Himani Taneja

o Acted as a strategic bridge between the Investment and Sales teams, ensuring consistent communication and alignment on fund positioning and market strategy.

o Partnered closely with Fund Managers and Analysts to deliver regular updates on fund performance, market developments, and portfolio insights to client and distributor facing teams.

o Enabled internal and external stakeholders through targeted capability-building sessions, improving product knowledge and sales effectiveness among RMs, distributors, and advisors.

o Developed and delivered compelling product presentations and sales enablement content, blending data and storytelling to articulate fund value propositions and differentiate offerings.

o Represented the investment perspective as a lead speaker in investor and distributor forums, effectively communicating complex concepts to diverse audiences and strengthening product conviction.

Branch Manager – ICICI Prudential AMC
Delhi NCR Region

• Led sales and distribution of mutual fund products across MFDs managing ₹3,200 Cr in AUM (Equity + Debt ex-liquid).
• Secured a market share of over 20% from advisory MFDs in the Delhi NCR region.
• Successfully converted new MFDs into loyal partners, driving business from previously untapped segments with 0 -10% market share.
• Drove digital adoption via iPRU Touch and MF Connect; acted as digital SPOC for sales enablement and app engagement.
• Conducted training for internal/external stakeholders on digital tools and platforms.
• Partnered with backend teams to enhance transaction processes and recommend product improvements.
• Played a key role in feature rollouts like Direct Debit for SIPs, boosting user experience.
• Achieved 58% migration of offline transactions to digital in the ICICI Bank channel.
• Assessed team performance and implemented strategic initiatives to improve efficiency.

Intern –Retail Sales & Distribution

Factors affecting investment in Mutual Funds
HDFC, Axis & Kotak Bank Customers

• Raised awareness about comprehensive mutual fund portfolios to enhance investor knowledge.
• Collected data on customer savings preferences, identifying trends in mutual fund investments.
• Contributed insights to shape sales strategies and improve customer engagement, boosting mutual fund sales.