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概要
I have 8 years of hardcore sales of Mutual funds / Pension fund sales portfolio management experience in financial market, managed the Portfolio of more than 2 Billion of asset under management of different individuals and institutional clients and good knowledge about Mutual Funds, Investment Plans, Pension Scheme, Corporate Investments, Separate Managed Accounts Capital Markets. Contribute to realize the vision of the company by leading a professional team with a clear business result orientation. Be a part of the Board with a clear vision, sustained innovation and investing in the long term as a Key Success Factors. Put the right structure processes and people in place in one of the top priorities. Get the maximum responsibility and multidimensional learning. Ability to work independently and interact in a team environment. Have the interpersonal skills to interact with different types and Levels of people. Analytical, Industrial and a good level of self-reliance, initiative and confidence.
工作经历
Regional Manager South
Assistant Vice President
Area Manager
Managing the Portfolio of over 500 Million of different individuals. • Build & Managing the team of above ten individuals including Senior. Relationship Manager, Relationship Manager, Senior Investment Advisors & Investment Advisors. • Reporting to Country Head of Retail Business. • Enhancing Volume and customer base without compromising on profitability. • Provide investment solutions to the HNW clients. • Support team to achieve their targets. • Handle customer complaints & inquires. • Compile monthly reports of Sales reports, complains and discrepancies. • Provide training to the new hires. • Arrange brand activities in different companies to aware about Tax Rebate. • Participate in Job fairs and do talent acquisition of best resource for the company.
