Experience

IDFC Mutual Fund

• India
• Financial Services
• 1 - 100 Employee

• Head - Sales & Marketing

  • Mar 2017 - Present



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Director, Business Development & New Initiatives, India & CEEMEA

  • Mar 2014 - Mar 2017

  • Identify and assess new business opportunities in the region with MD / Senior Directors (SDs)• Work with SDs and Country Heads (CHs) on new projects in the region• Communicate with business units in India & CEEMEA on setting their initiatives in alignment with corporate priorities • Work with business units in the strategic planning process to ensure business units adequately address key issues• Monitor actual results against plan (e.g. quarterly milestones in the commitment pack) and ensure business units stay focused on strategies• Work closely with MD, SDs and CHs to put in place a strategy to scale up our institutional business.• Monitor individual business unit progress against key financial and operating targets • Consolidate country business plans and identify areas for collaboration, greater efficiencies and best practice. • Redesign India & CEEMEA monthly MI pack and monitor progress• Facilitate communication and interaction across the business units to realize synergies and improve operating efficiency• Keep up to date with industry initiatives, product development and competitor activity in the region. • Identify and address business unit issues and report to MD – India & CEEMEA on progress of actions • Provide structured market / business intelligence to MDs / SDs. Put a process in place to track regulatory changes across the region.Lead the India CSR activities

• National Sales Director

  • Apr 2009 - Feb 2014

  • Deliver on key sales deliverables for the India business – Sales, Product Focus, Pricing on funds• Lead a team of 116 member sales team with 6 senior Direct Reports• Work with other functions – TA& Ops, Products, Marketing, Fund Accounting et al as almost all funds are domicile• Part of the Management Committee – responsible for overall strategy for the firm, and the Product Committee – responsible for product focus, pricing etc• Part of the team which decides on Fund expenses - Expense Committee• Represented India on all cross border distribution intiatives

• Head - Retail Advisor Services & Vice President

  • Feb 2008 - Apr 2009

  • Responsible for all strategic initiatives across all 3 Retail Verticals – National Distributors, IFAs, Alternate Distribution• Member of the Senior Sales Management team which decided the Product focus, calendar and launch of new funds • Responsible for pricing initiatives across the 3 verticals • Handle RFP requests in order to facilitate increased number of FTI funds in the client’s sell list• Roll out periodic sales campaign across the 3 verticals

• Vice President & Head - Alternate Distribution

  • Sep 2006 - Jan 2008

  • Responsible for running a new sales vertical focused on Govt owned banks, Dept of Posts, old age private sector banks• Increasing the number of distribution agreements with the above mentioned entities• Design and run a parallel outsourced sales force to run the channel• Member of the Senior Sales Management team which helps in deciding the Product focus, launch of new funds, pricing structure and other strategic decisions pertaining to sales.• Oversee the Sales Management System which tracks activities / sales achievements / incentives of the entire Sales Team. The CRM is also used to create the MIS pack for the India office which is used to monitor sales progress for the India office across verticals and regions.

• Regional Sales Manager

  • Jun 2003 - Sep 2006

  • Responsible for managing and growing sales across all channels for the Northern Region – 9 branches• Part of the Sales Leadership team for the India business• Headed the India CRM project• Laad a team of 18 sales members• Administrative responsibilities for the region

• Regional Sales Manager

  • Sep 2000 - Jun 2003

  • Responsible for managing and growing sales across all channels for the Eastern Region – 3 branches• Part of the Sales Leadership team for the India business• Laad a team of 12 sales members• Administrative responsibilities for the region



UTI Mutual Fund

• India
• Financial Services
• 700 & Above Employee

• Manager - Sales Promotion & Marketing

  • Jul 1996 - Sep 2000

• Manager - Department of Research and Planning

  • Jul 1995 - Jul 1996