Manoj Singh
Branch Head, Kotak Mutual Fund
Hisar
Summary
Accomplished Branch Manager with a proven track record at Kotak Mutual Funds, enhancing branch AUM significantly and fostering key HNI relationships. Expert in financial analysis and adept at driving sales growth through strategic planning and team leadership. Excelled in optimizing operations and client satisfaction, demonstrating exceptional relationship-building and financial oversight skills.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
4
4
Certifications
Work History
Branch Manager
Kotak Mutual Funds
Hisar
07.2021 - Current
- Increased Branch AUM by 300%
- Onboarded many HNI and Ultra HNI, managed their Portfolios.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Branch Head
Aditya Birla Capital
Rohtak
04.2020 - 07.2021
- Mentored junior staff members, cultivating culture of continuous learning and development.
- Optimized resource allocation to ensure efficient branch operations while meeting financial targets.
- Maintained friendly and professional customer interactions.
Relationship Manager
SBI Mutual Fund
Ludhiana, Jind & Kaithal
06.2017 - 02.2020
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed targeted presentations for prospective clients, effectively showcasing value of our services and products.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
- Monitored financial markets closely to stay informed on industry trends, ensuring accurate advice and guidance for clients.
Education
MBA - Finance
Guru Jambeshwar University of Science & Technology
Hisar, India 07.2015 - 05.2017
B.Tech - Electrical, Electronics And Communications Engineering
Kurukshetra University
Kurukshetra, India 07.2009 - 05.2013
Skills
Customer Service
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Certification
NISM V-A
Interests
Travelling
Cooking
Timeline
Branch Manager
Kotak Mutual Funds
07.2021 - Current
Branch Head
Aditya Birla Capital
04.2020 - 07.2021
Relationship Manager
SBI Mutual Fund
06.2017 - 02.2020
MBA - Finance
Guru Jambeshwar University of Science & Technology
07.2015 - 05.2017
B.Tech - Electrical, Electronics And Communications Engineering
Kurukshetra University
07.2009 - 05.2013
NISM V-A
NISM X-A
NISM XXI - A (PMS)
NCFM - Mutual Funds (Advanced Module)
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