Open To Work
Aishwarya Ravindra More
Mumbai
Summary
Dynamic finance professional with an MBA in Investment Banking and a background in high-stakes relationship management within the banking sector. Currently a CFA Level 1 Candidate with proven expertise in financial reporting, GST reconciliation, and market research. Seeking to leverage advanced data analytics and NISM-certified technical knowledge to transition into a Portfolio Management or Research Analyst role within a global Asset Management Company.
Overview
4
4
Certificate
5
5
years of professional experience
Work History
Corporate Account Manager
TATA AIA Life Insurance
Mumbai, MAHARASHTRA
08.2025 - Current
- Coordinated full sales lifecycle from proposal development to closings and follow-up.
- Secured competitor business via strategic marketing, service programs, and promotions.
- Developed, serviced and grew corporate accounts annually.
- Established profitable partnerships sector to grow corporate account base.
Associate Sales Manager - Bancassurance
Axis Max life insurance
Mumbai
06.2023 - 08.2025
- Established strong relationships with branch manager and staff to generate leads.
- Participated in work site activities, including stalls and corporate presentations.
- Closed sales and facilitated follow-up on issuance processes.
- Enhanced customer awareness of life insurance solutions to achieve targeted cross-sell penetration.
- Effectively drove reward and recognition programs for bank staff engagement.
- Trained bank staff regularly on life insurance concepts and new product offerings.
- Monitored customer satisfaction levels in order to ensure client retention goals were met.
- Managed the entire sales cycle from lead generation through negotiation and closing deals.
- Maintained a comprehensive understanding of competitors' products, pricing, and services.
- Resolved customer complaints in a timely manner while maintaining positive relationships.
Associate Manager
Kotak Mahindra Bank ltd
Thane
10.2022 - 06.2023
- Explained products and services offered by company to enhance customer understanding.
- Obtained customer information and relevant data for effective service delivery.
- Asked targeted questions to clarify customer specifications and requirements.
- Resolved queries and issues related to products and services promptly.
- Maintained customer database regularly to ensure accurate records.
- Suggested tailored solutions based on customer needs and preferences.
- Facilitated the development of staff by providing training, coaching, and feedback.
- Implemented customer service standards across all departments in the organization.
- Monitored customer complaints and provided timely solutions to improve customer experience.
- Managed daily workflow of team members to meet organizational goals.
Accountant Executive
PRNAM & Association pvt ltd.
Kandivali
09.2019 - 07.2020
- Finalized books of accounts monthly and annually to ensure compliance with standards.
- Executed GST reconciliation for accurate tax reporting.
- Calculated TDS to facilitate timely tax payments.
- Resolved auditor queries to maintain transparency during audits.
- Processed journal entries to uphold precise financial records.
- Created journal entries accurately and timely for month end close processes.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Prepared monthly closing entries for multiple companies' books of records.
- Updated and managed accounts payable databases, employing access controls to protect data.
Education
MBA - Investment Banking
Welingkar Institutions of Management Development And Research
Mumbai07-2024
B.Com -
St. Wilfred College's of Art, Commerce & Science
Panvel06-2022
HSC -
Janata Junior College
Khopoli07-2016
SSC -
Janata Vidyalaya Khopoli
Khopoli03-2011
Skills
- Advanced Excel and data analytics
- Cold calling
- Investment strategies
- Sales negotiation
- Market research
- Effective communication
- Sales presentations
- Goals and performance
- Product knowledge
- Client relationship management
- Market and competitive analysis
- Verbal and written communication
Accomplishments
- Certification of appreciation, Mumbai, 2 Circle, Borivali Cluster, for outstanding contribution
- Bank-edge certification course for PCPBF
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Certification
- NISM Series XA and XB (Investment Adviser Level 1 and 2)
- NISM Series VII (Securities Operation and Risk Management)
- NISM Series VA (Mutual Fund Distribution)
Affiliations
- CFA Level 1 – Pursuing
- Algorithmic Trading (Python & R) - Pursuing
- Advanced Excel and VBA – pursuing
Timeline
Corporate Account Manager
TATA AIA Life Insurance
08.2025 - Current
Associate Sales Manager - Bancassurance
Axis Max life insurance
06.2023 - 08.2025
Associate Manager
Kotak Mahindra Bank ltd
10.2022 - 06.2023
Accountant Executive
PRNAM & Association pvt ltd.
09.2019 - 07.2020
MBA - Investment Banking
Welingkar Institutions of Management Development And Research
B.Com -
St. Wilfred College's of Art, Commerce & Science
HSC -
Janata Junior College
SSC -
Janata Vidyalaya Khopoli