Digital Relationship Manager - HDFC Securities
(2024-03 - 2024-11)
- Demat and Trading Account Opening
- Processing KYC
- Activation of accounts
- Counter Sales of TPP including Mutual Funds , Insurance etc
- Building Relationships with clients & educating them about investments
Digital Relationship Manager - HDFC Securities
(2025-04 - 2025-09)
Re-joined
- Demat and Trading Account Opening
- Processing KYC
- Activation of accounts
- Counter Sales of TPP including Mutual Funds , Insurance etc
- Building Relationships with clients & educating them about investments
Assistant Manager - ICICI Prudential Asset Management Company
(2021-12 - 2022-09)
- Managing mutual Fund portfolios of clients
- Suggesting clients for investment purposes as per their needs
- Punching of mutual funds and Managing the Distributors
- Complete Front Desk Management and Managing Walk Ins and IFAs
- Handled investor's queries and provided consultancy to them regarding their mutual funds
- Meeting cross selling Targets
- Punching Financial and Non Financial Transactions and sending the to Cams for further processing
Advisor, Assistant Manager - Motilal Oswal Financial Services Ltd
(2020-07 - 2021-07)
- Managing mutual Fund portfolios of clients
- Suggesting clients for investment purposes as per their needs
- Punching of mutual funds and Managing the Distributors
- Managed the Depository Participants
- Handled investor's queries and provided consultancy to them regarding their investments in primary market & secondary market and mutual funds
- Prepared documents for opening of Demat and Trading Accounts
Senior Relationship Manager - HDFC Securities, Dealing, Bhopal - Bhopal
(2019-07 - 2020-06)
- Trading on behalf of clients
- Building Relationships with clients & educating them about investments
- Client Acquisition and cross selling
- Executing Trade Orders
- Advising clients as per their Investment Needs
- Actively involved in providing Investment opportunities to customers according to their investment needs and risk taking capacity
- Cross selling of TPP Products such as Life Insurance, General Insurance and Mutual Funds
- Opening of Savings, Trading and Demat accounts
Deputy Manager - Axis Bank, Retail Branch, Bhopal - Bhopal
(2016-11 - 2018-05)
- Maintained the cash and non- cash teller counters
- Handled the Verification of financial transactions such as RTGS, NEFT, Fund transfer and DD, MC
- Solved client queries and provided assistance
- Processing and verification of all account level modifications as per customer request such as Signatory change, signatory addition and deleation, address and mobile updations, PAN and AADHAR updations , cheque book requests
- Coordinated with clients for various discrepant cheques and requests received, solved the discrepancies and reprocessed them
- Taking care of internal Audits of Branch
- Managed the transfer of salary for corporate clients
- Developed the leads and arranged the cross selling of bank's financial products
- Actively involved in handling the cross sales as a part including: Life Insurance, Opening Savings And Current Accounts, Demat Account and Trading Account, Sale Mutual Funds, Credit Cards, General Insurance and other banking products
Trainee - HDFC Bank, Retail Branch, Bhopal - Bhopal
(2010-06 - 2011-06)
Assistant Manager - HDFC Bank, Retail Branch, Bhopal - Bhopal
(2011-06 - 2015-12)
In Retail Branch Banking
- Maintained the cash and non- cash teller counters
- Handled the processing of RTGS and NEFT
- Prepared the DDs and MCs
- Solved client queries and provided assistance
- Coordinated with clients for various discrepant cheques and requests received, solved the discrepancies and reprocessed them
- Responsible for punching the cheque books
- Managed the transfer of salary for corporate clients
- Developed the leads and arranged the cross selling of bank's financial products
- Attended the client service desk and resolved the client queries related to clearing & Demat
- Handled the inward and outward cheque clearings which includes MICR as well as CMS clearing
- Processing of Trade Finance transactions
- Conducted operations related to Demat Account
- Managed the dematerialization of physical shares into electronic form and the rematerialization of electronic shares into physical form again
- Supervised the punch DIS (Delivery Instruction Slips) through which client transferred shares or sale in market
- Streamlined all MIS related to depository participants
- Actively involved in handling the cross sales as a part including: Life Insurance, Opening Savings And Current Accounts, Demat Account and Trading Account, Sale Mutual Funds, Credit Cards, General Insurance and other banking products
- Conferred with various appreciation mails from the seniors and clients for prompt and satisfactory services
Office Executive - Kalpataru Multiplier Ltd., Bhopal - Bhopal
(2008-09 - 2010-06)
- Managing mutual Fund portfolios of clients
- Suggesting clients for investment purposes as per their needs
- Punching of mutual funds
- Managed the Depository Participants
- Handled investor's queries and provided consultancy to them regarding their investments in primary market & secondary market and mutual funds
- Prepared documents for opening of Demat and Trading Accounts
- Instrumental in handling the cross sales of demat, trading, mutual funds, bonds. Opening Demat and trading accounts
Associate Health Assurance Mgr - ICICI Prudential Life Insurance Co. Ltd., Ahmadabad - Ahmadabad
(2008-07 - 2008-08)
- Empaneled Doctors as Channel Partners
- Sold Health Insurance Plans to the patients of Empaneled Doctors
- Became the first to finish off empaneling doctors in the new Recruited Batch for Health Insurance
