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Meenakshi Rajamani
Personal Statement
Rich Experience of 21 yrs in the Field of Financial Services, Specialization in Mutual Funds. Successfully
Handled Middle Level Management Assignments in Sales , Marketing & Independent Business Operations In the
profile of Regional Head ( Tamil Nadu and Goa) .
Passion for my work and diligence are two traits that I believe most reflect me as an individual. They are qualities
that have driven me in my quest for knowledge to take up different positions and along with communication skills
both written and oral have aided me through my career with LIC MF. During my tenure while handling Various
Functionalities, I have gained substantial experience specializing in Marketing & Sales and In Handling the
various Regions Independently and Successfully. A multi-faceted exposure with 21 years of experience I have a
penchant for generating ideas and implementation feasible solutions. My colleagues would describe me as a
detail-oriented, tactical thinker, problem solver, team player and individual contributor with a unique ability to
work cross-functionally, and independently in deadline-driven environments. Given the chance it would be an
opportunity to use my diverse skill set and be able to execute solutions. Specific fields of interest
include Operational and new business implementation.
Academic / Professional Qualification
Degree Year University Specialisation Class
MBA 2006 Madurai Kamraj University Finance 59%
B.Sc 1991 Madurai Kamraj University Biology 85%
AISSCE 1988 C.B.S.E, Delhi Board M.Bi.P.C 55%
Awards / Certificates
Oracle & VB (6.0 Ver) Certification from SSi – IT Education, Chennai
NCFM – AMFI Certification in Mutual Funds (V A) Module
NCFM –Certification in Derivatives Market (Dealers Module)
FIMMDA-NSE Debt Market (Basic) Module
Key Skills
A Team Planner and Implementer with Demonstrated Success in Handling Over All Mutual Fund Business.
Strong Analytical, Communicative Sales and Marketing skills for Exploration of New Business Opportunities.
Specialization
Channel Management: Of Broking Houses, Banking Channels and IFAs for NFOs as well as On Going Schemes.
Procuring Direct business from Corporates and HNIs.
Team Management: Managing the Team of Relationship Managers giving Training, Guidance and Assistance in
Business procurement.
Operational activities: Independent Branch Management with End to End solution with respect to all
Transactions, Investor Service/Redressals. Supervision and Guidance for Branch Operation Assistants.
Professional Experience
FUNCTIONS CADRE &
GRADE
PRIMARY
RESPONSIBILITIES
PORTFOLIO - IN DETAIL REPORTING HEAD
Manager (Retail Sales)
July 2016 – Dec 2016
(Opted for Transfer back to
Chennai due to personal
emergency on available
position)
Manager
Class - I
Officer
Marketing and Sales
Head, Tamil Nadu
State (Vellore and
Chennai Regions)
Independent Product
Promotion and Sales to
local SMEs, Trusts,
Distributors, IFAs and
Banking Channels. Training
& Development
Progammes for IFAs.
Chief Marketing Officer
Area Manager – Tamil
Nadu
Manager
Class - I
Officer
Marketing and Sales
Head, Tamil Nadu
State (Except Vellore
and Chennai
Regions)
With the profile of Regional
Head (Retail Sales) Tamil
Nadu State (Except
Chennai and Vellore), was
In charge of Marketing &
Sales of All Channels
(Corporates, Brokers,
Banking, HNIs & IFAs)
Handling a Team of 3
Relationship Managers and
1 Asst.Manager with a
Additional Portfolio of
Managing entire Branch
Operations Including
General Adminstration and
Accounting. Had created a
mile stone of increasing
the Branch AUM from
19.63 Cr to 380 Cr. with
exploration of New
corporates and Equity
Sales. During this period
the Branch Revenue
jumped to 600%.
Chief Marketing Officer
2014- June 2016
LIC MF Madurai &
Coimbatore Area Office,
Area Manager – Goa
State
Manager
Class - I
Officer
Marketing and Sales
Head, Goa State
With the profile of Regional
Head of Goa State, was In
charge of Marketing &
Sales of All Channels
(Corporates, Brokers,
Banking, HNIs & IFAs)
Handling a Team of 3
Relationship Managers with
a Additional Portfolio of
Managing entire Branch
Operations Including
General Adminstration and
Accounting.
Chief Marketing Officer
2011-2014
LIC MF Goa Area Office,
Panjim
Manager (Insti Sales)
2008-2011
LIC MF Chennai Area Office,
Chennai
Manager
Class - I
Officer
Handling Insti
Sales of Liquid /
Ultra Short Term
schemes to
Corporates/ HNIs.
Handling Insti Sales of
Liquid / Ultra Short Term
schemes to Corporates/
HNIs. Handled 12 Major
Corporates and 65 SMEs
with a Total AUM size of
1100 Cr.
Regional Head (South)
And
GM(Marketing & Sales)
Was also promoting Equity
and LT Debt products Local
Trusts, HNIs and to Select
Top 50 IFAs of the Region
Asst.Manager (Branch
Opertions)
Asst.Manager
Class – I
Officer
Assisting Regional
Head (South) in
Product Promotion,
Team Management
and Branch
Independent Product
Promotion to local
Corporates/Distributors/IF
As, Banking Channels.
Training & Development
Regional Head (South)
2000-2008 and
Personal Profile
Date of Birth : 20th
May 1971 Martital Status : Single Place of Residence : Chennai
9677025698 meenakshi.licmf@gmail.com
Languages English (Fluent) Hindi (Fluent) Telugu (Fluent) Tamil (Native)
Spanish & Portuguese (Intermediate)
Miscellaneous Interested In Travelling to Know New Places, People & Their Culture. Special Interest in Knowing
Food Culture and Cuisines (Local & Global)
Personal Profile
Date of Birth : 20th
May 1971 Martital Status : Single Place of Residence : Chennai
9677025698 meenakshi.licmf@gmail.com
Languages English (Fluent) Hindi (Fluent) Telugu (Fluent) Tamil (Native)
Spanish & Portuguese (Intermediate)
Miscellaneous Interested In Travelling to Know New Places, People & Their Culture. Special Interest in Knowing
Food Culture and Cuisines (Local & Global)

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Meenakshi Rajamani- Resume

  • 1. Meenakshi Rajamani Personal Statement Rich Experience of 21 yrs in the Field of Financial Services, Specialization in Mutual Funds. Successfully Handled Middle Level Management Assignments in Sales , Marketing & Independent Business Operations In the profile of Regional Head ( Tamil Nadu and Goa) . Passion for my work and diligence are two traits that I believe most reflect me as an individual. They are qualities that have driven me in my quest for knowledge to take up different positions and along with communication skills both written and oral have aided me through my career with LIC MF. During my tenure while handling Various Functionalities, I have gained substantial experience specializing in Marketing & Sales and In Handling the various Regions Independently and Successfully. A multi-faceted exposure with 21 years of experience I have a penchant for generating ideas and implementation feasible solutions. My colleagues would describe me as a detail-oriented, tactical thinker, problem solver, team player and individual contributor with a unique ability to work cross-functionally, and independently in deadline-driven environments. Given the chance it would be an opportunity to use my diverse skill set and be able to execute solutions. Specific fields of interest include Operational and new business implementation. Academic / Professional Qualification Degree Year University Specialisation Class MBA 2006 Madurai Kamraj University Finance 59% B.Sc 1991 Madurai Kamraj University Biology 85% AISSCE 1988 C.B.S.E, Delhi Board M.Bi.P.C 55% Awards / Certificates Oracle & VB (6.0 Ver) Certification from SSi – IT Education, Chennai NCFM – AMFI Certification in Mutual Funds (V A) Module NCFM –Certification in Derivatives Market (Dealers Module) FIMMDA-NSE Debt Market (Basic) Module Key Skills A Team Planner and Implementer with Demonstrated Success in Handling Over All Mutual Fund Business. Strong Analytical, Communicative Sales and Marketing skills for Exploration of New Business Opportunities. Specialization Channel Management: Of Broking Houses, Banking Channels and IFAs for NFOs as well as On Going Schemes. Procuring Direct business from Corporates and HNIs. Team Management: Managing the Team of Relationship Managers giving Training, Guidance and Assistance in Business procurement. Operational activities: Independent Branch Management with End to End solution with respect to all Transactions, Investor Service/Redressals. Supervision and Guidance for Branch Operation Assistants.
  • 2.
  • 4. FUNCTIONS CADRE & GRADE PRIMARY RESPONSIBILITIES PORTFOLIO - IN DETAIL REPORTING HEAD Manager (Retail Sales) July 2016 – Dec 2016 (Opted for Transfer back to Chennai due to personal emergency on available position) Manager Class - I Officer Marketing and Sales Head, Tamil Nadu State (Vellore and Chennai Regions) Independent Product Promotion and Sales to local SMEs, Trusts, Distributors, IFAs and Banking Channels. Training & Development Progammes for IFAs. Chief Marketing Officer Area Manager – Tamil Nadu Manager Class - I Officer Marketing and Sales Head, Tamil Nadu State (Except Vellore and Chennai Regions) With the profile of Regional Head (Retail Sales) Tamil Nadu State (Except Chennai and Vellore), was In charge of Marketing & Sales of All Channels (Corporates, Brokers, Banking, HNIs & IFAs) Handling a Team of 3 Relationship Managers and 1 Asst.Manager with a Additional Portfolio of Managing entire Branch Operations Including General Adminstration and Accounting. Had created a mile stone of increasing the Branch AUM from 19.63 Cr to 380 Cr. with exploration of New corporates and Equity Sales. During this period the Branch Revenue jumped to 600%. Chief Marketing Officer 2014- June 2016 LIC MF Madurai & Coimbatore Area Office, Area Manager – Goa State Manager Class - I Officer Marketing and Sales Head, Goa State With the profile of Regional Head of Goa State, was In charge of Marketing & Sales of All Channels (Corporates, Brokers, Banking, HNIs & IFAs) Handling a Team of 3 Relationship Managers with a Additional Portfolio of Managing entire Branch Operations Including General Adminstration and Accounting. Chief Marketing Officer 2011-2014 LIC MF Goa Area Office, Panjim Manager (Insti Sales) 2008-2011 LIC MF Chennai Area Office, Chennai Manager Class - I Officer Handling Insti Sales of Liquid / Ultra Short Term schemes to Corporates/ HNIs. Handling Insti Sales of Liquid / Ultra Short Term schemes to Corporates/ HNIs. Handled 12 Major Corporates and 65 SMEs with a Total AUM size of 1100 Cr. Regional Head (South) And GM(Marketing & Sales) Was also promoting Equity and LT Debt products Local Trusts, HNIs and to Select Top 50 IFAs of the Region Asst.Manager (Branch Opertions) Asst.Manager Class – I Officer Assisting Regional Head (South) in Product Promotion, Team Management and Branch Independent Product Promotion to local Corporates/Distributors/IF As, Banking Channels. Training & Development Regional Head (South) 2000-2008 and
  • 5. Personal Profile Date of Birth : 20th May 1971 Martital Status : Single Place of Residence : Chennai 9677025698 meenakshi.licmf@gmail.com Languages English (Fluent) Hindi (Fluent) Telugu (Fluent) Tamil (Native) Spanish & Portuguese (Intermediate) Miscellaneous Interested In Travelling to Know New Places, People & Their Culture. Special Interest in Knowing Food Culture and Cuisines (Local & Global)
  • 6. Personal Profile Date of Birth : 20th May 1971 Martital Status : Single Place of Residence : Chennai 9677025698 meenakshi.licmf@gmail.com Languages English (Fluent) Hindi (Fluent) Telugu (Fluent) Tamil (Native) Spanish & Portuguese (Intermediate) Miscellaneous Interested In Travelling to Know New Places, People & Their Culture. Special Interest in Knowing Food Culture and Cuisines (Local & Global)