Ujjwal Mittal
Murrumbeena,VIC
Summary
Ambitious finance professional with a strong foundation in financial analysis and strategic management. Committed to driving organizational success through innovative solutions and effective financial strategies. Eager to embrace continuous learning and skill enhancement within the finance and banking sectors.
Overview
10
10
years of professional experience
Work History
Deputy Manager
SBI Funds Management Ltd.
12.2015 - 11.2022
- Build, develop & enhance relationships in the banking Channel for selling Mutual Funds to their customers.
- Managed the designated network of regional bank branches to sell mutual fund products.
- Increase Market share in their respective channel business.
- Liaise with bank branches depending on selling/targeting specific schemes as identified by the Business Head.
- My primary responsibility was selling SBI Mutual Funds products at the locations and areas in and around the identified location and building relationships for generating sales.
- Prospecting of customers through new client acquisition, network, database, references, and open market.
- Build and maintain healthy business relations with customers, enhancing customer satisfaction & securing repeat business.
- Penetrate all targeted key accounts and originate upselling opportunities of mutual funds.
- Ensure adherence to sales processes and requirements.
Assistant Manager
Ujjwal Trading Company
Glen Huntly, Australia
04.2013 - 11.2015
- Managed monthly Fund Flow Statements for accuracy and compliance.
- Oversaw budget control processes, optimizing financial resources.
- Handled daily account maintenance with precision.
- Managed inventory control, implementing effective stock monitoring measures.
- Analyzed sales results, formulated action plans for growth, and profit promotions.
- Identified and resolved stock deficiencies through strategic stock level freezing.
- Ensured smooth administrative functioning for operational efficiency.
- Reviewed customer feedback, devised action plans for sales growth.
- Established and maintained professional relationships with suppliers.
Education
Masters By Research - Research
Kurukshetra University
Kurukshetra01-2027
MSc - Finance
RMIT University
Australia12-2024
Bachelor of Commerce - Commerce
Kurukshetra University Kurukshetra
Kurukshetra India07-2007
Skills
- Critical thinking and analysis
- Communication skills
- Ethical standards
- Technology proficiency
- Financial planning and management
- Team collaboration
- Time management strategies
Languages
- Hindi
- English
Timeline
Deputy Manager
SBI Funds Management Ltd.
12.2015 - 11.2022
Assistant Manager
Ujjwal Trading Company
04.2013 - 11.2015
Masters By Research - Research
Kurukshetra University
MSc - Finance
RMIT University
Bachelor of Commerce - Commerce
Kurukshetra University Kurukshetra