Swapnil Dubey

AVP - Institutional Sales @ DSP Mutual Fund

About

Experienced Manager with a demonstrated history of working in the Financial industry. Skilled in Business Relationship Management, Sales, Business Development, Asset Management, and Capital Markets. Strong professional with a Master of Business Administration (M.B.A.) in Marketing/Marketing Management, General from Devi Ahilya Vishwavidyalaya.

Country

India

City

Mumbai

Industry

Investment Management

Skill

Sales Management, Direct Sales, International Sales, Sales Processes, Customer Relationship Management (CRM), Customer Engagement, Single Family Homes, Mutual Funds, Team Management, Business Development, Capital Markets, Investments, Business Relationship Management, Sales, Asset Management, Financial Markets

Experience

AVP - Institutional Sales

DSP Mutual Fund

2023-4 - Present · 3 yrs 6 mos

Mumbai, Maharashtra, India

Managing Institutional clients - Corporate Treasuries,FIs, Family offices.

Chief Manager

Kotak mahindra asset management co. Ltd.

2015-1 - 2023-4 · 8 yrs 4 mos

Mumbai, Maharashtra, India

Here at kotak AMC, after heading Banking Channel -Pune. currently I am responsible to manage *institutional sales* ( Corporate treasuries, Family offices & Bank Treasuries) in Mumbai.

Branch Manager

Religare Invesco Asset Management Company Private Limited

2014-6 - 2015-1 · 8 mos

Nasik Area, India

At Religare Invesco asset management co. Pvt. ltd. I am responsible for entire Branch management, From Team management to Channel management, which includes managing productive relationships with Channel partners and clients followed by post sales services. Motivating, mentoring and monitoring Team.