SUSHIL KUMAR MOHANTY
BHUBANESWAR
Summary
Proficient and results-driven Business Development Manager with a proven track record in the wealth management sector. Demonstrated expertise in guiding franchisees to excel in client acquisition and portfolio management across diverse financial segments. Skilled in organizing educational seminars, fostering HNI client relationships, and implementing strategic initiatives to drive revenue growth and ensure business sustainability. Strong analytical acumen and deep understanding of wealth management products and market dynamics.
Overview
3
3
years of professional experience
Work History
Business Development Manager
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
BHUBANESWAR
08.2022 - Current
- Guide franchisees in acquiring clients and managing portfolios across various financial segments.
- Organize seminars to educate clients and franchisees on products and market knowledge.
- Accompany franchise key personnel on visits to HNI clients to close business deals.
- Develop strategies for franchisees to generate revenue and ensure business sustainability.
- Evaluate franchisee performance and provide support for improvement.
- Analyze market trends and competitors to identify growth opportunities.
Equity Advisor
SBI CAPITAL SECURITIES LTD
BHUBANESWAR
06.2021 - 08.2022
- · Portfolio Manager for a Portfolio of 970 Customers
- · Financial Advisor for Equity & Debt Product .
- Placing order of clients , as well as customer service i.e. KYC etc.
- Achieving Brokerage Targets and accelerating client base for 3rd Party products.
Education
PGDBM - FINANCE AND MARKETING
TIMES PRO
KOLKATA03-2021
B.TECH - EEE
NMIET
BHUBANESWAR08-2015
Skills
- Client Relationship Management
- Business Development
- Portfolio Management
- Market Analysis
- Strategic Planning
- Financial Product Knowledge (Equity, Mutual Fund PMS & IAP)
- Leadership and Mentorship
Affiliations
- Versatile professional with expertise in business development, client management, and strategic planning. Strong communication, leadership, and problem-solving skills. Experienced in delivering impactful results across diverse functions.
- Getting Award in Best Advisory Services in Motilal Oswal Franchise Segment.
Timeline
Business Development Manager
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
08.2022 - Current
Equity Advisor
SBI CAPITAL SECURITIES LTD
06.2021 - 08.2022
PGDBM - FINANCE AND MARKETING
TIMES PRO
B.TECH - EEE
NMIET
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