Product Enablers for Sales ,Presentation & Bytes Enablers, Liason with Investment Team for Product Inputs , Sales Contest Design & Running Sales R&R , Key Processes of Factsheet , Product Notes at Corporate Office

AVP- Strategic Initiatives

Banking Channel Sales with Citibank ,DBS,L&T Wealth , ICICI Securities Wealth,Karvy Wealth,Centrum Wealth & others

Key AchievementsStunning Debutante Award within six months of joining Organization as on-boarded 120 inactive IFA'sTeam " NO RM"get the award for maximum activations in a single day i.e 80 during ICICI Pru Balanced Advantage Fund Drive.Coached 5 Summer trainees for a Research report on "Analyzing Purchase Behavior of IFA & parameters used before choosing a product".Th team followed Schedule questionnaire method and interviewed 300 IFA's .The findings of the Project were very revealing and provided insights to the Organization.Responsibilities:Responsible for Managing 1400 unmapped IFA (Independant Financial Advisors )in Mumbai Manage same using telecalling team of three resources to effectively increase spread and contribute towards the Organization goals by helping the Organization increase its penetration.Handling 120 mapped IFA and generating business from sameResponsible for Market Development activites; i.e Conducting training's; seminars , Session to empower IFA's to ensure better financial Literacy.Responsible for generating referrals and increasing the Advisor base to thereby broaden Mutual Fund Distribution NetworkThinking Retail is what gets this unit going.