Ankita Manohar
Manager
Mumbai
Summary
DOB: 26TH June 1992
Career objective: To associate with an Organization which progresses dynamically and gives me a chance to update my knowledge. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
1
1
Language
Work History
Manager
India Infoline Finance Limited
08.2023 - Current
- Acquiring and managing HNI / Ultra HNI Clients
- Cross selling investment products and services to both new as well as existing customers based on their risk-return profile and time horizon
- Managing clients' portfolios and helping them achieve the highest return according to their respective risk profiles
Advising the clients on investment products and services like Mutual Funds, Bonds, PMS, AIF, Insurance, Direct equity, Demat Account and Trading - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Maintaining client relationship and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities
Manager
Axis Bank Ltd
08.2022 - 07.2023
- Priority Banking Relationship Manager the single point relationship management official of the Bank for the high net worth customers in the Priority Banking Segment of Bank.
- Responsible for providing financial solutions to the priority customers and ensure value added services.
- Responsible for deepening the existing relationships by cross selling of Bank's products and third party investment products.
- Involved in increasing customer engagement through Forex, Remittances,Loans etc to the new and existing customers.
Assistant Manager
Angel Broking Limited
02.2020 - 06.2022
- To Manage Present Set of Sub Brokers.
- Drive Business and Revenue and Excel Servicing of Sub-Brokers.
- Sub-Broker Servicing and Business Development.
- Develop, implement and manage a detailed business plan using total SB involvement and participate in establishing SB sales and service goals.
- Focus on each sub broker experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of sub-brokership.
- Cultivate your network to establish new relationships.
Wealth Manager
ICICI Securities Limited
09.2018 - 12.2020
- Managing HNI clients & catering to their financial requirements.
- Providing need based & research based advisory services based on the goals, objectives & risk appetite of the clients.
- Acquiring new clients & grow the overall relationship.
- Achieving the budgeted targets by maintaining a healthy product mix of MF, Structured products, PMS, equity, Debt, insurance, and will drafting & increase the wallet share of the company.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Expanded customer base through community outreach and strategic business partnerships.
- Kept client financial plans optimized for current market trends and economic conditions.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Relationship Manager
India Infoline Finance Limited
12.2016 - 08.2018
- Involved in selling Financial Products like PMS, AIF’s, Mutual Funds.
- Involved in re arranging inactive clients.
- Managed in-person over-the-phone and email inquiries in a timely manner.
- Done lead generation, Pitching Products to all the HNI’s & UHNI’s client.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
Master of Science - Sales And Marketing
Kohinoor Business School
Mumbai, MH 08.2015 - 06.2017
Some College (No Degree) - Computer Science
D.G. Ruparel College
Mumbai, MH 06.2011 - 05.2014
12th -
UBS College
Mumbai 08.2009 - 06.2010
10th -
New English School
Mumbai, MH 06.2005 - 04.2008
Skills
Team Player
Accomplishments
- Th 2016 Project Title: “Camry” Satisfaction Survey of SBI credit card holders.
- Learnings: Study on how to deal with consumers.
- Get their feedback about credit card.
- Conclusion: Learned the overall functioning of Quantitative study of Market Research.
- Industry immersion projects Understood and learned thoroughly about the Quantitative study of a Market Research Extracurricular Achievements.
- Participated actively in D.G.
- Ruparel’s college festival “TECHFEST”.
Affiliations
AMFI (Association of Mutual Funds of India)
IRDA (Insurance Regulatory and Development Authority)
Summer Internship - Nielsen India Market Research from May 2nd-June 30
Timeline
Manager
India Infoline Finance Limited
08.2023 - Current
Manager
Axis Bank Ltd
08.2022 - 07.2023
Assistant Manager
Angel Broking Limited
02.2020 - 06.2022
Wealth Manager
ICICI Securities Limited
09.2018 - 12.2020
Relationship Manager
India Infoline Finance Limited
12.2016 - 08.2018
Master of Science - Sales And Marketing
Kohinoor Business School
08.2015 - 06.2017
Some College (No Degree) - Computer Science
D.G. Ruparel College
06.2011 - 05.2014
12th -
UBS College
08.2009 - 06.2010
10th -
New English School
06.2005 - 04.2008
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