Sumit Khandelwal

Retail Sales Strategy & Execution

IFA & National Distributor Relationship Management

AUM Growth & Channel Expansion

Team Leadership & Performance Management

Product Promotion & Market Penetration

Sales Analytics & Business Forecasting

Regional Market Expertise (Gujarat & Rajasthan)

Investor Awareness & Engagement Programs

Compliance & Regulatory Knowledge (SEBI/AMFI)

• Managing Co operative Banks and Corporate Companies across Gujarat.
• Managing IDBI Bank’s Branches across Gujarat for Mutual Fund Sales.
• Generate Business through Fruitful Relationship Management.
• Motivate the Branch Employees to sell our products.
• Engage, Equip and lead the sales channel with appropriate training, tools, and strategy development for Mutual Fund products/services.

• Take role in selling AIG Mutual Fund products/services to prospective client along with managing the channel of National Distributors and Banks within assigned geographical region.
• Responsibility for the sales process from initial point of contact (lead generation). Meet/exceed minimum monthly and annual sales objectives.
• Work closely with the operational team; utilize relationships to ensure that product implementation schedules are met.

• Business Development and Client Acquisition through Angel Broking as a channel Partner.
• Meeting various clients and exploring their needs and requirements.
• Analysis of the client requirements and providing them with the best solution.
• Client Servicing.