Supported mutual fund distribution across 24 UBI banking branches, covering equity, debt, and hybrid fund categories.

• Assisted in generating ₹6–10 crore mutual fund inflows through SIP and lump-sum investments till date.
• Promoted SIP investments, contributing to 40–60 new SIP registrations per month through UBI Banking branches.
• Used mutual fund factsheets and fund comparisons to investors.
• Actively participated in investor profiling and risk assessment during MF sales conversations.
• Ensured 100% compliance with AMC processes, documentation, and regulatory guidelines
• Coordinated with banking RMs and internal AMC teams to ensure timely execution and effective post-sales support

Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.

• Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.

Recruited and developed a high-performing distribution network of financial consultants (agents). Trained, motivated, and mentored certified financial consultants to effectively sell insurance solutions.

• Collaborated with financial consultants to generate leads for insurance sales.
• Exceeded sales target by 840% during probation, closing ₹20L in JFM quarter vs ₹2.75L target.
• Recognized with two awards for consistently exceeding sales targets.
• Onboarded 15 financial consultants to sell life insurance policies.