Front Desk Business Manager

FAIZAL KHAN Mob: 902-***-****

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

Address: Gudri Masur Khan,

Agra – 282003.

WORK EXPERINECE

Turtle-mint money Sep 2024 – Present

Senior Chief Business Manager

Onboard and Support IFAs – Onboard and assist IFAs for mutual fund distribution, ensuring compliance and providing necessary resources.

Generate B2B & B2C Leads – Drive business MF & Insurance growth by generating leads in both B2B and B2C segments to expand the client base

Provide Product Training – Conduct training sessions on mutual fund products, NFOs, and existing schemes to improve sales performance.

Execute Marketing Campaigns – Launch marketing initiatives to increase awareness and drive sales of mutual fund products

Turtle-mint Insurance - I am also providing insurance services to clients enrolled under Turtle mint, leveraging my expertise to deliver exceptional support and guidance. Lenden Club (P2P) July 2023 – July 2024

Relationship Officer

Build Relationships with Distributors – Establish strong connections with mutual fund distributors and onboard them onto the designated portal.

Distributor Activation – Activate distributors post-empanelment to enable them to start transacting.

Provide Operations & Sales Support – Offer ongoing operations and sales services to support distributor activities.

Marketing & Awareness – Promote mutual fund products and spread awareness to distributors to boost sales.

Mahesh Edible Oil Aug 2022 – June 2023

Sales Manager (S.M)

Market Expansion – Oversee market growth by exploring and establishing new outlets to increase business reach.

Team Coordination & Sales Reporting – Lead the more then 35 sales team member’s prepare reports.

ICICI Prudential Asset Management Company 2018 - 2019 Relationship Executive - Retail Sales

Promote Investments through Mapped IFAs – Call and engage with 18 mapped IFAs to promote mutual fund schemes and drive investment.

Encourage Digital Transactions – Spread awareness about the convenience of executing investment transactions through digital platforms.

Monitor Transaction TAT & Verification – Track transaction timelines and ensure proper verification of KYC, cheques, and application forms.

Resolve Queries & Report Updates – Log and resolve financial/non-financial queries (ST Tagging) and update investor details (CRISH reporting). Computer Age Management Services Ltd. 2010-2018

Senior Processing Officer

Transaction Reporting & Audit – Prepare daily transaction reports (EOD) and manage audit activities, including KYD and AMFI ARN process.

Customer & Distributor Communication – Handle calls and emails, addressing complaints, requirements, and queries from customers, distributors, and AMCs.

PAN & KRA Verification – Ensure PAN availability in KRA systems and resolve NIGO cases within TAT, ensuring quality and regulatory compliance.

Coordination with BO, AMC & HO – Maintain smooth coordination with Back Office (BO), AMC, and Head Office (HO) for queries and requirements. PROFILE

Having over 12 years’

experience in

Mutual Funds

Insurance

Cash

management

Administration

Sales

SKILLS

Highly motivated

Positive

Goal oriented

Professionalism

Attention to

details

Team leader

EDUCATION

Bachelor’s

Degree

B.A

DBRAU – 2007-2010

CERTIFICATE

NISM II B

NISM VA

EXPERTISE

Customer Service

Retail Sales

Back-end Processing

PERSONAL DETAILS

DOB – 15 JULY 1991

Father Name – Late

Iqbal Khan

Marital-Status–

Married

Hobbies – Music /

Cricket

Contact this candidate