Pratik Bhosale
Relationship Manager at SBI MUTUAL FUND | NISM-Certified PMS (XXI-A) & MF Distributor (V-A)
- Role
- Relationship Manager at Sbi Mutual Fund
- Location
- Kolhapur, MH, IN
- LinkedIn followers
- 500 followers
Experience
Relationship Manager
Dec 2022 — Present · Satara, IN
Handling SBI Bank Channel•Formulation of the marketing and distribution plan and Business Analysis using MSExcel to represent business strategies required to tap business from State Bankgroup.•Implement the Short/long-term Business Improvement plan report it to seniorsand Build, and maintain an effective Team and Good Leadership•Regular follow-up with all potential clients across products for effective conversionto know the interest flow.•Conducting training for SBI Channel on MF Business Process, product catalog,Requirements Gathering, and portfolio management of clients to suggest theperfect products to clients. Handling EUIN Activation Resource Campaign.Conducting various MF product drives/campaigns for SBI Bank Channel.•Generate Prepare, Analyze, and present MIS Reports on a Daily, Weekly, Monthly,Quarterly, semi-annual, and annual basis for the management.
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