Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
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Ashish Kishore Nathani

Ashish Kishore Nathani

Pune

Summary

Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.

Analytical and dedicated finance executive with several years of experience in project management, banking, client relations, time management, risk-tolerance assessment, investment goal preparation and equity selection. Strong communicator and organizer creates and implements specialty financial planning projects from inception to completion to optimize client profit earning.

Overview

5
5
years of professional experience

Work History

Relationship Officer

HDFC Sales Pvt Ltd
PUNE
03.2023 - 03.2024
  • Developed strong client relationships through regular follow-ups and personalized communication.
  • Assisted clients in understanding financial products and services offered by the company.
  • Provided financial advice to clients based on their needs and goals.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Provided expert financial advice to clients, enhancing their decision-making process.
  • Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.

Senior Process Associate

TATA CONSULTANCY SERVICES
PUNE
01.2023 - 03.2023
  • Built relationships with customers by providing friendly customer service.
  • Provided customer service support for inquiries, complaints, and returns.
  • Mentored junior staff, providing guidance on complex tasks and projects.

Relationship Officer

HDFC Sales Pvt Ltd
PUNE
02.2021 - 12.2022
  • Developed strong client relationships through regular follow-ups and personalized communication.
  • Assisted clients in understanding financial products and services offered by the company.
  • Conducted market research to stay updated on industry trends and customer needs.
  • Provided financial advice to clients based on their needs and goals.
  • Provided expert financial advice to clients, enhancing their decision-making process.
  • Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
  • Developed excellent rapport with custom builders to expand opportunities for growth.

Sales Associate

Tech Mahindra Ltd.
05.2019 - 01.2021
  • Processed transactions efficiently using point-of-sale systems.
  • Provided accurate information about products, prices and services.
  • Managed customer accounts and processed service orders efficiently.
  • Maintained up-to-date knowledge of industry trends and competitor offerings.
  • Received awards from management team for consistently meeting monthly sales targets.

Education

B.Com - Commerce

SAVITRIBAI PHULE PUNE UNIVERSITY
Maharashtra
11-2020

Class XII - English

Maharashtra
Maharashtra
01.2016

Class X - English

Maharashtra
Maharashtra
01.2014

Skills

  • Client relationship management
  • Financial product knowledge
  • Market trend analysis
  • ERP & BILLING SOFTWARE

( for eg Salesforce)

  • Personalized financial advice
  • Excellent communication
  • Financial advising
  • Microsoft Excel

Languages

  • English
  • Sindhu
  • Hindi
  • Marathi

Personal Information

  • Date of Birth: 08/27/98
  • Gender: Male
  • Marital Status: Single/Unmarried

Timeline

Relationship Officer

HDFC Sales Pvt Ltd
03.2023 - 03.2024

Senior Process Associate

TATA CONSULTANCY SERVICES
01.2023 - 03.2023

Relationship Officer

HDFC Sales Pvt Ltd
02.2021 - 12.2022

Sales Associate

Tech Mahindra Ltd.
05.2019 - 01.2021

B.Com - Commerce

SAVITRIBAI PHULE PUNE UNIVERSITY

Class XII - English

Maharashtra

Class X - English

Maharashtra

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Ashish Kishore Nathani