Manu Nagpal
New Delhi
Summary
Experienced in managing various investment portfolios. Currently working in Bond Industry, working towards automating it, digitizing bond market to bring in transparency, ease of access and ultimate efficiency.
Overview
7
7
years of professional experience
Work History
ASSISTANT VICE PRESIDENT – FIXED INCOME
Harmoney
Mumbai
07.2023 - Current
- Heading the client Activation > Retention > Growth cycle
- Managing a team of 5-10 Key Account Managers
- Keeping a track on overall company’s retention %, maintaining a growth trajectory around that
- Collaborating with product & Tech team for improvement and advancement in the current product
- Continuous focus towards overall process improvement for the betterment of client’s experience with the product
- Product training to current and new employees
- Collaborating with the marketing/Brand team for better positioning of the product on the market
- Managing the complete cycle of product improvement and advancement and making sure that everything gets delivered within the desired timeline
- Conducting weekly client reviews from the existing clients to improve the online platform efficiency.
MANAGER - FIXED INCOME
Harmoney
Mumbai
06.2022 - 07.2023
- Income Managing and executing both odd and market lot bids/offers
- Promoting automation through B2B partnerships and alliances
- Managing a team of Fixed executives
- Guiding the fixed Income executives to grow their monthly volumes
- Onboarding and training wealth managers, brokers, institutions
- Maintaining and growing trading volumes from the already onboarded clients
- Creating strategies to Shift the offline trades to our online platform
- Conducting weekly client reviews from the existing clients to improve the online platform efficiency
- Collaborating with relevant teams internally to achieve our ultimate goal of automation.
SALES MANAGER
Veranda Race
New Delhi
10.2021 - 04.2022
- Driving a team of 10-15 Portfolio Managers, reviewing, and monitoring their performances closely and reporting to the Stakeholders directly
- Month on month growth by 25% and above in terms of Revenue
- Strategic Alliances by onboarding New Partners
- Working towards increasing Individual team member's numbers
- Growth in Customer base and increased Customer Retention
- Product Training to the sales team PAN India
- 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
- Business Development through Inter-Department Collaborations.
MANAGER - SALES
Faircent.com
Gurgaon
10.2018 - 10.2021
- Driving a team of 10-15 Portfolio Managers, reviewing, and monitoring their performances closely and reporting to the Stakeholders directly
- Month on month growth by 25% and above in terms of Revenue
- Strategic Alliances by onboarding New Partners
- Working towards increasing Individual team member's numbers
- Growth in Customer base and increased Customer Retention
- Product Trainings to the sales team PAN India
- 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
- Business Development through Inter-Department Collaborations.
PERSONAL BANKER
HDFC BANK
Bangalore
06.2017 - 09.2018
- Maintaining Relationships with the HNI Customers and sales to Portfolio Customers
- Banking Operation/ Digital Platforms
- Plan the activities to acquire New Client acquisition
- Sales to Portfolio Customers and Non Portfolio Customers
- Providing support in all the operational activities of bank.
Education
MBA - MARKETING
ICFAI Business School
06-2017
BBA - MANAGEMENT
Guru Gobind Singh Indraprastha University
06-2015
Skills
- Customer Relationship Management (CRM)
- Business-to-Business (B2B)
- Business Development
- Strategic Alliances
- Growth Management
- Customer Retention
- Product Improvement
- Process Improvement
- SAAS
- Market research
- Team Management
Languages
- Hindi, Fluent
- English, Fluent
Awards & Accomplishments
- Emerging Star by circle head IN HDFC
- Emerging star award in Faircent.com (Overall Business Growth)
- All Rounder award in HT Studymate during Internship period
Timeline
ASSISTANT VICE PRESIDENT – FIXED INCOME
Harmoney
07.2023 - Current
MANAGER - FIXED INCOME
Harmoney
06.2022 - 07.2023
SALES MANAGER
Veranda Race
10.2021 - 04.2022
MANAGER - SALES
Faircent.com
10.2018 - 10.2021
PERSONAL BANKER
HDFC BANK
06.2017 - 09.2018
MBA - MARKETING
ICFAI Business School
BBA - MANAGEMENT
Guru Gobind Singh Indraprastha University
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