Pankaj R Email & Phone Number

Delhi, India

New Delhi

Spearheading Efforts for Public Issue & Private Placement of NCD & CP on PAN India Basis. Understand Business Vision and develop the Strategy for Retail Liability Business (Infra Bonds, Public Issue, Commercial Paper, Inter Corporate Deposits, etc) in alignment with the Organization Vision. Develop new strategies to scan the market for potential new avenues & generate revenue from untapped markets; creating visibility through investors meet / conferences, communication of results updates etc. Monitor competition and industry trends and develop strong market intelligence network. Active interaction with Distribution Team, Merchant Banking Division and Debt Capital Market Team of Lead Manager / Lead Broker. Interaction with Financial Institutions viz., IFCI, IIFCL, REC, HUDCO, NABARD etc. for Fund Raising.

New Delhi

Next Level Education Pvt Ltd., a new startup is engaged in increasing the Financial Literacy and Corporate Training. The recent activities include making presentations at HCL Ltd., TCS, NTPC, Election Commission of India to create awareness about Financial products including Mutual Fund. These sessions are organised in association with different AMC. My key responsibilities are to spearhead efforts for Northern Region in terms of delivery as well as getting into tie-ups with Corporates / Institutions.

New Delhi Area, India

Profit Centre Head for Institutional Business. Devise, develop and implement a business development strategy and deliver against sales targets. Proactively identify and develop new Corporate. Maintain relationship with Institutional Clients. Liaise with Institutional Distributors to increase wallet share amongst the Institutional Clients. Anchoring and responsible for key sales tie-ups with the key institutional distributors. Work closely with Product team to ensure a consistent message to our prospects and new clients

New Delhi Area, India

Responsible for Retail Business for North which comprises of UP, Rajasthan, Delhi NCR and Punjab.Major Responsibilities :Setting targets for the retail business for North and micro monitoring of the achievements of sales target. Branch Expansion in the Northern Region. Anchoring and responsible for key sales tie-ups with the key distributors for the North. To ensure that all the sales personnel / branches conform to ethical practice of doing business.

I was responsible for increasing the penetration in UP for TATA Mutual Fund products through all channels viz., Retail, Banking & PCG and Institutional segments. Major Responsibilities :To Develop the team of distributors for marketing the products of TATA Mutual Fund. To Identify and Develop other potential centers in the UP Territory by appointing Area Representatives or arranging tie ups with National Level Distributors for marketing our products from their table. To Increase the Market Presence of TATA Mutual Fund in terms of Fund Mobilization. To Address the existing grievances of investors / brokers. After Sales Services to investors / brokers and manage behavioral issues of brokers were the key responsibilities. To Plan out the strategies for Local Promotion of products through advertisements and other medium. To increase number of Institutional Clients. To ensure that all team members comply with all regulatory issues. To drive the sales team for achievement of target. Equip them with necessary inputs for sales and to enhance their knowledge through active knowledge management. Making presentations to sales team of distributors / banks / retail brokers of our products for better understanding and to increase mind share of our products.

Uttar Pradesh

Effectively enhanced the presence in UP by opening eight branches. To drive the sales team for achievement of target. Equip them with necessary inputs for sales and to enhance their knowledge through active knowledge management. Making presentations to sales team of distributors / banks / retail brokers of our products for better understanding and to increase mind share of our products. Held responsible to set and review sales targets. Planned sales promotion activities. To ensure that all team members comply with all regulatory issues

. The Area Office – Kanpur was commissioned in the year 1996 and the initial team comprised of an Area Manager and Executive Marketing. I was actively involved during the setup of the office. Since the products of LIC Mutual Fund were earlier sold through select branches of LIC of India, the priority area was to address the existing large number of complaints. The job profile at JBSAMC, included all administrative, publicity related matter (arranging Press Conference, Agents’/Chief Agents’ meeting etc.) of new schemes launched, Accounts work (Preparing Trial Balance/ Bank Reconciliation Statement of AMC A/c as well as LIC Mutual Fund Repurchase A/c), public dealing apart from looking after sales services of investor/agents (which included interaction with five different Registrars of schemes of LIC Mutual Fund and managing the behavioral issues of LIC Agents). During the tenor we developed other centers in UP like Moradabad, Meerut, Varanasi, Allahabad, Bareilly, Jhansi and Lucknow by appointing Chief agents. I was also responsible for coordination with all the Chief Agents appointed at different centers in UP for Fund Mobilisation. During my stint at JBSAMC, seven close ended Income schemes and two Debt open-ended funds were successfully launched.

M.Sc (Statistics), Statistics

Mba, Finance & Marketing

Schooling