMS Distributors Certification
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