Indraneel Sarkar Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

As 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.

Mumbai, Maharashtra, India

Mumbai Metropolitan Region

Accountable 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

Kolkata Area, India

East 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.

New Delhi Area, India

Manager – 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.

Mumbai, Pune Area, India

The requirement in this role was to penetrate the SME segment to broadbase the clientele and at the same time reactivate dormant accounts.

Bengaluru Area, India

The 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

Mumbai Area, India

Fidelity 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

Here 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.

Advanced Program In Fintech And Financial Blockchain

Leadership Development Programme On Business Transformation

Mba, Finance

B.A. (Honors), Economics