Narendra Bhushan Singh
Mumbai
Summary
Narendra Bhushan Singh is a seasoned Financial Expert with more than 7 years of experience in Aditya Birla Capital- Aditya Birla Sun Life Mutual Fund. He has successfully managed HNI clients' portfolios and corporate portfolios while maintaining strong market insights and building lasting relationships with distributors and clients.
Overview
7
7
years of professional experience
Work History
Assistant Manager
Aditya Birla Sun Life Mutual Fund
2017.01 - Current
- Responsible for managing the Banks and MFDs in Mumbai for Aditya Birla Sun Life Mutual Fund.
- Offering portfolio analysis of Mutual Funds to distributors and nurturing essential relationship drivers.
- Providing comprehensive Debt Mutual Fund analysis to distributors and direct clients, offering valuable insights into Equity and Debt mutual fund portfolios.
- Actively handling retail clients, delivering crucial insights through portfolio analysis.
Management Trainee
Aditya Birla Sun Life Mutual Fund
2017.01 - 2018.03
- Client Relationship Management: Maintain and strengthen relationships with private banks and IFAs, responding promptly to inquiries and providing necessary information to ensure client satisfaction.
- Support and Coordination: Assist the Channel Head in daily operations by coordinating meetings, presentations, and events, and preparing and organizing reports, presentations, and documentation for both internal and external use.
- Data Management and Analysis: Collect, analyze, and manage data related to mutual fund investments, generating insights and reports to support the Channel Head in strategic decision-making
Education
MBA - Banking & Finance
Symbiosis School of Banking and Finance
Pune2015
Bachelor of Commerce -
Dayal Singh College, Delhi University
New Delhi, DL2011
Skills
- Portfolio Management
- Relationship Building
- Market Insights
- Mutual Fund Analysis
- HNI Client Handling
- Investment Strategies
Accomplishments
- Highest contributor in NFOs from Mumbai region.
- Winner of the CEO Award in 2023 for achieving the highest market share at Nirmal Bang in FY 2022-23 and FY 2023-24.
- Awarded Employee of the Year for exceptional performance in FY 2022-23.
- Consistently highest SIP contributions annually from 2017 to present.
Top PIFA contributor in FY 2023-24. - Leading contributor in Bal Bhavishya Yojna with a worth of 3 crore.
Timeline
Assistant Manager
Aditya Birla Sun Life Mutual Fund
2017.01 - Current
Management Trainee
Aditya Birla Sun Life Mutual Fund
2017.01 - 2018.03
MBA - Banking & Finance
Symbiosis School of Banking and Finance
Bachelor of Commerce -
Dayal Singh College, Delhi University
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