Abhishek G
Institutional & Wealth Relationship Manager | Mutual Funds | Loan Against Securities | Banking Retail Assets | Consumer Loans
- Role
- Institutional Sales at UTI Mutual Fund
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Abhishek G
Institutional & Wealth Relationship Manager with 8+ years of experience across mutual funds, institutional sales, UHNI/HNI wealth management, and Loan Against Securities (LAS).Experienced in managing Banks, Provident Funds, Corporates, Insurance firms, and UHNI/HNI clients, with a proven ability to build books from scratch and scale portfolios sustainably, Strong expertise in AUM growth, portfolio advisory, asset allocation, and cross-selling investment & banking products.Core strengths include Mutual Funds (Debt, Equity & Hybrid), Fixed Income products, LAS, distributor & channel partner management, and compliance-driven relationship management.Core Skills : Institutional Sales, Wealth Management, Mutual Funds (Debt & Equity)UHNI / HNI Relationship Management, Portfolio Advisory, Asset Allocation, Fixed IncomeLoan Against Securities (LAS) Distributor & Channel ManagementCross-selling Financial Products.
Experience
Institutional Sales
Mar 2025 — Present · Chennai, IN
Managed institutional clients including Banks, Provident Funds, Corporates and Insurance companiesDrove AUM growth by pitching debt, equity, hybrid and customized mutual fund solutionsConducted portfolio reviews, performance analysis and market updatesCoordinated purchase, redemption and switch transactionsStrengthened client retention and wallet share while ensuring regulatory compliance
Education
Bharathiar University
Bachelor of Business Administration - BBA, Business Administration and Management, General
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