• Profiling National Distributors and targeting them accordingly• Identify NDs who have the requisite clientele for Portfolio Management Services (PMS)• Already achieved 6 Cr+ sales in first 4 months• Awarded PMS champion of the week thrice in last 2 months• Ensuring timely communication of information and personally meeting them on regular basis

• Awarded “The Chairman Individual Award 2014”, the most prestigious award in ABG Group• Winner of ABFSG Inspiration award 2014 for project excellence• Achieved expansion to 21 locations (Tier 3 & 4), with market share of 10 locations >10%• Lead and managed a team of 21 Sales Representative• Developed orientation plan of Sales Representative• Achieved empanelment and training of 500 new Independent Financial Advisor (IFA)• 3 MR location were converted into… Show more • Awarded “The Chairman Individual Award 2014”, the most prestigious award in ABG Group• Winner of ABFSG Inspiration award 2014 for project excellence• Achieved expansion to 21 locations (Tier 3 & 4), with market share of 10 locations >10%• Lead and managed a team of 21 Sales Representative• Developed orientation plan of Sales Representative• Achieved empanelment and training of 500 new Independent Financial Advisor (IFA)• 3 MR location were converted into full-fledged branches Show less

• Finalization of key assumptions• Comparison between plan & actual & substantiation of any resulting variances• Periodic revision to the plan based on changes in the market conditions & underlying assumptions• Ensure timely & accurate validation and reporting of key business information to the top management• Setting up the process for on-going reporting & analysis of such information• Automation of BSLAMC data related reports in Common Technology Platform and… Show more • Finalization of key assumptions• Comparison between plan & actual & substantiation of any resulting variances• Periodic revision to the plan based on changes in the market conditions & underlying assumptions• Ensure timely & accurate validation and reporting of key business information to the top management• Setting up the process for on-going reporting & analysis of such information• Automation of BSLAMC data related reports in Common Technology Platform and Cubot• Developed three new reports i.e. Branch Profitability, Distributor MIS and AMC Metrics Show less