Summary
Overview
Work History
Education
Skills
Reading
Timeline
Generic
DEVANI KHARAT

DEVANI KHARAT

FINANCIAL ADVISORY
MUMBAI,MAHARASHTRA

Summary

Experienced relationship manager skilled in fostering and maintaining client relationships, identifying client needs, and providing effective solutions. Strong track record of increasing client satisfaction and loyalty. Demonstrated ability to communicate effectively and manage complex client portfolios.

Overview

4
4
years of professional experience
3
3
years of post-secondary education
4
4
Languages

Work History

Relationship Manager

Indiabulls Securities
MUMBAI
02.2024 - 02.2025
  • Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
  • Developed strong rapport with clients through consistent follow-up and attention to detail.
  • Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
  • Collaborated with internal teams to resolve client issues quickly and efficiently.
  • Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
  • Made customers aware of current and new programs and services.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.

Relationship Manager

SBI Cap Securities'
MUMBAI
02.2023 - 11.2023
  • 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.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

Associate Manager

INDIABULLS(DHANI)
MUMBAI
06.2021 - 05.2022
  • Trading and Dement Account opening through conversion Of leads received through website, client referrals etc.
  • To effectively explain about our company's products, services & charges to prospective customers.
  • To assist the customers in completing the documentation for Account opening online.
  • To coordinate with the customers and the internal Leads.
  • Regular follow-up with clients & handling their queries.
  • Processing Team to ensure that the account is opened within 24 hours of receiving the documents from the Client.
  • Accomplished multiple tasks within established timeframes.
  • Generated repeat business through exceptional customer service.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Executive Officer

MOTILAL OSWAL
MUMBAI
09.2020 - 06.2021
  • Expert communication skills external and internally.
  • App/Desktop & web trading portals and Advisory Of different products.
  • Cross Selling & Up selling of various products And offering by MOSL Building sustainable of revenue.
  • Developed effective sales strategies that led to increased revenue generation and market share growth.
  • Interacted well with customers to build connections and nurture relationships.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Education

B.COM - Commerce

SIES COLLEGE OF COMMERC AND ECONOMICS
MUMBAI,SION
01.2019 - 01.2021

High School Diploma -

FRANKFINN INSTITUTE
MUMBAI
01.2018 - 01.2019

Skills

Effective relationship management

Building customer rapport

Strong verbal communication

Client relationship management

Reading

Passionate about continuous learning through books, particularly focusing on topics such as personal development, makeup artistry trends, psychology, and leadership. Reading helps me stay updated with new ideas and techniques.

Timeline

Relationship Manager

Indiabulls Securities
02.2024 - 02.2025

Relationship Manager

SBI Cap Securities'
02.2023 - 11.2023

Associate Manager

INDIABULLS(DHANI)
06.2021 - 05.2022

Executive Officer

MOTILAL OSWAL
09.2020 - 06.2021

B.COM - Commerce

SIES COLLEGE OF COMMERC AND ECONOMICS
01.2019 - 01.2021

High School Diploma -

FRANKFINN INSTITUTE
01.2018 - 01.2019

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