Shrawanti Saha
Senior Vice President - Sales & Business Development
Bengaluru,KA
Summary
Senior management professional, bringing strategic leadership and operational excellence to drive organizational success. Skilled in project management, team collaboration, and process optimization with keen focus on achieving results. Worked in the financial service industry of Kolkata, Delhi NCR and Chennai. Currently based out of Bangalore and handling entire South market. Adept at navigating complex challenges, fostering culture of accountability, and adapting to evolving business needs. Known for strong decision-making, effective communication, and building high-performing teams.
Overview
25
25
years of professional experience
3
3
Languages
Work History
Senior Vice President - Sales & Business Development
Carmelian Asset Management Co. Advisors Ltd
06.2024 - Current
- Handling a super charged and highly motivated team of 4 across all 4 locations across South India - Bangalore, Chennai, Hyderabad and Cochin.
- Engaging with the team on a regular basis and drive business development in Tier II locations.
- Developing and nurturing the IFA channel network for Carnelian, apart from maintaining the existing equation with the banks, wealth management firms and national distributors.
Vice President - Sales & Business Development
Carmelian Asset Management Co. Advisors Ltd
10.2022 - 06.2024
- Managed entire South region singlehandedly.
- Built new relationships and nurtured the existing ones very meticulously. Worked closely with 360One Wealth, Julius Baer, Barclays, Nuvama PWM & PWA and ensured participation from maximum point of sales.
- Travelled extensively to Tier II cities and ensured the presence of our brand at every counter of sales. Hand held RMs and accompanied them for client meetings in order to close sales.
Head Business Development
Kristal.AI
02.2022 - Current
- Developing the market for LRS investments through advisory and digital platforms with a team of 2.
- Generate sales through B2B route - empaneling IFAs, Regional players and Family Offices
- Handling channel sales across Karnataka and Tamil Nadu - Right Horizons, Finsherpa, IMM, 4 Thoughts Finance
- Building on the existing relationships of Wealth Management outfits like IIFL Wealth, Sanctum Wealth, TrustPlus, Client Associates.
- Hand Holding the sales force of channel partners and service team for digitally onboarding clients and executing trade.
- Doing joint calls with Relationship Managers and Wealth Managers thus adding value to their sales calls and closing the deals in various international product propositions.
- Brought in close to USD 1 million.
VP - Sales
VP - Sales
02.2019 - 02.2022
- Generate sales through consumer & private banks, wealth management outfits and IFAs - IIFL Wealth, ASK Wealth, HDFC PBG, Barclays, Julius Baer, Kotak Wealth, Indusind Bank, Karvy Wealth, Avendus, Nesture, Omniwealth etc
- Managing existing relationships and empanelling new IFAs, thus expanding the distribution network.
- Conducting IAPs in collaboration with Regional players and IFAs.
- Conducting knowledge sessions for the sales force of Consumer Banking teams and assisting them on joint calls for closing the deals in MF and PMS products.
- Garnered about 350 crs of AUM
AVP - Sales
AVP - Sales
09.2011 - 02.2019
- Handled channel sales through consumer & private banks and wealth management outfits like Sanctum Wealth, IIFL Wealth, Citi Bank, TrustPlus, Deutsche Bank, Kotak Wealth, Indusind, Axis Bank etc
- Managing relationships and generating sales in the approved products from each POS.
- Showcasing products outside of their approved list and getting a buy in from them, thus creating a pull from ground level.
- Providing selling points and clarity in positioning our products among their clients’ portfolio.
- Garnered AUM of around 225 crs
AVP - Sales
AVP - Sales
04.2009 - 09.2011
- Handled channel sales through national distributors like Bajaj Capital, RR Investors, SMC Global, Karvy, Indiabulls, Cholamandalam Distribution, Almondz Global, NJ Wealth etc with a 3 members team.
- Managing existing relationships and tying up with new ones thus expanding the distribution network.
- Hand Holding my own team as well as the sales force of distributors by training and mentoring.
- Going on joint calls with Relationship Managers of NDs thus adding value to their sales calls and closing the deals in MF and PMS products.
Senior Manager - Sales
ING Investment Management (India) Pvt. Ltd.
01.2008 - 12.2008
- Responsible for managing relationships with corporate clients and achieving AUM targets from them.
- Responsible for managing relationships with corporate distributors.
- Identified new prospects and leveraged existing business.
Manager - Sales
Principal Pnb Asset Mgmt. Company (P) Limited
06.2005 - 12.2007
- Responsible for sales through the banking channel of distribution across Delhi - NCR with the help of 3 member team
- Ensuring adequate product training of all the RMs / Principal Bankers / IAs / PFCs / ROs and PBs of various banks from time to time by the Regional Head or the Research Analysts from the research team.
- Regular investor meets, training sessions for RMs and frequent joint calls were important activities that facilitated the achievement of sales numbers
- Developed & built new relations.
Assistant Manager - Sales
Tata Asset Management Company Limited
12.2002 - 06.2005
- Started in December 2002 at Kolkata with almost no participation from the regional as well as national distributors. Within a span of 2yrs all the major regional players and approx. 200 IFAs were roped in.
- Promoted and transferred to Delhi for managing the banking channel network in Delhi - NCR.
- Converted the meager participation of 50 crores from the banking channel in Delhi & NCR to 250 crores.
Assistant Manager - Sales
CD Equisearch (P) Ltd.
10.2001 - 11.2002
- Responsible for selling all the financial products (Mutual Funds/ Bonds) to HNI, Trusts and Corporate Clients like National Insurance Company, Ramakrishna Mission, UCO Bank, etc.
- Acquisition of new clients
Senior Executive – Sales
RR Financial Consultants Ltd.
09.2000 - 09.2001
- Selling financial products by a proper understanding of the needs and profile of the investor.
- Preparing portfolio and customer profiling
- Maintaining customer relationship and develop a strong client-base by providing excellent and customized service
Education
MBA - Marketing Management & Human Resources
KIIT School Of Mgmt.
Bhubaneswar05-2000
Skills
Strategic leadership
Timeline
Senior Vice President - Sales & Business Development
Carmelian Asset Management Co. Advisors Ltd
06.2024 - Current
Vice President - Sales & Business Development
Carmelian Asset Management Co. Advisors Ltd
10.2022 - 06.2024
Head Business Development
Kristal.AI
02.2022 - Current
VP - Sales
VP - Sales
02.2019 - 02.2022
AVP - Sales
AVP - Sales
09.2011 - 02.2019
AVP - Sales
AVP - Sales
04.2009 - 09.2011
Senior Manager - Sales
ING Investment Management (India) Pvt. Ltd.
01.2008 - 12.2008
Manager - Sales
Principal Pnb Asset Mgmt. Company (P) Limited
06.2005 - 12.2007
Assistant Manager - Sales
Tata Asset Management Company Limited
12.2002 - 06.2005
Assistant Manager - Sales
CD Equisearch (P) Ltd.
10.2001 - 11.2002
Senior Executive – Sales
RR Financial Consultants Ltd.
09.2000 - 09.2001
MBA - Marketing Management & Human Resources
KIIT School Of Mgmt.