ADITYA VILAS GAONKAR
Mumbai
Summary
To have the opportunity to work with a reputed and established organization where I can hone myself, get first-hand knowledge & understand its operative functions & broaden my network.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Executive (Customer Experience)
Angel One
Mumbai
09.2024 - 04.2025
- Handle client trade orders via phone.
- Execute buy and sell trades with the client’s instructions and market regulations.
- Ensure the timely and accurate execution of trades for clients.
- Provide assistance to clients by answering questions related to trades and account balances.
- Address client concerns, and escalate issues to appropriate departments when necessary.
- Maintain strong, professional relationships with clients to enhance customer satisfaction.
Business Development Manager
SpeedWays Learning Pvt Ltd
Mumbai
12.2023 - 07.2024
- Engage proactively with potential customers through outbound and inbound calls
- Convert prospects into valuable sales through effective counseling
- Respond promptly to assigned leads, showcasing agility
- Thrive in a metrics-driven environment, measured by weekly and monthly achievements
- Maintain and expand the database of prospects within the market segment
Investment Advisor
Sharekhan Ltd
Mumbai
11.2019 - 11.2023
- Achieving the Business target assigned in Terms of, generating revenue, acquiring clients, enhancing, & upgrading the client relationship
- Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite
- Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market Ensuring the highest level of service to the clients
- Responsible for cross selling products like Mutual Fund, PMS, SIP, IPOS etc.to the existing set of customers
- To identify consumer behavior and their requirements
- Conversion of potential clients
Education
MMS - FINANCE
Mumbai University
Bandra, Mumbai01.2024
BBA -
Pune University
01.2018
HSC -
Mumbai University
Andheri, Mumbai01.2014
SSC -
Mumbai University
Bandra, MUMBA01.2012
Skills
- Good Communication Skills
- Market analysis
- Client relationship management
- Leadership Quality
- Efficient in the use of MIS office application
Certification
- NISM CERTIFICATION EQUITY DERIVATIVES SERIES 8
- NISM V-A MUTUAL FUND DISTRIBUTORS
Languages
- English, Proficient
- Marathi, Proficient
- Hindi, Proficient
- Konkani, Proficient
Passions
- Decorative skills
- Travelling
- Playing cricket
Timeline
Senior Executive (Customer Experience)
Angel One
09.2024 - 04.2025
Business Development Manager
SpeedWays Learning Pvt Ltd
12.2023 - 07.2024
Investment Advisor
Sharekhan Ltd
11.2019 - 11.2023
MMS - FINANCE
Mumbai University
BBA -
Pune University
HSC -
Mumbai University
SSC -
Mumbai University
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