Experience

• 

  Bajaj Finserv Asset Management Ltd

  • New Delhi

  • Zonal Business Head Retail - North

    • Feb 2023 - Present
    • New Delhi

• 

  Nippon India Mutual Fund

  • Lucknow

  • Senior Regional Head - Uttar Pradesh & Uttrakhand

    • Nov 2015 - Feb 2023
    • Lucknow

    Nippon life India Asset Management Limited Investment Managers for Nippon India Mutual Fund

• 

  ICICI Prudential AMC Ltd

  • India
  • Financial Services
  • 700 & Above Employee

  • Associate Vice President & Regional Head, Uttar Pradesh & Uttarakhand

    • Mar 2012 - Nov 2015

  • Head, DELHI & NCR - IFA & National Distribution

    • Apr 2009 - Mar 2012

    Joined Organisation in 2004 at UP and move to this role in April 2009

  • Head IFA & National Distribution

    • 2009 - Mar 2012

  • Senior Manager & Head Retail Banks & PSU Banks Channel - Delhi

    • Apr 2008 - Mar 2009

    Responsible for business development of the Delhi and NCR RegionMaintain relationship with Retail Banks and strength them with conversion of the same into business.

  • Manager - Retail Sales & Distribution Lucknow & Kanpur

    • Jun 2004 - Mar 2008

    Expansion and retaining of channel management through Quality broker key partners in Eastern U.P. thereafter development of partnerships by evaluating feasibility of new tie-ups ventures for agency network through the Agency Manager channel for marketing as well as hosting services, to add a local flavour to the business in the respective markets. Overall management & direction to my team people both of Investment & the operational services, also ensuring Sub-ordinate / colleague coordination and their development.Strategy planning & implement new marketing techniquesAct as a bridge between the distributors and the technical team.

• 

  Birla Sunlife Distribution Co Limited

  • MANAGER

    • Dec 2002 - Jun 2004

    Responsible for business development in UP & Uttranchal.Maintain relationship with Private Client Group & trusts.Expansion and retaining of channel management through Quality key partners in U.P. &Uttranchal, thereafter development of partnerships by Evaluating feasibility of new tie-ups ventures for Area Business Associates. Overall management & direction to my team of 10 people both of Investment & the Insurance advisory services, also Ensuring Sub-ordinate / colleague coordination and their development. Plan & implement new marketing techniques and strategy planning and Act as a bridge between the technical team and the client. Providing consultancy to the latter on security and other aspects of investment & Financial Planning.Create presentations and marketing collaterals, based on mapping of accounts by gathering market intelligence and audience requirements; participate in proposal discussions with the clients. AlsoCompliance Reporting to the compliance officer.

• 

  Aditya Birla Capital

  • Lucknow, Uttar Pradesh, India

  • Branch Head

    • 2002 - 2004
    • Lucknow, Uttar Pradesh, India

    @ Birla Sunlife Distribution Ltd ( now Aditya birla Money)

• 

  BIRLA SUN LIFE DISTRUBUTION

  • Head , BSDL for UP

    • 2002 - 2004

• 

  Bajaj Capital Limited

  • City Manager (Last Designation )

    • Jan 1998 - Dec 2002

    Constituting strategies and instituting them in the area concern.Controlling, motivating and exhilarating a team force of around seven personsCorporate Dealing of Financial ProductsRegulating of Publicity and Town adoption Campaigns for the Public Financial InstitutionsOverall Administration and Human resource development of both the branches.Responsible for providing pre-sales support to front-end sales team Lucknow.Competition analysis, extensive profiling of various U.P markets, identification of target markets, and creation of entry strategy thereafter. Development of new performance monitoring system as a part of sales team at Lucknow Branch. Through initializing Kaizen and SIPOC approaches.