Lakshay Agarwal
Assistant Manager @ HDFC Mutual Fund | Wealth & Portfolio Advisory | Relationship Management | AI Enthusiast
- Role
- Assistant Manager Sales at Hdfc Mutual Fund
- Location
- Moradabad, UP, IN
- LinkedIn followers
- 500 followers
About Lakshay Agarwal
Empowering clients to build wealth through strategic mutual fund distribution and personalized portfolio advisory.Key Credentials & Expertise:• Mutual Fund Distribution• Client Portfolio Management• Financial Advisory• Wealth Creation Strategies• Relationship ManagementCertifications:• NISM V-A • BCom - Delhi University• MBA (Global Management Programme)- Cardiff Metropolitan University• PGDM Finance - Universal Business School
Experience
Assistant Manager Sales
Jul 2025 — Present · Moradabad, IN
Spearheaded mutual fund distribution and retail sales across B2B and B2C segments, including Banking and ND (National Distributor) channels, resulting in a 10% increase in assets under management (AUM) during the Qtr.Achieved a 15% average AUM growth and successfully met 20% of net sales objectives through strategic relationship management and data-driven investment advisory services.Drove SIP/STP processed achievement by 40%, onboarding over 200 new clients and facilitating systematic investment plans that boosted recurring inflows.Designed and delivered structured training to more than 50 channel partners, leading to a +25% improvement in mutual fund sales performance within the region.Developed and executed localized marketing initiatives, strengthening the HDFC Mutual Fund brand and expanding the retail investor base.
Education
School of Management – UAi
PGDM, Banking, Corporate, Finance, and Securities Law
Cardiff Metropolitan University
Global Management Program, International Finance
Delhi University
Bachelor of Commerce - BCom, Business/Commerce, General
Central Board of Secondary Education
SENIOR SECONDARY SCHOOL, COMMERCE
The Institute of Chartered Accountants of India
CA - Chartered Accountant, Accounting and Business/Management
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