Dharmesh Yadav
Surat
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sr. Executive
Axis securities
Surat
04.2021 - Current
- Enabled revenue generation by pursuing partnerships, sourcing funding and capitalizing on market opportunities.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Directed market expansions to propel business forward, meet changing customer needs.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Clarified roles, responsibilities and expectations of staff.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Assistant Manager
Kotak Securities
Surat
11.2019 - 07.2020
- Guided clients through compiling important financial histories and documentation for evaluation.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Participated in team-building activities to enhance working relationships.
- Mentored and guided employees to foster proper completion of assigned duties.
- Assisted with new hire processing and existing training programs.
- Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.
Relationship Manager
Hdfc securities
Surat
02.2018 - 09.2019
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with opening accounts and signing up for new services.
- Worked with other departments to facilitate communication and deliver personalized solutions to customers.
- Helped clients determine investment objectives and planned according to goals.
- Analyzed industry and company trends to develop customized strategies.
Education
MBA - Marketing
Indukaka Ipcowala Institute of Management
Anand04.2017
BBA - Commerce
Vidhya Bharti College
Surat04.2015
Skills
- Leadership and People Development
- Executive Travel
- Data Analysis
- Change and Growth Management
- Growth Planning
- Excel
Certification
- Nism V - Mutual Fund
- Nism VII - Derivative
- IRDA - Insurance
- Digital marketing
- Exel
Languages
English
Native language
English
Advanced
C1
Hindi
Upper intermediate
B2
Gujarati
Upper intermediate
B2
Timeline
Sr. Executive
Axis securities
04.2021 - Current
Assistant Manager
Kotak Securities
11.2019 - 07.2020
Relationship Manager
Hdfc securities
02.2018 - 09.2019
MBA - Marketing
Indukaka Ipcowala Institute of Management
BBA - Commerce
Vidhya Bharti College
- Nism V - Mutual Fund
- Nism VII - Derivative
- IRDA - Insurance
- Digital marketing
- Exel
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