S R I N I VA S A N A PA RT H I
Mob: 8999663715; Email: srinivasanaparthil@[Link]
RELATIONSHIP MANAGER WITH A CAREER SPANNING 5 YEARS 6 MONTHS IN SALES
AND DISTRIBUTION OF MUTUAL FUND
PROFILE HIGHLIGHTS
Areas of Expertise .
Managing Sales and Distribution of Mutual Fund in Banking channel & wealth
Business Development Counters, Rajahmundry (East Godavari & west Godavari)
Marketing Focus on results. Effectively identify and resolve problems using creativity and
Client Relationship available resources. Tackle tough problems and follow through to satisfactory
Management conclusion.
Team Management Prioritize workload and multi-task; flexible to changing priorities. Direct in
Office Administration approach to discovering information.
Training & Development Expertise in providing cutting-edge solutions and driving new business.
Strategic Planning Expertise in advancing successful business and leveraging key strengths, and
New Initiative maintaining client relationships.
Effective presentation, negotiation and communication skills with keen
abilities in planning, goal setting, strategy implementation & follow-up.
Personality Traits FUNCTIONAL SKILLS
Strategic Thinker: Sales & Distribution:
Proven ability of developing Overseeing sales operations for achieving increased growth profitability.
insightful strategies, Refining the marketing strategies to escalate business volume through
capitalizing on capabilities and reviewing and interpreting the competition after thorough analysis of market
converting potential into information.
opportunities. Developing prospective clients across sectors for deeper market penetration.
Providing an insight to the business vis-a-vis to the new economy and adhere to
Change Agent: the plan to reach out potential clients.
Utilizing result-driven
approach and growth-centered People Management & Strategic Planning:
mind-set to drive positive Ensuring efficiency in operations and that the individual & group targets are
change in the organizational met, by managing & monitoring the performance of team members.
culture; believes in leading by Identifying & implementing strategies for building team effectiveness by
example. promoting a spirit of cooperation between team members.
Identifying newer opportunities, formulating business strategies, and
Persuasive Communicator: deployment of available resources to achieve organizational business
Effective articulation ability; objectives.
can achieve clarity and Training and Developing people resulting individual outperformance and
persuasively secures buy-in emphasizing on employee retention.
and commitment.
Client Relationship Management:
Focusing on maximum customer satisfaction by closely interacting with the
customers to understand their requirements and delivering high-value services
to upscale clients.
Seeking a position in the Middle Ensuring compliance with Standard Operating Procedures and Brand standards
Management. in order to enhance customer satisfaction.
WORK EXPERIENCE
HDFC ASSET MANAGEMENT COMPANY LTD
ASSISTANT MANAGER (DECEMBER 2021 TO PRESENT)
HDFC ASSET MANAGEMENT COMPANY LTD (DEPUTY)
RESIDENT MANAGER (JULY 2018 TO DECEMBER 2021)
RESPONSIBILITIES:
Managing Sales and Distribution of Mutual Fund in Banking channel & Wealth Counters Rajahmundry (East
Godavari & west Godavari)
Managed Sales and Distribution of Mutual Fund in three districts of Telangana (Nizamabad, Adilabad, Kamareddy)
Managed Relationship with all three verticals of Mutual Fund Industry
Banks
National Distributors
IFAs
Handling all three channels along with the Direct Clients.
Deal with all kind of clients by providing those best suited funds as per the market scenario.
Always tried to provide right fund at right time as per marker and believe in maintaining good relationship with
investor.
Provide them the Best Service.
Excellence in meeting deadlines and dealing with various clients as well as distributing mutual funds.
EDUCATION
MBA (Finance) from SKNCOE Pune (2018)
BE (Electrical and Electronics Engineering) from Marathwada Institute of Technology (2016)
TRAININGS & COURSES
Certification in NISM-Series-V-A (April 28, 2024)
CFA INVESTMENT FOUNDATION
PERSONAL INFORMATION
Date of Birth: 04 June 1990
Fluent in English, Hindi and Telugu.
Address: near praveen hospital janta college road ghugus, Chandrapur-442505 Maharashtra
