SHIVAPRASAD RAI K
Mangalore
Summary
MBA postgraduate with a strong enthusiasm for taking on new challenges and driving continuous growth. A confident and smart learner with hands-on experience in the sales and service industry across both B2C and B2B segments. Committed to building a successful career through dedication, adaptability, and a positive outlook. Seeking an opportunity to leverage my skills in a dynamic organization, with a keen interest in team leadership roles that contribute to achieving strategic business goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Manager
NIPPON INDIA ASSET MANAGEMENT LTD
Mangalore
11.2023 - Current
- Manage mutual fund sales across Equity, Debt, Index, Hybrid, and Liquid categories for Private and Public Sector Banks, as well as National Distributors within the assigned territory.
- Drive business development and revenue growth through relationship-building with key banking partners and distribution channels.
- Conduct regular product training, portfolio reviews, and joint client meetings with channel partners to enhance fund visibility and penetration.
- Analyze market trends and partner performance to identify opportunities for cross-selling and upselling mutual fund schemes.
- Ensure compliance with internal policies and regulatory guidelines while managing sales operations and client interactions.
Accounting Specialist L1
CONSERIO GLOBAL SOLUTIONS PVT LTD
Bangalore
05.2022 - 10.2023
- Executed end-to-end Accounts Payable (AP) and Accounts Receivable (AR) processes, including GL and sub-ledger reconciliations.
- Performed AP/AR aging analysis and prepared monthly financial statements for international clients.
- Managed month-end and year-end financial closing activities, including accruals, payroll workings, and fixed asset accounting.
- Ensured accurate and timely reconciliation of bank and credit card accounts.
- Coordinated directly with clients to resolve financial queries and ensure service-level compliance.
- Provided audit support by preparing and maintaining proper documentation for internal and external audits.
Officer - Branch Banking
UJJIVAN SMALL FINANCE BANK
10.2021 - 05.2022
- Monitored transactions based on alerts triggered by workflow thresholds, including high-volume activity and premature deposit closures.
- Advised customers on a wide range of banking and financial products and services, enhancing client engagement and satisfaction.
- Participated in regional-level branch performance review meetings, contributing insights and improvement strategies.
- Managed personal and business banking services for both Resident and Non-Resident (NRI) clients, including Current and Savings Account (CA/SA) operations.
- To find the best performing funds that available in the market and recommend to our clients.
Bank Officer
IDFC FIRST BANK LTD
06.2019 - 09.2021
- Conducted detailed investment performance reviews and communicated insights to clients, including performance attribution analysis.
- Managed and nurtured relationships with both domestic and NRI clients, ensuring high levels of client satisfaction and retention.
- Coordinated and arranged senior-level meetings to onboard new clients, corporate clients and strengthen institutional partnerships.
- Ensured strict compliance with regulatory requirements, including KYC documentation checks for corporate and individual clients (e.g., MOA, AOA, Board Resolutions, Incorporation Certificates).
- Trained and mentored new joiners through hands-on coaching, client interactions, and performance monitoring.
- Fostered a collaborative team environment by maintaining a positive and proactive attitude toward work and organizational goals.
Education
MBA -
Manipal Institute of Management
Manipal05-2019
Bachelor of Commerce -
Alva's Degree College
Moodabidri05-2017
II PUC -
Alva's PU College
Moodabidri05-2014
SSLC -
Balavikas English Medium School
Mani, Karnataka05-2012
Skills
- Sales management
- Business development
- Market analysis
- Client relationship management
- Team leadership
Linguistic Ability
- English
- Hindi
- Kannada
- Tulu
Certification
- NISM Series - VA: Mutual fund Distribution Certification Examination
Timeline
Assistant Manager
NIPPON INDIA ASSET MANAGEMENT LTD
11.2023 - Current
Accounting Specialist L1
CONSERIO GLOBAL SOLUTIONS PVT LTD
05.2022 - 10.2023
Officer - Branch Banking
UJJIVAN SMALL FINANCE BANK
10.2021 - 05.2022
Bank Officer
IDFC FIRST BANK LTD
06.2019 - 09.2021
MBA -
Manipal Institute of Management
Bachelor of Commerce -
Alva's Degree College
II PUC -
Alva's PU College
SSLC -
Balavikas English Medium School
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