Sarvesh Kulkarni
Product Manager | Sales Strategy | Equity Research | JBIMS
- Role
- Product Manager at Axis Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Product Manager
May 2017 — Present · Mumbai, IN
Joined Axis Securities as a Management Trainee where I got introduced to different business verticals in broking and retail sales industry. Got exposure to various facets of research department – Technical, Derivative and Fundamental analysis. Currently part of Revenue and Acquisition team of Axis Securities Assist National Sales Head to drive new client acquisitions for Axis Direct Trading accounts and revenue through prepaid Subscription Plans, account opening charges, Activations and MF SIP Sales Strategy - Devise strategies to boost sales through various campaigns; Engaging with ASL Circle Managers and Axis Bank CO Team; Bank Resources Activation for Priority, Burgundy and Sales Channel Data Analysis - Productivity Analysis, Vintage & Attrition Analysis and Incentive Structure of the sales team. Campaign Management - Design and drive multiple campaigns for new acquisitions and revenue along with MIS Collaborate with multiple stakeholders in the company on regular basis - MIS team, Operations Team, Marketing Team, Admin Team, Training Team, Customer Services team, Process Quality team and Axis Bank employees; Sales Process - Keeping track of mis-selling cases and rejections to promote right selling and process adherence Make presentations for monthly MD Review and Axis Bank CO team to present Performance Metrics of Sales Team. Worked on cross functional projects – Client Sourcing strategy for Retail Assets, Automation of HR Processes, Competitors Analysis to revamp Axis Direct mobile application.
Education
2018 Level II Candidate in the CFA Program
Finance, General
Jamnalal Bajaj Institute of Management Studies (JBIMS)
Masters Degree, Finance
2015 — 2017
Thakur College Of Engineering and Technology
Bachelor of Engineering (B.E.), Electronics & Telecommunication
2007 — 2011
Skills
- Project Management
- Equity Research
- Capital Markets
- Sql
- Team Leadership
- C
- Credit Analysis
- Financial Reporting
- Microsoft Office
- Microsoft Excel
- Corporate Finance
- Derivatives
- Financial Analysis
- Sharepoint
- Equities
- Product Development
- Requirements Analysis
- Banking
- Risk Management
- Team Management
- Team Building
- C#
- Requirements Gathering
- Fixed Income Analysis
- Financial Modeling
- Web Development
- C++
- Software Development
- Business Analysis
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