SRINIVASAN R IYENGAR

No-211, Shanti Sagar Apartment, Shantinagar, Ulhasnagar, Thane (Dist), Maharashtra

E-Mail: sri.iyengar22@gmail.com Mob no: +91 9619181814

Objective:
Seeking a challenging position in a reputed organization where I can utilize my rich work
experience and apply my skills for bringing out the best in me to build and enhance the
growth of the organization.

Summary:

I am a skilled management professional with more than 10 Years of qualitative

experience in Sales & Marketing of the Banking & Financial Service and Insurance
products in the leading companies – BOI Axa IM, ABFL, Principal PNB Asset Management
Private Limited, Mata Securities India Private Limited, SMIFS Securities Limited and
Integrated Enterprises India Private Limited.

My brief experience includes bringing out my excellent skills in identifying the

prospective client for the company, understanding their needs, building up the strong
relationship with C-level executives, try to generate business and build strategies for the
better outcome to seal the relationship for the company forever.

I could be discovered for a Senior Management Role in advisory based companies of

Mutual Fund, Consultants for Financial Services Company and Asset Management
companies within the BSFI Segment of high repute.

Work Experience:

SPA Global Private limited. (February 2019 to May 2019)

Title: Manager – Institutional Sales
Job Profile:

 Was responsible for bringing new corporate and SME Relationship for the
company.
 Handling around 120 corporates across Mumbai for their cash management
functions in treasury and finance department.
 Activated 6 Accounts with Net AUM of 50 Cr within span of 4 months.
 Handled co-operative bank treasury relationship across Mumbai regions.
BOI AXA Investment Managers Pvt Ltd. (August 2017 to May 2018)
Title: Manager – Institutional Sales
Job Profile:

 Responsible for bringing in new corporate accounts by extensively focusing on

mid and small size corporate who were able to invest in BOI Axa Schemes.
 Was Responsible for handling Large corporate Branches and Mid corporate
Branches of Bank of India
 Was rated as successful employee in the annual review for 2018 for achieving
annual sales target assigned to me.
 Mobilized 150 Crores in BOI axa Treasury advantage fund for the March quarter
end.

Aditya Birla Finance Limited (April 2017 to July 2017)

Title: Senior Relationship Manager – Corporate & Treasury Services

 Part of Corporate & Treasury Services team wherein key responsibility is to build
up additional AUM for CTS team by identifying new corporate Customer for the
company
 Responsible also for driving sales for the other cross product of wealth
Management business such as PMS, CP, Equity, FD and Insurance services
business.
 Also Responsible for liability Management products such as loan against
Secirities, IPO financing, LRD, LAP, debt syndication etc

Principal PNB Asset Management Company India Pvt Ltd. (April 2011 to February 2016)
Title: Sales Manager - Institutional Sales
Job Profile:

 Was successfully responsible for building up an AUM book assigned to me of

merely 20 crores on joining in 2011 and taking it to the all time high of 1100
crores in the midst of 2013.
 Was handling an Average AUM of roughly around 700 crores for three
consecutive years starting from 2012 to 2014.
 Was considered as one of the key sales forces throughout my tenure for handling
a percentage share of 15% -20% of total AUM with Principal.
 Opened up 33 new accounts and activated many dormant corporate and bank
accounts during my stint with Principal.
 Was handling more than 100 corporate accounts based out of Mumbai which
included many Large corporate, NBFC, Bank treasuries, SME’s, Co-operative
banks and Insurance companies with their ticket size ranging between a Crore to
300 crores.
 Was nominated 3 times and awarded twice as Best RM in institutional business
for the country and won global recognition as Best Sales Person from India in the
year 2013.
  Held many presentations and formulated various strategies for clients to make
them understand latest market happenings.
 Initiated various marketing strategies for clients to value their trust for Principal
and also actively participated in conducting various events for clients.

Key Clients:
Mahindra & Mahindra Ltd, Tata Motors, LIC HFL, IDFC, Fullerton, GIC, The New India
Assurance, SIDBI, NABARD, Fullerton, BOI, SBI & Accoicates, Corporation Bank, IDBI,
Clariant, Tata motor Finance and many more.

Mata Securities India Private Limited (August 2008 to February 2011)

Title: Relationship Manager - Institutional Sales
Job Profile:

 Was responsible for acquiring new business and also maintaining relationship
with the existing clients.
 Acquired More than 15 institutional Accounts and Having a Net AUM of 100cr.
 Helping other Departments (Debt Syndication, Insurance, Private Equity and
Structured Product Dept.) in MATA SEC for any business leads from my Existing
business relations.
 Responsible for all the Co-operative Bank accounts segment for Empanelling and
acquiring along with other team members.

Other Assignments

 SMIFS Securities Limited (January 2008 – July 2008) as a Relationship Manager

 Mafoi management Consultants limited (Off payroll for Principal PNB AMC
Private Ltd.) (March 2006 – September 2006) as a Sales Trainee

 Integrated Enterprises Limited (September 2005 – February 2006) as Sales

Executive

Key Achievements:

In Principal PNB Asset Management Company Private Limited

 Was recognized as Best Performing Relationship Manager – Institutional sales

(For the business Year 2012) from the country to represent Asia – Pacific Sales
Conclave held at Osaka – Japan, March 2013.
 Was awarded as Best Performing Relationship Manager – Institutional Sales for
generating the highest incremental Average AUM for the business year 2013.
  Nominated consecutively for 3 years as Best Relationship Manager for the
company in Institutional sales.

In Mata Securities India Private Limited

 Was chosen to lead a team of 4 trainees to advice on insurance and other tax
planning investment products to the IT Professionals at Bangalore in January
2009.

Academic Qualifications:
Degree / School / College Board /University Year of
Qualification passing
SSC Old Lourdes High School Mumbai 1999

HSC K V Pendharkar College Mumbai 2002

BMS (Finance) Birla College of Arts, Science & Mumbai 2005
Commerce
MBA (Financial Karnataka State Open University Karnataka State 2015
Management) (Distance Education) Open University

Additional Qualification:

 NISM Certification for Mutual fund Advisor module.

Personal Details:

 Date of Birth: 22/03/1983

 Marital Status: Married

 Hobbies: Cooking, Running, Bike Riding & Singing
 Languages Known: English, Tamil, Hindi and Marathi