Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Timeline
Generic
SHARATH SHETTY

SHARATH SHETTY

Mangalore

Summary

Has an extensive experience of 15+ years in financial industry, with excellence in client management in UHNI,HNI and Institutional segments. Currently handling Approx $20 million direct client AUM and $84 Million of AUM Branch along with 11 team members, with high work ethics and ensuring all statutory compliance in place.

Based on my experience as Vice President & Chief Manager - UTI Asset Management, and 15 years in Financial services Industry, I believe it can fit in with relevant work experience.

I have outlined my qualifications and Experiences for your review and consideration.

Overview

13
13
years of professional experience

Work History

Chief Manager (VP)

UTI Asset Management Company
Mangalore
09.2021 - Current
  • Responsible for Handling Mangalore Branch
  • Responsible for Handling Institutional Clients, UHNI, HNI, Family Offices, Individual Financial Advisors, National Distributors and Banking channel, Direct Channel for Territory and generating business through them

Branch Manager

DSP Investment Managers Pvt Ltd
Mangalore
06.2016 - 08.2021
  • Responsible for Handling Mangalore Branch including Udupi, Manipal, Shimoga & Chikamagaluru
  • Responsible for Handling Individual Financial Advisors, National Distributors and Banking channel for Territory and generating business through them
  • Responsible to Handle Institution Channels if Mangalore and Udupi Districts
  • Focus on Co-Operative Banks and HNI's, Mobilize business through Direct Channel
  • Responsible for handling sales & developing business for Mangalore Branch
  • Responsible for preparing marketing strategies and chalking sales for the group sales function and help them achieve it
  • Conduct IAP's and Training sessions for Investors and Banking RM's
  • Focusing on empaneling new distributors and conducting training to them
  • Sales Assistant /Coordinator /Administrating the Office Activity
  • Ensuring the statutory compliance of the branch is in place
  • Achieving the given target for the Mangalore Branch

Branch In-charge

L&T Investment Management Ltd
Mangalore
07.2013 - 05.2016
  • Responsible for Handling Mangalore Branch including Udupi, Manipal, Shimoga and Chikmagalur
  • Responsible for Handling Individual Financial Advisors, National Distributors and Banking channel for Territory and generating business through them
  • Responsible for handling sales & developing business for Mangalore Branch
  • Responsible for preparing marketing strategies and chalking sales for the group sales function and help them achieve it
  • Focusing on empanelling new distributors and conducting training to them
  • Sales Assistant /Coordinator /Administrating the Office Activity
  • Ensuring the statutory compliance of the branch is in place
  • Achieving the given target for the Mangalore Branch

Unit Manager

HDFC Asset Management Company Ltd
Bangalore
01.2012 - 07.2013
  • Responsible for Handling Individual Financial Advisors, National Distributors for Bangalore Branch and generating business through them
  • Responsible for handling sales & developing business for Bangalore Branch
  • Responsible for preparing marketing strategies and chalking sales for the group sales function and help them achieve it
  • Conducting sales promotional activities and training for IFA's and Distributors to keep them up-to-date on market issues
  • Giving awareness to the general public through Investor Awareness Programs (IAP) on investing in Mutual Funds

Relationship Manager

IIFL Securities Private Ltd
Mangalore
01.2012 - 07.2013
  • Processing Demat application, KYC (Know your client) application
  • Attending client queries & complaints
  • Maintaining client portfolio and other related services

Education

Bachelor Of Commerce -

Mangalore University
05.2012

PGDM -

NIMMS

Skills

  • Microsoft Office
  • English
  • Hindi
  • Tulu
  • Kanada
  • Web and tech savvy
  • Responsible for Handling Individual Financial Advisors
  • National Distributors and Banking channel for Territory and generating business through them
  • Responsible to Handle Institution Channels if Mangalore and Udupi Districts
  • Focus on Co-Operative Banks and HNI's, Mobilize business through Direct Channel
  • Responsible for handling sales & developing business for Mangalore Branch
  • Responsible for preparing marketing strategies and chalking sales for the group sales function and help them achieve it
  • Conduct IAP's and Training sessions for Investors and Banking RM's
  • Focusing on empaneling new distributors and conducting training to them
  • Sales Assistant /Coordinator /Administrating the Office Activity
  • Ensuring the statutory compliance of the branch is in place
  • Typing speed of 70 WPM
  • Problem solving
  • Team leadership
  • Achieving the given target for the Mangalore Branch
  • Compliance Management
  • Customer Relations
  • Sales and Marketing
  • Business performance management
  • Talent Development
  • Budget Oversight
  • Strategic Planning
  • Reporting management
  • Corporate Communications

Personal Information

Title: Chief Manager - UTI Asset Management Company Ltd

Languages

English
Advanced
C1
Hindi
Advanced
C1

Timeline

Chief Manager (VP)

UTI Asset Management Company
09.2021 - Current

Branch Manager

DSP Investment Managers Pvt Ltd
06.2016 - 08.2021

Branch In-charge

L&T Investment Management Ltd
07.2013 - 05.2016

Unit Manager

HDFC Asset Management Company Ltd
01.2012 - 07.2013

Relationship Manager

IIFL Securities Private Ltd
01.2012 - 07.2013

Bachelor Of Commerce -

Mangalore University

PGDM -

NIMMS

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SHARATH SHETTY