Nathaniel Bobenchik Email & Phone Number

Greater Philadelphia Area

• Responsible for new business development and client service within the wirehouse channel covering NJ and PA.
• Develop annual business plans and devise the necessary activity strategies, tactics and resources in order to achieve those goals and grow the assigned territory.
• Develop, build and maintain relationships with key consultants and clients within focus list of firm within home territory.
• Meet with advisors, in the assigned territory and educate them on SMA and Fund product lines
• Perform new business and client review presentations.
• Solid understanding of mutual fund advisory programs and UMA/SMA platforms in the wirehouse channel

Direct contact for 7 large banks and 13 smaller, regional banks, providing sales and operational support for the full line of The Hartford Mutual Funds and Annuities.Monthly travel for face-to-face meetings with clients and firm sales meetings. Worked to build strong relationships with strategic partners and prospects across key related functional areas.

Worked with top tier external wholesalers to further enhance already established relationships in our specific territories while developing new prospective relationships.Provided timely sales ideas and reliable product knowledge to the financial advisors. Total production for 2007 was $270 million dollars. Helped organize and conduct rookie meetings to.

Helped prospect and close business in my territory through a strong understanding of marketing and sales process of The Hartford family of Mutual Funds. Used a highly organized prioritization process to develop a system to focus on key advisors in my territory and increase communication between my wholesalers and myself.

Helped develop opportunities across product lines to position The Hartford as the partner of choice for Mutual Funds, Variable Annuities, and 401k.

Assisted financial advisors with day to day operations of filling out applications, ordering marketing materials, running illustrations, and answering questions on The Hartford Mutual Funds, Variable Annuities, and qualified plans.

Mba, Business Management

Bs, Finance

Education record