Atul Patankar
Pune
Summary
Over 15 Years of demonstrated history of working in the Financial Industry having experience in the field of Mutual Fund, Market Research and Analysis.
An ambitious, creative and highly motivated individual who has a passion for Mutual Fund industry and uncompromising commitment to quality and build relationship with partners.
Currently looking for a managerial position and a career advancement opportunity with a company that will not only challenge him professionally but will also allow him to develop his knowledge and potential skill further.
Possessing a professional, focused and understanding attitude towards Direct and indirect sales.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Cluster Head
Aditya Birla Sun Life AMC Ltd
2022.10 - Current
- Enhanced team collaboration by implementing effective communication strategies and regular meetings.
- Streamlined operations for increased efficiency by analyzing and optimizing cluster processes.
- Maximized revenue growth with strategic planning, market analysis, and targeted marketing campaigns.
- Achieved consistent year-over-year growth by identifying new opportunities and expanding the client base strategically.
- Average Market AUM is 11000 Cr. We are close to 9.51% of MS with 1085 Cr AUM.
Branch Manager
Aditya Birla Sun Life AMC Ltd
2012.08 - 2022.09
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Branch Sales Manager
L & T Finance Ltd
2010.04 - 2012.06
- Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
- Streamlined operations for enhanced productivity, leading to higher revenue generation and improved staff morale.
- Developed and executed targeted marketing campaigns with personalized outreach, resulting in a boost in new client acquisitions.
- Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.
- Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
Client Relationship Associate
Bharti AXA Investment Managers
2009.12 - 2010.01
- Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
- Increased account retention through consistent communication and relationship-building efforts.
- Monitored industry trends to stay informed of potential opportunities or threats affecting client accounts.
- Actively participated in professional development opportunities, staying current with industry best practices and emerging trends to better serve clients and contribute to team success.
Relationship Manager
ICICI Securities Ltd
2008.07 - 2009.09
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
MBA - Finance And Marketing
Rashtra Sant Tukdoji Maharaj Nagpur University
Nagpur06.2008
Skills
- Organizational Development
- Innovation and Creativity
- Sales Strategy
- Customer Relationship Management
- Decision Making
- Time Management
- Adaptability and Flexibility
- Market Research
- Marketing Strategy
- Business Development
Certification
NISM Series V A Certified
Timeline
Cluster Head
Aditya Birla Sun Life AMC Ltd
2022.10 - Current
Branch Manager
Aditya Birla Sun Life AMC Ltd
2012.08 - 2022.09
Branch Sales Manager
L & T Finance Ltd
2010.04 - 2012.06
Client Relationship Associate
Bharti AXA Investment Managers
2009.12 - 2010.01
Relationship Manager
ICICI Securities Ltd
2008.07 - 2009.09
MBA - Finance And Marketing
Rashtra Sant Tukdoji Maharaj Nagpur University
NISM Series V A Certified
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