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Flag of INDIA
mumbai, india
It's currently 3:07 PM here
Joined September 15, 2017
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Mudit D.

@Mudit12dalmia

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Flag of INDIA
mumbai, india
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1) A result-oriented professional offering over 12 years of successful career with diverse roles distinguished by commended performance in Sales, Marketing, Business Development & Fundraising 2) An enriching experience in Investment analysis, Portfolio management & Client Relationship management with my primary experience been in the financial advisory services like asset allocation, sensitivity analysis, optimization of portfolio and proven expertise in formulation of various financial product sales 3) Formulated plans, translated product & business strategies into executable plans and drove implementation in several regions 4) Cross functional expertise in business development & implementation of effective business strategies helped achieve revenues & profitability norms for the organizations

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Experience

Consultant

SATELLITE DEVELOPERS PVT LTD
Jun 2017 - Present
● A Business Consultant with multiple objective portfolio, predominantly Fundraising ● Primary responsibility is to research and identify new funding opportunities and prospects, generate well-written grant proposals and supporting documents in response to solicitations for funding ● Maintain and implement funding activities and timely reporting funds received.

Senior Consultant

BIO ZONE, Mumbai & Kanpur
Apr 2012 - Jan 2016 (3 years, 9 months)
● Since inception, Bio Zone has been into distribution of medical disposable remedies bringing advanced, specialized surgical solutions from both National and International healthcare products to various Institutions ● Spearheading sales & overall business management strategies ● Forecasting periodic sales targets & driving sales initiatives to achieve business goals & managing frontline sales team to achieve them

Asst Vice President, Private Wealth

INDIA INFOLINE PRIVATE WEALTH
Jan 2011 - Mar 2012 (1 year, 2 months)
● Advisory Services from need analysis to portfolio recommendations pertaining to the various financial asset classes like Equities (Mutual Funds, Direct Equity, PMS, Private Equity, Structure Notes), Debt (short to medium to long term investments and various NCD’s), Lending, Real Estate (direct sourcing, PMS ) Trust Planning & Insurance Planning ● Adept at managing clients with the right asset allocation

Education

PGDM

Indian Institute of Planning and Management, India 2002 - 2004
(2 years)

Qualifications

Mutual Fund module

Fidelity
2009
Mutual funds module

Fixed income module

Fidelity
2009
Debt Markets functionalities in India

Wealth Management (FPG) – Level 1 & 2

Wealth Management (FPG) – Level 1 & 2
2009
Intermediate Course in Wealth Management

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