Utkarsh Bhatnagar
Zirakpur
Summary
Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Continuously monitor competitors and research market conditions to stay responsive and successful in dynamic environments. Persuasive negotiation and program management abilities.
Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
7
7
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Senior Sales Manager
HDFC ASSET MANAGEMENT COMPANY
09.2023 - Current
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Consistently serviced accounts to maintain active contacts and continuously promote profitable offerings.
- Taking care of Private Banking Group Channel and Wealth National Distributor Channel for Tricity (Chandigarh, Panchkula and Mohali) With Banks like Standard Chartered Bank, HSBC, HDFC Retail and Private Banking Group, ICICI Wealth, AU Small Finance Bank, Yes Bank etc
- National Distributor such as IIFL Wealth, Edelwiess Wealth, Prudent Corporate Advisory, Anand Rathi Wealth etc.
- Top 15 Key Channel Partners like DFDAs and other MFDs.
SENIOR RELATIONSHIP MANAGER
ICICI PRUDENTIAL MUTUAL FUND
07.2021 - 08.2023
- Taking care of Private Banking Group Channel and Wealth National Distributor Channel for Tricity (Chandigarh, Panchkula and Mohali) With Banks like Standard Chartered Bank, HSBC, HDFC Retail and Private Banking Group, ICICI Wealth, AU Small Finance Bank, Yes Bank etc
- National Distributor such as IIFL Wealth, Edelwiess Wealth, Prudent Corporate Advisory, Anand Rathi Wealth etc.
SENIOR BUSINESS DEVELOPMENT MANAGER (PRIORITY CLIENTS)
Standard Chartered bank
01.2020 - 12.2020
- Premium and Priority Segment of Investment Banking and Acquisition Handling a team of 6 members
- Generated the assigned AUM growth for the vertical whilst maintaining maximum profitability and productivity
- Managing & motivating the team towards greater efficiency
- Taking care of client's investment and suggesting them as per their need for financial growth and wealth creation
- Acquisition of client's products dealing with asset products, credit cards, accounts, insurances
- Acquire new clients and retain and grow your relationships with existing business partners
- Ensuring strict compliance with all regulatory and internal risk, control policies
- Ensuring highest standards of customer / client satisfaction
- Client Relationship Management
- Increasing the present portfolio through new sales, renewals, and cross sales
- Managing client centric operations, forwarding client instructions to the concerned department & ensuring their satisfaction by achieving delivery & service quality norms
- Interfacing with clients for understanding their requirements & suggesting the most viable solutions / products and cultivating relations with them for client retention & securing repeat business.
ASSISTANT MANAGER/ CLUSTER HEAD
Axis Asset Management Company Pvt Ltd.
08.2018 - 09.2019
- Managing business relations of Independent Financial Advisors in Delhi NCR
- Handling IFA and National Distributors
- Responsible for sales management and revenue generation within cluster
- Acquire new Clients and retain and grow your relationships with existing clients
- Handled IFA Channel, Big Group of IFA'S - DFDA, IFAA, ACE, AFI
- Generated the assigned AUM growth for the vertical whilst maintaining maximum profitability and productivity
- Interfacing with clients for understanding their requirements & suggesting the most viable solutions / products and cultivating relations with them for Client retention & securing repeat business.
RELATIONSHIP MANAGER
Tata Asset Management Company
02.2018 - 08.2018
- Managing relationship of Independent Financial Advisors and National distributors (Retail Sales).
BUSINESS UNIT MANAGER
HDFC Asset Management Company
09.2016 - 02.2018
- Managing relationship of Independent Financial Advisors and National distributors (Retail Sales)
- Meeting goals that contribute to the overall success of a company
- Client Centric
- Build long-term relationships with clients/ business partner
- Work quickly to address and resolve client's issues.
Education
BCOM (HONS.) -
Teerthankar Mahaveer University
IFBI, NIIT - undefined
Upgrad - undefined
No Degree - Financial Services Marketing Operations
Business Analytics in Equities And Derivatives
Moody's 05.2001 -
Skills
Client Relationship Managementundefined
Certification
NISM Mutual Fund Module-V, 07/2021, NSE IT
Personal Information
- Date of Birth: 02/17/92
- Nationality: Indian
- Driving License: UP2120190003217
- Marital Status: Married
Extracurricular Activities
Moradabad, 10/2009, STATE LEVEL BADMINTON CHAMPION
Timeline
Senior Sales Manager
HDFC ASSET MANAGEMENT COMPANY
09.2023 - Current
SENIOR RELATIONSHIP MANAGER
ICICI PRUDENTIAL MUTUAL FUND
07.2021 - 08.2023
SENIOR BUSINESS DEVELOPMENT MANAGER (PRIORITY CLIENTS)
Standard Chartered bank
01.2020 - 12.2020
ASSISTANT MANAGER/ CLUSTER HEAD
Axis Asset Management Company Pvt Ltd.
08.2018 - 09.2019
RELATIONSHIP MANAGER
Tata Asset Management Company
02.2018 - 08.2018
BUSINESS UNIT MANAGER
HDFC Asset Management Company
09.2016 - 02.2018
No Degree - Financial Services Marketing Operations
Business Analytics in Equities And Derivatives
05.2001 -
BCOM (HONS.) -
Teerthankar Mahaveer University
IFBI, NIIT - undefined
Upgrad - undefined
Similar Profiles
Manish PrasadManish Prasad
Deputy Vice President – Information Technology at HDFC Asset Management Company LimitedDeputy Vice President – Information Technology at HDFC Asset Management Company Limited
Rohit PitaleRohit Pitale
Manager-Corporate Client Services at HDFC Asset Management CompanyManager-Corporate Client Services at HDFC Asset Management Company
AJAY MAJAY M
ASSISTANT MANAGER at HDFC ASSET MANAGEMENT COMPANY LTDASSISTANT MANAGER at HDFC ASSET MANAGEMENT COMPANY LTD