ASHOK PARASHAR

Flat-471, Sarvahit Appartment,

Carrier Object:-

Lead an independent business in a customer focused Financial Services, Insurance, applying my

Professional Carrier

Birla Sunlife Distribution ‘Area Manager’ - Located at New Delhi. Since Jan-08.
Birla Sunlife [Link]. , part of Aditya Birla group of companies JV with Sunlife Canada,
Ranked 6th among non-Bank distribution houses in India with 15,000 crs. AUM
Key Responsibilities:
 Business Development: Focus on Mutual fund Aum growth, and Insurance based on targets
allotted by Head-National Sales.
 Channel Management: Expand the length and breadth of Delhi-NCR and Rajasthan market.
Monitor the functioning of the existing channels, and work towards a model wherein business
is maximized, with relative importance to all.
 Handling Key Relationship: Sustain and flourish relationship with Existing AMFI and Non
AMFI Banks,, Individual Financial Planners, HNIs and Corporates.
 Hub & Spoke Implementation: Developing & sustaining the hub and spoke model for
Rajasthan. Catering to the requirements of the Channel Partners with regard to proper and
timely information flow, and marketing initiatives.
 Marketing: Draw a road map to enhance the mind-share of the Customers in Jaipur, and
execute the same, through marketing efforts (e.g. Hoardings, Display Boards, Banners &
Investor meets)
 Branch Administration: Management of Ten Branch having 40 employees of Wealth
management including Mutual fund and Insurance both and other spokes location through
Business Development Associates
PAST WORK EXPERIENCE

Angel broking [Link]. as ‘Regional Manager’ - Locate at Jaipur since Oct.06-Jan-08.

Joined Angel broking pvt. Ltd. One of the top 5 retail Stock broking houses in India, recipient of
the prestigious ‘Major Volume Driver’ award for the second consecutive year of 2005-2006 by The
Bombay Stock Exchange also known for their IT Iniatives in the equity broking industry.
Key Responsibilities :

 Developing the hub and spoke model for Rajasthan and provide sustainability also.
Catering to the requirements of the Channel Partners with regard to proper and timely
information flow, and marketing initiatives.
 Expand the length of breadth of Rajasthan market. Monitor the functioning of the existing
channels and work towards a model wherein business is maximized, with relative
importance to all.
 Focus on Mutual fund Aum growth, and Insurance based on targets allotted by Head-
National Sales. & Equity Sales from Sub broker Network for Business Development
 Sustain and flourish relationship with Existing AMFI and Non AMFI Banks,, Individual
Financial Planners, HNIs and Corporates.
 Management of Jaipur Branch having 18 employees of Wealth management and other
spokes location through Business Development Associates.

Anand Rathi Securities Ltd, as ‘Regional Manager ‘Located at Jaipur Aug.05 – Dec.06

Joined Anand Rathi Securities Ltd. A leading financial service company known for its strengths of
Corporate Advisory Wealth Management & services initiated in Retail Distribution business too.

Anand Rathi Securities Ltd. A Strong brand, operating out of 230 plus locations with combination
of Own & Franchisee centers. Business model included BSE / NSE / Commodities trading, IPO,
DP, Mutual Fund Distribution & Insurance Advisory Services via Broking.

Key Responsibilities :
 Heading the Rajasthan for AnandRathi Securities in distribution.
 Providing Investment Avenues from Portfolio Management services to Mutual Funds and
Insurance products.
 Accountability of 17 Relationship Managers across the Rajasthan.
 Developing and servicing the sales channel for the organization including sub-brokers and
Franchises.
 Suggesting Tax Saving Instruments to corporate for better tax planning
IL&FS Investsmart Ltd as ‘Relationship Mange’ Located at Jaipur Dec.03-Aug.05

IL&FS Investmart Limited is one of India’s leading financial services organizations providing
inviduals and corporates with customized financial management solutions.

Key Responsibilities:
 Catering to Jaipur Market Relating to Financial Management
 Portfolio Management services to Mutual Funds and Insurance products Funds.
 Managing the portfolios of HNI’s wherein suggesting them new schemes and other
suggestions relating to redemption and switch from the existing schemes according to the
market conditions and performance of the particular schemes.

Bajaj Capital Ltd. as ‘Client Relationship Officer’ - Located at Jaipur April.03-Dec.03

The Bajaj Capital Group is one of India’s premier Investment Advisory and Financial Planning
companies, and also SEBI-approved Category I Merchant Bankers

Key Responsibilities :
 Catering to Jaipur Market Relating to Financial Management
 Providing Investment Avenues from Portfolio Management services to Mutual Funds and
Insurance products.
 Post Office schemes and General Insurance and Life Insurance Scheme
 Managing the portfolios of RTL’s wherein suggesting them new schemes and other
suggestions.

AMTEK AUTO LIMITED. as ‘Management Trainee’ - Located at New Delhi.

Successfully Completed 9 months Management Training in a Listed Company.

Assignment Undertaking :
 Arranging of Board and EGM of Company,
 Making of minutes of Board meeting and EGM of Company.
 Liasioning work with Company Law Board and Registrar of Company.
 Filing of Various Form and fee with ROC& Issue of compliance certificate.

EDUCATIONAL BACKGROUND :
  Institute of Company Secretaries of India Company Secretary ship (Final Group-1)
 M.D.S University Ajmer. (Raj) (2002) L.L.B
 M.D.S University Ajmer, (Raj.) (1998) B Com (Hon’s)

ADDITIONAL QUALIFICATIONS:

 AMFI (Association of Mutual Fund of India) Certified in 2004

PERSONAL DETAILS:

 Date of Birth 6 April 1978

References:-
Available on request.

Date: _________

Place: _________ (ASHOK PARASHAR)