Abhijeet Naik
Pune,MH
Summary
Driven and results-oriented sales executive, knowledgeable in generating new revenue and profit performance. Skilled in building sustainable relationship with internal and external contact to produce as positive ROI. Handling HNI and NRI client.
Overview
6
6
years of professional experience
Work History
Key Account Manager
Motilal Oswal Financial Services Limited
Pune, MH
12.2024 - Current
- Developed and maintained relationships with HNI clients by offering personalized investment options such as equity, PMS, AIF, mutual funds, bonds, IAP, TGS, and other financial products.
- Organized and led client seminars, webinars, and private events, enhancing client engagement and educating them on emerging market opportunities and new financial products.
- Conduct periodic portfolio review meetings to assess performance and ensure alignment with client goals.
- Generate detailed performance reports, and provide timely updates on investment changes.
- Build strong client relationships, leading to repeat business, and client referrals.
Preferred Relationship Manager
Nuvama Wealth and Investment Limited
Pune, MH
02.2024 - 12.2024
- Identified areas of improvement within existing processes and implemented changes accordingly.
- Created reports detailing the progress of each client's portfolio over time.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
- Advised clients on different types of insurance products available to them based on their needs.
Chief Business Sales Manager -Pune
Bajaj Alliance Life Insurance Co LTD
Pune, MH
12.2022 - 12.2023
- Maintained knowledge on Insurance products and distribution to provide optimal service support.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Educated customers about Type of policies we provide, options and processed purchases.
Key Relationship Manager -Pune
ICICI Prudential Life Insurance CO LTD
Pune, MH
03.2019 - 11.2022
- Maintained knowledge on Insurance products and distribution to provide optimal service support.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Educated customers about Type of policies we provide, options and processed purchases.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Education
B.A. - undefined
Mumbai Hindi Vidyapeeth
01.2014
H.S.C. - undefined
Maharashtra State Education Board
01.2008
S.S.C. - undefined
Maharashtra State Education Board
01.2005
Skills
- Wealth & Portfolio Management
- Financial Planning & Advisory
- Client relationship building
- Investment Advisory
- Market Trend Analysis
- Key account management
<Enter your own>
Title: Key Account Manger
Awards
- Got promoted in ICICI Prudential as a Key Relationship Manager
- Got Quarterly as well as Yearly Achievement Awards
- Successfully achieved every month's target with scoring in Quality Parameter
- Qualified for International Trips in multiple Ordination
Timeline
Key Account Manager
Motilal Oswal Financial Services Limited
12.2024 - Current
Preferred Relationship Manager
Nuvama Wealth and Investment Limited
02.2024 - 12.2024
Chief Business Sales Manager -Pune
Bajaj Alliance Life Insurance Co LTD
12.2022 - 12.2023
Key Relationship Manager -Pune
ICICI Prudential Life Insurance CO LTD
03.2019 - 11.2022
B.A. - undefined
Mumbai Hindi Vidyapeeth
H.S.C. - undefined
Maharashtra State Education Board
S.S.C. - undefined
Maharashtra State Education Board
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