Vikram Advani
Sr. Vice President - Sales, Old Bridge Asset Management
- Role
- Sr Vice President - Sales at Rational Equity
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Sr Vice President - Sales
Nov 2024 — Present · Mumbai, IN
Company Profile:Old Bridge Capital and Asset Management Co Pvt Ltd was founded by Kenneth Andrade, a veteran in fund management. Total AUM is crs. Responsibilities: Selling of Mutual Funds in the Banking, Retail, PCG, Family Office and Institutional segmentsCustomer Profile: Distributors - Banks, National Distributors and the IFA segment Direct - Corporates, Family Offices, Banks, Trusts, PF Trusts, SME’s Work with distributors to evolve the joint business planConcentrate the resourcesRecruit, train and motivate sales teamProduct Management Channel developmentDeliver a high standard of customer service Achievements: AUM of the AMC has doubled to crs from Dec 24 and June 25.
Education
Ness Wadia
Diploma In Business Management
1995 — 1997
Edith Cowan University
MBA, Marketing and International Business
1998 — 1999
Ness Wadia
Bachelor of Commerce (B.Com.)
1992 — 1995
Skills
- New Business Development
- Asset Management
- Business Planning
- Banking
- Mutual Funds
- Business Development
- Portfolio Management
- Management
- Investments
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