Rati Ranjan Dash
Kendrapara
Summary
Dynamic Relationship Manager with proven success at Axis Asset Management, achieving 140% of targets. Expert in client relationship management and sales strategy, driving revenue growth through strategic partnerships. Adept at market analysis and enhancing customer engagement, leveraging financial product expertise to deliver tailored solutions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Relationship Manager
Bandhan Asset Management Company Limited
10.2024 - Current
- Maintained key relationships with Banks and ND, enhancing partnership opportunities. Directed National Distribution and Wealth Channel management, promoting strategic growth. Leveraged marketing and sales strategies to enhance client engagement and revenue generation.
Relationship Manager
Axis Asset Management Company Limited
Balasore
11.2019 - 09.2024
- I have joined in Balasore Location as Relationship Manager. Taking care of 26 Axis Bank Branch and 70 MFD, along with rest of privet & PSU banks and ND. Able to achieve of 140 % of my provided target in the FY2020-21, For that organization transfer me to the higher location Cuttack on NOV2021 for Axis Bank channel only. Where my Achievement for the FY 2021-22 was 128% of my provided target and I got promoted to Deputy Manager.
Territory Manager
Reliance Nippon Life Asset Management Limited
10.2017 - 11.2019
- I have joined as Territory Manager and taking responsible for sales and services of Mutual Fund in my territory (Jagatsinghpur District) and managing all channel Like IFA, Private and PSU Banks and National Distributor (ND)
Marketing Manager (Family Business)
Maa Tarini Designer (Crystal tiles)
09.2015 - 09.2017
- Company Overview: MAA Tarini Designer is a distributer point of Crystal and Elica Tiles (wall tiles and Floor tiles).
- Where my job is to appoint retailer in the location of Puri, Bhubaneswar, Cuttack, It also my responsibility to increase our sales volume.
- MAA Tarini Designer is a distributer point of Crystal and Elica Tiles (wall tiles and Floor tiles).
AFSM
ICICI Prudential Life Insurances Co. Ltd.
12.2014 - 09.2015
- Analyzing needs of Client and according to their requirement we offer our product like Term Insurances, Traditional plan or Unit link plane. After they accept our product, we go for document process.
Financial Planning Executive
Bajaj Capital Ltd.
02.2013 - 11.2014
- Analyzing Client need by financial planning approach and selling financial products like Life Insurances, General Insurance, Mutual Fund, Company FD, etc according to their need
Education
Post Graduate Diploma in Management - Marketing & Finance
Institute of Management And Information Science
Bhubaneswar, Odisha01.2013
Degree Examination - Management Hons
Kendrapara Autonomous College
Kendrapara01.2011
+2 Examination -
Kendrapara Autonomous College
Kendrapara01.2008
10th Examination -
Naindipur High School
Naindipur01.2006
Skills
- Client relationship management
- Sales strategy
- Market analysis
- Customer engagement
- Financial product expertise
- Strategic partnerships
- CRM tracking
- Asset management
Certification
- NISM Series -V-A
- NISM Series -XXI-A
Languages
Odiya
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Relationship Manager
Bandhan Asset Management Company Limited
10.2024 - Current
Relationship Manager
Axis Asset Management Company Limited
11.2019 - 09.2024
Territory Manager
Reliance Nippon Life Asset Management Limited
10.2017 - 11.2019
Marketing Manager (Family Business)
Maa Tarini Designer (Crystal tiles)
09.2015 - 09.2017
AFSM
ICICI Prudential Life Insurances Co. Ltd.
12.2014 - 09.2015
Financial Planning Executive
Bajaj Capital Ltd.
02.2013 - 11.2014
Post Graduate Diploma in Management - Marketing & Finance
Institute of Management And Information Science
Degree Examination - Management Hons
Kendrapara Autonomous College
+2 Examination -
Kendrapara Autonomous College
10th Examination -
Naindipur High School