SAJAL KUMAR SAHU
Bilaspur
Summary
Results-driven Branch Manager with 7+ years of experience in the Asset Management industry, specializing in portfolio management, investment strategy, and business growth. Proven expertise in client relationship management, sales leadership, and team development. Adept at driving market expansion, exceeding sales targets, and mentoring high-performing teams. Committed to delivering outstanding client service and fostering business excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Manager
ICICI Prudential AMC Ltd
07.2022 - Current
- Company Overview: Retail Sales
- Leading a team of investment professionals to deliver exceptional service to clients and partners
- Building and maintaining strong relationships with clients, banks, and independent financial advisors (IFAs)
- Developing and executing strategies to drive business growth, increase AUM, and exceed sales targets
- Conducting market analysis to identify opportunities and mitigate risks
- Overseeing compliance with regulatory guidelines and internal policies
- Retail Sales
Branch Manager
ICICI Prudential AMC Ltd
04.2021 - 07.2022
- Company Overview: Retail Sales
- Managed daily branch operations, ensuring seamless business processes and strategic execution
- Provided customized investment solutions aligned with client needs and market conditions
- Led a high-performing sales team to achieve significant business growth and exceed sales targets
- Ensured regulatory compliance and risk management while optimizing service quality
- Retail Sales
Relationship Manager
HDFC AMC
07.2017 - 03.2021
- Company Overview: South Delhi Region
- Built and maintained strong relationships with clients, distributors, and financial advisors
- Provided investment advisory and tailored solutions to maximize client portfolio returns
- Developed and executed sales strategies, contributing to an increase in AUM, net sales, and market share
- Conducted market research and data analysis to support sales growth and customer engagement
- Successfully exceeded sales targets and acquired new business through effective networking
- South Delhi Region
Education
MBA - Finance & Marketing
ITM University
01.2017
M.Sc. - Computer Science
Dev Sanskriti University
01.2014
B.Sc. - PCM
V.G. Hr. Sec. School
01.2009
Skills
- Investment & Portfolio Management
- Business Development & Growth Strategy
- Client Relationship Management
- Market Research & Financial Analysis
- Sales Leadership & Revenue Generation
- Regulatory Compliance & Risk Management
- Team Leadership & Performance Management
- CRM & Financial Software Proficiency
Certification
- NISM Series V-A: Mutual Fund Distributors, 2023
- NISM-Series-XXI-A: Portfolio Management Services (PMS), 2024
- Certified Equity Market Analyst: A Case-Based Approach
- Spreadsheet Modelling for Business Optimization
Personal Information
- Date of Birth: 12/08/91
- Gender: Male
- Nationality: Indian
Timeline
Branch Manager
ICICI Prudential AMC Ltd
07.2022 - Current
Branch Manager
ICICI Prudential AMC Ltd
04.2021 - 07.2022
Relationship Manager
HDFC AMC
07.2017 - 03.2021
M.Sc. - Computer Science
Dev Sanskriti University
B.Sc. - PCM
V.G. Hr. Sec. School
MBA - Finance & Marketing
ITM University
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