Mohit Bhatnagar Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Mumbai Metropolitan Region

• Devised & effectuated competitive strategies, resulting in improved product awareness & enhanced business growth• Conducted market research and due diligence on mutual funds, leading to informed investment decisions• Managed distribution network in the assigned region, ensuring optimal performance from individual channels• Coordinated knowledge sessions for bank relationship managers, enhancing their investment counselling skills• Generated and increased sales volumes while developing the distributor network in the assigned region• Awarded the Cluster Head of the Year in 2022

Mumbai

Mumbai Area, India

• Managed relationships with HSBC, Citibank, Motilal Oswal Wealth, Edelweiss, and other key clients, securing desired business• Supervised treasury operations for banks, financial institutions, and corporates, facilitating mutual fund investments across Mumbai and Pune• Utilized client feedback and personal network to develop marketing intelligence, generating leads and driving revenue growth• Explored business potential and opportunities to secure profitable business volumes• Developed and implemented marketing plans for augmenting business volume• Mapped client requirements and ensured proper execution for their investments• Awarded Wholesaler of the Year- Retail Sales of the Year 2013 - 2014

Mumbai Area, India

I explored & developed new clients and negotiated with them for securing profitable business; provided best products to suit their requirements backed up by prompt services. I was accountable for utilizing client’s feedback & personal network to develop marketing intelligence for generating leads; identified streams for revenue growth & developed marketing plans to build consumer preference. I designed & implemented marketing plans for augmenting the business volume. I was responsible for mapping client’s requirements & ensuring proper execution for their investments; identified prospective direct clients, generated business from the existing clientele, thereby achieving business targets. I obtained new business from high net worth marketplace by establishing strong internal partners and mobilizing investment from corporate; deployed sales & marketing programs / strategies to improve product awareness & enhance business growth.I identified & developed channel partners for achieving business volumes consistently & profitably; handled treasuries of banks, financial institutions and corporates for mutual fund investments across Mumbai & Pune. I held stewardship for managing a Book Size of INR 2700 Crores, Mumbai and INR 250 Crores, Pune. I gained experience in dealing with Family Offices and grew book size by more than 10% by adding 20 new clients in Mumbai and Pune and by increasing penetration with existing clients within the period of 2 years. I managed relationships with 2 large distributors, JM Financial and SPA capital for selling mutual funds and few key advisors in Pune; chosen for AMC Mentorship Program and was awarded as Wholesaler of the Year– Institutional Sales of the year 2013 – 2014.

Mumbai

I managed cross selling of products like Mutual Funds, General Insurance, Life Insurance, Gold, Fixed Deposit, through branches in Vashi (NaviMumbai), Pune & Nashik. I was responsible for identifying specific accounts and strategically securing profitable business.I initiated/ developed relations with key decision-makers in target organizations for business development in pre-sales negotiation stages; explored & developed new clients and negotiated with them for securing profitable business. I handled a team of 3 Managers and 40 Sales Executives.

Mumbai Area, India

I led sales for postpaid SIM cards through a direct sales channel and telecalling set up. I analyzed & understood customer business plan and executed actions to acquire customers; ensured maximum satisfaction for customers by proposing optimized solutions.I was accountable for assessing customer documentation needs and workflows while retaining user accounts & generating new accounts; grew business by 30% and increased profit by 10% within a span of 1 year

Mumbai Area, India

Succession Path:Sales Trainee-Home Loans → Area Sales Manager-Home LoansIt was a campus placement and I was responsible for setting up offices in Vashi & Thane. I tied up with local builders, generated sales and managed productivity of sales force.

Pgdbm, Marketing/Marketing Management, General

Activities and Societies: Member of placement cell

Bachelor Of Commerce (B.Com.), Accounts & Statistics