Open to opportunities

Suraj Mishra

@surajmishra

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Finance professional with expertise in asset management and investment strategy.

India

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What I'm looking for

I am looking for a role that offers opportunities for growth, innovation, and a collaborative company culture.

I am a finance professional with over 3.5 years of experience in asset management, investment strategy, and proposal writing for global clients. My expertise lies in driving revenue growth, optimizing operations, and delivering tailored financial solutions. I have a proven track record of managing RFPs and building strong client relationships to support business development.

Currently, I work as an Associate at Acuity Knowledge Partners, where I draft and manage high-quality RFPs and proposals for a leading global asset management client. I partner with cross-functional teams to craft tailored responses and have implemented automation solutions that reduced manual content management effort by 20%. My previous roles have equipped me with a deep understanding of market trends and the ability to produce tailored presentations and financial reports that align with client specifications.

Throughout my career, I have consistently achieved revenue growth by strategically selling mutual funds and expanding distribution capabilities. I am passionate about fostering strong relationships with clients and channel partners, ensuring their satisfaction and loyalty. My goal is to leverage my skills and experience to contribute to a dynamic organization that values innovation and client-centric solutions.

Experience

Work history, roles, and key accomplishments

Current

Associate

Current

Acuity Knowledge Partners

Apr 2024 - Present (1 year 3 months)

Drafted and managed high-quality RFPs, DDQs, and proposals for a leading global asset management client. Partnered with cross-functional teams to craft tailored, high-quality responses and implemented automation solutions that reduced manual content management effort by 20%.

RFP DDQ Completion Proposal Management Process Optimization

Business Incharge

Bajaj Finserv Asset Management Company

Mar 2023 - Nov 2023 (8 months)

Drove revenue growth by strategically selling mutual funds via diverse B2B channels including Banks, NDs, and IFAs. Produced tailored presentation and financial reports using MS Excel and PowerPoint, while fostering strong relationships with channel partners.

Market Research Financial Analysis Client Relationship Management MS Excel PowerPoint

Assistant Manager

Motilal Oswal Financial Services

Nov 2021 - Mar 2023 (1 year 4 months)

Spearheaded revenue generation within the Broking and Distribution sector by successfully marketing investment products through the IFA channel. Effectively distributed a diverse range of investment instruments and secured new Independent Financial Advisors.

Investment Product Distribution Revenue Alternative Investment Category 3 Private Equity

Relationship Manager

ABSL Asset Management Company

Jun 2019 - Dec 2019 (6 months)

Achieved revenue growth by strategically selling mutual funds via the Independent Financial Advisor (IFA) channel. Managed client relationships to ensure satisfaction and loyalty.

IFA Channel Revenue Sales Strategy Client Relationship Management

Education

Degrees, certifications, and relevant coursework

ICFAI Business School

Master of Business Administration, Finance and Marketing

Completed a Master of Business Administration with a major in Finance and Marketing. Gained expertise in financial analysis, investment strategies, and marketing principles relevant to the business sector.

NSHM College of Management & Technology

Bachelor of Business Administration, Business Administration

Pursued a Bachelor of Business Administration with a major in Business Administration. Developed foundational knowledge in business operations, management, and administrative practices.