Hardik Naik Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

 Key Account manager for the some of the largest private wealth and retail counters in Mumbai like Kotak Wealth, Centrum Wealth, Aditya Birla, Sharekhan and Geojit. Periodically conduct distributor meets & trainings, client events, sales campaigns to strive for achieving business targets within the scope of available budgets. Influencers/stakeholder management, internal and external networking & dealing with cross functional teams for constant market feedback and to identify opportunities.

Surat Area, India

 Territory In-Charge for Surat & South Gujarat for generating sales from entire spectrum of distributor category like IFAs, National Distributors and Banks. Extensive fieldwork, efficient territory planning to ensure optimum reach for distributor engagement, brand recall and achieving business targets. Liaise between customer service, back office & distributor fraternity to create a perfect balance of best in class service and adherence to the firm’s processes. Conducting various distributor and investor engagements to increase the knowledge of Mutual Funds and create more brand awareness for the company, thereby ensuring business flows. Organize and Execute various Sales Contests/Campaigns for the distributor network to increase sales.

Hyderabad

 Internal Wholesaler, managing the distributors in the entire region of Gujarat & MP – Virtually.  Member of the innovative sales initiative by the firm to manage, develop and generate business from distributors outside the reach of local branches. Awarded the Best Wholesaler of the year in 2011 for generating highest sales and innovative sales pitches for the team.

Baroda

 Played multiple roles of research executive, Derivatives dealer, and Proprietary Trading for gaining exposure into the business. Led the Currency Derivatives Desk – created and executed a plan to target SMEs who used forward contracts for hedging to move to NSE Currency Futures.

Master Of Business Administration (M.B.A.), Finance

Activities and Societies: • Project on “Analysis of Promoters holding for the companies listed on the Exchange” with National Stock.

Higher Secondary Education, Business/Commerce, General

Activities and Societies: • A State Level Basket Ball Player, Gujarat – 2001-2003