Neha A.
B2B taking care of Mumbai,Gujarat
- Role
- AVP at 9point Capital
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Neha A.
Demonstrated over 12+ years of diverse experience in the financial industry, excelling in portfolio management services,wealth advisory, anddelivering exceptional client-centric solutions.Currently serving as Regional Product Specialist(sales) at Axis Securities Managed Accounts Driving Pms business for the region and getting more business penetration for the Region.Managing client queries, client escalation for the region Increasing Pms Aum for the region Driving business for all banking as well non banking channels Contact Roadshows with fund manager Working with Fund management team to increase AumGiving traning at branches level and within organisation for all verticals like pcg,retails,ba channel expertise in wealth management products, including PMS,NDPMS, AIFs, mutual funds, and insurance, with a proven track record in clientacquisition and strategic sales.Skilled in insurance, mutual funds, Alternative Investment Funds (AIF),and PMS, with track record of managing high-performing teams anddeveloping effective marketing strategies.Established success in driving business growth in PCG Retail, BusinessAssociate (BA) channel, and banks, contributing significantly to theexpansion of bank books and client portfolios.Consistently achieved substantial growth for banks, leveraging cross-selling,relationship-building expertise, and implementing best practices in wealthmanagement.Proficient in crafting innovative sales strategies, resulting in increasedmarket penetration and revenue growth, capability to drive 3X growth insales, achieving and exceeding revenue targets consistently. Regional Product Specialist with over 12years of experience in Wealth Management.| Expertise at Portfolio.Management,Insurance,MutualFunds,Alternative Investments, end to end sales regionas whole BankingOperations,Management,Revenue generation.
Experience
AVP
Dec 2025 — Present
Education
TVN VARANASI
Bachelor of Commerce (B.Com.), SUNBEAM WOMENS COLLEGE
2000 — 2007
Tvn Varanasi
Bachelor of Commerce (BCom) from sunbeam womens college, Commerce
Medicaps College
Master of Business Administration (MBA), marketing and human resources
2011 — 2013
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