JOHN SAMUEL
Chennai
Summary
Accomplished Relationship Manager with a proven track record at ICICI Prudential AMC, adept in relationship building and customer relationship management. Excelled in driving sales of diverse mutual fund products, surpassing targets by a significant margin. Skilled in brand marketing, demonstrated through successful client acquisition and retention strategies. Expertise in empowering teams and leading operations focusing on strategic planning and execution.
Overview
7
7
years of professional experience
1
1
Certification
Work History
RELATIONSHIP MANAGER
ICICI Prudential AMC
Chennai
11.2022 - 07.2023
- Assisted clients in identifying their investment goals, and provided suitable solutions to meet their requirements
- Conducted regular meetings with clients to discuss their requirements and offered appropriate solutions
- Achieved and consistently exceeded sales targets by driving the sale of mutual fund products, including equity, debt, hybrid funds, and tax-saving schemes
- Led end-to-end sales efforts for New Fund Offers (NFOs), ensuring timely execution and maximum client acquisition
RELATIONSHIP MANAGER
Wheel Trust
Chennai
10.2018 - 10.2022
- Maintaining client relationship Pan India, responsibility include conflict resolution, new client onboarding, monitoring and evaluation of projects
- Directed daily operation of the organization and flexed with changing demands to consistently meet objectives
- Handling client grievances thoroughly evaluated project briefs to determine the action plan required that ensured maximum project effectiveness
OPERATIONS MANAGER
DET
Chennai
06.2017 - 03.2018
- Launched an online T-shirt sales venture, Jaspercrosswaves, contributing to the organization's financial self-sufficiency and showcasing the potential of small businesses for sustainable revenue generation.
- Managed administrative tasks and led the planning and implementation of various income-generating
projects within the organization.
PROJECT COORDINATOR
NWTWS
Nilgiris
06.2016 - 03.2017
- Conducting training & counselling sessions for the Tribal Children on motivation, Importance of education, soft skills
- Spoken English classes & communication training for Tribal students in a Govt funded Residential School project
- Other responsibilities include meeting with Government officials to discuss the challenges faced by the Tribal communities
Education
Post-Graduate Diploma - Marketing & Entrepreneurship
TRENT UNIVERSITY
Ontario, Canada05.2024
M.S.W - Social Work
Madras Christian College
Chennai08.2016
B.S.W - Social Work
Madras Christian College
Chennai07.2013
Skills
- Customer relationship management
- Brand marketing
- Sales and Business Development
- Investment advisory and financial planning
Certification
- NISM - Mutual Fund Distributer (X-A)
- NISM - Security Markets Foundation Certification (XII)
- NISM - Mutual funds foundation
References
SABARI C, Asst Manager - ICICI AMC, Cell: 919698085565
Areas Of Interest
- Stock Market Investments & Analysis
- Mutual Funds & Alternate Investment Fund
- Advised clients on the Equity, Value Investment, Mutual Funds and Currency Markets
- Wealth & Portfolio Management
- Finance Instruments sales and Marketing
Timeline
RELATIONSHIP MANAGER
ICICI Prudential AMC
11.2022 - 07.2023
RELATIONSHIP MANAGER
Wheel Trust
10.2018 - 10.2022
OPERATIONS MANAGER
DET
06.2017 - 03.2018
PROJECT COORDINATOR
NWTWS
06.2016 - 03.2017
- NISM - Mutual Fund Distributer (X-A)
- NISM - Security Markets Foundation Certification (XII)
- NISM - Mutual funds foundation
Post-Graduate Diploma - Marketing & Entrepreneurship
TRENT UNIVERSITY
M.S.W - Social Work
Madras Christian College
B.S.W - Social Work
Madras Christian College
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