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
01.2017 - 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
01.2017 - 03.2018
- 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
01.2017 - Current
Management Trainee
Aditya Birla Sun Life Mutual Fund
01.2017 - 03.2018
MBA - Banking & Finance
Symbiosis School of Banking and Finance
Bachelor of Commerce -
Dayal Singh College, Delhi University
Similar Profiles
Purvi KansalPurvi Kansal
Relationship Manager at Aditya Birla mutual fundRelationship Manager at Aditya Birla mutual fund
Rakesh SharmaRakesh Sharma
Financial Advisor and Mutual Fund Distributor at Empanlled with all AMCs for Mutual Fund and Aditya Birla Health and General insuranceFinancial Advisor and Mutual Fund Distributor at Empanlled with all AMCs for Mutual Fund and Aditya Birla Health and General insurance
Abishek TrAbishek Tr
Regional Business Manager at Aditya Birla Sun Life InsuranceRegional Business Manager at Aditya Birla Sun Life Insurance