Apoorva Sinha
@apoorvasinha
Investment relationship manager specializing in mutual fund distribution, fund positioning, and portfolio-driven insights.
IndiaWhat I'm looking for
I’m an investment relationship manager with experience across IFA, ND, and private banking channels. I currently work with Axis Mutual Fund, and previously supported growth at SBI Mutual Fund and Angel One.
My focus is distributor engagement and performance-led discussions grounded in portfolio insights and market outlook analysis. I manage channel partnerships, align product positioning to interpret market outlook, and track portfolio shifts and category trends to strengthen communication.
At SBI Mutual Funds, I handled mapped Private Banking and ND relationships and supported AUM expansion through structured Morning Huddle sessions. I analyzed performance trends to help distributors drive fund conversations and maintain strong product awareness and engagement.
Before that, I delivered mutual fund advisory and operational support at Angel One, executing transactions through the BSE Star MF platform and strengthening client servicing through streamlined processes. I also have training and certifications across mutual funds, PMS, and related investment areas, alongside earlier architectural work using AutoCAD.
Experience
Work history, roles, and key accomplishments
IFA & ND Relationship Mgr
Axis Mutual Fund
Aug 2025 - Present (10 months)
Manage IFA and ND channel partnerships with a focus on AUM relationship growth and long-term engagement. Interpret market outlook and align product positioning using portfolio shifts, category trends, and performance insights.
Private Banking & ND RM
SBI Mutual Fund
Nov 2024 - Aug 2025 (9 months)
Managed mapped Private Banking and ND relationships contributing to AUM expansion. Conducted structured morning huddles to improve product awareness and analyzed performance trends to support distributor conversations and fund positioning.
Wealth Mgmt Associate
Angel One
Aug 2023 - Jul 2024 (11 months)
Provided mutual fund advisory support to ensure client satisfaction and repeat engagement. Executed transactions and handled operations via the BSE Star MF platform, strengthening service quality through streamlined operational processes.
Assistant Architect
VastuNirman Consultants LLP
May 2019 - Apr 2023 (3 years 11 months)
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 organizational skills.
Education
Degrees, certifications, and relevant coursework
GITAM University
Bachelor of Architecture, Architecture
2019 -
Pursued a Bachelor of Architecture degree at GITAM University starting in 2019.
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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