Tushar Indulkar

NISM-certified Finance Professional with 7 years of specialized experience in the Mutual Fund industry

Talent

MumbaiMember since July 24, 2026

Asset allocationMarket IntelligenceDerivativesHNI investor relationsPortfolio advisoryTeam leadership

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Asset allocationMarket IntelligenceDerivativesHNI investor relationsPortfolio advisory

About

NISM-certified Finance Professional with 7 years of specialized experience in the Mutual Fund industry, managing large-scale portfolios and HNI investor relationships since 2019. Proven expertise in portfolio advisory, strategic asset allocation, and team leadership within top-tier asset management environments. Adept at interpreting market intelligence, utilizing technical chart analysis, and directing high-performing virtual relationship teams to optimize client retention, process efficiency, and AUM growth.

Experience

Assistant Manager - Virtual Relationship Management at ICICI Prudential Mutual Fund (2024-03 – Present)

Direct operations and establish strategic KPIs for a team of 15 Virtual Relationship Managers (VRMs), driving engagement strategies to maximize client retention and optimize team productivity.
Oversee high-volume portfolio advisory services, ensuring asset allocation aligns precisely with investor risk profiles, macroeconomic trends, and internal compliance benchmarks.
Leverage advanced data tracking and competitive benchmarking to analyze market trends (e.g., Nifty indices, sectoral shifts) and translate complex data sets into actionable insights for the relationship team.
Serve as the primary escalation point for critical financial and operational queries, streamlining workflows between front-end relationship teams and back-end operations/RTAs to enhance service delivery.

Senior Virtual Relationship Manager (B2C HNI Investors) at Concentrix, Mumbai (Axis Mutual Fund Process) (2023-02 – 2024-03)

Provided strategic financial advice to HNI investors, managing asset allocation tailored to individual goals and risk tolerances.
Resolved complex financial and non-financial queries, maintaining high client satisfaction and trust.

Relationship Manager (B2C HNI) at Foundever (formerly Sitel India Pvt. Ltd. Axis Mutual Fund Process) (2019-07 – 2023-02)

Managed dedicated HNI client portfolios, driving investment in various mutual fund asset classes.
Consistently met client retention and service delivery benchmarks in a high-pressure environment.

Customer Service Representative at Foundever (Whitehat Jr. Process)