Apoorva Sinha

Investment professional with experience across IFA, ND, and Private Banking channels, currently with Axis Mutual Fund and previously with SBI Mutual Fund and Angel One. My role spans distributor engagement, fund positioning, and performance-led discussions backed by portfolio insights and market outlook analysis.

Relationship Manager - IFA & ND at Axis Mutual Funds (2025-08 – Present)

• Manage IFA & ND channel partnerships with focus on AUM growth and long-term engagement.
• Interpret market outlook and align product positioning strategies accordingly.
• Track portfolio shifts and category trends to support informed product communication.

Relationship Manager - Pvt Bank & ND at SBI Mutual Funds (2024-11 – 2025-08)

• Managed mapped Private Banking and ND relationships, contributing to AUM expansion.
• Conducted structured Morning Huddle sessions to improve product awareness and engagement.
• Analysed performance trends to support distributor conversations and fund positioning.

Associate – Wealth Management Services at Angel One (2023-08 – 2024-07)

• Provided Mutual Fund advisory support, ensuring high client satisfaction and repeat engagement.
• Executed transactions and managed operations via BSE Star MF platform.
• Strengthened customer servicing through streamlined operational processes.
• Recognised for strong product knowledge and consistent performance delivery.

Assistant Architect at VastuNirman Consultants LLP (2019-05 – 2023-04)

• Drafted detailed Architectural layouts using AutoCAD, ensuring accuracy and adherence to design specifications.
• Delivered high-quality work consistently before deadlines, demonstrating strong time management and organisational skills.

PGDM Finance (Blended) in Finance – XLRI Jamshedpur (2026 – 2028)

Bachelor of Architecture in Architecture – GITAM University (2019)