Jun 2006 – Feb 2009 · 2 yrs 8 mos · Mumbai

• A competent professional with 32 months experience in the financial services sector handling operations viz., relationship management and providing investment advisory services.
• Customer base expansion: Generated an AUM exceeding INR 200M (~US$4M) from more than 30 corporate accounts and about 45 High Net worth Individuals (HNI’s) & Non Resident Indians. Maintained strong relationships with deep network of corporate and HNI clients to generate continued business
• Advisory services for revenue generation: Managed the existing book and scaled up revenues by providing advisory services across asset classes such as equities, derivatives, commodities, currencies, mutual funds and structured products
• Client profiling and financial planning: Drafted investment plan and asset allocation for clients by using a consultative approach to tailor the investment needs of the clients based on their financial situation, objectives, returns expectations and risk appetite
• Team management: Led, mentored and monitored a team of 3 telesales executives and 4 associate relationship managers
• Business development: Implemented innovative business development strategies and key marketing plans resulting in an increase in customer base by 20%
• Private equity deal mandates: Originated and facilitated private placements in client’s businesses
• Cost rationalization: Effectively executed cost cutting measures in the department resulting in a reduction in the marketing and distribution cost by almost 15%
• Manpower planning: Assisted the Head of Department in recruitment and selection of mid-level employees & also undertook recruitment and selection activities within the marketing team
• Achievements:
• Promoted from an Executive to the position of Relationship Manager within 6 months
• Subsequently promoted to the level of Senior Relationship Manager within the next 1 year