Sandeep Manerajurikar
Investment Banking
Mumbai
Summary
Seeking an assignment in Sr Sales and Management
Result-oriented sales manager with extensive experience in areas of sales and Banking and financial operations for UHNWI, spanning across India. Proven strategic as well as situational leadership in: Developing and establishing profitable growth of businesses with complex, multi-dimensional mandates. Top-line revenue contribution exceeding 3.6 Cr since Sept 2007. Acquired 927 New clients Proven performer with the distinction of achieving targets in highly competitive market environments. Recognized proficiency in developing and managing channels. Enterprising leader with strong communication, organizational and interpersonal skills. Consistent track record in meeting regulatory standards and compliance mandates 8./0-00-Surpassed Customer retention and built a client base to more than 100 companies. Pan India Top Performance in NET Asset collection (203%) - 2024 Investment professional with strong track record in developing and implementing investment strategies. Adept at analyzing market trends and optimizing investment portfolios to maximize returns. Emphasizes team collaboration and adaptability to changing market conditions while exhibiting strong analytical and decision-making skills.
Overview
18
18
years of professional experience
2006
2006
years of post-secondary education
3
3
Languages
Work History
Sr Investment Specialist
Mirae Asset Sharekhan
04.2024 - Current
- Raised capital by issuing securities, including debt and equity, to meet client objectives
- Leveraged strong communication skills and extensive network to engage with clients and stakeholders effectively
- Conducted in-depth analysis of financial data to support capital generation efforts
- Evaluated transactions and financial activities to assess the performance of bonds and stocks
- Provided clients with comprehensive presentations of analysis results to facilitate informed decision-making
- Educate clients on market trends and investment opportunities to enhance their decision-making capabilities
- Cultivate and maintain relationships with clients, providing personalized financial advice and solutions tailored to their specific needs and goals
- This involves effective communication, trust-building, and understanding the client's business objectives
Sr Investment Manager
Kotak Securities - KSEC
Pune
12.2014 - 12.2023
- Accountable for achieving monthly & annual sales targets, as agreed
- Ensure proper implementation & execution of relationship management & investment advisory strategies
- Ensure proper sales spread between products
- Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to increase the wallet share
- Delivering a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy
- Ensuring the highest levels of customer satisfaction
- Interact with new customers to detail & explain all the features & functions of products & assist in on boarding of customers
- Ensure service levels are constantly improving
- Meeting Customer Migration targets
- Managing customer issues on service or investment needs
- Escalate if required
- Probe and identify requirements to provide appropriate solutions to customers
- Complete knowledge of all products & services.( Structure Notes , Bonds , Equity Linked Notes, Mutual Funds NFO and insurance products like Zurich, Skandia , FPI , Generali , Metlife
- Research complaints & compliments
- Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements
- Keeping attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries
- Working hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity
- Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team
- Ensure compliance with operations risk and rigour requirements e.g
- Health & Safety standards, security of premises, KYC and anti-money laundering measures
Center Manager
IIFL Mutual Fund
Pune
01.2010 - 10.2014
- Developing and establishing profitable growth of businesses with complex, multi-dimensional mandates
- Revenue contribution BY CROSS SALES
- Acquired New to MF Clients
- Proven performer with the distinction of achieving targets in highly competitive market environments
- Recognized proficiency in developing and managing channel
- Enterprising leader with strong communication, organizational and interpersonal skills
Sr. Sales Manager (Sales)
K2 Capital
09.2007 - 12.2010
- Responsible for driving the growth and profitability of the Investment business focusing on the HNWI segment focusing on onshore as well as offshore clients from Asia, Europe, Middle East and Africa
- Aggressively marketing and selling heavy banking services and products
- Reviewing, strengthening and restructuring client base with emphasis only on high-net-worth companies and business
- Originate new business from clientele both within and outside India by nurturing existing relationships and referral sources
- Cultivated and managed new and existing client relationships of high-net-worth companies and their related business
- Developed a sales plan for each relationship to provide an array of services and customise products
- Expanded referral network through contact with various internal business partners and external intermediaries
- Coordinate events / seminars for new business development
- Responsible for providing advice to prospective and affiliate clients
- Determining opportunities to develop client relationship
- Identifying, handling and maintaining key clients
- Achieve complete information about the client's goals and objectives and according to that prepare, a diversified plan using recommended products and developed a plan
- Give advice to the client with complex transport solution for tactical and strategic decisions
- Generate a constructional working relationship with the team and research team to provide ongoing customized products suites based on the current market scenario and client requirements
- Managing opening International Banking Account and cross Structure Note , Bonds and Insurance Products Like Zurich Skandia and Friends Provident Ltd
- Successfully managing more than 117 companies with a Total Turnover Book of 9 Cr
- Lead the business to double the top-line revenue contribution to 1.9 Cr at reduced cost efficiency of 60%
- Enhanced the annual revenue contribution (productivity) Upton 7 Lac per month
- Grew the companies under Management and Turnover since March 2007
- Acquired 917 new to company clients since March 2007
- Recognized Sales performance Manager in June’10
- Awarded the Business Manager for Quarter 1,2 and 3 for highest company acquisition, cost efficiency and overall performance in 2010
- Recognized by clients like with appreciation mails and letters
Education
Masters - Finance
University of Mumbai
Skills
- Leading/motivating team to superior levels of performance
- Driving out-of-box thinking
- Resolving difficult business challenges
- Working effectively under pressure
- Meeting tight production deadlines
- Winning cooperation at all organizational levels
- Increasing add-on revenues from existing customer accounts
Banking
Investment strategy
Mutual funds
Portfolio management
Investment advisory
Wealth management
Global equity portfolio management
Investment strategies
Problem-solving abilities
Personal Information
- Date of Birth: 06/16/80
- Nationality: Indian
- Marital Status: Married
Notable Accomplishments
- Recognized Sales performance Manager in 06/10.
- Awarded the Business Manager for Quarter 1,2 and 3 for highest company acquisition in 2010.
Timeline
Sr Investment Specialist
Mirae Asset Sharekhan
04.2024 - Current
Sr Investment Manager
Kotak Securities - KSEC
12.2014 - 12.2023
Center Manager
IIFL Mutual Fund
01.2010 - 10.2014
Sr. Sales Manager (Sales)
K2 Capital
09.2007 - 12.2010
Masters - Finance
University of Mumbai
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