Anil Kumar Email & Phone Number

• Responsible for Training and Empanelment - devise strategies to expand the distribution network.• Formulate effective plans to achieve the Empanelment target and activation target.• Identify the Prospects; conduct Business Opportunity Presentations (BOP). • Organize the training programs; train the candidates for exam & certifications.• Coordinate with NSE for the Certification Exam (AMFI).• Empanel the Channel partners after the certification. • Train the Channel partners on the Products after the empanelment.• Deal with the activation of the Channel partners; create awareness about the various Contests launched. • Activate the Newly appointed Channel partners to boost net sales of funds through recognition & reward Programs and motivation. • Organize Channel partners training programs on a weekly basis to train them on new products and the incentive structures. • Help the RM to Drive Business through the Advisors mapped by maintaining a high degree of engagement. • Plan and strategize for marketing of MF products through the newly recruited Channel partners. • Ensure mobilization of funds to the schemes as budgeted from time to time through channel partners. • Maintain and develop relationship with Mapped Channel partners and other market participants.• Build distribution network and ensure optimal performances of distribution systems & network in the territory.Achievements:• Successfully identified and trained more than 450 Channel partners in the span of an year.• Played key role in Certification and empanelment of 300 Channel partners.• Displayed competency by achieving 50% activation of the Advisors.• Efficiently activated 100 Points of Sales in a span of a month for the various Drives.

• Devised Financial Planning and customized investment solutions. • Provided monthly review to the clients. • Managed the investment portfolio and constructed a customized portfolio data. • Identified exclusive Investment opportunities. • Generated monthly report on the happenings in finance industry by mails through monthly news letter. • Provided service on call and instant alerts on investment information through email & SMS to the clients. • Executed documentation of the data relevant for transmission to the auditor for income tax purpose. • Overseen Business Development activities - selling Insurance (life insurance), Mutual Funds, Fixed Income Securities like Capital Gain Bonds RBI Bonds, tax saving bonds, IPO s , all the financial pr.• Handled q team of RMs ; set the Monthly sales targets across the various Product lines to the team members and worked closely with them to achieve the same - Joint calls.• Liaised with the AMCs and Insurance Companies for the Tie Ups for Business Development, Promotional Activities and Client servicing Issues.• Acquired new clients through Referrals from the Delighted Clients, Cold calls and tele-calling.Achievements:• Started a new Branch from scratch, built the AUM of the Company from Zero to 40 Crores across various AMCs.• Successfully added 120 clients to the company through various Products.• Contributed substantially in selling more than 150 policies to qualify one of the team members for a prestigious club.• Demonstrated ability by selling a Big ticket Policy of 10 l Annual Premium.• Effectively built strong NRI client base (15) to increase the revenue for the company.• Have been Accoladed by various Clients for servicing excellence.• Always handled the Client issues and never let the escalation.

• Responsible for selling Insurance Products to the HNI Clients.• Formulated effective strategies to achieve the Productwise target.• Handled cross selling of various other financial products to the clients.

Mba, Mktg Hr

B A - Economics, Economics Sociology History

Activities and Societies: Arts Association Secretary Between 1997-1998 Conducted Quiz Competitions, Debates

Ba, Ecomonics