Sudhanshu Ranjan
Gaya
Summary
A results-driven professional experience in sales, specializing in client relationship management, business development, and financial advisory. Adept at delivering personalized investment solutions, building lasting client relationships, and achieving sales targets. Seeking a challenging role in mutual fund sales where I can leverage my market insights and product knowledge to drive revenue growth and help clients achieve their financial goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Assistant Manager
HDFC Asset Management Company Limited
Biharsharif
05.2022 - Current
- Build and maintain strong relationships with clients, including retail and institutional investors.
- Understand clients' investment needs and provide tailored solutions and advice.
- Conduct regular meetings and reviews with clients to discuss portfolio performance, market outlook, and investment strategies.
- Provide clients with insights and information about HDFC Mutual Fund schemes and their performance.
- Collaborate with channel partners banks and IFAs (Independent Financial Advisors) to boost sales.
- Provide recommendations on asset allocation and investment strategies based on clients' risk profiles and financial goals.
- Ensure high levels of client satisfaction by providing excellent customer service.
- Maintain accurate and up-to-date records of client interaction and transaction.
- Participate in team meetings and contribute to the development of sales strategies and plans.
Education
PGDM - Marketing and Finance
International School of Management Patna
Patna, Bihar, India06.2022
Master of Arts (M.A.) - Labour and Social Welfare
Magadh University Bodhgaya
Gaya, Bihar, India08.2019
Skills
- Team leadership and decision making
- Client relationship management
- Interpersonal skills
- Market analysis and investment strategies
- Client relations and partnership building
- Problem resolution
- Training and development
- Effective communication
Certification
- Integrated Diploma in Wealth Management
- Advance Diploma in Computer Application
- Certification of NISM V-A Mutual Fund Distributor Exam
- Excel for Mutual Fund Business
- Certification of NISM XXI-A Portfolio Management Services Exam
- Certification of Financial Asset Management by PGP Academy with HDFC MF
- Certification of Portfolio Management & Client Advisory by PGP Academy with HDFC MF
Languages
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Affiliations
- Conducted 30+ Investor Awareness Programs (IAPs) to promote financial literacy and retail participation.
- Regularly engaged with distributors and IFAs through training sessions and product knowledge meets.
- Contributed to monthly market outlooks and product strategy discussions with the regional team.
- Participated in AMFI and SEBI-led industry workshops and compliance trainings.
Timeline
Assistant Manager
HDFC Asset Management Company Limited
05.2022 - Current
PGDM - Marketing and Finance
International School of Management Patna
Master of Arts (M.A.) - Labour and Social Welfare
Magadh University Bodhgaya
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