Head - Mutual Funds

• Jan 2022 - Present

Head - Mutual Funds (India & Dubai) at PhillipCapital India Pvt Ltd Head - Mutual Funds (India & Dubai) at PhillipCapital India Pvt Ltd

Senior Associate

• Jun 2019 - Dec 2021

Wealth Management : Handled the company’s wealth management and investment advisory desks managing an AUM of INR 250+Mn. Initiated and established the mutual fund distribution business of CCS IN, handling the registration and empanelment process from the start. Further added more wealth products such as corporate fixed deposits, fixed income bonds, portfolio management services to the wealth management desk. Created a dedicated online client onboarding system for the business. Developed an end-to-end client reporting and operation management system for the business across multiple wealth channels & products. Created a portfolio management methodology for mutual funds based on client risk profiling with included customized portfolio support, investment policy creation and an entry/exit system to maximize client returns with a well-defined risk management system. Equities – Cash and F&O : Started the equity – cash business for CGS CIMB India in retail segment. Developed a complete end to end client reporting and back-office management system for the cash equities business. Was part of the team that handled the equities – F&O business in CCS IN and helped form a bridge between management team, regional teams and business strategists. Equities – International Trading : Worked with a cross border team to help set up an in-house international trading platform for Indian clients, leading the coordination and support to set up the handling for India office. Worked with local investment advisors to help set up their clients on CGS - CIMB international trading platform. Provided a platform to invest into more than 25 worldwide exchanges to local domestic clients. Handled the coordination for setup of the platform with Indian exchanges and brokerage houses. Show less

Senior Manager

• Nov 2018 - Apr 2019

Deputy Manager

• Jun 2018 - Oct 2018

As part of the NCA Team and the Institutional Business Team,I was responsible for the growth of investments from select mapped and newly acquired Corporates and Institutions. I was handing an investment book of Rs. 2000 Crores into fixed income and equity mutual funds into Aditya Birla Sun Life Mutual Funds ,which comprised of (but was not limited to) Insurance Companies, Co-operative Banks, Mid and Small Size Corporate, Quasi Government Corporations, Core Investment Companies along with a relative singular focus on the promoter and family offices segment. I was responsible for up scaling and increasing the overall returns for the client from their investments. Periodically advised investors to diversify their portfolios within ABSL MF, to generate better returns for their portfoliosI was also tasked with increasing market share from certain clients for investments towards ABSL MF. Also acted as a bridge between investors and fund management and senior team of ABSL MF In addition to the same I was handling a portfolio of individual investors which include HNIs and UHNIs including their stock options, portfolio management (PMS) options along with their fixed income investments.Achievements at a glance, 1. Awarded 1st runner up in the 'Passionate Penetrators'' category for the year 2016/17 wherein I acquired more than 75 new client groups and garnered more than 190 Crs plus AUM from them. 2. Awarded the winner in the 'Passionate Penetrator' category for the year 2017/18 wherein I acquired more than 95 clients and garnered and a fresh AUM of 225 Crores. 3. One of the first in institutional team pan India to acquire a new institutional client for the PMS segment for our company. 4. Awarded the 'CEO's Kitty Award' for functional excellence in the Institutional Business Segment in May 2018 Show less

Assistant Manager, Institutional Business

• Nov 2015 - Jul 2018

Relationship Manager - Institutional Business - Mumbai

Senior Executive

• Jun 2015 - Nov 2015

Senior Executive, Institutional Business - Mumbai Team