SARTHAK RATHI
Summary
Deputy Manager, Retail Sales driving mutual fund, PMS, and AIF distribution across MFD and national channels. Builds distributor relationships, delivers financial consulting, and uses market research to support product launches and investment decisions. Strengthens product visibility through awareness programs and distributor engagement meetings.
Overview
3
3
Certificates
4
4
years of professional experience
Education
PGPM - Finance
IBS Gurgaon
05-2023
Bachelor of Business Administration - undefined
IMS Ghaziabad
Ghaziabad05-2020
Skills
Mutual Fund
PMS, AIF & SIF Distribution
Financial consulting & sales strategy
Client relationship management
Market research & product launches
Retail sales management
Distributor engagement
Channel sales management
Investment product training
Sales forecasting
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification
Timeline
Deputy Manager (Retail Sales)
ICICI Prudential AMC
09.2024 - Current
Deputy Manager (Retail Sales)
ICICI Prudential AMC
04.2024 - 08.2024
Management Trainee
ICICI Prudential AMC
02.2023 - 03.2024
PGPM - Finance
IBS Gurgaon
Bachelor of Business Administration - undefined
IMS Ghaziabad
NISM-Series-XV: Research Analyst Certification
Work History
Deputy Manager (Retail Sales)
ICICI Prudential AMC
09.2024 - Current
- Maintain weekly distributor touchpoints with 15 partner accounts to support pipeline visibility and relationship management.
- Conduct 8 investment awareness programs and 2 distributor engagement meet to strengthen relationships and boost product visibility.
- Drive retail sales through MFDs and national distributors, expanding market reach across priority channels.
- Provide financial consulting to MFD clients, aligning product guidance with individual investment objectives.
- Analyze economic trends and market activity to inform investment positioning and launch planning.
Deputy Manager (Retail Sales)
ICICI Prudential AMC
04.2024 - 08.2024
- Managed 6 client interactions weekly for the ICICI Securities channel, strengthening preferred relationship coverage.
- Drove investment product sales across key accounts by promoting PMS, AIFs, and mutual funds as a relationship manager.
- Expanded AUM mix through targeted conversations that matched client needs with suitable investment options.
- Built stronger channel alignment by presenting AMC offerings clearly and supporting distributor engagement.
Management Trainee
ICICI Prudential AMC
02.2023 - 03.2024
- Developed and executed sales strategies to grow business across key banking channels.
- Assessed investor needs and recommended tailored financial solutions for different client profiles.
- Collaborated with cross-functional teams to improve service delivery and client satisfaction.
LANGUAGES
English
Hindi