P Ramesh
Coimbatore
Summary
Dynamic Cluster Head at Aditya Birla Sun Life, adept at driving market share growth and managing large accounts. Recognized for strategic relationship management and mentoring teams, achieving a remarkable increase in AUM. Proficient in market analysis and passionate about fostering strong partnerships to exceed business objectives.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Cluster Head
Aditya Birla Sun Life Asset Management Company Ltd.
Trichy
02.2019 - Current
- Managing a wide geography of 24 districts of Tamilnadu from Coimbatore, Erode, Trichy, Madurai to Tirunelveli
- Responsible for handling 5 Branches and 7 Emerging Market locations.
- Mentoring a team of 3 Branch Managers & 17 Relationship Managers across the Cluster
- Devised and executed strategies to penetrate top, existing & new distributors for achieving pre-determined business objectives and targets
- Carried out engagement and knowledge activities like Investor & Distributor Meets
- Identify new SMEs and Corporates in the market to increase the penetration and market share
- Handling and managing the Top relationships of the Cluster
- Only person qualified for the Sales Explorer Dwitiya Contest from TN in FY 21-22
- Won CEO Kitty Award multiple times for the outstanding performance
- Halla Bol Warrior for the highest contribution in the ABSL Multicap NFO
- Consistent performing Cluster in the South Zone
- Highest achievement in AIF and PMS
Branch Manager
Aditya Birla Sun Life Asset Management Company Ltd.
Trichy
10.2015 - 01.2019
- Managing Sales, Distribution & Operations
- Managing a wide gamut of activities like Sales, Distribution & Operations in major parts like Trichy, Thanjavur, Kumbakonam, Karur Etc.
- Mentoring a team of 2 RMs, 2 EM's & 1 Branch Operation Executive
- Devised and executed strategies to penetrate top, existing & new distributors for achieving pre-determined business objectives and targets
- Carried out activities like Investor Meets with Ifa's, National Distributors & Banks
- Organized Professional Training on various topics like Financial Planning and Taxation for National Distributors through Edge Academy
- Undertook efforts to acquire non empanelled IFAs and LIC Agents
- Conducted periodic study of various schemes performance and prepared reports for the distributors
- Increased the Market Share of Trichy Branch by 3.4% from less than 8% to 11.3%
- Improved the branch ranking by 3 notches from No.7 to No.4
- Increased the AUM from 79 Crs to 360 Crs in less than 3 years
- Increased the Debt AUM market share from less than 10% to 20%
- Increased the Equity AUM market share from 7.5%to 10%
- Cracked 3 new big corporates and added around 75 Crs in long term debt
- Maximum number of qualifiers from TN in SIP Champion & Sabse Important Plan Contest
- Increased the SIP book size to 2.5 Crs from less than 85 lakhs
- Increased the Avg AUM market share by more than 2% in both the emerging markets Kumbakonam & Karur
- Upgraded more than 30 Ifa's to the next level in Privilege Club
- Top performing branch in TN in the last 2 FYs across parameter's
Branch Manager
Reliance Capital Asset Management Ltd.
Salem
06.2011 - 10.2015
- Managing Sales, Distribution & Operations
- Managing a wide gamut of activities like Sales, Distribution & Operations in major parts like Salem, Namakkal, Dharmapuri, Krishnagiri, Hosur, Etc.
- Mentoring a team of 2 RMs, 1 Trainee & 1 Branch Operation Executive
Relationship Manager
Reliance Capital Asset Management Ltd.
Trichy
06.2011 - 03.2014
- Managed entire IFAs (Individual Financial Advisors), ND & Banking Segment in Trichy, Karur & Pudukottai
- Devised and executed strategies to penetrate top, existing & new distributors for achieving pre-determined business objectives and targets
- Carried out activities like Investor Meets with Ifa's & National Distributors
- Organised Professional Training on various topics like Financial Planning and Taxation for National Distributors through Edge Academy
- Undertook efforts to acquire non empanelled IFAs and LIC Agents
- Maintained and strengthened complete business relationship with Individual Financial Agents
- Conducted periodic study of various schemes performance and prepared reports for the distributors
- Provided training for AMFI & Addressed the Investor Meet on various topics like Equity Market, New Product Launch
Asst. Sales Manager
Tata-Aig Life Insurance Company
Coimbatore
09.2007 - 05.2011
- Handled Muthoot Fincorp Branches & United Bank of India
- Supervise and Coordinate the sales team
- Regular Channel Partner Visit
- Promoted as Asst. Sales Manager
- Qualified for the Sydney Contest held in Mar'09
- Won Eye of the Tiger Award
Sales Executive
CITI Financial Consumer Finance Ltd.
Trichy
06.2006 - 08.2007
- Regular visits to Builder places & Corporates
- Follow up the Sanction & Disbursement
- Conducting promotional activities for sales growth
Education
B.sc - Physics
Jamal Mohammed College
Trichy01.2004
Skills
- Comprehensive knowledge of Mutual Funds
- Equity Markets
- Debt Markets
- Market research
- Partnering with core business operations
- Managing large accounts
- Managing territories
- Revamping distribution/channel network
- Strong customer orientation
- Analytical skills
- Analysing marketing trends
- Tracking competitors
- Establishing strategic alliances
- Monitoring channel sales activities
- Identifying new clients
- Developing new clients
- Marketing products
- Conducting training for investors
- Conducting training for partners
- Leading team performance
- Monitoring team performance
- MS Word
- MS Excel
- MS PowerPoint
- Sales strategy
- Market analysis
- Relationship management
- Team mentoring
- Financial planning
- Customer acquisition
- Project management
- Performance evaluation
Certification
- AMFI / NISM Certified
- Basics of Financial System and Mutual Fund (Fast Track Module)
- Retirement Planning (E-Learning)
- Financial Planning (E-Learning)
- Goal Planning (E-Learning)
Personal Information
Date of Birth: 05/10/84
Skills
- Training development
- Data analysis
- Client engagement
- Conflict resolution
- Business development
- Corporate communications
- Process improvement
- Analytical thinking
- Time management
- Teamwork and coordination
- Team leadership
- Customer engagement
- Performance metrics
- Decision-making
Languages
- English
- Tamil
Timeline
Cluster Head
Aditya Birla Sun Life Asset Management Company Ltd.
02.2019 - Current
Branch Manager
Aditya Birla Sun Life Asset Management Company Ltd.
10.2015 - 01.2019
Branch Manager
Reliance Capital Asset Management Ltd.
06.2011 - 10.2015
Relationship Manager
Reliance Capital Asset Management Ltd.
06.2011 - 03.2014
Asst. Sales Manager
Tata-Aig Life Insurance Company
09.2007 - 05.2011
Sales Executive
CITI Financial Consumer Finance Ltd.
06.2006 - 08.2007
B.sc - Physics
Jamal Mohammed College
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