Tushar Indulkar

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.

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)

• Handled customer relations and service delivery for the Whitehat Jr. process.

MBA in Finance – Mumbai University (2017)

BMS in Finance – Alkesh Dinesh Mody Institute, Mumbai University (2014)

HSC – Maharashtra Board (2011)

SSC – Maharashtra Board (2009)