Business Development, Product Strategy, Portfolio Management, Sales and Relationship Management* Led from concept to implementation, Anand Rathi’s brand presence in Digital Wealth Management segment in a completely new region (Delhi- NCR) through a combination of marketing and innovative sales initiatives* Built & executed the strategic business development plan for the key stakeholders’ business in Delhi-NCR* In a short span of 6+ months while working remote, built a very… Show more Business Development, Product Strategy, Portfolio Management, Sales and Relationship Management* Led from concept to implementation, Anand Rathi’s brand presence in Digital Wealth Management segment in a completely new region (Delhi- NCR) through a combination of marketing and innovative sales initiatives* Built & executed the strategic business development plan for the key stakeholders’ business in Delhi-NCR* In a short span of 6+ months while working remote, built a very strong distribution channel consisting a team of Individual financial advisors (IFAs), CAs, Bank RMs * Provided holistic consulting to help clients create a roadmap for building a scalable and profitable business, in turn multiplying their AUM (Asset Under Management) Show less

Business Development, Channel Management and Client Relationship Management* Managed B2B retail sales for the IFA channel in Delhi-NCR* Provided insights and guidance to channel partners for development of marketing and sales strategies* Helped surpass revenue targets year-over-year for the company through negotiations with channel partners* Developed a substantial mind share among the channel partners to have the largest market share in the industry* Monitored… Show more Business Development, Channel Management and Client Relationship Management* Managed B2B retail sales for the IFA channel in Delhi-NCR* Provided insights and guidance to channel partners for development of marketing and sales strategies* Helped surpass revenue targets year-over-year for the company through negotiations with channel partners* Developed a substantial mind share among the channel partners to have the largest market share in the industry* Monitored processes, identified improvements and implemented adequate measures to maximize customer satisfaction* Analyzed business potential, conceptualized & executed strategies to drive sales, supplement turnover and achieve desired targets* Identified and networked with financially strong and reliable distributors, resulting in deeper market penetration and reach* Ensured speedy resolution of queries & grievances to maximize client satisfaction levels Show less

“To study customer demand for CRNO slits and CRNO stamping and profiling those customers.”The core objective was to analyze the demand for CRNO steel and CRNO stampings. Further to this my assignment included profiling of the prospective customers using marketing research techniques.

As an active member, took initiatives in a lot of CSR activities, organizing events, handling interns from various parts of the world, handling clients and various other organizational activities.President of the organizing committee for an event, BALAKALAKAAR 2.0, organized by AIESEC Lucknow. Vice President FINANCE, AIESEC Lucknow for the year 2010-2011. Gave me a practical perspective onFinance.

Interned as Retention Executive and as the Financial Planning Advisor. Acquired knowledge about the Insurance sector and the basic knowledge about the marketing and sales techniques used.Awarded the Best Employee award for the month of October, 2009 while interning at Aviva Life Insurance.