Ritesh Joshi
Kolkata
Summary
Aspiring Individual focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding ongoing market conditions
Overview
11
11
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Relationship Manager
Axis Mutual Fund
05.2023 - Current
- Maintaining Relationship with Mapped distributors (IFA & ND)
- Improving Market Share with Respect to Lumpsum and Sip business
- Conducting Training Sessions on Schemes and Market Outlook to Mapped Partners
Assistant Branch Operations Manager
Axis Mutual Fund
10.2021 - 04.2023
- Processing day to day operations pertaining to mutual fund transactions
- Adhering to risk and compliance as regulated by SEBI
- Providing service to distributors/investors and assisting them in seamless processing of financial and non-financial transactions
- Preparation of MIS Reports and presentations for Axis Bank Channel against Mutual Fund Campaigns
- Maintaining relationship with mapped distributors and garnering fresh business for revenue generation of the company.
Assistant Manager
Nippon India Mutual Fund
06.2018 - 09.2021
- Processing day to day operations pertaining to mutual fund transactions
- Adhering to risk and compliance as regulated by SEBI
- Managing Queries/Escalations received and providing resolutions against the same to investors/distributors
Assistant Manager
Axis Bank
07.2013 - 03.2018
- Handling of Cash Management at the Branch
- Processing of Banking Operations and Cross selling of third party investment products.
- Providing service to Investors and assisting them against their financial needs
Education
PGDB(Post Graduate Diploma - Banking
NIIT
Kolkata 09.2012 - 04.2013
B.Com(Hons.) - Commerce
Seth Anandram Jaipuria
College(Calcutta University)
Kolkata 06.2008 - 05.2011
Higher Secondary - Commerce
Shri Daulatram Nopany Vidyalaya
Kolkata 04.2006 - 03.2008
Secondary(Class X) -
Nopany Vidyalaya
Kolkata 01.2005 - 05.2005
Skills
Distributor Training
Relationship building and management
New business generation
Sales expertise
Timeline
Relationship Manager
Axis Mutual Fund
05.2023 - Current
Assistant Branch Operations Manager
Axis Mutual Fund
10.2021 - 04.2023
Assistant Manager
Nippon India Mutual Fund
06.2018 - 09.2021
Assistant Manager
Axis Bank
07.2013 - 03.2018
PGDB(Post Graduate Diploma - Banking
NIIT
09.2012 - 04.2013
B.Com(Hons.) - Commerce
Seth Anandram Jaipuria
College(Calcutta University)
06.2008 - 05.2011
Higher Secondary - Commerce
Shri Daulatram Nopany Vidyalaya
04.2006 - 03.2008
Secondary(Class X) -
Nopany Vidyalaya
01.2005 - 05.2005