Raakhi Bpl
Wealth Manager - B2B Development
Hire this person
Send a job offer directly to this candidate
About
Skilled in conducting thorough financial plan assessments to optimise clients' financial well-being. Passionate about personal finance, BFSI sector & committed to staying abreast of industry trends & regulations, building strong client relationships based on trust & integrity. Seeking to leverage expertise in financial planning & financial services industry to drive positive outcomes & contribute to the growth of your organisation.
Experience
Wealth Manager - B2B Development - Bonanza Portfolio Ltd. - Mumbai
(2025-01)
- Onboarded 5+ new channel partners within 3 months.
- Improved partner engagement by 30% via regular check-ins, training & tailored support.
- Reduced onboarding turnaround time by 40% by optimising coordination with ops & compliance.
Financial Consultant - Banking, Insurance, MF, PF, NPS - FinRight Technologies Pvt. Ltd. - Mumbai
(2024-07 - 2024-12)
- Strengthened client relationships by serving as a single point of contact (SPOC) for 15+ clients, conducting financial analysis & providing actionable insights aligned with their long-term financial goals.
- Managed & grew an AUM portfolio of ₹2.5 Cr within six months.
- Optimized client onboarding processes, managing end-to-end account creation & execution of mutual fund investments for clients, ensuring seamless transitions & satisfaction.
- Analyzed existing insurance policies, such as LIC, to compare surrender value & drove informed financial decisions for 30% of clients.
- Developed a comprehensive 2024 Mutual Fund Master Sheet to identify top-performing schemes, streamlining fund selection & boosting investment efficiency by 70%.
- Resolved complex EPF-related issues by systematically addressing & resolving over 50+ member queries, facilitating access to funds & ensuring client trust.
- Enhanced market visibility by publishing insightful blogs on PF for FinRight, increasing platform engagement.
CFP Intern - Content & Product Management - Financial Planning Academy Edutech Pvt. Ltd. - Mumbai
(2023-10 - 2024-05)
- Leveraged sector-specific insights in BFSI & Edutech, directly translating learned concepts into actionable strategies, resulting in a 25% boost in user engagement & reduced support tickets by 30% within 6 months.
- Delivered exceptional customer service by resolving 95% of inquiries within 24 hours, achieving a 98% customer satisfaction rate & boosting client retention by 15%.
- Complete 15+ hours of Continuing Professional Development-FPSB India annually under the CERTIFIED FINANCIAL PLANNER® certification program, staying updated on industry trends & regulations, which enhances knowledge & skills, positively impacting client interactions & overall team performance.
Marketing Intern - Upskill - Mumbai
(2020-11 - 2021-01)
- Assisted with the development of event strategies & tactical plans to promote the accomplishment of marketing goals.
- Collaborated with team members to help expand marketing channels
- Contributed to social media content.
Tutor - Abraham's Academy - Mumbai
(2020-06 - 2022-12)
- Helped students prepare for exams by providing guidance, & improved average test scores by 15% through personalised study plans.
Education
Bachelor of Commerce - Banking & Insurance - Smt. MMK College of Commerce & Economics, Mumbai University (2021-06 - 2024-06)
