Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers.
Hi, I’m
Taswin Kumar Meher
Mutual Fund Sales
Deulbandh, Modipara, Sambalpur,Odisha
Summary
Overview
12
years of professional experience
4
Certification
Work History
Nippon India Asset Management Ltd
Branch-Incharge
06.2018 - 11.2023
Job overview
- Developed effective marketing initiatives that showcased the benefits of various mutual funds, driving increased portfolio growth.
- Increased assets under management through proactive prospecting and relationship-building with new and existing clients.
- Maintained thorough knowledge of mutual funds offerings, keeping MFDs informed on relevant updates and developments.
- Coordinated seminars and educational opportunities to increase product knowledge among both advisors and clients.
Aditya Birla Sun Life Asset Management Ltd
Sales Associates
08.2017 - 05.2018
Job overview
- Educated MFDs and clients on various mutual fund options, enabling them to make informed investment decisions.
- Built strong relationships with clients through personalized service, resulting in higher client retention rates.
- Maximized sales opportunities by staying up-to-date on market trends and competitor offerings in the mutual fund space.
- Conducted thorough risk assessments before recommending suitable investment products to clients, protecting their interests while generating income for the firm.
HDFC Asset Management Company
Unit Manager-Sales & Distribution
02.2015 - 08.2017
Job overview
- Educated MFDs and clients on various mutual fund options, enabling them to make informed investment decisions.
- Networked to identify potential new clients and expand geographic territories.
- Expanded client base by conducting well-researched cold calls and targeted marketing campaigns.
HDFC Asset Management Company
Client Service Executive
01.2012 - 02.2015
Job overview
- Ensured compliance with regulatory requirements by meticulously reviewing all documentation and transactions for accuracy.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to mutual fund investments.
Education
Sikkim Manipal University DESambalpur
MBA from Finance
2013
University Overview
Kuvempu University DEHyderabad
BSCIT from Information Technology
2009
University Overview
Surajmal CollegeSambalpur
Bachelor of Science
2004
University Overview
Sri Aurobindo Institude of Integral EducationSambalpur
Schooling
2002
University Overview
Skills
- Client Acquisition
- Customer Service
- Computer Skills
- Relationship Building
- Investment Planning
- Performance Tracking
- CRM Software
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Odia
Bilingual or Proficient (C2)
Certification
- NISM Series VA - Mutual Fund, [NISM]
- Irresistible Stock Market Architecture 2.0 - Goela School of Finance LLP
- Fundamental of Risk Management from Nippon India Mutual Fund
- Choose To Stay Ahead of The Pack from Nippon India Mutual Fund
HOBBIES
HOBBIES
Travel & Art
Traveling and immersing oneself in art can be a form of meditation, providing a space for introspection and reflection. The act of exploring new places or engaging with artistic creations can calm the mind, stimulate creativity, and foster a sense of mindfulness. It offers a way to connect with oneself and the world on a deeper level.
Timeline
Branch-Incharge
Nippon India Asset Management Ltd
06.2018 - 11.2023
Sales Associates
Aditya Birla Sun Life Asset Management Ltd
08.2017 - 05.2018
Unit Manager-Sales & Distribution
HDFC Asset Management Company
02.2015 - 08.2017
Client Service Executive
HDFC Asset Management Company
01.2012 - 02.2015
Sikkim Manipal University DE
MBA from Finance
Kuvempu University DE
BSCIT from Information Technology
Surajmal College
Bachelor of Science
Sri Aurobindo Institude of Integral Education
Schooling
- NISM Series VA - Mutual Fund, [NISM]
- Irresistible Stock Market Architecture 2.0 - Goela School of Finance LLP
- Fundamental of Risk Management from Nippon India Mutual Fund
- Choose To Stay Ahead of The Pack from Nippon India Mutual Fund
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