Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
CustomerServiceRepresentative
Ashutosh Jha

Ashutosh Jha

Mumbai,MH

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 8 years' experience in [Securities & Financial industry].

Overview

8
8
years of professional experience
1
1
Certification

Work History

Preferred Relationship Manager

HDFC Bank
01.2024 - Current
  • Developed and managed relationships with vendors to establish cost-effective products and services.
  • Spearheaded initiatives to expand client base, tapping into new markets and identifying growth potential in existing ones.
  • Promoted cross-selling opportunities among team members by sharing insights on specific client needs or preferences.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Enhanced client satisfaction with diligent attention to individual needs, proactive communication, and exceptional service.
  • Provided regular performance updates to clients, ensuring transparency and fostering trust in the relationship.
  • Facilitated workshops and seminars to educate customers on product features and benefits.
  • Prepared RFP and RFQ responses for new business pitches and presentations.
  • Conducted in-depth financial analyses to help clients identify potential investment opportunities and risks.

Manager

Anand Rathi Global Finance Ltd
09.2023 - 12.2023
  • Responsible for development present and surrounding location for the LAS Business.
  • Develop and manage the book and deliver Net AUM Growth.
  • Acquire channel partner and get the business from partners only.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Implemented innovative marketing campaigns that boosted brand awareness and generated significant sales leads.
  • Identified and communicated customer needs to supply chain capacity and quality teams.

B2B Service & Sales

Angel Broking Ltd
Mumbai, Maharashtra
05.2021 - 08.2023
  • Managed accounts to retain existing relationships and grow share of business.
  • Analyzed client feedback to identify areas of improvement for product offerings and internal processes.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Managed a portfolio of high-value accounts, ensuring consistent client satisfaction and long-term loyalty.
  • Secured new business opportunities by leveraging existing relationships within assigned territory or verticals.
  • Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
  • Provided exceptional customer service by promptly resolving issues and addressing client concerns.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Increased customer retention by building strong relationships and providing personalized account management.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.

Mutual Funds Specialist

Innovage Fintech Pvt Ltd
06.2018 - 03.2021
  • Enhanced client satisfaction by providing timely and accurate information on mutual funds performance and investment strategies.
  • Maintained detailed records of client transactions, ensuring compliance with regulatory requirements and internal policies.
  • Streamlined the fund selection process for clients, analyzing their risk tolerance and financial goals to recommend suitable options.
  • Participated in ongoing professional development opportunities to stay current on industry trends and best practices in mutual fund management.
  • Consulted with potential investors to assess objectives and discuss optimal strategies.
  • Managed client relationships, addressing inquiries, resolving issues, and ensuring overall satisfaction with investment services provided.
  • Monitored daily trading activities to ensure adherence to established guidelines while minimizing transaction costs.
  • Conducted thorough research on market trends, economic factors, and industry developments to support investment recommendations.
  • Resolved problems, improved operations and provided exceptional service.

Relationship Manager

Sharekhan Ltd
01.2016 - 02.2018
  • Monitored customer feedback and generated reports to identify areas of improvement.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Designed and maintained financial models to identify and measure risks.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Buy and sell the equity & derivative behalf of the clients.
  • Made the relationship with customer and generate the revenue on daily basis.
  • Try to reach the inactive customer to reactive and giving the advisory for get the profit from the market
  • Cross selling product like Mutual funds ,Insurance ,PMS.
  • End to End services provide to customer on daily basis.

Education

Bachelor of Technology - Electrical & Electronics Engineering

Bharath University
Chennai, India
04.2015

High School Diploma -

SRM Polytechnic College
Chennai, India
04.2012

Skills

  • Interpersonal Skills
  • CRM software proficiency
  • Loans
  • Requirements Determination
  • New Business Development
  • Financial Acumen
  • Relationship Management
  • Client Engagement
  • Problem-solving abilities
  • Value Selling
  • CRM Tracking
  • Financial Advising
  • New business generation

Certification

NISM 8 Series -Equity Derivative

NISM 5 A Mutual Funds Distribution

Additional Information

I have won 3 International trip in Angelone Ltd

Qualified For trip Dubai, Malaysia, London.

Month of the Employee Almost Every Month in these year 2021,2022,2023.

Most consistent Performer in Mutual funds 2018-19 (5nance.com)

Timeline

Preferred Relationship Manager

HDFC Bank
01.2024 - Current

Manager

Anand Rathi Global Finance Ltd
09.2023 - 12.2023

B2B Service & Sales

Angel Broking Ltd
05.2021 - 08.2023

Mutual Funds Specialist

Innovage Fintech Pvt Ltd
06.2018 - 03.2021

Relationship Manager

Sharekhan Ltd
01.2016 - 02.2018

Bachelor of Technology - Electrical & Electronics Engineering

Bharath University

High School Diploma -

SRM Polytechnic College

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Ashutosh Jha