ADITYA MAHAJAN
Relationship Manager
Wani Ali, Badlapur
Summary
Seeking a challenging position that offers an opportunity to apply my knowledge.
Overview
6
6
years of professional experience
Work History
RELATIONSHIP MANAGER
ARTHAM FINANCE
07.2018 - 01.2023
- Delivering reliable administrative support and customer service
- Handling customers
- Dealing in financial products-Specialized in Mutual Fund, FD & Bond, Stock
- Broking and Life &Health Insurance
- Advice investment plan as per investor needs and objectives
- Making outbound calls for related process and keeping a track for follow up to close down leads in respect to generate business
- Preparation of report which include
- Income generation, Branch report and reporting to manager weekly basis
- Preparation of portfolio for investors and maintaining the accuracy of information provided and documenting for the same i.e., Customer Data Maintenance.
SALES ASSOCIATES
ADECCO INDIA PVT. LTD
02.2023
- Delivering reliable administrative support and customer service
- Dealing in financial products-Specialized in Mutual Fund
- Co-ordination with over 50 relationship managers across distribution channels for driving mutual funds
- Responsible for AUM growth and market share growth across distributor channels
Relationship Manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.
Andheri, JB Nagar
06.2023 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Participated in corporate events and trade shows to promote products and services.
Education
S.S.C - undefined
Maharashtra Board
H.S.C - undefined
Maharashtra Board
B. COM - undefined
Mumbai University
CLEARED “NISM SERIES-V-A:MUTUAL FUND DISTRIBUTORSCERTIFICATION - undefined
Skills
Customer portfolio management
Timeline
Relationship Manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.
06.2023 - Current
SALES ASSOCIATES
ADECCO INDIA PVT. LTD
02.2023
RELATIONSHIP MANAGER
ARTHAM FINANCE
07.2018 - 01.2023
S.S.C - undefined
Maharashtra Board
H.S.C - undefined
Maharashtra Board
B. COM - undefined
Mumbai University
CLEARED “NISM SERIES-V-A:MUTUAL FUND DISTRIBUTORSCERTIFICATION - undefined
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