Rishabh Sachdeva

• Relationship Building with Private Baking Relationship managers
• Handling Banks & NDs Private .
• Strategizing business drives for business mobilization.
• Arranging channel partner meetings and panel meetings with fund manager on product basis.
• Presentation of products to channel partners.
• Weekly Huddles with Banks & NDs as per the calendar.

Roles & Responsibilities

• Managing relationships of Consumer banks.
• Analysis of portfolios of HNI Clients & suggesting a fair investment plan.
• Analysis of Relationships and follow the leads based on pipelines. Conducting meeting with Bank Branch Managers
• Organizing Channel partners Trainings and imparting them with the deep dive knowledge of products through presentation
• Focusing to increase market share Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.

Roles & Responsibilities

• Presentation in banks for mobilization of Mutual Funds
• Analyzing portfolios of HNI Clients & provide them netter investment plan.
• Presentation in Schools, Colleges and many other institutions
• Analysis of Relationships and follow the leads
• Conducting meeting with Bank Branch Managers
• Meeting the Clients as per the leads provided by Banks
• Organizing Channel partners Trainings
• Retain and expands existing customer relationships to increase market share and profitability.
• Building new relationships with HNI investors
• Fresh sourcing by adding more institutional investors
• Organizing Mutual fund awareness programs in different locations of City.