Sarthak Rathi

Driving Sales through MFDs and National distributors.

Providing financial consultancy for clientele of MFDs and NDs.

Conducting in-depth research on market trend, economic indicators, and investment opportunities to guide the clients.

Identifying broader market trends.

• Handling Business from a prominent National Stock broker at my location
• Uplifting ICICI Prudential Market share in AUM mix of the channel
• Regular Presentations and Trainings are done by me on different financial products
• Regularly engaging with clients of my channel for Financial Consulting

• Developed strategy to increase sales .
• Handling key Banking channels (HDFC Bank , kotak Mahindra Bank )
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Improved team efficiency by streamlining processes and implementing innovative management strategies.