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Lakshay Agarwal

Assistant Manager @ HDFC Mutual Fund | Wealth & Portfolio Advisory | Relationship Management | AI Enthusiast

Moradabad

4+ years of work experience

HDFC Mutual Fund
Jul 202511 mosPresent

Moradabad

Spearheaded mutual fund distribution and retail sales across B2B and B2C segments, including Banking and ND (National Distributor) channels, resulting in a 10% increase in assets under management (AUM) during the Qtr. .Achieved a 15% average AUM growth and successfully met 20% of net sales objectives through strategic relationship management and data-driven investment advisory services .Drove SIP/STP processed achievement by 40%, onboarding over 200 new clients and facilitating systematic investment plans that boosted recurring inflows .Designed and delivered structured training to more than 50 channel partners, leading to a +25% improvement in mutual fund sales performance within the region.Developed and executed localized marketing initiatives, strengthening the HDFC Mutual Fund brand and expanding the retail investor base.
HDFC Mutual Fund
Jul 20241 yr 1 moJul 2025

Lucknow, Uttar Pradesh, India

Supported business development initiatives that contributed to a 10% penetration increase in equity and mutual fund products among regional clients. Collaborated with internal stakeholders and external partners to improve both B2B and B2C client relationships, driving up customer retention rates.Coordinated multiple CRM-driven engagement programs, which delivered a 30% increase in client interaction and successful conversion rates.Gained robust exposure to sales operations, negotiation tactics, and operational workflows specific to mutual fund distribution, enhancing customer experience and business process efficiency.
ExCoLearn Pvt. Ltd.
Sep 20236 mosFeb 2024

On-site

Advised leadership on strategic initiatives, corporate communication, and organizational development.Delivered insights on improving customer-focused services and strengthening team performance.Supported management in negotiation strategies and presentation delivery to internal and external stakeholders.
ExCoLearn Pvt. Ltd.
Mar 20237 mosSep 2023

On-site

Spearheaded a student-led enterprise, leading the organization’s vision and strategic direction.Oversaw planning and execution of annual events, ensuring excellence in quality, engagement, and outcomes.Managed a cross-functional team comprising vice presidents, team leads, and executives, driving collaboration and accountability.Built and nurtured relationships with sponsors, partners, and key stakeholders to achieve sustainable growth.Represented the organization in multiple forums and professional platforms, enhancing visibility and partnerships.Fostered a culture of innovation and leadership among students and professionals, resulting in successful event execution and brand credibility.
ExCoLearn Pvt. Ltd.
Nov 20225 mosMar 2023

On-site

Directed the finance team within a student-led organization, ensuring financial stability and accountability across events.Oversaw budgeting, cash flow management, and execution of funding strategies for multiple college-level events.Maintained adherence to compliance and transparency standards, reinforcing trust and credibility in financial operations.Mentored finance executives and team leads, improving team efficiency and coordination across departments.Managed end-to-end financial aspects of major student events, contributing to successful execution and profitability.Promoted strong interpersonal and cross-functional collaboration with students, faculty, and professionals.
TEDxUBS
Dec 20221 yr 3 mosFeb 2024

Karjat taluka, Maharashtra, India

Managed an event budget exceeding ₹2 lakh, ensuring 100% financial transparency and cost efficiency for TEDxUBS 2023.Secured over 5 sponsorships and strategic partnerships, resulting in successful event funding and expanded networking opportunities.Coordinated cross-functional collaboration among 10+ departments and teams for flawless event execution and logistics.Led digital marketing and social media campaigns, achieving a 20% increase in attendee registration and high engagement across platforms.Implemented and maintained strict adherence to TEDx policies and brand guidelines, safeguarding event integrity and TEDx standards.Facilitated organization and delivery of a sold-out TEDx event, featuring 8+ speakers addressing diverse topics such as business innovation, technology, sustainability, entertainment, and artificial intelligence.Built relationships by engaging with inspiring speakers and 250+ attendees, broadening understanding of global trends and thought leadership.
Bajaj Capital Ltd
May 20234 mosAug 2023

Gurugram, Haryana, India

Conducted detailed health insurance portfolio reviews and provided customized financial advisory services to clients across India.Gained hands-on experience in diverse financial instruments including Mutual Funds, Life Insurance, NPS, Fixed Income Instruments, and Health Insurance.Applied principles of Financial Planning and Wealth Creation, emphasizing the concept of compounding in investment strategies.Managed client relationships through effective communication, prospecting, and cold calling while educating clients on Systematic Investment Plans (SIPs) and other mutual fund categories.Utilized financial research and analytical tools such as Fund Barometer, SIP Calculators, and Tax Calculators to produce data-driven insights.Contributed to business development initiatives, sales, and marketing campaigns to enhance client acquisition and engagement.
Pratham Agro
Apr 20211 yr 1 moApr 2022

Delhi, India

● Demonstrated critical thinking and leadership in finance. ● Minimized costs and managed account books for company success. ● Provided unofficial leadership, offering valuable advice and support to team members. ● Received unsolicited compliments for both personality and high performance, fostering a motivated work environment.

Education

Cardiff Metropolitan University

Global Management Program, International Finance

Cardiff Metropolitan University

20222 yrs2024
UAi - School of Management

PGDM, Banking, Corporate, Finance, and Securities Law

UAi - School of Management

20222 yrs2024

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Headline

Assistant Manager @ HDFC Mutual Fund | Wealth & Portfolio Advisory | Relationship Management | AI Enthusiast

About

Empowering clients to build wealth through strategic mutual fund distribution and personalized portfolio advisory. Key Credentials & Expertise: • Mutual Fund Distribution • Client Portfolio Management • Financial Advisory • Wealth Creation Strategies • Relationship Management Certifications: • NISM V-A • BCom - Delhi University • MBA (Global Management Programme) - Cardiff Metropolitan University • PGDM Finance - Universal Business School

Location

Moradabad

Work experience

Assistant Manager Sales at HDFC Mutual Fund, Jul 2025 - Present · 11 mos, Moradabad, Spearheaded mutual fund distribution and retail sales across B2B and B2C segments, including Banking and ND (National Distributor) channels, resulting in a 10% increase in assets under management (AUM) during the Qtr. .Achieved a 15% average AUM growth and successfully met 20% of net sales objectives through strategic relationship management and data-driven investment advisory services .Drove SIP/STP processed achievement by 40%, onboarding over 200 new clients and facilitating systematic investment plans that boosted recurring inflows .Designed and delivered structured training to more than 50 channel partners, leading to a +25% improvement in mutual fund sales performance within the region.Developed and executed localized marketing initiatives, strengthening the HDFC Mutual Fund brand and expanding the retail investor base.

Management Trainee at HDFC Mutual Fund, Jul 2024 - Jul 2025 · 1 yr 1 mo, Lucknow, Uttar Pradesh, India, Supported business development initiatives that contributed to a 10% penetration increase in equity and mutual fund products among regional clients. Collaborated with internal stakeholders and external partners to improve both B2B and B2C client relationships, driving up customer retention rates.Coordinated multiple CRM-driven engagement programs, which delivered a 30% increase in client interaction and successful conversion rates.Gained robust exposure to sales operations, negotiation tactics, and operational workflows specific to mutual fund distribution, enhancing customer experience and business process efficiency.

Advisory Board Member at ExCoLearn Pvt. Ltd., Sep 2023 - Feb 2024 · 6 mos, On-site, Advised leadership on strategic initiatives, corporate communication, and organizational development.Delivered insights on improving customer-focused services and strengthening team performance.Supported management in negotiation strategies and presentation delivery to internal and external stakeholders.

Chief Executive Officer at ExCoLearn Pvt. Ltd., Mar 2023 - Sep 2023 · 7 mos, On-site, Spearheaded a student-led enterprise, leading the organization’s vision and strategic direction.Oversaw planning and execution of annual events, ensuring excellence in quality, engagement, and outcomes.Managed a cross-functional team comprising vice presidents, team leads, and executives, driving collaboration and accountability.Built and nurtured relationships with sponsors, partners, and key stakeholders to achieve sustainable growth.Represented the organization in multiple forums and professional platforms, enhancing visibility and partnerships.Fostered a culture of innovation and leadership among students and professionals, resulting in successful event execution and brand credibility.

Vice President at ExCoLearn Pvt. Ltd., Nov 2022 - Mar 2023 · 5 mos, On-site, Directed the finance team within a student-led organization, ensuring financial stability and accountability across events.Oversaw budgeting, cash flow management, and execution of funding strategies for multiple college-level events.Maintained adherence to compliance and transparency standards, reinforcing trust and credibility in financial operations.Mentored finance executives and team leads, improving team efficiency and coordination across departments.Managed end-to-end financial aspects of major student events, contributing to successful execution and profitability.Promoted strong interpersonal and cross-functional collaboration with students, faculty, and professionals.

Organizing Committee Member at TEDxUBS, Dec 2022 - Feb 2024 · 1 yr 3 mos, Karjat taluka, Maharashtra, India, Managed an event budget exceeding ₹2 lakh, ensuring 100% financial transparency and cost efficiency for TEDxUBS 2023.Secured over 5 sponsorships and strategic partnerships, resulting in successful event funding and expanded networking opportunities.Coordinated cross-functional collaboration among 10+ departments and teams for flawless event execution and logistics.Led digital marketing and social media campaigns, achieving a 20% increase in attendee registration and high engagement across platforms.Implemented and maintained strict adherence to TEDx policies and brand guidelines, safeguarding event integrity and TEDx standards.Facilitated organization and delivery of a sold-out TEDx event, featuring 8+ speakers addressing diverse topics such as business innovation, technology, sustainability, entertainment, and artificial intelligence.Built relationships by engaging with inspiring speakers and 250+ attendees, broadening understanding of global trends and thought leadership.

Wealthepreneur at Bajaj Capital Ltd, May 2023 - Aug 2023 · 4 mos, Gurugram, Haryana, India, Conducted detailed health insurance portfolio reviews and provided customized financial advisory services to clients across India.Gained hands-on experience in diverse financial instruments including Mutual Funds, Life Insurance, NPS, Fixed Income Instruments, and Health Insurance.Applied principles of Financial Planning and Wealth Creation, emphasizing the concept of compounding in investment strategies.Managed client relationships through effective communication, prospecting, and cold calling while educating clients on Systematic Investment Plans (SIPs) and other mutual fund categories.Utilized financial research and analytical tools such as Fund Barometer, SIP Calculators, and Tax Calculators to produce data-driven insights.Contributed to business development initiatives, sales, and marketing campaigns to enhance client acquisition and engagement.

Accountant at Pratham Agro, Apr 2021 - Apr 2022 · 1 yr 1 mo, Delhi, India, ● Demonstrated critical thinking and leadership in finance. ● Minimized costs and managed account books for company success. ● Provided unofficial leadership, offering valuable advice and support to team members. ● Received unsolicited compliments for both personality and high performance, fostering a motivated work environment.

Education

Global Management Program, International Finance, Cardiff Metropolitan University

PGDM, Banking, Corporate, Finance, and Securities Law, UAi - School of Management