Playing & watching cricket
SHARATH MENON
Assistant Vice President- Retail Sales
Mira road East,Maharashtra
Summary
Results-driven management professional with proven track record in Sales & leadership.Adept at driving organizational growth and enhancing productivity through effective team collaboration and strategic initiatives. Recognized for adaptability and commitment to achieving high standards and impactful results.
Overview
10
10
years of professional experience
Work History
Assistant Vice President - Retail Sales
Edelweiss Asset Management Company
Mumbai
09.2022 - Current
- Lead the national distributor channel sales team by planning and implementing strategies in assigned counters
- Meeting and engaging RM's/TL's/IC's and respective heads on regular basis.
- Counters assigned in private wealth are Motilal oswal wealth limited, Anand rathi wealth limited, HDFC-PBG, Buglerock Capital private limited.
- Counters assigned in national distributors are NJ India Invest, Prudent Corporate Advisory Services Ltd,Sharekhan, Tata Capital financial services Ltd, SMC Global Pvt Ltd, FundsIndia, Nuvama private wealth advisory, Systematix shares & stocks ltd, HDFC Securities Ltd. Dezerv Investment Pvt Ltd,IIFL Securities Ltd.
- Responsible for advising distributors on suitable products from our offerings
- Anchoring the entire end to end management of fund manager calls & meeting with external stakeholders
- Frame strategies to counter the competition in the market & get maximum market share
Manager-Retail Sales
ICICI Prudential Asset Management Company
Mumbai
11.2018 - 09.2022
- Counters managed in national distributors were Prudent Corporate Advisory Services Ltd,Sharekhan,Tata Capital financial services Ltd, SMC Global Pvt Ltd, Wealth India financial Services ltd, Edelweiss financial Services Limited, HDFC Securities Ltd.
- Counters managed in banking were Axis Burgundy Private, IDFC Bank Wealth, HDFC Bank, Indusind Bank,
- Responsible for advising distributors on suitable products from our products basket as per the requirement of their Investor/sub broker.
- Increase visibility in the assigned counters through one to one meeting, regular dissemination of marketing material, mailers, group meetings with distributor RMs, Investment Advisors & Sub brokers.
- Ensuring prompt & accurate query resolution for issues raised by the distributors
- Responsible for maintaining the data of all the distributors assigned
Assistant Manager
DSP Asset Management Company
Mumbai
11.2014 - 11.2018
- Authorizing the High Value transactions reported after necessary checks.
- Coordinating with local cams & cams back office for transaction processing & query resolution.
- Following up with cams back office & sales for morning high value hold cases within defined time.
- Handling NFO activities and AIF applications with proper checks and as per guidelines.
- Attending walk in investors / distributors and providing all information as required post proper verification and checks.
- Tracking the error rates, if any on part of local cams investor service center and taking it up with them.
- Working on new projects/initiatives, raising change request with cams for system enhancements.
- Conduct service presentations to distributor’s, regular meetings with cams investor service center for feedback sharing, follow-ups with all ISCs across the region, etc.
- Conducting monthly meetings with Retail & Institutional Sales regarding regulatory changes
Education
MBA - Finance
Institute of Technology & Management
Mumbai, India 04.2001 -
Bachelor of Commerce -
Model College- Mumbai University
Mumbai, India 04.2001 -
Skills
- Managing difficult and crucial conversations/negotiations
- Result oriented- willingness to take initiative
- Efficient mind setup to withstand pressure situations
- Unambiguous decision making
Accomplishments
- Qualified for Sales Conference FY 21-22
- Won Sparkle - top most employee Award October -December 2020
- Received Revive & Thrive I am Invincible employee recognition award FY 20-21
- Received Revive & Thrive I am Invincible employee recognition in multiple NFO’s like ICICI prudential ESG Fund,
- Received Certificate of Appreciation for qualifying in ICICI Prudential MNC Fund Go for Gold Drive- September 2021
Interests
Timeline
Assistant Vice President - Retail Sales
Edelweiss Asset Management Company
09.2022 - Current
Manager-Retail Sales
ICICI Prudential Asset Management Company
11.2018 - 09.2022
Assistant Manager
DSP Asset Management Company
11.2014 - 11.2018
MBA - Finance
Institute of Technology & Management
04.2001 -
Bachelor of Commerce -
Model College- Mumbai University
04.2001 -
Similar Profiles
Nagachandrika B RNagachandrika B R
Branch Operations Manager at Bajaj Finserv Asset Management Pvt LtdBranch Operations Manager at Bajaj Finserv Asset Management Pvt Ltd
Samiksha KothariSamiksha Kothari
Relationship Manager at UTI Asset Management CompanyRelationship Manager at UTI Asset Management Company
Makarand Panditrao SirsatMakarand Panditrao Sirsat
Relationship Manager at ICICI Prudential Asset Management CompanyRelationship Manager at ICICI Prudential Asset Management Company