Ravindra Jain
Thane
Summary
Financial Sales expert with 19+ years in business growth and distribution network development. Proven track record in managing large teams, training mutual fund distributors, and implementing sales strategies to exceed targets. Deep knowledge of financial markets and regulatory compliance, consistently expanding market share and nurturing partnerships with distributors and institutional clients.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Senior Manager - MFD Channel
Tata Asset Management Private Ltd
09.2023 - Current
- Drove mutual fund sales through MFD channel by promoting diverse schemes.
- Executed territory-specific sales strategies to achieve monthly and quarterly targets.
- Collaborated with partners to boost Assets Under Management and expand market share.
- Conducted joint calls and investor awareness programs with MFDs to enhance client engagement.
- Provided regular market updates, fund performance reviews, and tailored investment solutions to MFDs.
- Guided MFDs in utilizing digital platforms for transactions and portfolio management.
- Tracked competitor strategies and product trends to refine offerings based on distributor feedback.
- Shared insights with product and marketing teams to align strategies with field realities.
Senior Relationship Manager - MFD Channel
Nippon India Asset Management Private Ltd
09.2017 - 09.2023
- Collaborated with MFD to address client and partnership management challenges.
- Researched current trends to identify potential customers and assess needs.
- Monitored issues closely, escalating them to clients for prompt resolution.
- Created summaries to evaluate each client's participation in target-setting processes.
Sales Manager - Banking Channel (SVC Bank)
Bajaj Allianz Life Insurance
09.2016 - 09.2017
- Cultivated strong business relationships with new and existing customers.
- Targeted and prospected new businesses through innovative telemarketing strategies.
Business Development Manager Banking Channel with SBI Bank
SBI Life Insurance Company
09.2015 - 09.2016
- Developed a business and marketing plan and the policies of the company.
- Managed HNI, NRI PPF, and PF deposit customers.
Sales Manager - Banking Channel with Axis Bank
Max Life Insurance Company
06.2011 - 09.2015
- Managed top branches priority vertical in Mumbai.
- Advised the most profitable and suitable plan for the customer.
Associate Financial Services Manager ND Channel with Share Khan
ICICI Prudential Life Insurance Company
11.2009 - 03.2011
- Managed the sales team at Share Khan in the corporate channels.
- Created product knowledge for Corporate Partners and Customers.
- Involved in marketing the plans and policies of the company.
Financial Officer – Direct Marketing
Bharti AXA Life Insurance Company
01.2007 - 10.2009
- Took appointments and visited customers on a daily basis.
- Provided product knowledge to customers.
Financial Sales Consultant – Direct Marketing
India Infoline Pvt. LTD
05.2006 - 11.2007
- Promoted ICICI-Prudential Life Insurance.
- Understood marketing activities to increase customer base.
- Managed relationships with existing customer base.
Education
Master of Business Administration -
Punjab Technical University
Master of Commerce -
Rani Durga wati Vishwavidyalaya
Skills
- Customer relationship management
- Sales strategy and expertise
- Market analysis and evaluation
- Territory management
- Strategic planning and execution
- Team collaboration and networking
- Effective communication skills
- Brand development strategies
- Sales tracking and performance
- Mutual fund sales
- Team collaboration
- Brand-building strategies
- Sales territory growth
Certification
• NIISM V A National Institute of Securities Markets
• Post-graduation diploma in Banking and Insurance, 2010, Institute of Insurance, Banking, & Management, Baroda
• Post-graduation diploma in Banking and Insurance, 2010, Institute of Insurance, Banking, & Management, Baroda
Awards
- Qualify For CEO Circle 18 | Jo Jeeta Wohi Sikandar | Q1-FY25-26
- Tata Mutual Fund: Top RM Royalty SIP Contributor Months from Oct 2023 onwards till now
- Top contributor: Nippon India Flexi Cap NFO 2021
- Super Achiever: First Quarter of FY 2018-19 Nippon India Asset Management
- Big Leaf Contest Max Life Insurance: Qualified for an outstanding FY 14-15 trip to Hong Kong
- Certificate from National head Bharti AXA for Super Hitter of August month & Goa qualifier for September month
Personal Information
Date of Birth: 10/22/80
Languages
- Hindi
- English
- Hindi
Timeline
Senior Manager - MFD Channel
Tata Asset Management Private Ltd
09.2023 - Current
Senior Relationship Manager - MFD Channel
Nippon India Asset Management Private Ltd
09.2017 - 09.2023
Sales Manager - Banking Channel (SVC Bank)
Bajaj Allianz Life Insurance
09.2016 - 09.2017
Business Development Manager Banking Channel with SBI Bank
SBI Life Insurance Company
09.2015 - 09.2016
Sales Manager - Banking Channel with Axis Bank
Max Life Insurance Company
06.2011 - 09.2015
Associate Financial Services Manager ND Channel with Share Khan
ICICI Prudential Life Insurance Company
11.2009 - 03.2011
Financial Officer – Direct Marketing
Bharti AXA Life Insurance Company
01.2007 - 10.2009
Financial Sales Consultant – Direct Marketing
India Infoline Pvt. LTD
05.2006 - 11.2007
Master of Business Administration -
Punjab Technical University
Master of Commerce -
Rani Durga wati Vishwavidyalaya