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Nitin Khanna,CFP(CM)

Senior Vice President & Zonal Sales Head - North at PGIM India Mutual Fund

Nitin Khanna has over 15 years of experience in the financial services industry. Nitin is currently working at PGIM India Mutual Fund as the Senior Vice President & Zonal Sales Head for the North region since May 2023. Prior to that, they held the position of Vice President Retail Sales - Head Delhi NCR from February 2020 to May 2023.

Before joining PGIM India Mutual Fund, Nitin worked at L&T Mutual Fund, where they held various roles. Nitin was the Regional Head for the Eastern region from December 2016 to February 2020. In this role, they were responsible for developing new plans and distributors to achieve the desired market share. Additionally, they recruited, motivated, and mentored team members to ensure efficiency and target achievement.

At L&T Mutual Fund, Nitin also served as the Head of Banking & PCG channel for Delhi & NCR. Nitin held this position from February 2014 to November 2016, where they were responsible for recruiting, training, and monitoring team members to ensure sales operations efficiency and target achievement. Nitin also developed new plans and procedures through analysis of market trends and competitor activities.

Prior to their time at L&T Mutual Fund, Nitin worked at Fidelity International. Nitin held the position of Relationship Sales Manager from January 2011 to November 2012, where they managed and developed relationships with third-party distributors selling mutual funds. Nitin also worked as a Senior Executive from January 2005 to December 2007, handling channel partner relationships and resolving issues associated with the company's financial products and investments.

Overall, Nitin Khanna has demonstrated a strong track record in sales and leadership roles within the financial services industry. Nitin has a proven ability to develop and implement effective strategies to achieve sales targets and drive business growth.

Nitin Khanna, CFP(CM), has a diverse education history. Nitin holds a PGPM degree in Sales & Marketing from the Institute of Management Technology, Ghaziabad. Nitin also has a BCOM degree in Accountancy from the University of Calcutta.

In terms of additional certifications, Nitin Khanna is a Certified Financial Planner (CFP) obtained in March 2022 from the Financial Planning Standards Board Ltd. Nitin also holds various specialist certifications from the Financial Planning Standards Board Ltd., including FPSB Risk & Estate Planning Specialist (obtained in May 2021), FPSB Retirement & Tax Planning Specialist (obtained in March 2021), and FPSB Investment Planning Specialist (obtained in November 2020).

Moreover, they have obtained NISM certifications, including NISM XXI A PMS Certification in March 2023 and NISM V A MF Certification in January 2021, both from the National Institute of Securities Markets (NISM).

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Timeline

  • Senior Vice President & Zonal Sales Head - North

    May, 2023 - present

  • Vice President Retail Sales - Head Delhi NCR

    February, 2020