Vineet Shukla Email and Phone Number
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An accomplished business leader, strategist & implementer with over 20 years combined sales and business management experience, specializing in financial product sales, new market development and building a strong network of distributors. Comprehensive understanding of financial/investment products and sales processes with a specific focus on mutual funds. Strong business intellect to take the organization to the next level, generate sustainable revenue gains, business capture and team management with success in maximizing the firm's profits. Career Highlights² History of increasing AUM, Net Sales, and growing the banking/wealth management distribution channel for PMS, Mutual Funds, AIF businesses with experience in business, product and strategy roles. ² Success in developing new markets and making new-in-roads in mature markets² Known for building a pipeline of distributors, growing asset books, digital transformations and customer engagements. Committed in improving a firm's relationships with customers, including institutions, high-net-worth individuals and retail investors Proficient in scaling up Business - Identifying opportunities for expanding the reach and business footprint.Experienced in managing a large portfolio of Customers & Assets; acquiring new customers base and selling to customers on a variety of wealth products ² Remarkable proficiency in new product initiatives & relationship with National Distributors & Banks -simultaneously improved sales and profitability.In-depth understanding the industry trends and keeping an eye on competition strategy as it related to sourcing, technology and innovations in the field.
Axis Mutual Fund
View- Website:
- axismf.com
- Employees:
- 1363
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Regional Retail Business HeadAxis Mutual FundMumbai, Mh, In -
Head Partnerships - BanksAxis Mutual Fund Apr 2024 - PresentMumbai, Maharashtra, India -
Head Retail SalesAxis Pension Fund Nov 2022 - Apr 2024Mumbai, Maharashtra, India -
National Business Manager - Axis BankAxis Asset Management Company Ltd Mar 2017 - Nov 2022Mumbai Area, IndiaAccomplishments - National Business Manager - Axis Bank channel: Joined the organizations as Regional Manager – UP & UK and moved up the corporate ladder, receiving several accolades and promotions, currently handling position as National Business Manager - Axis Bank channel. Credited with leading digitization in MF: Developed a digital repository - Axis MF Pulse currently handling 16000 users in Axis Bank through this platform as well as recording another 2000 daily logins, (Improving customer engagement in digital channels) Scaled up business by securing the Axis bank as a lead distributor and driving alternate business for Axis MF since 2017. Presently shouldering the responsibility of 3 AIFs, 2 PMS encompassing 4000 Clients Rs. 2300 Cr AUM with Bank which is approximately 90% of AMC’s business. Expertise in developing, pricing and product launch strategy as well as SOP and compliance checks.Key Responsibilities - National Business Manager - Axis Bank channel: Independently evaluating and pursuing new business opportunities, channel development, product innovation and revenue generation, focusing on responsible and incremental business growth that is compliant, of acceptable risk and profitability. Applying breadth of knowledge of the financial industry, adding value by preparing businesses for market changes shaped by evolving digital technologies, dynamic consumer preferences, increasing competition and changing regulations. Offering customized product offerings, developing relations with all bank stakeholders – right from Regional Head till Circle Heads as well as all internal associates. Playing an instrumental role in concluding interbank negotiations to align prospect needs to firm offerings, revenue, targets and market share buying.
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Vp & Zonal Manager - Axis, WestAxis Asset Management Company Ltd Jul 2015 - Mar 2017Mumbai Area, IndiaAccomplishments - Zonal Head – West, Axis Bank Channel: Significantly build distribution partnerships and augmented AUM across EQ and Hybrid products categories from 4600 Cr (2015) to 6000 Cr (current) for the western region (MH, MP, Gujarat and Goa).Key Responsibilities - Zonal Head – West, Axis Bank Channel: Drove overall business objectives through a mix of distribution channels including private wealth & retail channels - considerably increased both book size & revenues. Generated an annual sales volume of 1700-1900 Cr in EQ and Hybrid channels by developing distribution engagements, mapping business strength and customer needs. Spearheading a sales team of 58 members across MH, MP, Gujarat and Goa (Axb) and setting up dynamic Sales & Distribution platform with a focus on scale and reach.
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Vp And Regional Manager - North 2Axis Asset Management Company Ltd Feb 2012 - Jun 2015Chandigarh Handpicked to lead the business with increased responsibilities of handling Punjab, Haryana, J&K, Himachal regions along with UP and Uttarakhand. Strengthened sales, registered success of boosting sales from 26 Cr and 8 Cr with AUM of 67 and 36 Cr in Punjab and Haryana respectively in 2012 to a whopping 500 Cr annual gross sales volume with AUM of 1000 Cr in 2015. Invoked high-level distribution channel expertise to quickly net huge revenue gains by increasing counters from 26 to 500+, aimed at maximizing sales, and profitability. Repeated successes in developing leveraged partnerships with leading foreign & retails banks, national & regional distributors. Displayed leadership, mentored employees to higher levels of achievement. Additionally, developed a network with new IFAs, build strategic alliances, pricing tie-up to identify unique revenue opportunities.
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Avp And Regional Manager - Up & UkAxis Asset Management Company Ltd Sep 2009 - Jan 2012LucknowAccomplishments & Key Responsibilities - Regional Manager – UP & Uttarakhand: Commanded the newly launched business framework and played a crucial role in establishing administrative framework right from recruiting, business modeling, developing organizational structure until turning around the unit to generate profit. Vital in making pathways for a new AMC into established markets and successful in influencing several IFAs and their clients to work with AMC which has no track record. Organized multiple road-shows, developed a partnership with key distributor networks and developed a strong pipeline of distributors including private banks, foreign banks, national and regional distributors and direct client engagement platforms. Helped business navigate the initial challenging months, provided required support in establishing seamless business operations and grew the wallet (AUM) to 200 Cr with annual gross sales of 150 Cr by the end of 2012. Enabled the business to gain the required market visibility by establishing focused segment-wise strategies to target the defined customers’ segmentation. Defined key customer segments, the value proposition for each segment, sales channels, pricing, promotion and sales targets to attain pre-set objectives.
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Regional HeadBharti Axa Investment Managers Jul 2008 - Aug 2009LucknowKey Responsibilities: Facilitated the promoters of the international organization in understanding the Indian business landscape and offered them the local intelligence. Incorporated the entity and offered support in identifying new locations, recruiting a new team, IFAs tie-ups, creating business plans and managing product launches. Developed consultative approaches for marketing services/products to potential customers – aimed at both immediate and long-term business payoffs. Spearheaded new customer development and cross-selling opportunities for Axa and identified key alliances that impacted company growth and bottom-line profitability. -
Sr. Sales Manager - UpFranklin Templeton Investments Jun 2001 - May 2008LucknowCareer Progression: May 2006 - Jun 2008: Sr. Sales Manager – UP- Lucknow Jun 2003 – Apr 2006: Branch Manager -Kanpur Jun 2001 – May 2003: Executive OperationsAccomplishments & Responsibilities: Inducted as Executive and earned promotion as Branch Manager and Sr. Sales Manager Propelled growth by developing structured sales strategies, effective market penetrations and enhanced client base in varied geographies including Lucknow, Agra and Kanpur. Surpassed all targets in volume, value, market share and profit by activating of IFAs, running of SIP book and maintaining the sales process. Enhanced engagement of branch customers by offering a wide range of products based on client specifications to exceed all monthly/quarterly targets in Kanpur branch.
Vineet Shukla Skills
Vineet Shukla Education Details
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Financial Management -
General Management -
University Of SagarMarketing
Frequently Asked Questions about Vineet Shukla
What company does Vineet Shukla work for?
Vineet Shukla works for Axis Mutual Fund
What is Vineet Shukla's role at the current company?
Vineet Shukla's current role is Regional Retail Business Head.
What is Vineet Shukla's email address?
Vineet Shukla's email address is vi****@****smf.com
What schools did Vineet Shukla attend?
Vineet Shukla attended Banaras Hindu University, University Of Mumbai, Indian Institute Of Management, Calcutta, University Of Sagar.
What are some of Vineet Shukla's interests?
Vineet Shukla has interest in Social Services.
What skills is Vineet Shukla known for?
Vineet Shukla has skills like Business Development, Mutual Funds, Relationship Management, Wealth Management, Management, Team Management, Portfolio Management, Investments, Asset Management, Financial Planning, Asset Managment, Marketing.
Who are Vineet Shukla's colleagues?
Vineet Shukla's colleagues are Subhadip Parui, Vishal Vishnu, Komal Pandey, Kinjal Thummar, Paresh Tak, Kashyap Axis, V Ashok Chakravarty.
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Vineet Shukla
Mumbai -
Vineet Shukla
Bengaluru3gmail.com, gmail.com, adalyz.com -
Vineet Shukla
Bengaluru -
Vineet Shukla
Ms Financial Economics| Manipal Academy Of Higher Education (Mahe)| Equity Research | Financial Modelling | Valuation | Researcher | Early Investor|Portfolio ManagementDelhi, India -
Vineet Shukla
Pune
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