Sai Manohar
Summary
Results-driven management professional with over a decade of experience in driving business growth through sales, marketing, and business development. Recognized for establishing credibility in developing portfolios and successfully managing teams to ensure optimal resource utilization within set parameters. Possesses excellent exposure in managing various sales verticals, including distribution, channel, direct, and corporate account management. Keen strategist with expertise in devising strategies aimed at enhancing overall business growth.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Assistant Vice President - Wealth Specialist
Axis Bank
06.2022 - Current
- Managing a team of Affluent RM's (Burgundy & NR) - Support on Burgundy Wealth Proposition
- Key Responsibilities include but not limited to do Periodical Portfolio Reviews, Grow AUM & On-board Fresh Money/Clients to mapped RMs, enhance client wallet share, Ensuring Client Presence across Assets and categories & front run the IPG Business;
- Drive the Knowledge & Skill Levels of RMs & Branch with regular market/product updates, Introduce & Brush Up Ongoing & Upcoming Concepts, Simply the product/proposition gamut for a better sale ability, etc.;
- In Addition to being a role, wherein I do my KRA as a Wealth Specialist, the other key notable is Stake Holder Management - discussions & updates on IPG Business with Cluster Heads, Circle Heads & closely working with TPP Team to roll out campaigns/contest etc
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
Manager- Sales- Key Relationship
DSP Investment Managers Pvt Ltd
01.2021 - 05.2022
- Improved efficiency by spearheading Private Banking (MFDs & RIAs) relationships of Bangalore
- Increased profitable AUMs in Equity and Fixed-Income assets for the company through adding Market Share from mapped relationship and executing necessary steps
- Attained better AUM share from mapped distributors by handling events and seminars at optimized cost for the Bangalore branch
- Managing the customer centric operations and ensuring customer and distributor satisfaction by offering convenience of digital training and services
Branch Manager
DSP Investment Managers Pvt Ltd
08.2018 - 12.2020
- Improved efficiency by spearheading Mutual Fund Distributors (MFDs & RIAs), National-Distributors (ND) and Banks relationships of Trivandrum with help of 2 team member
- Increased profitable AUMs in Equity and Fixed-Income assets for the company through adding Market Share from mapped relationship, Direct Clients and cooperates
- Attained better AUM share from mapped distributors by handling events and seminars at optimized cost for the Trivandrum branch
- Meeting on targets, ensuring the achievement of Gross and Net sales numbers with continuous focus on increasing market share
- Instrumentally expanding the our product reach in the Trivandrum market by deepening existing relationship and appointing new business partners and promoting our product range by assisting & coordinating with all MFDs
Team Lead
DSP Investment Managers Pvt Ltd
09.2014 - 07.2018
- Relationship Management of Channel partners & Direct Clients (Banks, National & Regional Distributors, IFAs & HNIs, Corporate) for Kochi and also handling location including Kottyam and Thiruvalla with help of Team Member
- Maintaining and improving our Market share across Segments (Eg:-Banks, IFAs) & Categories( Eg:-Equity, Debt)
- Conducting Product Training and Investment awareness programs for Staff & Customers of Banks, National Distributors, Regional Distributor, Institutions & also for IFA channel
- New Customer Acquisitions of HNIs, Corporate
Relationship Manager
HDFC BANK
06.2014 - 09.2014
- Managing the High Net Worth customers of the Bank
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
- Providing Financial planning & Investment Advise
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc
Business Development
ALRAYAH W.L.L(SecuricoreS.P.C)
03.2013 - 04.2014
- Acquiring, retaining and developing relationship with existing and prospective Clients in Bahrain
- Creating Brand Value in the Market
- Maintaining and Creating Sales MIS
- Coordinating and Monitoring with Finance team on Client payments
- Responsible to make various Memos, Quotation, Agreement and Contract
Assistant Manager-Sales & Distribution(Team Lead)
HDFC Asset Management Company
06.2010 - 02.2013
- Managing IFA's, HNI Clients, Corporate, National Distributors, Regional Distributors & Private Banks in Cochin with help of 3 team members
- Acquiring, retaining and developing regional relationship with existing and prospective customers
- Managing the team and motivate and build strategies and promotions to achieve targets
- Arranging meetings and giving presentations, training of company's existing & new products
- Managing HNI & Corporate Customers
- Managing relationship with Kerala Based National Distributors and Private Bank and Getting National Tie up done
- Conducting extensive training and presentation to distributors
- Activation of PSU, Banking, IFA, National Distributors and other Retail channels
- Meeting branch targets, evaluating and monitoring team performance
Assistant Manager- Sales- Kerala
Principal PNB Asset Management Company
07.2008 - 06.2010
- Appointed for Managing Public and Private Sector Bank
- Giving product knowledge, training, and making them aware about the new schemes and products
- Furnishing information of the different investment opportunities available through Principal PNB AMC
- Managing Institutional and Corporate Sales
- Managing and Acquiring HNI Clients
- Giving product knowledge, training, and making the Distributors, HNI Clients, and corporate aware about the new schemes and products
Unit Manager
HDFC Asset Management Company
03.2007 - 05.2008
- Appointed as Unit Manager for Managing IFA's and Distributors in Trissur
- Building Relationship with IFA's and Distributors and making them work for HDFC Mutual Funds and achieve the targets through the channel
- Giving product knowledge, training, and making them aware about the new schemes and products
- Furnishing information of the different investment opportunities available through HDFC MF
- Achieve sales numbers across products and execute sales strategy
- Monitoring market situations, advising clients on selection of appropriate investments
Support Unit Head
CititBank
06.2006 - 12.2006
- Appointed as support Unit Head, to assist on day-to-day administration of the unit and to look after the HR and Administration related work for the Contracted Permanent Employees of the NRI Business
- Responsible for SWEEP and Safe controls, prepare payrolls and incentive MIS
- Manage NEMS (Non Employee Management Systems) portals for Bahrain-NRI
- Responsible for managing Vendor Relations and day-to-day affairs with the Vendor in terms of visas, expenses, service fees etc
- Responsible to manage the overseas travel of the Sales Team and make sure it complies with the rules of engagement
- Responsible to make various Memos, Agreement and Contract
Marketing Advisor
Pranavah Promoters Pvt Ltd
09.2004 - 05.2006
- Sales in BANGLORE & KOCHIN
- Assigned Sales, Revenue and Collection Targets
- Channel Selection and Market Development
- Monitoring Marketing policies and Competitor activities
- Demand generation through customer
- Handling customer complaints and ensuring customer satisfaction
- Conducting campaigns
Education
MBA - Marketing And Human Resource
Sikkim Manipal University
04.2005
Bachelors of Information Technology -
Manipal Academy of Higher Education
04.2003
Skills
- Wealth/Investment Advisory
- Relationship Management
- Team Building
- Sales & Marketing
- Business Development
- Channel Management
- Financial Planning
- Decision Making & Judgment
- Recruiting and Hiring
- Team Leadership
Languages
English
Hindi
Malayalam
Kannada
Certification
NISM XXI -A PMS Distributors Certificate
NISM VA - Mutual Fund Certification
IRDA Certified
Timeline
Assistant Vice President - Wealth Specialist
Axis Bank
06.2022 - Current
Manager- Sales- Key Relationship
DSP Investment Managers Pvt Ltd
01.2021 - 05.2022
Branch Manager
DSP Investment Managers Pvt Ltd
08.2018 - 12.2020
Team Lead
DSP Investment Managers Pvt Ltd
09.2014 - 07.2018
Relationship Manager
HDFC BANK
06.2014 - 09.2014
Business Development
ALRAYAH W.L.L(SecuricoreS.P.C)
03.2013 - 04.2014
Assistant Manager-Sales & Distribution(Team Lead)
HDFC Asset Management Company
06.2010 - 02.2013
Assistant Manager- Sales- Kerala
Principal PNB Asset Management Company
07.2008 - 06.2010
Unit Manager
HDFC Asset Management Company
03.2007 - 05.2008
Support Unit Head
CititBank
06.2006 - 12.2006
Marketing Advisor
Pranavah Promoters Pvt Ltd
09.2004 - 05.2006
Bachelors of Information Technology -
Manipal Academy of Higher Education
MBA - Marketing And Human Resource
Sikkim Manipal University
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