Aditya Bakale
Mumbai
Summary
Seasoned Investment Counsellor with noteworthy background in the finance industry. Possess strong understanding of investment strategies, market analysis, and portfolio management. Known for exceptional client service skills and ability to cultivate long-term relationships. Previous work has resulted in successful financial planning and wealth growth for diverse set of clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Counsellor
Motilal Oswal Financial Services Ltd
Mumbai
08.2023 - Current
- Provided ongoing support and education to investors regarding their portfolios and markets conditions.
- Coordinated with other professionals in order to provide comprehensive wealth management services to clients.
- Monitored the performance of client portfolios and recommended changes when necessary.
- Researched potential investments such as stocks, bonds, mutual funds, pms, aif, unlisted and annuities.
- Developed investment strategies based on clients' individual goals, risk tolerance, and financial capacity.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
Relationship Manager
ICICI Prudential Asset Management Company
Mumbai
08.2022 - 08.2023
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
- Developed and implemented sales strategies to increase market share.
Assistant Sales Manager
HDFC Life Insurance Co Ltd
Mumbai
11.2021 - 07.2022
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Provided customers with information regarding plan features, pricing, and availability.
- Provided guidance to customers regarding available insurance plans and their benefits and limitations.
- Actively seeking out sales opportunities & meetings through Book Mapped, cold calling, networking. Setting up meetings with HNI clients and listening to their wishes and concerns. Closing deals and handle objections. Collaborate with team members to achieve better results.
Virtual Relationship Manager
Computer Age Management Services (CAMS) HDFC MF
Mumbai
06.2019 - 11.2021
- Maintained a high level of professionalism when interacting with customers.
- Monitored all incoming emails, phone calls and online chats promptly.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
Education
Bachelor of Management Studies - Marketing
Mumbai University
Mumbai, MH05-2019
Skills
- Asset Allocation
- Compliance knowledge
- Impact investing
- Technical Analysis
- Investment strategies
- Wealth Management
- Portfolio Management
- Tax planning
- Financial Planning
- Powerpoint Presentations
Languages
English
First Language
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Marathi
Upper Intermediate (B2)
B2
Accomplishments
Achievements At Motilal Oswal Financial Services Ltd
❖ Awarded for Investment Product Business Achievement April & May2024
❖ Awarded for Q4 In JFM for qualifying the Contest & was taken to Indonesia BALI for Reward & Recognition.
❖Awarded for Q3 In OND for being the TOP Scorer in Maharashtra & was taken to Alibagh Maharashtra for Reward & Recognition.
❖ Awarded for an exemplary YTD Performance, Insurance Sales.
Certification
- NISM Series-V-A Mutual Fund Distributors Certification
- NISM Series-XXI-A Portfolio Management Services PMS
- Insurance Regulatory and Development Authority of India ( SP CODE )
Timeline
Investment Counsellor
Motilal Oswal Financial Services Ltd
08.2023 - Current
Relationship Manager
ICICI Prudential Asset Management Company
08.2022 - 08.2023
Assistant Sales Manager
HDFC Life Insurance Co Ltd
11.2021 - 07.2022
Virtual Relationship Manager
Computer Age Management Services (CAMS) HDFC MF
06.2019 - 11.2021
Bachelor of Management Studies - Marketing
Mumbai University
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