Sumit Chaudhari

Product Manager

Mumbai, India5 yrs 2 mos experience

Key Highlights

Led a sales team of over 300 employees.
Achieved highest performance in wealth segment at ICICI Bank.
Implemented data-driven strategies for product management.

Stackforce AI infers this person is a Fintech professional with strong expertise in product management and sales strategies.

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Skills

Core Skills

Product ManagementSales ManagementWealth Management

Other Skills

Alternative InvestmentsAnalytical SkillsAsset AllocationBusiness AnalysisBusiness DevelopmentBusiness Process ImprovementBusiness Relationship ManagementBusiness StrategyClient AccountsClient Needs AnalysisClient RelationsCommunicationCross-Functional CollaborationCustomer Due Diligence (CDD)Customer Experience

About

As a passionate and results-driven professional with an MBA in Marketing from the Department of Management Sciences (PUMBA), I have dedicated over four years to excelling in product management, strategic planning, and sales within the financial services sector. Currently serving at a renowned Financial Services Firm, I lead a team of Analysts, driving data-backed strategies that enhance operational workflows and sales performance. My expertise spans product lifecycle management, market analysis, and client-centric solutions. In my previous roles at Nuvama Wealth and ICICI Bank, I successfully spearheaded product origination and investment planning, leading to a significant increase in asset lending and top performance in my segment. I thrive in environments where collaboration, innovation, and data-driven insights are key to growth. With a strong focus on aligning business objectives with market opportunities, I’m committed to delivering measurable impact, whether it’s optimizing processes, mentoring teams, or shaping strategies that drive long-term success. I’m always eager to connect with like-minded professionals who share a passion for creating value and achieving excellence in financial services.

Experience

Kotak securities

Product Manager

Jan 2025 – Present · 1 yr 2 mos · Mumbai Metropolitan Region · On-site

Tresvista

Associate

Dec 2023 – Dec 2024 · 1 yr · Mumbai, Maharashtra, India · On-site

Nuvama wealth

Product Sales Manager

Jun 2022 – Nov 2023 · 1 yr 5 mos · Mumbai, Maharashtra, India · On-site

Analyzed industry trends and competitor benchmarks to identify opportunities to position/launch products.
Onboarded third-party products (Bonds, PMS, AIF) and developed data-driven strategies to drive growth across multiple financial products- Fixed Income, AIF, PMS, Life Insurance, and Mutual Funds.
Conducted due diligence and reviewed new product ideas for market positioning.
Monitored prospective products & managed product related communications.
Collaborated with Business Heads to enhance product penetration via data analysis and with the development team to optimize the user platform.
Led a sales team of 300+ employees, providing product & sales training and monitoring sales performance.
Activated previously non-active sales RMs revitalizing the sales ecosystem & driving significant growth.
Coached top-performing RMs, enhancing their product knowledge and pitch, resulting in an increase in conversion rates from dormant clients.
Led a 4-month sales funnel overhaul using advanced analytics, achieving a significant increase in Q4 performance.
Implemented a data-driven approach to product strategy increasing the product share.

Product Sales ManagementData AnalysisMarket AnalysisSales PerformanceProduct StrategyProduct Management+1

Icici bank

Wealth Manager

Nov 2020 – Jun 2022 · 1 yr 7 mos · Pune, Maharashtra, India · On-site

Executed lead generation strategies by mining existing databases to identify potential clients for core asset, investment, and insurance products.
Developed detailed client personas through research, enabling targeted marketing and personalized service.
Analyzed client needs to deliver tailored financial planning solutions & collaborated with cross-functional teams to enhance product offerings.
Achieved a significant increase in asset lending, leading to the highest performance in the wealth segment in Pune for the first time.

Lead GenerationClient Needs AnalysisFinancial PlanningCross-Functional CollaborationWealth ManagementSales Management