Nishant Goyal

● Maintaining Healthy Professional Relationships with Channel Partners likes- HDFC Bank , Axis Bank , Stockholding

● Getting maximum share of business done by these Channel Partner.

● Increase the AUM from 132 Cr to 240 Cr

● Awarded with Outstanding performance in Overall Net Sales Q1 FY 23-24

● Awarded with Highest activation in NFO Nippon India Innovation Fund

● Managing the Direct Portfolio's of Major Corporate clients and Corporative banks

● Providing direction and motivation to the IFAs for ensuring optimum performance; training them to develop requisite skills; conducting trainings on products, selling skills, lead prospecting, and closing skills.

Roles & Responsibilities

• Responsible for increasing penetration of products and market share of AMC among mapped Retail Channel - Wealth Counters / Private Banking Channel / MFD for Region
• To build, develop & enhance relationships with the Retail Channel

Roles & Responsibilities

• Responsible for formulation and execution of strategies for partners to achieve profitable growth
• Team Handling

Roles & Responsibilities

• Presentation in banks for mobilization of Mutual Funds
• Building and maintaining healthy business relations with HNI customer, enhancing customer satisfaction & securing repeat business.
• Utilized appropriate financial tools to manage accounts payable and receivable.

Roles & Responsibilities

• Ensuring that customers make us their primary bank and Knowing about where all the customer is currently banking and moving him to our Bank.
• Enhancement of the relationship by selling products and services as per the profile & need of the customers

Roles & Responsibilities

• Managing the retail sales of product line with product mix including Wealth series like Portfolio Management Services and Mutual funds.
• Financial Planning Services, Life and General Insurance Solutions, Corporate FD’s with customer centric approach and aggressive participation in Customer knowledge Programs.