Avinash Yadav
NRI Relationship Manager
Summary
Dynamic Relationship Manager with a proven track record at HDFC Securities, excelling in customer portfolio management and relationship building. Achieved significant sales growth through strategic product recommendations and exceptional service. Skilled in new business development, fostering trust, and enhancing client satisfaction while effectively resolving complex issues.
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
16
16
years of professional experience
3
3
Languages
Work History
Relationship Manager
HDFC Securities
01.2017 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for the sale of investment products and services, and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Coordinated efforts between various departments, such as sales, risk, operations, and product teams, for smooth services to clients.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
Equity Advisor
ICICIdirect
09.2015 - 11.2017
- Assisted clients in building diversified portfolios to achieve optimal returns while minimizing risk exposure.
- Presented regular market updates and insights to clients, keeping them informed of relevant developments affecting their investments.
- Analyzed market trends, macroeconomic indicators, and company financials to deliver accurate equity recommendations.
- Conducted thorough research to identify undervalued stocks for potential investment opportunities.
- Maintained compliance with all regulatory requirements by adhering strictly to established policies and procedures for trading practices.
- Educated clients on various investment strategies and products, empowering them to make informed decisions about their finances.
Equity Relationship Manager
Kotak Securities
10.2014 - 09.2015
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Participated in staff meetings to discuss innovative strategies to improve services.
Equity Advisor
Asit C. Mehta Investment Intermediates
02.2013 - 02.2014
- Demonstrated commitment toward continuous professional development by attending conferences, completing certifications, or participating in training programs.
- Acted as a mentor for junior-level advisors, providing guidance on best practices and instilling confidence in their abilities to manage client relationships effectively.
- Utilized advanced financial modeling techniques to evaluate investment opportunities and provide accurate recommendations.
- Provided support during mergers and acquisitions, conducting due diligence assessments of target companies for evaluation purposes.
Associate
Kotak Securities
11.2009 - 02.2012
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
- Achieved consistently high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.
- Reduced issue resolution time by streamlining communication between departments.
- Assisted customers in navigating company's products and services, enhancing their overall experience.
Education
MBA - Finance
MET College
Mumbai, India 04.2001 -
Bachelor of Management Studies - Finance
Patkar College
Mumbai 04.2001 -
HSC -
BSGD Jr College
Mumbai 04.2001 -
SSC -
N L High School
Mumbai 04.2001 -
Skills
Relationship building
Timeline
Relationship Manager
HDFC Securities
01.2017 - Current
Equity Advisor
ICICIdirect
09.2015 - 11.2017
Equity Relationship Manager
Kotak Securities
10.2014 - 09.2015
Equity Advisor
Asit C. Mehta Investment Intermediates
02.2013 - 02.2014
Associate
Kotak Securities
11.2009 - 02.2012
MBA - Finance
MET College
04.2001 -
Bachelor of Management Studies - Finance
Patkar College
04.2001 -
HSC -
BSGD Jr College
04.2001 -
SSC -
N L High School
04.2001 -