Shashank Pawar
Product & segment Manager (PWM)
Talent
MumbaiMember since October 10, 2026
bankinginsurancemutual fundDematCasainvestment bankingEquityDerivative marketFixed DepositLockersForex
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bankinginsurancemutual fundDematCasa
About
Bachelor of commerce Mumbai University & PGDB (BANKING) from IFBI with a domain of banking insurance, mutual fund, Demat, Casa, investment banking.
Experience
Product & segment Manager (PWM) - ICICI Securities Ltd
(2024-03)
- Working on High attrition client PWM , WM &ERG
- Uploading the data of High attrition client on ICREST for campaign on every First week of the month.
- Sending daily MIS to PWM,WM &ERG
- Giving demo on ICREST campaign to PWM &WM
- Getting in daily touch with ZH & RH of PWM &WM to complete the campaign.
- Sending weekly Equity & MF AUM drop file to PWM & WM and push them to increase the AUM
- Previous Department: Channel Manager Sub Broker (BSP)
- Digitally acquiring High potential partner.
- Online onboarding Authorized person
- Generating revenue from Existing partner and from New partner.
- Identifying inactive partner by profiling & activating them
- Solving Escalated Cases of partner.
- Generating con call for partners on various Features and products
Equity advisor ( Assistant Manager) - AXIS SECURITES LTD
(2021-12 - 2023-05)
Department: Central Dealing Desk (HNW)
- Working as Investment Advisor in to Equity and Derivative market.
- Managing HNI clients’ portfolio along with regular clients.
- Motivating inactive clients to trade and advising Research calls on Equity & Derivatives and placing orders on their behalf.
- Activating New clients by Data calling and follow up with them on regular basis.
- Responsible for generating brokerage and achieving daily targets.
- Doing client Visits regularly to build good relationship and confidence with client. Advising on stocks and restructuring existing portfolio.
- Visiting Bank branches and develop good repo with PBs and RMs to introduce new clients.
- Also responsible for selling third party products like Mutual Funds, opening Demat a/c, , Bonds , CAT 3, Smart Edge.
Personal banker (Deputy manager) - HDFC BANK LTD
(2020-01 - 2021-12)
- Achieve sales targets and providing Customer service
- Relationship Management for a Portfolio of customers
- Responsible for Cross Sell & enhancing relationship with existing customers
- Customer service to ensure walk in customers issues
- Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account
- Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc
- Enhance the value of existing accounts of Current account & saving account customers.
Equity advisor - IDBI CAPITAL LTD
(2018-08 - 2019-12)
Department: HNI Desk in dealing
- Working as Investment Advisor in to Equity and Derivative market.
- Managing HNI clients’ portfolio along with regular clients.
- Motivating inactive clients to trade and advising Research calls on Equity & Derivatives and placing orders on their behalf.
- Activating New clients by Data calling and follow up with them on regular basis.
- Responsible for generating brokerage and achieving daily targets.
- Doing client Visits regularly to build good relationship and confidence with client. Advising on stocks and restructuring existing portfolio.
- Visiting Bank branches and develop good repo with PBs and RMs to introduce new clients.
- Also responsible for selling third party products like Mutual Funds, opening demat a/c, , Bonds etc.
- Solving queries of walk in customers and also advising them on stock
Equity advisor - HDFC SECURITIES LTD
(2015-10 - 2018-08)
Department: Branch dealing
- Working as Investment Advisor in to Equity and Derivative market.
- Managing HNI clients’ portfolio along with regular clients.
- Motivating inactive clients to trade and advising Research calls on Equity & Derivatives and placing orders on their behalf.
- Activating New clients by Data calling and follow up with them on regular basis.
- Responsible for generating brokerage and achieving daily targets.
- Doing client Visits regularly to build good relationship and confidence with client. Advising on stocks and restructuring existing portfolio.
- Visiting Bank branches and develop good repo with PBs and RMs to introduce new clients.
- Also responsible for selling third party products like Mutual Funds, Insurance, FDs, Bonds ect.
- Solving queries of walk in customers and also advising them on stocks.
R.M Equity advisor - Angel broking pvt ltd
(2014-06 - 2015-03)
Department: investment
- Dealing,demat,insurance
Education
S.S.C - Tilak education Society (2006)
H.S.C - Tilak college Of Science And Commerce (2008)
Graduation - Commerce - Tilak College Of Science And Commerce, Mumbai University (2011)
PGDB - BANKING - IFBI (2012)
Skills
Product & segment Manager (PWM)
