Experience

Carnelian Asset Advisors
• India
• Financial Services
• 1 - 100 Employee
• Vice President Sales Business Development

  • Oct 2022 - Present

Kristal.AI
• Singapore
• Investment Management
• 100 - 200 Employee
• Head, Bangalore & Chennai - Business Development

  • Feb 2022 - Sep 2022


IDFC Mutual Fund

• India
• Financial Services
• 1 - 100 Employee

• Vice President Retail Sales

  • Feb 2019 - Feb 2022

  Worked for the retail team in Bengaluru and handled wealth management outfits, consumer and private banking space alongwith a few IFAs.

• Vice President Retail Sales

  • Apr 2018 - Jan 2019

  Managed the relationships of Wealth Management outfits like IIFL Wealth, Anand Rathi, ASK etc. Private Banks like Barclays, Deutsche Private Bank, ICICI GPC etc. Conducted numerous training sessions on Mutual Funds, Debt and Equity basics huddles on market update with the consumer banking branches like Indusind, Axis, Kotak, ICICI Wealth, Deutsche Consumer bank etc. Engaged with few IFAs to remain on top of their recall and generate business from them.

• AVP - Sales

  • Sep 2011 - Mar 2018

  Moved to Chennai market to handle channel partners from Pvt. Bank, Wealth Management outfits, Consumer Banks and few IFAs.

• AVP - Sales

  • Apr 2009 - Aug 2011

  Handled the National Distributors' channel across Delhi-NCR for more than 2yrs.



ING Investment Management (I) Pvt Ltd

• Investment Management
• 1 - 100 Employee

• Sr. Mgr. Sales

  • Jan 2008 - Dec 2008

  I was taking care of Institutional Sales. I was taking care of Institutional Sales.



Principal Asset Management Private Limited

• India
• Financial Services
• 1 - 100 Employee

• Manager - Sales

  • Jul 2005 - Dec 2007

  In my assignment as Manager Sales, I have been responsible for generating sales through the banking channel of distribution in Delhi NCR. In my assignment as Manager Sales, I have been responsible for generating sales through the banking channel of distribution in Delhi NCR.



Tata Mutual Fund

• India
• Financial Services
• 400 - 500 Employee

• Assistant Manager - Sales

  • Aug 2004 - Jun 2005

  Some of the major banks had given us approvals and hence, I shifted to Delhi to take care of Sales through the banking channel. I was handling all the major foreign and Indian banks.

• Asst. Manager - Sales

  • Dec 2002 - Jul 2004

  During this period, I have been involved in building the sales and distribution network through IFAs and regional distributors as approvals for our products were not in place with banks and National Distributors.



CD Equisearch Pvt Ltd

• Capital Markets
• 100 - 200 Employee

• Assistant Manager

  • Nov 2001 - Nov 2002

  Handled the MF desk of this stock broking firm. Coordinated with the dealing room to cross sell MFs to the HNIs and Super HNIs of Kolkata along with some prestigious trusts like RK Mission etc Handled the MF desk of this stock broking firm. Coordinated with the dealing room to cross sell MFs to the HNIs and Super HNIs of Kolkata along with some prestigious trusts like RK Mission etc



RR Financial Consultants Ltd.

• India
• Financial Services
• 1 - 100 Employee

• Sales Executive

  • Sep 2000 - Oct 2001

  Selling a complete array of financial products starting from FDs, private placements, mutual funds etc to retail investors. Selling a complete array of financial products starting from FDs, private placements, mutual funds etc to retail investors.