Ami Hindia, Crps®,C(K)P® Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

I manage a team of 12 wholesalers responsible for selling effective workplace benefit solutions, like Fidelity’s 401(k) solutions, in the $50 mil and below space.

Responsible for Defined Contribution Investment Only sales within the states of IL, IN, WI, MN, and IA for Fidelity Institutional Asset Management. Received the Standards of Success Recognition Award for 2012Received the DCIO Leadership Award for 2012Made President's Circle for 2011, 2012, and 2017

Responsible for Defined Contribution Investment Only sales within the states of IL, IN, and WI for Fidelity Institutional Asset Management. Was presented the DCIO New Wholesaler of the Year Award for 2011.Made President's Circle for 2011

Retirement Specialist/Defined Contribution Investment Only DivisionPlayed a dual role within a 8+ year tenured DCIO group, supporting both variable annuity and retirement plan wholesalers, as well as covering advisors with a retirement plan focus and Third Party Administrators (TPAs). Managed a 12 state territory, covering an all channel distribution, having strong relationships with over 10 insurance companies (home office relationships, as well as relationships with their respective wholesalers).Delivered value add presentations to educate financial advisors on how to take their practices to the next level (i.e. accessing clients' rollover dollars for more annuity business, and the benefits of establishing more 401(k) plans in a rep's book by illustrating the long term potential for retirement plan business).Played an integral role in my territory to promote our Columbia, Wanger, and Excelsior funds, as well as our subadvised funds with Marsico Capital Management, Brandes Investment Partners, and MacKay Shields, in order to successfully increase our assets under management.Won the honorable Bank of America Spirit Medallion award in 2007, recognizing my achievements through execution of my role and my strong relationships with our partners in the field.

Acted as a key liaison for client and portfolio management team, as well as other appropriateUBS business groups.Worked on cross-selling to existing institutional clients and business development for prospective clients.Assisted in bringing in 4 new mandates in the first 6 months of employment. Prepared investment reviews, presentations, and finalized requests for proposals, while working with consultant relationship managers to structure successful and profitable relationships.

Covered 16 states and handled variable annuity wholesaler relationships and helped advisors who sold VAs to their clients by means of offering thought leadership and subadvised solutions. Also, handled some DCIO opportunities with insurance companies who sold 401(k) products.

During the days of Kemper Funds, Scudder Investments, Deutsche Bank, and then DWS, I was internally wholesaling for variable annuities in FL, PR, PA, DC, DE, and MD.

B.S.B.A. Degree, International Business, Finance, Economics

Activities and Societies: Delta Sigma PiCompleted 6 years of Spanish (Minor)

Diploma, Business Focus

Activities and Societies: Speech Team, National Honors Society, Spanish Honors Society, International Club