Suman Mukherjee

14+ years of Experience. Investment Advisor, Channel Management SpecialistProduct specialisation: Mutual Fund (Debt & Equity) PMS, Insurance Educational & Professional Qualification MBA, NISM Series V-A & VIII, IRDA,  

A ‘Sales & Marketing Professional’ possessing a sound
management background and near about 14 years of rich 
experience in the investment industry which includes 7 years of 
extensive experience in Channel Management, Sales and 
Marketing in ‘Retail Sales’ and another 7 years of vivid 
experience as financial advisor working as self employed.
 Dealt with the product like Mutual Funds, PMS, Equity 
Derivatives, Direct Stocks, Bonds, Life Insurance, General 
Insurance, Health Insurance, Fixed Deposits, NCDs, Loans etc. 
 Shown consistency in increasing revenues, Market share and 
favorably impacting profitability by delivering and completing 
the given tasks with satisfying results.
 A diligent professional thoroughly exposed to various aspects of 
marketing activities and unit management resulting in a track 
record of exceeding the job targets even under demanding
situations.
 Significant experience in building & managing relations with 
key Partners in Retail Channel.
 Experienced of handling various work aspects while developing 
the company’s business or building relationships with the
authorities.
 A team player able to work with cross functional divisions in a 
complex business environment.
 Excellent ‘organizing’, ‘communication’ and ‘inter-personal’ skills.

Highest Educational Qualification:
MBA (Marketing) from WBUT
Certifications:
 NISM-SERIES-V-A (MF 
Distributor Certification).
 NISM-SERIES-VIII (Equity 
Derivatives Certification).
 IRDA Qualified.