Open To Work
Ria Ganguly
Kolkata
Summary
Dynamic manager with a proven track record at Abans Investment Managers, driving revenue growth and enhancing partner engagement. Expertise in strategic planning and relationship management, successfully onboarding key partners and executing impactful training programs. Skilled in delivering compelling product presentations and fostering collaborative client relationships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager
Abans Investment Managers
Kolkata
08.2025 - Current
- Successfully onboarded 2 key partners, establishing new client divisions.
- Strengthened partner engagement through direct support in client meetings, fostering collaborative relationships and driving sales discussions.
- Executed events and training sessions to identify and promote alternative product opportunities, enhancing partner knowledge and engagement.
- Informed partners about alternative investment options, including MLDS and PMS, during training sessions.
- Expanded market presence for company products in Kolkata, increasing brand visibility and attracting new customers.
Manager
Abans Investment Managers
Gurgaon
10.2021 - 07.2025
- Generated 80 crore in business revenue through strategic initiatives.
- Established strong market presence for company products across Delhi, increasing brand visibility.
- Created alternative product opportunities through targeted events and comprehensive training sessions.
- Managed and organized training programs for partner development initiatives.
- Boosted partner engagement by actively supporting during client meetings, strengthening relationships.
- Onboarded 20 key partners, promoting establishment of new client divisions.
- Instructed partners regarding alternative investment options, including MLDS and PMS.
- Created detailed presentations on product offerings for effective communication.
Assistant Manager
HDFC Mutual Fund
Delhi
01.2021 - 10.2021
- Oversaw a team of 110 IFAs managing ₹500 crore in assets as of March 2021.
- Successfully onboarded 10 new direct clients, advising on financial planning solutions.
- Achieved a 22% market share by managing client portfolios until March 2021.
- Cultivated client relationships by providing targeted investment advice, enhancing client loyalty and retention.
- Researched and analyzed mutual fund schemes to present tailored options that aligned with client goals.
- Prepared tailored risk profiling questions for effective client assessment.
- Provided comprehensive transaction services, ensuring client satisfaction.
- Developed marketing strategies and investment proposals to effectively engage key stakeholders and drive client acquisition.
Assistant Manager
HDFC Mutual Fund
Kolkata
05.2017 - 12.2020
- Drove market share growth to 27% through targeted strategies by March 2020.
- Managed 150 IFAs overseeing ₹650 crore in assets until March 2020.
- Implemented comprehensive training and development programs for key partners.
- Cultivated 20 key partnerships, guiding each through the empanelment process.
- Led 2 off-role employees to streamline operations and enhance support services.
- Conducted comparative analysis of schemes using alpha, beta, Sharpe ratio, and rolling return metrics.
- Utilized credit ratings for effective comparison of debt schemes in investment discussions.
- Provided exceptional transaction services and resolved client issues promptly.
Financial Planner
FinEdge Advisor
Gurgaon
05.2016 - 07.2016
- Contacted 4,000+ clients to deliver tailored financial planning guidance, enhancing client engagement.
- Onboarded 13 new clients with SIP amounts totaling Rs 51,000 within two months, contributing Rs 6.12 lac for the year.
- Conducted risk profiling for more than 200 prospects to assess investment suitability.
- Developed retirement and education plans for four clients, addressing their financial goals.
- Managed client inquiries on investments and tax matters, ensuring timely and accurate responses.
- Developed risk profiling questions to streamline client assessments and improve investment suitability.
Education
PGDM - Finance
New Delhi Institute of Management
Delhi04-2017
Master of Commerce - Accounts And Finance
University of Calcutta
Kolkata08-2014
Bachelor of Commerce - Accounts
University of Calcutta
Kolkata04-2012
Skills
- Growth strategy development
- Strategic planning expertise
- Program training development
- Investment guidance
- Leadership in teams
- Coaching and mentoring
- Communication effectiveness
- Proficient in MS Office
- Product showcase delivery
- Event management coordination
- Financial advisory support
- Relationship management with clients
Certification
NISM VA Certified
NISM VC Certified
NISM XA Certified
NISM XB Certified
NISM XX1 A
CFA Investment Foundation Course Certified
NISM VC Certified
NISM XA Certified
NISM XB Certified
NISM XX1 A
CFA Investment Foundation Course Certified
Work Preference
Job Search Status
Open to workWork Type
Full TimePart TimeLocation Preference
HybridOn-SiteRemoteSalary Range
₹100000/yr - ₹200000/yrTimeline
Manager
Abans Investment Managers
08.2025 - Current
Manager
Abans Investment Managers
10.2021 - 07.2025
Assistant Manager
HDFC Mutual Fund
01.2021 - 10.2021
Assistant Manager
HDFC Mutual Fund
05.2017 - 12.2020
Financial Planner
FinEdge Advisor
05.2016 - 07.2016
PGDM - Finance
New Delhi Institute of Management
Master of Commerce - Accounts And Finance
University of Calcutta
Bachelor of Commerce - Accounts
University of Calcutta