Mradula Sukhyani
Mumbai
Summary
Experienced financial services professional with over 9 years of expertise in business development, channel sales, and relationship management within the asset management industry. Demonstrated success in expanding distribution networks, increasing assets under management, and leading high-performing sales initiatives. Recognized for top national performance and committed to delivering sustainable business growth through strategic partnerships, customer-centric solutions, and data-driven decision-making.
Overview
1
1
Certification
5
5
years of post-secondary education
10
10
years of professional experience
Work History
Senior Manager
Sbi Funds Management Ltd
Mumbai
09.2022 - Current
- Led cross-functional teams to implement investment strategies and enhance portfolio performance for distributors and clients.
- Managed distributor relationships to align financial goals with service expectations, enhancing client satisfaction.
- Managed distributor relationships to align financial goals with service expectations, enhancing client satisfaction.
- Provided guidance to new hires to support their training and development.
- Collaborated with cross-functional teams to enhance operational efficiency.
- Reviewed performance reports to assess investment strategy effectiveness.
- Coordinated client presentations to communicate portfolio performance and insights.
- Established effective communication channels between different departments within the organization.
- Participated in recruitment initiatives by interviewing potential candidates and selecting suitable hires.
- Represented the organization at conferences or trade shows as an expert speaker on relevant topics.
Deputy Manager
Icici Prudential Asset Management Company Ltd
Mumbai
03.2018 - 08.2022
- Achieve consistently high sales performance by effectively matching investor needs with suitable financial products.
- Utilize deep product knowledge to recommend suitable financial solutions aligned with client objectives and market conditions.
- Fostered long-term client relationships through exceptional service, regular portfolio reviews, and proactive investment advice, leading to increased client loyalty.
- Conducted client consultations to clarify financial goals, risk tolerance, and investment preferences, enhancing understanding of client needs.
Relationship Manager
ICICI Securities Ltd
Mumbai
07.2016 - 02.2018
- Managed client relationships to ensure satisfaction and loyalty.
- Developed tailored investment strategies based on client needs.
- Conducted market research to identify investment opportunities for clients.
Education
PGDM - Marketing Management
Indore Indira Business School
Indore, India 07.2014 - 05.2016
BBA - Business Administration
Renaissance College of Commerce And Management
Indore, India 04.2011 - 03.2014
Skills
- Portfolio management
- Investment strategies
- Performance analysis
- Client needs assessment
- Client presentations
- Distributor management
- Market research
- Sales performance
- Strategic planning
- Team leadership
- Team coordination
- Cross-functional teamwork
- Employee training
- Effective communication
- Problem solving
- Problem resolution
- Customer management
Certification
- Nism V A
- Nism XXI A
Accomplishments
- Recognized among the Top Performers for delivering exceptional results and driving business growth.
- Recognised as Highest Sip Contributor Pan India.
Affiliations
- Fitness enthusiast with a focus on strength training and overall wellness
- Passionate traveler who enjoys exploring new cultures and destinations
- Interested in personal finance and continuous learning
- Learning conversational Spanish and French
Timeline
Senior Manager
Sbi Funds Management Ltd
09.2022 - Current
Deputy Manager
Icici Prudential Asset Management Company Ltd
03.2018 - 08.2022
Relationship Manager
ICICI Securities Ltd
07.2016 - 02.2018
PGDM - Marketing Management
Indore Indira Business School
07.2014 - 05.2016
BBA - Business Administration
Renaissance College of Commerce And Management
04.2011 - 03.2014