Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
PRANIL GHOSH

PRANIL GHOSH

Kolkata

Summary

Results-driven financial services professional with proven experience in cultivating and expanding business within the mutual fund sector. Expertise lies in building strong relationships within banking channels and leveraging comprehensive product knowledge to drive business growth. Skilled in delivering compelling presentations and educational seminars, demonstrating complex financial concepts, including product details (Factsheets, SIP returns, NFOs) and associated risks, to diverse audiences such as bank managers, cluster heads, and retail investors.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Manager

BANDHAN AMC
01.2025 - 04.2025
  • Driving business growth within the Banking channel. Well acquainted with Factsheets, Product notes, SIP returns, NFO and One-Pager documents of Bandhan AMC to illustrate presentation to Branch Managers and Cluster Heads of Banks. Also part of the Investor Awareness Programme team in Bandhan AMC to demonstrate about mutual fund in seminar to the retail investors.

Relationship Manager

AXIS MUTUAL FUND
10.2023 - 05.2024
  • Generating business from Banking channels in various branches of Axis bank. Besides that giving presentation of Axis mutual products and looking after operations to ensure a smooth transaction.

Business Development Associate

FRANKLIN TEMPLETON AMC
03.2021 - 10.2023
  • Worked as a Business Development Associate for B2B sales to generate business and maintain good relationship with employees in Banking and National distributor channel.

Education

MBA+PGPFM -

Bengal Institute of Business Studies
01.2021

M.COM -

Burdwan University
01.2017

B.COM (HONS) -

Calcutta University
01.2014

Skills

  • Mutual Funds knowledge
  • Mutual Fund Business Development
  • Relationship Management with Banking Executives
  • Financial Accounting
  • Microsoft Excel
  • Market Research

Certification

  • Mutual Fund, NISM VA, SEBI
  • Commodity Derivatives, NISM XVI, SEBI
  • Portfolio Management, NISM XXI, NSE
  • Capital Market Dealers Module, NCFM, NSE

Timeline

Assistant Manager

BANDHAN AMC
01.2025 - 04.2025

Relationship Manager

AXIS MUTUAL FUND
10.2023 - 05.2024

Business Development Associate

FRANKLIN TEMPLETON AMC
03.2021 - 10.2023

MBA+PGPFM -

Bengal Institute of Business Studies

M.COM -

Burdwan University

B.COM (HONS) -

Calcutta University

Similar Profiles

CREATE PROFILE
PRANIL GHOSH