Archana Dube
Thane
Summary
Wealth management and real estate expert with a strong focus on portfolio and customer relationship management. Proven track record of increasing client confidence through customized solutions and strategic insights, resulting in substantial sales growth. Skilled in team leadership and partnership development, dedicated to achieving outstanding results in competitive environments.
Overview
4
4
years of professional experience
Work History
AVP Wealth Management
Growmont
Mumbai
03.2024 - Current
- Analyzed financial statements and sales reports to assess productivity and goal achievement.
- Provided insights into current market trends to support long-term planning efforts.
- Regularly reviewed existing portfolios to ensure alignment with client needs.
- Enhanced customer confidence by actively listening to concerns and offering tailored solutions.
Asset Manager
Assetmonk
Mumbai
05.2023 - 03.2024
- Provided technical support to customers by addressing inquiries about product features and capabilities.
- Delivered sales presentations highlighting offerings and competitive advantages.
- Developed comprehensive onboarding, training, and support plans for channel partners.
Business Development Manager
Commqui
Thane
02.2021 - 05.2023
- Increased sales volume by providing expert support to new and inactive customers.
- Acquired new business opportunities to drive company growth.
Education
B.com -
Kalinga University
Mumbai01-2018
High School Diploma -
Vasant Rao Naik Collage
Aurangabad 01-2010
Skills
- Customer relationship management
- Business development
- Portfolio management
- Team leadership
- Partnership development
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Timeline
AVP Wealth Management
Growmont
03.2024 - Current
Asset Manager
Assetmonk
05.2023 - 03.2024
Business Development Manager
Commqui
02.2021 - 05.2023
B.com -
Kalinga University
High School Diploma -
Vasant Rao Naik Collage
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