Arpit Verma

DOB- JULY 14, 1988

MOBILE: +91-9004926856, E-M AIL: [email protected]

OBJECTIVE
To work in a challenging and competent environment, which could help me to enhance my interpersonal skills and
fulfil the objectives of the organization.

Professional Experience
Organization: Franklin Templeton Asset Management (India) Pvt. Ltd.
Department: Business Planning & Sales Management
Designation: Senior Business Analyst

Duration: November 2015 to Present

Job Profile: Assist in constructing the various detailed components of the overall annual plan for the AMC and
ensure that they align well. This involves close coordination with all units including Operations, Marketing,
Technology and Sales, with specific emphasis on all key Sales metrics.
As part of the Sales Management, responsible to play a key role in all strategic sales and distribution initiatives
including technology. Sales Management is an independent, centralized intelligence and strategic thinking unit
and responsible to help meet all Sales objectives, whilst also ensuring efficiency improvement along all key
parameters within the Sales function.
Business Analyst: Assist in compiling, tracking and measuring the key components of the overall AMCs annual
objectives:
Ensure that the near time, and strategic long term initiatives are dovetailed to provide sustainable
business momentum
Provide accurate business cases / forecasts / opportunities for all key Sales initiatives so that the
organization has a good handle on the financial benefits of these initiatives

Develop, track and present key metrics that help measure delivery on core objectives
Look at the available data to provide more depth to the variables which drive the organisations objectives

Sales Management: Provide central support to the Sales team and carry out the Sales management
responsibilities by:

Independently measuring, assessing and tracking metrics for distribution efficiencies, and presenting
these metrics to Sales and organization leadership

Assist in driving strategic initiatives to build / improve distribution capabilities and efficiencies

Provide necessary Sales Operation support to the Sales team on their ongoing requirements

Present data analysis that helps the Sales team improve their ability to meet their objectives through the
year

Organization: Canara Robeco AMC Ltd.

Department: Corporate Development & International Business
Designation: Assistant Manager

Duration: November 2014 to October 2015

Job Profile: Preparation of annual business plan and setting of targets for the company. Industry analysis and
tracking company performance vis-a-vis industry. Identifying new prospects for business expansion.
MIS & Business Analyst: Analysis of various MIS reports to track the performance of the company with respect
to the targets as per the business plan. Constant reviewing of the business plan and accommodating changes, if
required, and revising the business plan. Preparation of Board presentations and various corporate presentations.
Sales Support: Setting and distribution of sales target. Assisting the regional heads is achieving the targets by
preparing and providing guidance and key metrics as per industry trends. Data analysis and track the performance
of the sales team. Suggesting areas of improvement and other ad-hoc MIS as and when required by the sales
team.

Special Achievements: Out of the 5 locations proposed by me for opening of new locations, 3 were accepted for
first round of expansion. Further, ensured 2 were opened within 3 months and were up and running for business.
Assisted the new branches in setting up business by providing various data and inputs.

Name of the organization: H.D.F.C. AMC Ltd.

Department: Corporate Client Services
Designation: Executive

Duration: February 2011 to November 2014

Job Profile:
MIS Analyst: Preparation and analysis of MIS reports which includes daily reports, monthly reports, regulatory
reports and reports to be submitted to the Board of Directors. Preparation and analysis of sales MIS to understand
the various trends. To present these reports to the management and various teams for assisting them to take
business decisions and for Board Presentation.
Management of back end operations related to Corporate Client Services, Operations and Compliance. Coordination with the R.T.A. for operational efficiency and timely execution of activities. Also includes management
of the following:

Resolution of Income Tax Queries.

Co-ordination with channel partners.

Co-ordination with legal and compliance department.

Leading a team for effective and timely results.

Co-ordination with the branches all over India for resolution of their queries and complaints.
Special Achievements: Brought to the notice of senior management about a misinterpretation of a SEBI
regulation, generally used by some investors which use to result in huge loss to the organization and existing
investors. Initiated and monitored an activity to avoid such instances in future and to prepare a report so as to
submit to the management. Set-up of rules and criteria for such activity which made HDFC AMC first in the
industry to restrict such investments with other AMCs following the same.
This issue was reported to SEBI and after due consideration SEBI ruled all the AMCs to restrict such transactions
and asking AMCs to compensate for the previous losses.

S CHOLASTIC R ECORD

Degree
PGDM
B.Com
th
Class 12 (Commerce)
th
Class 10

Institution
ITM Business School, Kharghar
Lucknow Christian Degree College
La-Martiniere College, Lucknow
La-Martiniere College, Lucknow

Year
2011
2009
2006
2004

%age
71.5%
60.2%
74.2%
65%

University/Board
ITM
Lucknow University
ICSE
ICSE

S UMMER I NTERNSHIP & P ROJECTS

Summer Internship
Name of organization - HDFC Ltd. Duration: 2months- May 2010 June 2010
Project Title and Details- Comparison of Loan Procedures of Major Housing Finance corporations with respect to
HDFC Loans.
Profile: To understand the loan disbursement procedure of HDFC Ltd., credit analysis of the loan cases and providing
points to make it more easy and accurate. Calculation of different ratios for evaluation of the cases. To compare it with
the procedure of other NBFCs and also to do a market survey to know how customer-friendly the loan is procedure of
HDFC Ltd. from the customers point of view.

Flat No. 302, A Wing, Max Blue CHS Ltd., Marol, Andheri- Kurla Road, Andheri (E), Mumbai- 400 059

Academic Projects
Project Title:- Investment Banking : Abbott-Piramal Deal.
Details:- Outlook of the pharma industry and rationale for the deal, structure of the deal and valuation of the deal.
Project Title:- Financial Modelling: Real Estate Sector: DLF Ltd.
Details:- In depth analysis of the real estate sector, understanding the dynamics revolving around the sector.
Detail analysis about the company and its future growth prospects. Financial Modelling of DLF, its valuation
and Revenue Forecasting and arrive at its fair value.
NGO Project
Name of organization - Prithvi Innovations
Duration: 1 month- January 2010
Project Title and Details- Study of the NGO from Managerial Perspective.
Achievements: Organized the Republic Day Celebrations at the NGO.

KEY SKILLS
OPERATING SYSTEMS
Microsoft Windows, Ubuntu

APPLICATION TOOLS
MS Office

P OSITIONS O F R ESPONSIBILITY

ITM
Graduation
th

Class 12

Member of the Alumni Committee of ITM

Member of the Public Relation Committee of Frisson, cultural event of ITM
Member of P.R Committee Frisson 9.0 (management & cultural fest)
College and House Prefect
Member of Students Council as House Captain
Head of the school alumni committee.

OTHER ACTIVITIES AND ACHIEVEMENTS

Seminars/MDP
Quizzes
Certifications
Co-curricular
Achievements

Seminar on Customer Relationship Management

Seminar on Supply Chain Management
Represented ITM Business School in various events. Came 2nd in Management Olympiad
conducted by and at SIES College.
NCFM:
Investment and Portfolio Management
Interest Rate Derivatives
Member of football, cricket and hockey team in school
Member of the Editorial Club in school.
Member of the House debating and elocution team.

OTHER INTERESTS

Reading Novels.
Listening Music.
Travelling to new places.

Flat No. 302, A Wing, Max Blue CHS Ltd., Marol, Andheri- Kurla Road, Andheri (E), Mumbai- 400 059