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MC Deepa

@mcdeepa

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Senior Portfolio Manager with expertise in client acquisition and investment strategy.

India

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What I'm looking for

I am seeking a role that allows me to leverage my extensive experience in portfolio management and client relations while fostering a collaborative and growth-oriented company culture.

With over 13 years of experience in the financial sector, I have honed my skills as a Senior Portfolio Manager, specializing in client acquisition and investment strategy. My role involves engaging with a minimum of four investors daily to understand their financial aspirations and create personalized investment plans that align with their risk tolerance and goals.

Throughout my career, I have consistently demonstrated a strong ability to drive sales growth and enhance client satisfaction. I excel in presenting investment portfolios, managing onboarding processes, and ensuring compliance with regulatory standards. My commitment to fostering client relationships has resulted in sustained loyalty and revenue growth, making me a trusted advisor in the industry.

In addition to my portfolio management expertise, I have a proven track record in sales management and team leadership. I have successfully led high-performing teams, developed training materials, and implemented performance review systems that drive team proficiency. I am passionate about staying abreast of market dynamics and emerging trends to provide cutting-edge investment advice.

Experience

Work history, roles, and key accomplishments

Senior Portfolio Manager

FORMANFIEFDOM

Apr 2024 - Present (1 year 2 months)

Engaged with investors daily to discern financial aspirations and devise personalized investment plans. Presented investment portfolios, distributed pertinent information post-consultation, and employed a systematic follow-up strategy to transform prospects into committed clients.

Sales Process Regulatory Compliance Client Relations Market Intelligence

Sales Manager

UNACADEMY

Jan 2022 - Present (3 years 5 months)

Spearheaded talent acquisition, meticulously crafting job descriptions and conducting over 200 interviews to assemble a high-performing sales team. Developed comprehensive training materials and led refresher sessions, substantially boosting team proficiency and performance.

Talent Acquisition Performance Management Sales Strategy Business Development Team Management Training Development

Business Development Manager

GREET Business Development Manager TECHNOLOGIES PVT LTD

Sep 2020 - Present (4 years 9 months)

Achieved a sales revenue target of 3 Crores annually and led a team of 4 Business Development Executives across India, driving PAN India sales initiatives. Collaborated with IT and development teams to tailor client solutions, including dialer configuration and CRM integration.

Sales Revenue Business Development Performance Reviews CRM Google Ads

Senior Manager - AD Sales

KHUSHI ADVERTISING IDEAS PVT LTD

Sep 2019 - Present (5 years 9 months)

Proactively identified and engaged prospective clients and advertisers for airport advertising initiatives. Developed innovative concepts to enhance media impact and created a WOW factor for clients.

Client Engagement Market Research Advertising Concepts Sales Performance Team Management Data Analysis

Associate Manager - AD Sales

TDI INTERNATIONAL INDIA LTD

Aug 2016 - Present (8 years 10 months)

Managed an annual sales revenue target of
7.2 Crore, consistently meeting and exceeding financial objectives. Conducted in-depth market research to identify and engage potential clients, leveraging industry insights.

Sales Revenue Market Research Marketing Campaigns Sales Presentations Proposal Development Negotiation

Sr. Corporate Relationship Manager

EMUDHRA LTD

Apr 2014 - Present (11 years 2 months)

Spearheaded a 10-member Inside Sales Team to drive sales initiatives and customer engagement. Formulated both immediate and long-range plans for customer service aligned with organizational objectives.

Inside Sales Customer Engagement Sales Strategies Customer service management Team Leadership

Content Producer

RAJ MUSIC KARNATAKATV CHANNEL

Jun 2012 - Present (13 years)

Produced high-quality written, visual, and multimedia content for various programmes, ensuring audience engagement. This role focused on creating compelling content for television.

Content Production Multimedia Content Written Content Program Development

Tech Support

ACCENTURE

Mar 2010 - Present (15 years 3 months)

Managed 70+ daily inbound tech support calls, achieving a swift average resolution time of 3 minutes per call. Expertly diagnosed and resolved broadband connectivity issues, escalating complex cases to Tier 2 support as needed.

Tech Support Broadband Troubleshooting Customer Service Problem Solving

Senior Customer Care Officer

ALLSEC TECHNOLOGIES

Jul 2007 - Present (17 years 11 months)

Addressed customer inquiries with precision by clarifying information, conducting research, and delivering accurate responses. Expertly resolved issues related to credit limits, balance transfers, and daily transactions to ensure customer satisfaction.

Customer Service Upselling Quality Control Account Management

Education

Degrees, certifications, and relevant coursework

Indian Institute of Management Kozhikode

EMDP Certification, Marketing and Sales

Completed the Executive Management Development Program with a focus on Marketing and Sales, enhancing strategic skills in these critical business areas.