Reshmi Chakraborty
Mumbai
Summary
Dynamic sales leader with a proven track record at Sundaram Alternates Ltd, excelling in financial product distribution and territory sales management. Achieved significant growth in AUM and fostered key relationships, showcasing effective communication and motivational skills. Committed to driving results and enhancing team performance in competitive markets.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Area Sales Head - ND,Banking Channel FO/MFO
Sundaram Alternates Ltd
Mumbai
09.2023 - Current
- Building the B2B face of Sundaram Alternates for Mumbai.
- Established and nurtured relationships with key stakeholders, enhancing collaboration to boost sales performance.
- Conducted comprehensive market analysis to identify new business opportunities and develop targeted sales strategies.
- Implemented training programs for team members to enhance product knowledge and improve sales techniques.
- Monitored and analyzed sales metrics to refine strategies and ensure alignment with corporate objectives.
- Mobilized significant capital in Private Credit/ Real Estate funds.
- Handled key distributors like Avendus, Incred, Trigen Wealth, Tata Capital, Yes Bank, Standard Chartered Bank etc.
- Driving business through Insurance Company treasuries and Family offices/ MFOs and 10% direct clients.
- Consistent in keeping check on profitability.
- Did various RNR and Marketting activities with distribution channel partners
Sales Head – MF Distribution - AVP
Nirmal Bang Securities India Pvt Ltd
Mumbai
05.2020 - Current
- Handling and setting up pan India sub broker distribution model.
- Coordination with Retail Broking units to drive MF sales to captive equity clients.
- Adding new IFAs through various digital marketing and work site promotional campaigns.
- Expanding the RM team size to cater to the growing number of IFAs.
- Comparative scheme analysis, designing of contests and other marketing strategies for the IFAs and the RM teams.
- Imparting product, sales and operational training to IFAs and RMs.
- Achievements -- Increased the total MF AUM from Rs.430cr to Rs.600 crores in 4 months.
Lead PMS Distribution
Aditya Birla Money Ltd
09.2022 - 08.2023
- Managing pure Equity distribution through Non-Discretionary PMS Platform Pan India.
- Managing B2B business and distribution through IFA and National Distribution, Multi Family offices.
- Providing support and customer service to inhouse Broking clients and also Advisory Client.
- Aum to manage and Upsell 165 crores with budgeted scale up planned to 2000cr by March 2025.
- Managing relationship with Bajaj and ABFL team.
- Recently dually handling business of Financial Product Distribution as Area Manager, Mumbai.
Sales Head – MF Distribution
Fairassets Technologies India Pvt Ltd
Mumbai
12.2022 - 08.2022
- P2P business scale up pan Mumbai.
- IFA and National Distribution management.
- Bank Tie ups – Saraswat Cooperative Bank and few more relationships opened.
- Highest business delivered in Mumbai for last two quarters.
- Major achievements have been more than 65% IFA activation, 80% employee retention leading to promotion in the short stint.
- Coordinating with Regulators and adherence to compliance parameters.
Preferred Relationship Manager
HDFC Bank Ltd
Kolkata
01.2015 - 08.2015
- Handled a portfolio of Rs.25cr including CASA products, TP Insurance, Mutual Funds.
- Dealt with 52 products of the bank.
- Promoting digital banking was a key focus area.
- Achieved all sales targets during the two quarters.
Associate Regional Manager
Shriram Life Insurance
Gurgaon
09.2009 - 07.2010
- Responsible for appointing corporate tie-ups, channel partners and distribution network across Delhi – NCR.
- Responsible for on site marketing, branding, business distribution.
- Team management, branding and organizing promotional activities.
- Handled on role 60member team through the entire zone of Delhi and NCR.
- Haryana State Electricity Board tie up and also Rajasthan big corporates were the significant achievements.
Territory Manager
Aviva Life Insurance
Kolkata
10.2008 - 08.2009
- Responsible for Bancassurance across 23 branches of Punjab & Sind Bank.
- Handled a team of 7 SMs and 50 sales executives across Kolkata.
- Was awarded with the Best Territory Manager award for maximum retentions and highest policy renewals Pan India.
Area Sales Manager
Future Money Ltd.
Kolkata
11.2007 - 09.2008
- Sale of unsecured loans through the DSA distribution network and DST team and inhouse Sales managers.
- Responsible for cost and delinquency management of the credit sanctioned disbursal business.
- Responsible for training, recruitment, organizing marketing activities of the team.
Channel Head / Branch Manager
Citifinancial Consumer Finance India Ltd
Kolkata
07.2004 - 10.2007
- Got promoted from Branch Manager to Channel Head managing 96 seater in house call center for cross selling.
- As Channel Head, had set up a call center, an initiative to leverage the existing customer base to enhance sales of existing products and cross sell of TATA AIG insurance products.
- The model turned profit generating in 6 months time.
- As Branch Manager, handled sales teams of both on-roll and off-roll, including sales targets, compliance adherence related to fraud and risk guidelines of Citigroup.
- Set up processes of credit appraisal. Loan disbursement targets, cost and delinquency management were main KRAs.
- Business generation through cross sell of TATA AIG Life and Health policies to consumers.
- Achievements: Won trips to Malaysia and South India tour for entire branch for achieving highest business revenue.
- Received the ‘Star Achiever Award’ from the National Sales Head – Manoj Viswanathan.
Media Assistant
Consulate General of India
New York
01.2003 - 12.2003
- Worked as media assistant for the office of the Indian Ambassador to the USA, New York.
- Liasioning with Ambassador B.K Agnihotri to the Media worldwide and also preparing various write ups for Indian Consulate events.
- Handled Shri Atal Vihari Vajpayee at UN meet to address the Indian Diaspora.
- Been active in the group of Women embracing the Indian Culture and views to the NRI community.
- Attended various sessions inside the UN office New York.
Education
B. Com (Hons) -
Skills
- Financial product distribution
- Territory sales management
- Motivational skills
- KPI tracking
- Effective communication
Certification
- AMFI
- IRDA
Languages
- English
- Hindi
- Bengali
Personal Information
Date of Birth: 01/14/78
References
References available upon request.
Timeline
Area Sales Head - ND,Banking Channel FO/MFO
Sundaram Alternates Ltd
09.2023 - Current
Sales Head – MF Distribution
Fairassets Technologies India Pvt Ltd
12.2022 - 08.2022
Lead PMS Distribution
Aditya Birla Money Ltd
09.2022 - 08.2023
Sales Head – MF Distribution - AVP
Nirmal Bang Securities India Pvt Ltd
05.2020 - Current
Preferred Relationship Manager
HDFC Bank Ltd
01.2015 - 08.2015
Associate Regional Manager
Shriram Life Insurance
09.2009 - 07.2010
Territory Manager
Aviva Life Insurance
10.2008 - 08.2009
Area Sales Manager
Future Money Ltd.
11.2007 - 09.2008
Channel Head / Branch Manager
Citifinancial Consumer Finance India Ltd
07.2004 - 10.2007
Media Assistant
Consulate General of India
01.2003 - 12.2003