Indraneel Sarkar Email and Phone Number
Indraneel Sarkar work email
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Indraneel Sarkar personal email
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A Financial Services professional willing to take on challenges & learn new skills necessary for career growth. I excel in gathering client information, analyzing data, and providing appropriate recommendations to create a top-notch Client Value Proposition.I have experience of more than 13 years in financial services industry in India. In this time span I have worked in Institutional Sales vertical, handled the Private Wealth Channel, led the sales team for the East Cluster and in the current assignment, I am working with Franklin Templeton Investments in the Retail Advisory Services vertical and am responsible for the Independent MFD/RIA & Fintech segment.Before this I was working with Fidelity Fund Management (I) Pvt Ltd as Sales Manager (Corporate and Key Accounts). (2008-2010) & prior to joining Fidelity I have worked with Reliance Mutual Fund as Assistant Manager (Institutional Sales Team - Mumbai) through 2007 - 2008.I bring along valuable experience in areas of investment sales because of diverse assignments across geographies and an inclination to learn & improvise. I have worked on new business development and new account acquisition as a critical part of sustaining growth.I hold a master’s degree in Business Administration from Institute of Management Technology, Nagpur and a bachelor’s degree in Economics from Delhi University. I am currently pursuing an Advanced Program in Fintech and Financial Blockchain from IIM-Calcutta due for completion in September 2021.Core Strengths : Team Management • Strategic Planning • New Account Acquisition • Financial Sales • Key Account Management • Channel Management • Cross functional team co-ordination • Budget Setting • Deal Closure • B2B • Fintech
Franklin Templeton India
View- Website:
- franklintempletonindia.com
- Employees:
- 796
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Avp And Cluster Head - Karnataka And KeralaFranklin Templeton IndiaBengaluru, Ka, In -
Avp & Cluster Head - Karnataka & KeralaFranklin Templeton India Oct 2024 - PresentBengaluru, Karnataka, IndiaAs Cluster Head Sales for Karnataka & Kerala, I lead and manage the sales across these two dynamic states, driving the growth and market share of mutual fund products. I am responsible for developing and executing regional sales strategies, fostering strong relationships with key stakeholders, including National distributors and IMFDs.Role involves mentoring a high-performing sales team, delivering robust investor awareness programs, and ensuring compliance with regulatory frameworks while consistently meeting revenue and business targets. -
Avp - Retail Advisory ServicesFranklin Templeton Jan 2023 - Oct 2024Mumbai, Maharashtra, India -
Sr Manager - Retail Advisory ServicesFranklin Templeton Sep 2020 - Jan 2023Mumbai Metropolitan RegionAccountable for the Independent Individual MFD/RIA, Fintech, and PSU Channel for1. Business Planning2. Pricing3. Product Tie upsKey role here is to Manage the Individual MFD/RIA segment from a central pricing and engagement point of view. Devise engagement strategies for this piece to increase market and mindshare. Engaging with the PSU and ND Partner’s Central, Research, Product & Sales teams to work towards getting our products on-boarded on their platforms at the right price point. Explore new business opportunities in the Fintech space through new empanelment’s and seek opportunities to onboard our products on their platform. Analyze industry and business data and provide insights to the leaders and senior management on markets, investor preferences and competition products. Maximizing sales from Partners & On ground teams by developing & launching effective sales campaigns and engagement plans to drive incremental business. Working closely with the regional leadership to formulate plans to boost sales. Work closely with the Investment and product teams on product pitches and develop product positioning to magnify sales. Training & Development of Partner FOS Teams both on products and skill sets to bolster engagement and visibility. Market Intelligence and Competitive analysis -
Cluster Head - EastFranklin Templeton Investments Apr 2018 - Sep 2020Kolkata Area, IndiaEast had been recently upgraded to a Region from a Cluster for Franklin Templeton and the key responsibility entailed strengthening the existing relationships and develop a new market for FT. The role demanded hiring of a new team in accordance with the scope of the new territory and complete the manpower gap. With the manpower gap bridged, the next endeavor is to deepen our roots in this region and to cover more distribution partners with the dual objectives of increasing our footprint and increasing sales. -
Manager - Private And Mnc BanksFranklin Templeton Jan 2013 - Mar 2018New Delhi Area, IndiaManager – Private and MNC Banks (New Delhi)Key responsibility in Delhi is to manage and grow business in long funds from Private Banking, PWM and MNC Banking Channel Partners. -
Manager - Institutional SalesFranklin Templeton Dec 2010 - Jan 2013Mumbai, Pune Area, IndiaThe requirement in this role was to penetrate the SME segment to broadbase the clientele and at the same time reactivate dormant accounts. -
Manager - SalesFidelity International Jan 2009 - Nov 2010Bengaluru Area, IndiaThe key responsibility is to start and develop the Institutional segment for Fidelity Bangalore. Further the role entailed strengthening existing relationships in the Retail and Banking channel -
Manager - Corporate SalesFidelity International Jun 2008 - Dec 2008Mumbai Area, IndiaFidelity India being a relatively new entrant in the fixed income business, the key responsibility entailed developing the market and bringing new institutional investors in the Fidelity fold. I was also responsible for servicing key institutional distributors -
Assistant Manager - Corporate Advisory GroupReliance Capital Jun 2007 - May 2008Here the primary role involved delivering informational sales presentations to potential clients and assist them through completion of application process.Key Resposibilities includedFulfillment of Sales related targets through - New Client Acquisitions. - Enhancing existing client relationships. - Conduct financial needs analysis and recommend appropriate products to meet client needs.Significant Accomplishments: - Consistently recognized by senior management as “exceeding expectations” with relation to client relationships.
Indraneel Sarkar Skills
Indraneel Sarkar Education Details
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Advanced Program In Fintech And Financial Blockchain -
Leadership Development Programme On Business Transformation -
Institute Of Management Technology, NagpurFinance -
Economics
Frequently Asked Questions about Indraneel Sarkar
What company does Indraneel Sarkar work for?
Indraneel Sarkar works for Franklin Templeton India
What is Indraneel Sarkar's role at the current company?
Indraneel Sarkar's current role is AVP and Cluster Head - Karnataka and Kerala.
What is Indraneel Sarkar's email address?
Indraneel Sarkar's email address is in****@****ton.com
What schools did Indraneel Sarkar attend?
Indraneel Sarkar attended Indian Institute Of Management, Calcutta, Indian School Of Business, Institute Of Management Technology, Nagpur, Delhi University.
What skills is Indraneel Sarkar known for?
Indraneel Sarkar has skills like Business Development, Fixed Income, Financial Services, Banking, Mutual Funds, New Business Development, Capital Markets, Investments, Crm, Business Acquisition, New Business Acquisition, Research.
Who are Indraneel Sarkar's colleagues?
Indraneel Sarkar's colleagues are Syed Moiz Uddin, Vishal Thakur, Jonc Kaye, Biswajit Maity, Ameya Gangal, Shafiq Ullah Khan, Pragati Tripathi.
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Indraneel Sarkar
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