Manager Sales

Covering Letter

I have an overall experience of 15 years in Retail /International banking/Wealth Management/Business Banking and broking firm . My core skills as well as my expertise is in to Advisory/ Portfolio Management /tax consultation /Asset allocation .

Addition to the above mentioned skills, I have a deep understanding of Indian taxation/ Debt & Equity Market as well as experience in handling different asset classes . Being in to Wealth as well as International banking domain, I have handled Ultra HNI client as well as Overseas client ( USA/Singapore/Canada/Middle east )

Handled the remittance / wire transfer of NRI s and handled the operation side as well

Refer to my Academics I had completed MBA full time in Finance & Marketing from Symbiosis Institute of management Studies (SIMS) in the year 2001-2003 . Along with an MBA, I am a Post Graduate degree holder of MA (Economics ) from Pune University (2001-2003) .

Name :Manesh TP

Address : Flat no SF 10, Winds Of Change, 2nd Cross, 2nd Phase, Judicial Layout

Thalaghattapura, Kanakapura Main Road, Bangalore South -560109

Phone Number :991-***-****/ 948*******

Email Address: ********@*****.***

Professional Qualification

M B A from Symbiosis Institute of Management Studies (SIMS), Pune, Year 2003 Batch

Specialization : Finance & Marketing

M A (Economics) from Pune University Year 2003 batch Full time

Association of Mutual funds of India (AMFI)

Insurance Regulatory Development Authority (IRDA)

Academics

Examination /Year

Institution

Board / University

Grade/Marks

PGDM

(Marketing & Finance)

2001-2003

Symbiosis Institute of Management studies

Symbiosis International University

67%

MA

(Economics)

2001-2003

Symbiosis Institute of Management studies

Symbiosis International University

56%

Work Experience:

Designation :Associate Vice President -3

Role : Senior Relationship Manager

Responsible for SBI Jayanagar Cluster Wealth business through acquisitions /relationship and deepening the portfolio via Net New Money and Gross sales.

Handling 300 Plus client s with 250 Cr AUM which includes 60 Cr MF AUM .

Actively managing the MF portfolio and right asset allocation for client s based on their risk profiling .

Ensuring online wealth platform and YONO SBI App is being discussed with all client for easy access and convenient banking .

Coordinating and interaction with all other stake holders vis Asset team/ salary team for increasing the wealth Client book .

Nominated for mentoring juniors in their business development plans and. training them on sales technique and investment outlook

Awarded for sourcing highest mutual fund business in pan India for Lakshya I, II & IIIrd campaign by SBI Mutual funds.

Nominated as best relationship manager for sourcing highest Net new money for pan India by SBI Wealth.

Kotak Mahindra Bank Ltd

( Priority Banking & Wealth Management)

Designation : Chief Manager

Location: Bangalore

From : Sept 2012 Oct 2016

Job Profile :

Advisory Equity /Mutual Fund /Structured Product /PMS

Advisory Tax consultation / risk assessment and understanding risk appetite of client and ensure the product suitability

Equity Market/Debt Market Assessment and ensure to avail the opportunities at every correction .

Updating client on Domestic as well as Global Market volatility and key developments

Updating the Reason for fall and rise of market to the client s and the genuine reason for the volatility .

Training and developments for junior staff

Inputs to the product team on product proposition/ pricing after analyzing the competition

Core focus on value strategy than speculative theme

Analyzing the portfolio of various products and give an inputs to the product team for any changes

ICICI Bank

(Wealth Management)

Designation: Senior Manager

Location: Bangalore from April 2010 to Sept 2012

Job Profile & Achievement

Recommendation based on risk profiling

Research recommendation based on I map rated fund

Risk Analysis and following compliance

To ensure the KYC (Know your customer norms) are in place

Handling portfolio of the client /churning the portfolio understanding the risk appetite of the customer.

Coordination with the Asset Managements companies to update the top performing funds to regions relationship Managers.

Updating the research report or analyzing the growth of the company based on the certain financial parameters

ICICI Bank

(International Banking -NRI Services)

Designation-Area Head & Manager

Location- Bangalore (From March 2006 to March 2010)

Headed the team of 15 Sales Executives and 10 Relationship Managers

Was responsible for NRI CASA & FEE business for Bangalore as well as Emerging Market

Was responsible for NRI Accounts and Value business

Headed the team of sales coordinators for the smooth flow of MIS to Senior Management

Responsible for NRI Event Management like road show and activities

Handled 30 NRI officers who are based out of NON NRI Relationship Branches

ING VYSYA BANK LTD

Location : Pune & Nagpur ( From 2003- 2005)

Portfolio Management

Advisory Financial products

Tax advisory

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