Ravi Awasthi
Gurugram
Summary
Experienced Channel Head at CSA Advisor with a proven track record in managing Operations, Sales, Services, Training, and Support Functions. Demonstrated expertise in implementing successful Customer Retention Strategies, driving Retail Sales, overseeing Sales and Distribution, managing Cash Reconciliation, and Budgeting. Meticulous attention to detail enables efficient work with minimal supervision. Highly organized and dependable professional adept at handling multiple priorities while maintaining a positive attitude. Willing to take on additional responsibilities to contribute to the achievement of team goals.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Channel Head (Sales)
CSA ADVISOR
GURUGRAM
08.2024 - Current
- Leading a team of 7 sales professionals focused on distributing Non-Convertible Debentures (NCDs) with annual returns of 12%, 14.25%, and 17.46%.
- Identifying and onboarding new distribution partners, including IFAs, wealth managers, and brokers to expand the sales network.
- Developing and executing sales strategies aligned with organizational targets and partner expectations.
- Designing monthly and quarterly sales targets and performance-linked incentive plans for the team in line with the overall budget and business goals.
- Providing product training and market insights to team members and channel partners to enhance sales effectiveness.
- Coordinating with compliance and back-office teams to ensure smooth operations and timely transaction processing.
- Conducting regular performance reviews and coaching sessions to boost individual and team productivity.
- Organizing investor meets and engagement programs to promote products and strengthen relationships.
- Building and nurturing long-term client relationships to support customer retention and cross-selling.
Highlights:
Played a key role in boosting investment inflows by creating an efficient sales structure and result-oriented incentive model.
Developed a robust distribution ecosystem across multiple regions, driving consistent growth in channel-driven sales.
Deputy Manager (SBDM)
SBI GENERAL INSURANCE PVT. LTD.
10.2023 - 04.2024
- Responsible for meeting potential Bank customers to win new business/clients, maintaining good relationships with existing customers and gaining repeat business/cross-selling products wherever possible.
- Deliver Health and Property and Stock Insurance Product Training to SBI Bank Staff.
- Preparing Presentations for Training Sessions and Corporate Meetings.
- Providing Training sessions for SBI Bank RACC & RASMECC staffs to close SME & Home Loan Leads.
- Managing SBI Retail Branches to Generating & Closing Retail Leads.
- Retention of customers through policy renewal and sale of new policies.
- Meeting With the Bank Regional Manager and Cross Selling Manager
- Received a Certificate of Appreciation (Star of the Branch) from CBO.
Deputy Manager (Sales & Operation)
Card Buzz India Pvt Ltd
NOIDA
08.2022 - 10.2023
- Follow up with vendor for Invoices, Maintaining record of vendor invoices.
- Responding to calls from the vendors & resolution of their queries.
- Ensuring release of vendor payments within the due dates.
- Maintaining the details of Vendor dues.
- Responsible for point of contact for customer support and ensure all queries are resolved in a timely and professional manner.
- Concentrate on acquiring and on boarding of HNI customers to build incremental AUM.
- Build and extend relationship with the existing customers.
- Strive to acquire & generate leads from open market through direct discussion and cold calling.
- Maintain a good relationship with investors.
- Maintain confidential information based on company's Information and Security Policies.
- Received the Certificate of appreciation in Process Innovation from the Project Head.
- Expanded the team and provided training to new joiners.
Relationship Manager - (Emerging Market)
Aditya Birla Capital (Ikya human capital solutions)
BHIWADI
10.2017 - 12.2018
- Channel Partner Support and Coordination.
- By meeting on a regular basis with the channel partner to cater to the business needs.
- Coordinating and ensuring complete documentation with respect to the sale of the product.
- Solving queries with respect to any documentation/KYC related issues with distributor/client.
- Providing service solution end to end solution to create ease of doing business (from the perspective of channel partner staff).
- Co-ordination with the Customer Service and Operations team to ensure smooth and timely processing of application.
- Activities / huddles Co-ordination with respective Channel Partners.
- To assist the sales team in organizing counter level meetings/huddles to focus on BSLAMC products.
- To Co-ordinate and facilitate channel partner level SIP/Mutual fund specific drives from time to time.
- Got CEO's Award of Excellence.
- Conducted conference & events for Mutual Fund dealers in various cities for promotions & branding.
Education
P.G.D.M - Marketing & Finance
Kanpur Institute of Management Studies
UNNAO 05.2015 - 06.2017
B. Com -
Omar Vaishya College
KANPUR 03.2012 - 04.2015
Skills
Customer Relationship
Prospect building
Sales lead generation
Analyzing customer financial needs
Knowledge of financial products
undefinedCertification
Certificate of 'NIM-Series-V-A: Mutual fund Distributors Certification Examination.'
Personal Information
Date of Birth: 03/24/94
Timeline
Channel Head (Sales)
CSA ADVISOR
08.2024 - Current
Deputy Manager (SBDM)
SBI GENERAL INSURANCE PVT. LTD.
10.2023 - 04.2024
Deputy Manager (Sales & Operation)
Card Buzz India Pvt Ltd
08.2022 - 10.2023
Relationship Manager - (Emerging Market)
Aditya Birla Capital (Ikya human capital solutions)
10.2017 - 12.2018
P.G.D.M - Marketing & Finance
Kanpur Institute of Management Studies
05.2015 - 06.2017
B. Com -
Omar Vaishya College
03.2012 - 04.2015
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