Aloke Vohra

CEO

Mumbai, Maharashtra, India18 yrs 5 mos experience

Highly Stable

Key Highlights

20+ years in wealth and asset management
Led India's first robo-advisory platform
Expert in fundraising and business development

Stackforce AI infers this person is a seasoned professional in Fintech and Wealth Management with strong B2B and B2C expertise.

Contact

Skills

Core Skills

FundraisingAsset ManagementSales ManagementSales InnovationDigital InnovationSales DevelopmentInstitutional SalesSales Process ImplementationRetail Sales ManagementB2b Sales

Other Skills

B2B StrategyBusiness DevelopmentBusiness-to-Business (B2B)ConsultingConsumer BehaviorCustomer ExperienceCustomer LoyaltyDigital DistributionDirect SalesDistribution EngagementDistribution ManagementFinancial AdvisoryGrowth ManagementInformation TechnologyInsurance

About

20+ years of leadership experience in areas of wealth & asset management , sales & distribution , marketing, product development & innovation. Successfully led fund launches & raises , B2B / B2C distribution expansions across organizations. Passionate about zero to one execution , design thinking , consumer psychology & behavioral science. Enjoy creative immersions & coaching students, young entrepreneurs alike.

Experience

Neo wealth partners

Partner

Oct 2023 – Present · 2 yrs 5 mos · MUMBAI · Hybrid

Focused on managing growth stage SMEs, Startups & HNIs for their surplus, shortfall & risk management requirements across NEO & 3rd party product lines. Also set up B2B wealth MFDs vertical & expansion.

FundraisingAsset ManagementFinancial AdvisoryProject ExecutionBusiness Development

Probus insurance broker private limited

Fundraising & Head of Alliances

May 2022 – Aug 2023 · 1 yr 3 mos · Mumbai, Maharashtra, India

Led Series B FundRaising & VC/Investor Relationships . Prepared organization for next level of growth.

FundraisingInvestor RelationshipsGrowth Management

Bloomstack™

Fundraising & Chief Operating Officer - US & India

Oct 2020 – May 2022 · 1 yr 7 mos · India

FundRaising, Led day to day organization growth & product & tech development roadmap.

FundraisingProduct DevelopmentTech Development

Tinkerlabs

Business Growth Leader

Jul 2019 – Sep 2020 · 1 yr 2 mos · Mumbai Area, India

Indiabulls asset management

Head- Distributor Alliances / West Zone Head

Jan 2018 – Jan 2019 · 1 yr · Mumbai Area, India

Built West Zone Sales Team & led national alliances until IndiaBulls Group decided to sell its MF business.

Sales ManagementTeam BuildingNational Alliances

Aditya birla sun life insurance

National Head - Clusters ( CEO's Office)

Jan 2015 – Jan 2018 · 3 yrs · Mumbai

Sales innovation lead & part of Aditya Birla SunLife Design & Innovation Lab. Responsible for enabling & scaling up business through cluster sales & understanding clusters consumer behaviour & B2B + B2C penetration strategy to chalk out sustainable sales model.
Key Role - Build sustainable trust with the end consumers.

Sales InnovationConsumer BehaviorB2B Strategy

Axis mutual fund

Head - SHUBHCHINTAK (India's 1st robo-advisory platform )

Dec 2013 – Dec 2014 · 1 yr · Mumbai

Built Shubhchintak www.shubhchintak.me - Indian mutual fund industry's 1st user-centric digital innovation (robo-advisory platform)
Present day - OFA (acquired by Anand Rathi)

Digital InnovationUser-Centric Design

Idfc mutual fund

Vice President - Sales & Business Development

Apr 2011 – Dec 2013 · 2 yrs 8 mos · Mumbai Area, India

Led distribution set up & sales innovation. Drove business development & distribution engagement across distribution channels - Banks,National Distributors, PCGs & IFAs. Enabled sales & distribution to garner efficient sales & build trustworthiness amongst clients at a times when BFSI industry was undergoing trust-deficit post 2008-09 global financial crisis.
Led OneIdiot launch in B2B fraternity & volunteered as financial educator across colleges.

Sales DevelopmentDistribution Engagement

Aditya birla sun life asset management

Senior Manager - Business Development

Jul 2008 – Mar 2011 · 2 yrs 8 mos · Mumbai

Designed & Launched Aditya Birla Privilege Club. - Indian MF Industry's biggest & longest running loyalty program.
Responsible for driving sales through IFAs & alternate channels & Reliance Retail Fresh Stores across India.

Sales ManagementLoyalty Program Development

Icici prudential amc ltd

4 roles

Institutional Sales

Feb 2008 – Jul 2008 · 5 mos

Responsible for direct institutional sales.

Institutional Sales

Manager

Jan 2007 – Feb 2008 · 1 yr 1 mo

India Sales lead for SAP Sales Force Automation at ICICI Prudential AMC Ltd. Worked with MindTree Consulting to implement sales processes & technology.

Sales Process Implementation

Sales Manager

Jan 2005 – Dec 2006 · 1 yr 11 mos

Responsibility for retail sales in Kolkata & West Bengal. Launched & prepared Burdwan & Durgapur as mutual fund sales centres right from agents training & coaching to sales drive.

Retail Sales Management