Rudransh Srivastav

• Manage and nurture business relationships with mapped partners, including Banks, MFDs (Mutual Fund Distributors), RIAs (Registered Investment Advisors), and National Distributors (NDs), to drive mutual fund sales and business growth.
• Strategize and execute business development initiatives by identifying sales opportunities, cross-selling products, and promoting schemes aligned with market trends and client needs.
• Act as a single point of contact for all queries and service requirements of partners, ensuring timely resolution, and a high standard of client servicing.
Plan and organize B2B and B2C events, seminars, and engagement activities aimed at partner education, product promotion, and strengthening relationships.
• Track and analyze partner performance, derive insights, and share actionable strategies to improve productivity and achieve business targets.
• Coordinate with internal departments including operations, marketing, and compliance to ensure smooth execution of business processes and campaigns.
• Contribute to strategic planning and implementation of initiatives aimed at increasing AUM (Assets Under Management) and deepening partner engagement.

• Established and built relationships with the existing U-HNI and HNI clients.
• Served as one point of contact for assigned clients and ensured the highest level of service.

service and product understanding.

• Provided investment planning options in a presentable manner based on their.

Financial objectives.

• Up-selling, profiling, and lead generation with an aim to achieve targets.
• Providing a monthly portfolio review, followed by the market outlook, based on the.

Client requirement.

• Scheduling meetings with the client to understand their needs and demands.
• Fulfilling the same based on their portfolios.

• Resolution of client queries using defined processes while ensuring clear and transparent communication.
• The main point of contact for the operations lead and client liaison team. Directed and managed.
• Change requests for the excellent operation of the new client relationship management tool.
• Assisting in the development of strong, captivating proposals to meet client needs on short research briefs, including assisting with methodology design and analytical framework.
• Completing all tasks in terms of analysis, project management, and performing quality. Checks on all reports for alignment to the request, accuracy, and correctness with 95% or more before the deadline.
• Tracking and impact analysis of local data changes, including the coordination of implantation timing.
• Responsible for monitoring the team’s activity with the right set of KPIs. Engineered about 30% of the automation in the client CRM will become scalable and more efficient.