Sports
Sanjay Krishna M
Relationship Manager
Summary
Aspiring and self motivated professional, experienced in Financial product sales and research, eager to apply skills in a position where I can develop professionally and contribute to company's success.
Overview
2025
2025
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Relationship Manager
ITI Mutual Fund
05.2024 - Current
- Developed and cultivated lucrative relationships with both new and existing clients by communicating about the schemes and fund management style
- Increasing business by activating inactive distributors and ND partners
- Conducted industry data analysis to inform strategic business decision
- Conducted competitive analysis of all the schemes of all the AMCs
- Achieving Gross sales, SIP and other targets given by the company
- Identified critical issues and filled the gaps accelerating the business results
- Handled MFDs, Banks, National Distributors and Corporate for their investment needs
Relationship Manager
UTI Mutual Fund
3 2023 - 04.2024
- Developed and cultivated lucrative relationships with both new and existing clients by communicating about the schemes and fund management style
- Increasing business by activating inactive distributors
- Increased Share of wallet from distributors by 5%
- Conducted industry data analysis to inform strategic business decision
- Achieving Gross sales, SIP and other targets given by the company
- Identified critical issues and filled the gaps accelerating the business results
- Handled HNI, Retail and Corporate clients for their direct investments
Customer Success Manager
Newwave Computing Pvt Ltd
09.2022 - 03.2023
- Reviewing current IT infra and provide solutions for Enterprise clients
- Coordinate with different stakeholders to provide end to end solutions to clients
Assistant Manager
Sundaram Home Finance
07.2021 - 08.2022
- Onboarding and Managing new corporate DSA and retail partners through references and secondary research
- Negotiating payout structure for new corporate DSA's
- Handled Retail and HNI clients for Home loan and LAP products.
Education
MBA - Marketing
Amrita School of Business
Coimbatore 06.2018 - 06.2020
BBA - Business administration
A.M. Jain College
Chennai 06.2014 - 06.2017
Skills
- Business development
Fund analysis
Communication skills and Negotiation
Wealth Management
Problem Solving
Certification
NISM & CRISIL Certified Wealth Manager(NCCWM)
Interests
Traveling
Music
Timeline
Relationship Manager
ITI Mutual Fund
05.2024 - Current
NISM & CRISIL Certified Wealth Manager(NCCWM)
12-2023
Customer Success Manager
Newwave Computing Pvt Ltd
09.2022 - 03.2023
NISM V A Mutual Fund distributor certificate
05-2022
Assistant Manager
Sundaram Home Finance
07.2021 - 08.2022
MBA - Marketing
Amrita School of Business
06.2018 - 06.2020
BBA - Business administration
A.M. Jain College
06.2014 - 06.2017
Excel for business - Coursera
Relationship Manager
UTI Mutual Fund
3 2023 - 04.2024
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