To be in Mutual fund sector and learn deep inside the industry
Gitanjali Chowdhury
Senior Manager
SIN
Summary
With 6 years of experience in the mutual fund industry, I have gained extensive knowledge and expertise in sales. Throughout my career, I consistently achieved sales growth and successfully met key performance indicators (KPIs). I excelled in all new fund offerings (NFOs). My background in branch banking allowed me to expand my professional network and effectively activate small branches across Kolkata city. Moving forward, I am eager to enhance my skills and deepen my industry knowledge in the years to come.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
4
4
Languages
Work History
Deputy Manager
SBI Mutual Fund
02.2023 - Current
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
- Exceeded annual sales targets consistently by maintaining a proactive approach to lead generation and pipeline management.
- Activate and generate revenue from less expected branches.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Operations Specialist
Asian Mineral Resources Pte Ltd
06.2019 - 08.2022
- Supporting Manager in Optimising team performance through provision of ongoing , regular performance, feedback, to team member in both productivity & accuracy.
- Proves excellent knowledge in related bank system, provide assistance in the implementation of process improvements.
- Assists in the implementation of the validated process improvements.
- Vendor management and budget management , cost containment & optimisation.
- Handling trade documentations under various payment terms of LC, DP, DA etc
- Liaison with related counterparts towards trade execution.
- Preparation of MIS report daily .
Admin Executive
Seasons Overseas Pte Ltd
06.2018 - 02.2019
- Handling trade documentations under various payment terms of LC, DP, DA etc.
- Responsible for execution and coordination of various business process
- Liaison with related counterparts towards trade execution
- Preparation of MIS report towards documentations executions.
Assistant Manager
SBI Funds Management Pvt Ltd
01.2016 - 01.2018
- Increased sales in the eastern region by 35% through retail & wealth banking channel
- Hired, trained, and inspired award-winning sales team, generating profits above the company average
- Daily communication with various banking channel manager's to sell our MF products to their clients
- Always ranked top in the region for sales growth from retail channel.
- Excellent ability to network with industry players
- Appreciated by National Head for having outstanding performance on business development in the region.
Management Trainee
Kotak AMC Pvt Ltd
01.2014 - 01.2016
- Responsible for to activate new bank branches across Kolkata through selling
- Kotak MF
- Responsible for growing business from existing branches through better support and relation
- Contribute 40% of total sales in Kolkata region
- Within a span of one year more than 80% of branches are being activated
- More than 100% achievement in sales on every month
- Appreciated by Regional Head for having good banking channel support, and having outstanding achievement on SIP.
Education
MBA - Marketing & Finance
Institute of Management & Information Science
04.2011 - 03.2013
Bachelor of Arts - Education, Economics
Gauhati University
04.2008 - 03.2011
Skills
Channel Sales Marketing
Network marketing through various marketing channel I am also a certified Mutual Fund advisor
Customer Relations
Teambuilding
Sales growth
Interests
Reading Books , Gardening
I love reading self development books, History books. Currently i am staying in garden city Singapore , So i love planting trees across my house and neighborhood.
Timeline
Deputy Manager
SBI Mutual Fund
02.2023 - Current
Operations Specialist
Asian Mineral Resources Pte Ltd
06.2019 - 08.2022
Admin Executive
Seasons Overseas Pte Ltd
06.2018 - 02.2019
Assistant Manager
SBI Funds Management Pvt Ltd
01.2016 - 01.2018
Management Trainee
Kotak AMC Pvt Ltd
01.2014 - 01.2016
MBA - Marketing & Finance
Institute of Management & Information Science
04.2011 - 03.2013
Bachelor of Arts - Education, Economics
Gauhati University
04.2008 - 03.2011
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