Megha Kothari

Seeking a challenging role that supports my professional growth and allows me to contribute effectively to the organization.

Assistant Manager - Nuvama Wealth & Investment Ltd (Edelweiss Broking Ltd) - Andheri, Mumbai

(2020-01 - 2024-12)

3.10 Years of Experience

• Acquisition of partners who can give us business.
• Handling more than 5000 partners
• Meetings online and offline with partners to close the deal
• Profiling partners and their clients to understand their investment behavior.
• Team Handling, running activities to achieve targets.
• Making team MIS to meet our daily run rates.
• Running campaigns for partners to give more leads.
• Searching partners on social media platforms. (making affiliate partners)
• Making presentation for review.
• Set KRA for team and many more activities on daily basis

Client Services - HDFC AMC (Mutual Funds) - Andheri, Mumbai

(2025-01)

A Year of Experience

• Managed walk-in investors by providing timely assistance and guidance.
• Resolved end-to-end investor queries with accuracy and professionalism.
• Presented and pitched mutual fund products to potential investors.
• Educated investors on digital platforms and encouraged digital adoption.
• Prepared and maintained MIS reports for internal review.
• Completed KYC processes in compliance with regulatory requirements.
• Engaged with potential investors to generate new business opportunities.
• Coordinated effectively with distributors to support business operations.
• Provided prompt service and support to all distributor partners.
• Promoted SIP and lumpsum investment options to investors regularly.
• Processed and sent transaction lots to CAMS as per guidelines.
• Maintained accurate records for all operational activities.
• Managed and recorded all transaction and non-transaction activities on an FTD basis.
• Handled NFO-related sales and service activities efficiently.
• Performed various daily operational tasks and ensured investor updates as per SEBI guidelines.

Post Graduation - Banking and Financial services - Guru Nanak Institute of Management (2018-01 - 2020-12)

BMS - Marketing & HR - SNDT University (2015-01 - 2018-12)

HSC - S.I.W.S. College (2013-01 - 2015-12)