Anil Kadam
Pune
Summary
Accomplished sales support professional skilled in client management and strategic sales. Expertise in guiding clients through insurance and investment options to deliver personalized financial solutions. Strong background in quality assurance and trade account management, focused on enhancing client satisfaction and driving business growth. Proven leader with effective relationship-building, multitasking, and decision-making skills, dedicated to achieving organizational objectives.
Overview
9
9
years of professional experience
Work History
Assistant Manager
AU Bank
Pune
05.2024 - Current
- Current Account Services: Supported clients in opening, maintaining, and managing current accounts, enhancing transaction efficiency.
- Trade Accounts Management: Managed trade accounts to ensure compliance with financial regulations and meet business trading requirements.
- Life Insurance Solutions: Offered life insurance products tailored to client needs, focusing on long-term financial security.
- Health Insurance Advisory: Provide guidance on health insurance plans, helping clients secure medical coverage and financial protection.
- Mutual Fund Advisory: Recommend suitable mutual fund investments based on client risk appetite and financial goals.
- Provided technical support for POS machines in retail environments: Deployed and maintained POS machines, enabling seamless digital payment solutions for businesses.
Senior Relationship Manager
Motilal Oswal Financial Service Limited
Pune
01.2023 - 05.2024
- Demat Account Management: Open, maintain, and monitor client Demat accounts for seamless trading and investment tracking.
- Portfolio Management Services (PMS): Delivered tailored portfolio management strategies for high-net-worth individuals, optimizing investment performance and aligning with financial goals.
- Intelligent Advisory Portfolio (IAP): Provide AI-driven portfolio recommendations aligned with client risk profiles and financial objectives.
- Mutual Fund Advisory: Guide clients in selecting suitable mutual funds, ensuring diversification and long-term wealth creation.
- Trade Guide Signal Software: Utilized advanced trading software to generate actionable signals and analyze market trends, enhancing client decision-making.
- Insurance Solutions: Provided comprehensive insurance planning, safeguarding client assets and ensuring financial security against potential risks.
Assistant Supervisor
Canbank Computer services
Pune
01.2021 - 12.2022
- Monitored team member calls and provided real-time feedback to enhance performance
- Liaised between supervisor and employees to facilitate communication and workflow
- Coordinate workflow between departments and work areas
- Assist in administrative duties including maintenance of files, records.
- Provided support for various administrative tasks, including data entry and document management.
- Reporting to the supervisor or other senior manager as required during events
Relationship Manager
Citi Bank
Pune
09.2017 - 05.2021
- Determined applicable ratios and metrics to develop tailored debt payment plans for clients, enhancing financial sustainability
- Justified loan application decisions and reported findings to management, contributing to informed risk assessment and decision-making.
- Evaluated credit worthiness by processing loan applications and documentation within specific limits, ensuring compliance and risk management
- Complete loan contracts and counsel client on policies and restrictions
- communicate with client either to request or to provide information
Education
B.Com - Commerce
S.M.M College Akluj
Akluj05-2017
H.S.C - General Studies
Shrinath Vidyalaya Borgoan
Borgoan05-2014
SSC -
Nevare Highschool Nevare
Nevare05-2012
Skills
- Current account management
- Trade account management
- Financial compliance
- Regulatory Compliance
- Financial Record Keeping
- Insurance advisory
- Sales strategy
- Sales Support
- Effective communication
Timeline
Assistant Manager
AU Bank
05.2024 - Current
Senior Relationship Manager
Motilal Oswal Financial Service Limited
01.2023 - 05.2024
Assistant Supervisor
Canbank Computer services
01.2021 - 12.2022
Relationship Manager
Citi Bank
09.2017 - 05.2021
B.Com - Commerce
S.M.M College Akluj
H.S.C - General Studies
Shrinath Vidyalaya Borgoan
SSC -
Nevare Highschool Nevare