Sushen Saha
Regional Sales Manager/AMC Sales/B2B Sales/Institutional Sales
Bengaluru,Karnataka
Summary
Multi-faceted Regional Sales Manager promoting excellent record of meeting company-defined quotas through exceptional sales strategy. 12-year progressive career background combined with dedication to corporate growth and development.
Overview
13
13
years of professional experience
16
16
years of post-secondary education
1
1
Certification
Work History
Sr. Associate Vice President - Institutional Sales
UTI Mutual Fund
Bengaluru, Karnataka
08.2022 - Current
- Currently handling 250 Corporate in Bengaluru.
- Collaborated with team members to achieve target results.
- Connected 100 clients (Existing & NCA) in 3 months.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Created effective strategies to target new markets after researching and analyzing competitor behavior.
Regional Sales Manager (East) - Passive Funds
Motilal Oswal Asset Management Company Limited
Kolkata, West Bengal
09.2020 - 08.2022
- Exceeded targets by building, directing and motivating high-performing sales team.
- Boosted distributor satisfaction scores by addressing and correcting problems quickly.
- Applied effective marketing concepts to increase revenue.
- Established 15 new accounts worth over 50 Cr in first 6 Months.
- Partnered with sales team members and leveraged strong negotiation skills to close tough deals with lucrative clients.
- Increased monthly gross sales from 35L to $ 4Cr and exceeded goals for sales, revenue and profit margins.
- Communicated product quality and market comparisons by creating sales presentations.
Relationship Manager - Institutional Sales
DSP Investment Managers Pvt Ltd
Kolkata, West Bengal
10.2018 - 08.2020
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Educated customers about Mutual Funds options and processed purchases.
- Networked with business leaders and executives to identify clientele within local community.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Managed portfolio of 50 Corporate and HNI clients with INR 500 Cr in total assets.
- Worked with clients to address and respond to client and partnership management issues.
Deputy Manager - Banking Channel
ICICI Prudential Asset Management Company Limited
Kolkata, West Bengal
03.2015 - 09.2018
- Engaged prospects and customers through various events, including trade shows, seminars and workshops.
- Maintained up-to-date knowledge of Mutual Fund Industry and performed competitor analysis.
- Increased annual sales volume within 1 Year by 500% from INR 3 Cr P.M to INR 15 CR P.M .
- Built relationships with customers and community to establish long-term business growth..
- Increased monthly gross sales from INR 3 CR to INR 15 CR and exceeded goals for sales, revenue and profit margins.
- Organized promotional events and interacted with community to increase sales volume.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Drove business success by maintaining and applying current knowledge of sales, promotions and policies regarding payments, exchanges and security practices.
Manager of Business Development and Sales
Deutsche Asset Management India Private Limited
Kolkata, West Bengal
11.2012 - 03.2015
- Created and implemented new business opportunities by utilizing strategic networking strategies.
- Devised sales strategies to increase points of distribution, shelf space, product positioning, consumer awareness, trial, conversion and user acquisition.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Held weekly meetings with Zonal Heads and Regional Heads to identify techniques to overcome sales obstacles.
- Sold products by developing relationships with network of Banking, Individual Distributors.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Accounting Manager
SSS Print House Pvt Ltd
Kolkata, West Bengal
02.2009 - 02.2012
- Implemented budget and expense controls and financial policies by analyzing income and expenditures.
- Managed accounting operations, including journal entries, collection efforts, reconciliations and payroll processing.
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
- Maintained cash flow by monitoring bank balances and cash requirements.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Prepared monthly reports, including payment and account reconciliations and financial statements.
- Prepared financial statements, business activity reports, annual budgets and other records.
- Managed all areas of accounting, including accounts payable and receivable, general ledger management, banking reconciliations and monthly balance sheet statements.
Education
Post Graduate Diploma in Financial Planning - Financial Planning
International College Of Financial Planning
Kolkata 02.2012 - 02.2013
Bachelor of Commerce - Finance & Accounting
University Of Calcutta
Kolkata 03.2006 - 03.2009
High School Diploma -
Techno Model School
Kolkata 03.2004 - 02.2006
High School Diploma -
St Lawrence High School
Kolkata 03.1994 - 03.2004
Skills
Relationship building and management
Accomplishments
- Awarded for highest contribution in Sales in FY 16-17.
Awarded for highest contribution in Sales in FY 17-18.
Awarded for Highest collection in PMS Product.
Awarded for Highest number of SIPs.
Increased channel sales from 7% to 31% during the period 2015-2017
Certification
NISM Series VA - Mutual Funds Distribution Certificate National Institute of Securities Market
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Sr. Associate Vice President - Institutional Sales
UTI Mutual Fund
08.2022 - Current
Regional Sales Manager (East) - Passive Funds
Motilal Oswal Asset Management Company Limited
09.2020 - 08.2022
Relationship Manager - Institutional Sales
DSP Investment Managers Pvt Ltd
10.2018 - 08.2020
Deputy Manager - Banking Channel
ICICI Prudential Asset Management Company Limited
03.2015 - 09.2018
Manager of Business Development and Sales
Deutsche Asset Management India Private Limited
11.2012 - 03.2015
Post Graduate Diploma in Financial Planning - Financial Planning
International College Of Financial Planning
02.2012 - 02.2013
Accounting Manager
SSS Print House Pvt Ltd
02.2009 - 02.2012
Bachelor of Commerce - Finance & Accounting
University Of Calcutta
03.2006 - 03.2009
High School Diploma -
Techno Model School
03.2004 - 02.2006
High School Diploma -
St Lawrence High School
03.1994 - 03.2004
NISM Series VA - Mutual Funds Distribution Certificate National Institute of Securities Market
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