

Results-driven finance professional with experience in mutual fund distribution, relationship management, and business development. Seeking to leverage my expertise in investment solutions, partner management, and client servicing to contribute to organizational growth and long-term success.
MBA Finance professional with 3+ years of experience in Asset Management, specializing in mutual fund distribution, partner management, and business development. Proven ability to drive sales growth and build strong client relationships.
Key Highlights:
Key Achievements:
Core Technical & Financial Skills -:
1 Mutual Fund & Investment Knowledge - NAV, AUM, SIP/STP/SWP Fund categories (equity, debt, hybrid, etc) Risk-return trade-off, diversification
2 Financial Analysis Reading financial statements Fund performance evaluation (alpha, beta, Sharpe ratio, etc)
3 Excel & Financial Modeling Data analysis, return calculations, charting tools
4 MS Office & Presentation Skills Especially PowerPoint for client
5 Knowledge of Financial Products Insurance, fixed income, equities, retirement products, etc
6 Understanding of Regulatory Framework SEBI guidelines AMFI Code of Conduct
Sales & Relationship Management Skills
1 Client Relationship Management (CRM)
2 Consultative Selling
3 Investor Education & Awareness
4 Presentation & Communication Skills
5 Negotiation & Objection Handling
6 Channel Partner Management (especially with MFDs, banks, distributors)
Analytical & Technological Skills
1 Data Interpretation & Reporting
2 Mutual Fund Platforms (MF Central, My CAMS, BSE Star MF, NSE)
3 Basic SQL & Tableau
Soft Skills & Work Ethic
1 Attention to Detail
2 Problem Solving
3 Time Management
4 Team Collaboration
5 Adaptability
6 Professional Ethics & Integrity