Kaushik Chatterjee has been appointed as Cluster Head – Retail Sales at PPFAS Mutual Fund, bringing with him extensive experience in retail distribution and asset management across Eastern India. In his new role, he will be responsible for driving incremental sales, expanding market share, and deepening relationships with banks, national distributors, and individual financial advisors (MFDs) across Kolkata, Durgapur, and Odisha.
He will also oversee a team of senior relationship managers and manage an overall AAUM of ₹2,000 crore across equity, debt, arbitrage, and cash segments. Kaushik’s focus will be on penetrating B30 locations in Odisha and South Bengal while closely coordinating with the alliance team at headquarters to assess product performance in the market.
Kaushik brings over 15 years of rich experience in the mutual fund industry. Before joining PPFAS, he served as Circle Business Manager at Axis Mutual Fund, managing ₹3,000 crore in assets across West Bengal (excluding Kolkata) and leading a team of 9 senior relationship managers. During his tenure, he was recognized with the President’s Challenge Award in 2015 and 2016 and played a key role in setting up new branches in Durgapur and Siliguri.
His earlier roles include Manager of Sales at Sundaram Asset Management and Relationship Manager at Nippon India Mutual Fund, where he focused on business-to-business distribution and channel development in Kolkata. Throughout his career, Kaushik has demonstrated strong leadership in retail sales, building productive alliances, and driving business growth in both established and emerging markets.
With his new appointment, Kaushik is expected to strengthen PPFAS Mutual Fund’s presence in Eastern India, enhance client engagement, and deliver sustainable growth across the retail segment. His experience in managing diverse teams and high-value assets positions him well to lead the cluster to new heights.