REETESH
Indrapuram
Summary
Dynamic professional with over 20 years of experience in Sales & Marketing. Presently a Sr Manager at Canara Robeco Asset Management Ltd, Patna. Proven track record in revenue growth, distribution network expansion, and team leadership. Expertise in market planning, competitor analysis, targeted marketing, and team management. Strong communication skills and adept at building client relationships.
Overview
21
21
years of professional experience
Work History
Sr Manager - Sales
CANARA ROBECO Asset Management Ltd
11.2023 - Current
- Source business primarily through Canara Bank in Bihar
- Conduct training for Bank employees
- Empanel Individual Financial Advisors and coordinate
- Manage sales forces, achieve sales targets, and coordinate with IFA's/ND
Manager - functional designation as Regional Manager (Bihar)
IDBI Asset Management Ltd.
07.2018 - 09.2023
- Source business primarily through IDBI Bank in Bihar.
- Conduct training for employees and organize IAPs for clients.
- Manage sales forces, achieve sales targets, and coordinate with IFA's/ND.
- In August 2021 Patna was made Zone & got the opportunity to handle Bihar & Jharkhand.
- Led the successful 'Mission 10,000 SIP' drive for IDBI Bank & Patna Zone was declared Winner, earning a certificate of appreciation.
Branch Manager
Sundaram Asset Management Co. Ltd.
05.2010 - 07.2018
- Empanel Individual Financial Advisors and coordinate with various stakeholders.
- Conduct training for employees/agents on Sundaram MF schemes.
- Manage sales teams across Muzaffarpur and Bhagalpur.
- Promoted to Deputy Manager in April 2015 and Branch Manager in April 2018.
CCG Consultant
Sundaram AMC Ltd.
12.2009 - 05.2010
- Promoted Sundaram schemes among IFA and National Distributors.
- Regularly visited and updated distributors on funds and market.
Branch Head
Eastern Financiers Ltd.
04.2007 - 08.2009
- Established product line of Eastern Financiers Ltd. in Bihar.
- Appointed associates, sales and operations teams.
- Conducted training for sub-brokers and ensured smooth transactions.
- Promoted financial instruments through associates, competing with other distribution houses.
Distribution Head
KARVY Stock Broking Ltd.
09.2004 - 04.2007
- Marketed primary market instruments through associates.
- Managed a team of over 300 associates and addressed customer complaints.
- Organized training and exams (AMFI) for associates.
- Coordinated with branches for business procurement and equity processing.
Education
Post Graduate Diploma in Management - Marketing
Indian Institute of Business Management
PatnaBA (Hons) - undefined
Vinoba Bhave University
Hazaribagh, Jharkhand10+2 - undefined
Sainik School Tilaiya
Personal Information
Date of Birth: 06/17/73
Core Competencies
Successfully implement marketing strategies to increase market share and service profitability., Develop and execute short and long-term marketing plans for revenue growth and service expansion., Identify new business areas and segments for marketing and sales., Cultivate client relationships and promote financial solutions/products., Strategize in response to financial changes, focusing on client retention and development., Build and lead teams for various aspects of business development., Provide direction and motivation to field sales teams, driving optimal performance.
Timeline
Sr Manager - Sales
CANARA ROBECO Asset Management Ltd
11.2023 - Current
Manager - functional designation as Regional Manager (Bihar)
IDBI Asset Management Ltd.
07.2018 - 09.2023
Branch Manager
Sundaram Asset Management Co. Ltd.
05.2010 - 07.2018
CCG Consultant
Sundaram AMC Ltd.
12.2009 - 05.2010
Branch Head
Eastern Financiers Ltd.
04.2007 - 08.2009
Distribution Head
KARVY Stock Broking Ltd.
09.2004 - 04.2007
Post Graduate Diploma in Management - Marketing
Indian Institute of Business Management
BA (Hons) - undefined
Vinoba Bhave University
10+2 - undefined
Sainik School Tilaiya
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