Regional Product Manager for wealth products (NDPMS, PMS, AIF)

Responsible for primarily selling Category II AIF through B2B model for West Bengal.Identifying & building relationship with key partners like banks, wealth management firms and family offices.Ensuring smooth process for investor onboarding and providing services as and when required.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Team building in East and North-east.

Investment Advisory

Key Responsibilities: ·   Taking care of the Retail Channel Sales & Distribution for Kolkata.·   Plan schedule of Visits & Updates, MIS and reporting to the Zonal Head-Sales (Vice President-Sales)·   Sales target achievement for the given segment & retaining the money brought in.·   Getting involved in the activities towards business generation and development.·   Undertaking a wide range of corporate activities for business promotion.·   Coordinating the communication between the company and the distributors.Professional Achievements: ·  Given a healthy contribution during the NFOs- “Sundaram BNP Paribas Financial opportunities Fund”, “Sundaram BNP Paribas Entertainment opportunities Fund”, “Sundaram BNP Paribas PSU opportunities Fund” and 18 Series of “Sundaram Capital Protection Oriented Fund”.·  Allocation of assets to Sundaram from the Distributors allotted to me increased manifold times.·  Responsible in bringing healthy business in Liquid as well as Equity funds.· Contributed healthy business in Fixed Maturity Funds.. After rendering fruitful contribution in National & Regional Distribution Channel, recently (in the month of April,2012) took the responsibility to develop the IFA channel furthermore through new empanelment, strengthing the existing relationships and increasing market share.

Taking care of the National & Regional Distribution Channel for Kolkata.Maintaining and strengthening relationship with Advisors channel through right dissemination of information and prompt servicing.Making effective Sales Presentations on products to Distributors.Liaison within the organization to ensure that information & servicing needs of Distributors & IFAs are promptly attended to.Plan schedule of Visits & Updates, MIS and reporting to the Zonal Head-Sales.Sales target achievement for the given segment & retaining the money brought in.

Achieving sales target through coordinating a team.Resposible for department's retail operation and sales.Preparing Daily Sales Report.Forcasting weekly stock requirement.Implementing different strategy of visual merchandising.