Akanksha Walia

• Assist pan India business team in asset growth and retention by serving as a representative for portfolio managers.
• • Develop and implement business strategies focused on retaining current clients and attracting new business.
• • Clearly convey the investment philosophy, processes, and performance of alternative strategies to both retail and institutional clients/channels.
• • Stay informed about key market trends, macroeconomics and the competitive landscape, as well as the investment team's positioning and strategies.

• Contribute to investment collaterals, thought leadership articles, and other investment-related content and communication material.

• Supported sales representatives during client meetings by providing expert knowledge on markets and our funds.
• Spearheaded successful product launches and existing products by generating widespread brand awareness and interest from potential customers via conferences, panels and huddles across north zone.
• Researched product's technical specifications and accurately communicated information via multiple compliance approved presentations and short notes, which is then published by the company and shared with distributors across the country.
• Trained and provided coaching to existing and new employees of the company.
• Developed comprehensive product training materials, significantly improving team, distributors and client’s knowledge.

• Led the distribution of PMS, AIF and MF across retail, wealth and institutional channels in Delhi.
• Acted as the primary contact to address channel partners' queries and increase market share of 360 One AMC products.
• Developed proposals and presentations to support channel partners in investor discussions, facilitating informed decision-making.
• Brainstormed and developed sales strategies to achieve short and long term sales revenue objectives.
• Interacted regularly with senior management to assess goal achievement and identify areas for improvement.
• Led business operations and supervised the team in Uttar Pradesh.

• Managed personal economy and provided wealth advisory to fulfill client needs by anticipating the complex financial needs of the client and offering solutions through a wide range of products, services and tools.
• Managed Premier relationships, regularly reviewed product penetration for assigned client base, identified opportunities for tailored product offerings to enhance engagement and satisfaction.
• Monitored industry trends, keeping current on the latest changes and competition in the industry.

• Identified, built and deepened relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
• Anticipated the complex financial needs of the client and offered solutions through a wide range of products, services and tools and performed financial planning for the clients.

• Acquired new bank savings accounts for HNIs, UHNIs, and commercial banking relationships, assisting relationship manager with financial planning for clients.
• Strengthened merchandising and promotional strategies to enhance customer engagement and support sales growth, organizing marketing activities to expand the team customer base.