Hi, I’m
SAUMITRA BHALEKAR
Mumbai / Pune
Summary
Seasoned Retail, Institutional Sales and Distribution professional with over 26 years of experience in established Mutual Fund houses.
Proven track record in driving sales growth and enhancing distribution channels, contributing to organizational success.
Core competencies include strategic planning, client relationship management, and market analysis. Aiming to leverage
expertise in a dynamic environment to further advance business objectives.
Overview
32
years of professional experience
10033
years of post-secondary education
Work History
Samco Asset Management Pvt Ltd
Head - Institutional Branch Business
10.2024 - Current
Job overview
- Enhanced sales volume through skilled support to both new and inactive customers.
- Developed and implemented national strategies to increase the organization's brand awareness.
- Oversaw regional and local sales managers and staff.
- Managed a team of regional managers responsible for overseeing branch offices throughout the country.
- Activated Nds and Bank's
Samco Asset Management Pvt. Ltd.
Zonal Head - Rest of Maharashtra & Goa, MP -CG
04.2021 - 10.2024
Job overview
- Managing the entire channel in Pune: Rest of Maharashtra, Goa, Madhya Pradesh, and Chhattisgarh
- Having a team of 19 BDMs, Area managers, and entrants reporting to me
- Empanel 2990 MFDs with 1356 active partners from Zone
- With an equity AUM of Rs
- 396.00 crore and a Live SIP Book contribution of Rs
- 2.90 crore, the Live SIP Book contributed 20.6% of the overall equity AUM in 18 months
- Promoted the RankMF and Securities products before AMC's launch
- Activated and received good business from the top MFDs in the Regions
- My Zone was a topper in Pan India, where we qualified 91 MFDs in Pan India for the PutIn SIP program
- Successful in gathering AUM and activating big partners entitle for Company ESOPs
ITI Asset Management Ltd.
Regional Manager - Pune & Rest of Maharashtra
04.2019 - 03.2021
Job overview
- Managing IFAs Channel in Pune - Rest of Maharashtra Regions
- Already supported & activated 765 IFAs by empanelment in Region in 10 months
- Established ITI Presence not only in Pune but also remote places (Ichalkaranji, Beed, Amravati…)
- Pan India topper in AUM in NFO & Ongoing Schemes (Rs.54.25 Crs Equity), Rs.65.04 Lakhs SIP Book (Mar,2020)
- Entrenched new process in my region to achieve more business and smooth operation
- Received 5 Exceptional Rating for performance, constantly achieved target’s set and extraordinary business source
- Honor by promoters, received highest rewards and incentive in Pan-India
IDBI Asset Management Ltd.
Zonal Head - Pune, South Maharashtra& Goa
02.2010 - 04.2019
Job overview
- Taking care of IFAs/ND/IDBI Bank Channel in Pune – South Maharashtra & Goa Regions
- Creating awareness of Index Investing/ IDBI Mf in responsible region
- Supporting IFAs/ND/IDBI Bank Sales personal in knowing & achieving target
- Coordinating with Regional Heads & IO (Investor Officers-16) in sharing the information, Support & to achieving their targets in respective Zone
- Already supported & activated IDBI Bank Channel in Region, Increased market Share of IDBI MF Products, training & presentation, meets jointly with IDBI Bank during NFO & Ongoing Schemes
- Succeeded in No of SIP in Pan India, Empl of IFAS to 674 (Region), from inception top in No of application & creating new folio in Pan-India
JM Financial Asset Management Pvt Ltd.
Senior Manager– Sales, Pune & Rest of Maharashtra
12.2005 - 07.2009
Job overview
- Company Overview: Pune Regional Office
- Establishing and maintaining sales distribution network, which primarily consists of Banks, Institutional Broking houses and individual Agents, at a reasonable cost to achieve optimum market penetration
- Overseeing the business development initiative in 25 upcountry markets like Goa, Nasik, Nagpur, and Aurangabad etc
- Empanelment of New brokers / IFA’s (94 to 700) for the JM Financial Mutual Fund
- Exceptional communication, presentation & mentoring skills with distinguished abilities in Developing business continuity plans, procedures and service standards for business excellence
- Responsible for branch profitability
- Pune Regional Office
SBI Funds Management Pvt. Ltd.
Relationship Manager, Pune & Rest of Maharashtra
01.2004 - 01.2005
Job overview
- Responsible for adding new corporate clients, Managed Rs.367 Cr of equity AUM
- Activated SBI Bank Channel, Achieved 35-40 SIPs per month monthly from 18-20 SBI Branches
- Improved service standard, Conducted AMFI training program in Pune & Rest of Maharashtra
Tata Asset Management Ltd.
Assistant Manager, Pune & Rest of Maharashtra
01.2003 - 01.2004
Job overview
- Responsible for addition of 6 NFO, SME, Retail clients
- Added new branches, Played important role in recruiting IFA’s & Distributors
JM Capital Management Pvt. Ltd
Sales Executive
01.2000 - 01.2003
Job overview
- Achieved and excelled in pre-decided market shares in the area of operations
- Formulation and implementation of effective marketing strategies in the areas of operations to achieve desire results
- Training and development of intermediaries
Hindustan Lever Ltd.
Sales Executive
01.1993 - 01.1997
Job overview
- Sale of personal products in prime location of Mumbai
- Expanded business area, developed new shops & distributor etc
- Received appreciation award for doing maximum business in new launching
Education
NISM Series-V-A from Mutual Fund Distributors Certification Examination
Various Certification from Economics for Capital Market, Fixed Income, Introduction to Derivatives, Investment valuation, Managerial Economics, Economics Indicators, Fundamental of Credit, Excel for Investment Professional, Inside Sales, Corporate Finance, Reading Financial Statements & Executive Leadership
All India Institute of Management of Studies
Diploma from Business Management
K.C College of Management Studies
Diploma from Personnel Management & IR
Mumbai University
Bachelor of Arts
Skills
Sales and Marketing Specialist
Languages
- English
- Hindi
- Marathi
Personal Information
Date of Birth: 09/19/73
Leisuretime - Activities
- Political- Social Work - Actively participation in all social welfare work for social cause.
- Helping senior citizens and society members to avail benefits of State, Local schemes.
- Lead for rights and governance of all Co-op Hsg Society (32 Societies) from my area for betterment.
Areasofexpertise
- Sales and Marketing, Running sales & marketing operations, increasing sales growth and driving sales initiatives in order to achieve business goals.
- Business Development, Conducting competitor analysis & competency mapping for keeping abreast of market trends and competitor moves to achieve market share.
- Team Management, Leading and training the staff of channel partners to ensure sales efficiency.
Timeline
Head - Institutional Branch Business
Samco Asset Management Pvt Ltd
10.2024 - Current
Zonal Head - Rest of Maharashtra & Goa, MP -CG
Samco Asset Management Pvt. Ltd.
04.2021 - 10.2024
Regional Manager - Pune & Rest of Maharashtra
ITI Asset Management Ltd.
04.2019 - 03.2021
Zonal Head - Pune, South Maharashtra& Goa
IDBI Asset Management Ltd.
02.2010 - 04.2019
Senior Manager– Sales, Pune & Rest of Maharashtra
JM Financial Asset Management Pvt Ltd.
12.2005 - 07.2009
Relationship Manager, Pune & Rest of Maharashtra
SBI Funds Management Pvt. Ltd.
01.2004 - 01.2005
Assistant Manager, Pune & Rest of Maharashtra
Tata Asset Management Ltd.
01.2003 - 01.2004
Sales Executive
JM Capital Management Pvt. Ltd
01.2000 - 01.2003
Sales Executive
Hindustan Lever Ltd.
01.1993 - 01.1997
NISM Series-V-A from Mutual Fund Distributors Certification Examination
01.2021
Various Certification from Economics for Capital Market, Fixed Income, Introduction to Derivatives, Investment valuation, Managerial Economics, Economics Indicators, Fundamental of Credit, Excel for Investment Professional, Inside Sales, Corporate Finance, Reading Financial Statements & Executive Leadership
01.2020
All India Institute of Management of Studies
Diploma from Business Management
01.1999
K.C College of Management Studies
Diploma from Personnel Management & IR
01.1997
Mumbai University
Bachelor of Arts
01.1994
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