Dynamic business development professional with a proven track record at the National Stock Exchange of India Limited, excelling in revenue generation and strategic partnerships. Adept at data analysis and operations management, I have successfully driven mutual fund sales growth and enhanced distributor productivity through innovative training initiatives and relationship building.
Overview
14
14
years of professional experience
Work History
Manager – Mutual Fund Relationships, Business Development & Product
National Stock Exchange of India Limited
Mumbai
06.2019 - Current
Accelerated mutual fund sales growth through strategic distributor engagement across various regions.
Strengthened partnerships with MFDs, RIAs, PMS, and banks through regular interactions and support.
Developed channel-focused strategies that boosted transaction volumes and AUM growth.
Organized training sessions and investor awareness programs to enhance distributor productivity in semi-urban markets.
Built strong personal relationships with key members, addressing concerns and fostering confidence in services.
Acknowledged exceptional MFD performance with recognition awards for outstanding transaction contributions.
Mentored new team members while identifying opportunities for converting inactive MFDs into active contributors.
Deputy Manager
National Stock Exchange of India Limited
Mumbai
04.2023 - 03.2025
Managed dual roles in Sales Support for WRO region and Relationship Manager for Thane & Mumbai districts.
Activated and onboarded members by addressing queries through meetings, demos, and events.
Educated MFDs on product knowledge and processes through district visits.
Coordinated marketing engagements to promote services and offerings.
Assistant Manager
National Stock Exchange of India Limited
Mumbai
06.2019 - 03.2023
Supported sales operations across Maharashtra and Goa, driving regional growth initiatives.
Managed membership registration and documentation for WRO region, including ARN/RIA/PMS/Banks/OD MFDs.
Developed comprehensive MIS reports to analyze business performance and identify growth opportunities.
Collaborated with teams to enhance member experience, ensuring prompt support and service delivery.
Executed business engagement activities by publishing monthly newsletters to inform stakeholders.
Assistant Manager – Lead Management
Aditya Birla MyUniverse Ltd.
Thane
01.2016 - 03.2019
Categorized mutual fund transactions for HNI, MNI, and retail clients to streamline telesales processes.
Prepared team reports and conducted analyses on non-recommended items, conversion rates, and asset growth.
Identified gaps in people, process, and systems to enhance business profitability.
Initiated engagement activities through Netcore to boost client interaction.
Established parameters for cross-selling various financial products.
Coordinated with banks for knowledge enhancement and revenue generation initiatives.
Managed third-party call centers (EOS and KARVY) with over 100 employees focused on CASA and credit card sales.
Conducted monthly business performance reviews to assess center efficiency.
Relationship Officer
Aditya Birla MyUniverse Ltd.
Thane
01.2016 - 03.2019
Conducted portfolio reviews for HNI, MNI, and retail clients to develop customized investment plans.
Performed scenario analysis to align strategies with client goals and ensure satisfaction.
Focused on delivering tailored solutions while adhering to ethical business practices.
Assessed investor needs to recommend suitable financial products.
Educated clients on product offerings to enhance understanding and engagement.
Followed up with customers to drive sales growth.
Achieved 100% quality and productivity metrics, consistently meeting sales targets.
Team Leader
Magus Customer Dialog Pvt. Ltd.
Thane
04.2012 - 11.2015
Managed high-volume calls and data within set time frames, optimizing efficiency.
Identified fraudulent client IDs and potential revenue leaks through VOC surveys.
Monitored verification calls for misuse detection, preparing reports on findings.
Resolved process issues and escalated complex problems to management.
Trained subordinates to enhance performance and achieve project goals.
Participated in client briefings, ensuring alignment with objectives.
Analyzed database records and prepared daily reports for management review.
Conducted monthly assessments as per client requirements, enhancing staff capabilities.
Executive - Customer Dialog
Magus Customer Dialog Pvt. Ltd.
Thane
04.2012 - 11.2015
Utilized predictive and progressive dialer for efficient outbound calls and surveys.
Conducted verifications and managed back-office operations for improved service delivery.
Provided process knowledge support to colleagues, enhancing team performance.
Handled escalation calls to resolve complex customer issues effectively.
Education
B. Tech. In Mechanical Engineering -
ITMS
01.2018
Dip. In Business Administration -
ITMS
01.2014
Dip. In Mechanical Engineering -
ITMS
01.2013
Secondary School Certificate -
Home Of Faith English High School
01.2010
Skills
Business development and marketing
Data analysis
Operations management
Regulatory compliance
Stock exchange knowledge
User experience testing
Contact center operations
Service delivery strategies
Revenue generation
Digital engagement initiatives
Campaign analysis
New acquisition strategies
Sales management
Customer service excellence
Lead and data management
Quality assurance
Process optimization
Project management methodologies
Product lifecycle management
Knowledge sharing and management
Change implementation strategies
Fraud prevention and management
Accomplishments
SPOT Awards(Manager), 2025, For Smooth migration of members to new platform
Long Service Awards, 2025, For 5 Years of Service Excellence
SPOT Awards(Individual), 2024, For increasing the NSE presence in the Thane & Mumbai
Certified through NISM-National Institute of Securities Markets, 2016
Star Performer, 2013, At Magus Customer Dialog. Pvt. Ltd.
Frontline Leader, 2015, At Magus Customer Dialog. Pvt. Ltd.
Best Group Leader (M. C. C.), 2009, At High School
Personal Information
Date of birth: 15/12/93
Gender: Male
Nationality: Indian
Marital status: married
Hobbies and Interests
Music
Cricket
Disclaimer
I hereby confirm that all the information mentioned above is completely true to my knowledge, given an opportunity will prove my best to ensure all targets are met and exceeded on time.
Languages
Hindi
Marathi
English
Overall Experience
13 Years 10 Mos
Timeline
Deputy Manager
National Stock Exchange of India Limited
04.2023 - 03.2025
Manager – Mutual Fund Relationships, Business Development & Product
Manager - Mutual Fund Operations & Product Development at Wealth Street Financial Services Pvt. Ltd.Manager - Mutual Fund Operations & Product Development at Wealth Street Financial Services Pvt. Ltd.
Mutual Fund Product Development Specialist at PT Bank Tabungan Negara (Persero), Tbk.Mutual Fund Product Development Specialist at PT Bank Tabungan Negara (Persero), Tbk.
<ul>
<li>Designed engaging lesson plans tailored for diverse learning styles.</li>
<li>Collaborated to develop interdisciplinary projects enhancing student understanding.</li>
<li>Maintained regular communication with parents regarding student performance and needs.</li>
<li>Established a safe, supportive learning environment through positive relationships.</li>
<li>Organized resources and activities to boost student engagement in learning.</li>
<li>Planned classroom activities fostering independent, small group, and large group work.</li>
<li>Attended professional development workshops to remain informed on educational trends.</li>
<li>Promoted positive self-esteem and mutual respect while encouraging a love for learning.</li>
</ul> at the learning jungle<ul>
<li>Designed engaging lesson plans tailored for diverse learning styles.</li>
<li>Collaborated to develop interdisciplinary projects enhancing student understanding.</li>
<li>Maintained regular communication with parents regarding student performance and needs.</li>
<li>Established a safe, supportive learning environment through positive relationships.</li>
<li>Organized resources and activities to boost student engagement in learning.</li>
<li>Planned classroom activities fostering independent, small group, and large group work.</li>
<li>Attended professional development workshops to remain informed on educational trends.</li>
<li>Promoted positive self-esteem and mutual respect while encouraging a love for learning.</li>
</ul> at the learning jungle