Hi, I’m
Satya Srihari Bonthu
Sales Manager
Hyderabad,TG
Summary
Results-driven Sales Manager with proven expertise in managing Independent Financial Advisor (IFA) channels, driving business development, client acquisition, and investment advisory. Experienced in building and strengthening long-term relationships with IFAs to increase business, improve partner engagement, and deliver consistent growth. Strong knowledge of mutual funds, financial planning, asset allocation, and portfolio-based investment solutions. Skilled in conducting product presentations, partner enablement programs, and market updates to help advisors serve clients effectively. Passionate about delivering customer-centric wealth solutions while achieving sustainable business results..
Overview
1
Language
1
Certification
3
years of professional experience
Work History
LIC Mutual Fund
Sales Manager
11.2024 - Current
Job overview
- Managed and developed relationships with Independent Financial Advisors (IFAs) to drive mutual fund business across the assigned territory.
- Acquired, activated, and engaged new IFAs, expanding the distribution network and increasing business opportunities.
- Worked closely with IFAs to identify client investment needs and recommend suitable mutual fund solutions.
- Drove SIP and lump-sum mobilization through strong relationship management and business development initiatives.
- Conducted product presentations, training sessions, and investor awareness programs to enhance partner knowledge and business growth.
Bajaj Capital
Relationship Manager
06.2023 - 10.2024
Job overview
- Developed strong relationships with clients to understand financial needs and preferences.
- Provided tailored investment solutions, enhancing client satisfaction and retention rates.
- Conducted regular follow-ups to ensure ongoing support and address client inquiries promptly.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Education
Dr. B.R. Ambedkar Open UniversityVijayawada, India
B.COM from Accounting And Finance
04.2001
Manipal UniversityOnline
MBA from Finance
04.2001
INTERNATIONAL COLLEGE OF FINANCIAL PLANNINGONLINE
INTEGRATED DIPLOMA IN WEALTH MANAGEMENT from Financial Planning
04.2001
Skills
Relationship Management
Client Acquisition
Investment Advisory
Mutual Funds
Portfolio Review
Financial Planning
Asset Allocation
Client relations
Customer Relationship Management (CRM)
SIP & Lump Sum Investments
Investor Education & Product Presentations
Certification
NISM V-A Mutual Fund Distributors
Timeline
Sales Manager
LIC Mutual Fund
11.2024 - Current
NISM V-A Mutual Fund Distributors
09-2023
Relationship Manager
Bajaj Capital
06.2023 - 10.2024
Manipal University
MBA from Finance
04.2001
Dr. B.R. Ambedkar Open University
B.COM from Accounting And Finance
04.2001
INTERNATIONAL COLLEGE OF FINANCIAL PLANNING
INTEGRATED DIPLOMA IN WEALTH MANAGEMENT from Financial Planning
04.2001