Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Disclaimer
Timeline
Generic

MAYANK J. DOSHI

Pune

Summary

Dynamic Trade Activation Manager at Bajaj Broking with expertise in client onboarding and portfolio management. Proven track record in enhancing investment performance through market analysis and cross-selling strategies. Exceptional communication and problem-solving skills drive client satisfaction and retention, ensuring alignment with financial goals.

Results-driven Trade Activation Manager known for productive and efficient task completion. Specialize in strategic planning, market trend analysis, and brand management to drive sales and enhance product visibility. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration with stakeholders and effective adaptation to market changes.

Overview

16
16
years of professional experience

Work History

Trade Activation Manager

Bajaj Broking
Pune
09.2022 - Current
  • Facilitated onboarding process for new clients to enhance proficiency with Trade application.
  • Guided clients in market analysis and portfolio development strategies.
  • Managed portfolios for onboarded clients to optimize investment performance.
  • Executed cross-selling initiatives for related stock market products.

Relationship Manager

Reliance Securities
Pune
01.2022 - 09.2022
  • Cultivated strong client relationships to enhance customer satisfaction and retention.
  • Managed client portfolios, ensuring alignment with financial goals and risk tolerance.
  • Facilitated investment strategy discussions to guide clients in decision-making processes.

<ul><li>Helping RM to open new accounts.</li><li>To do the cold calling to the clients.</li><li>To do build relationship with bank RM.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client (Sometime).</li><li>Make the file and login the file in the system.</li><li>Solving the queries of file.</li><li>Trying to solve the queries of colleagues.</li><li>Follow up with Customer</li><li>Department: Bancainsurance (HDFC Securities)</li><li>Code: 200823</li><li>Product handled: Life Insurance</li></ul>

HDFC Life Insurance Company Ltd
Andheri East, Mumbai
06.2021 - 12.2021
  • Helping RM to open new accounts.
  • To do the cold calling to the clients.
  • To do build relationship with bank RM.
  • Co-ordinate & follow the process.
  • Collect the document from the Client (Sometime).
  • Make the file and login the file in the system.
  • Solving the queries of file.
  • Trying to solve the queries of colleagues.
  • Follow up with Customer
  • Department: Bancainsurance (HDFC Securities)
  • Code: 200823
  • Product handled: Life Insurance

Maharashtra

TATA AIA Life Insurance Company Ltd
Andheri East, Mumbai
09.2020 - 06.2021
  • Product handled: Life Insurance
  • Helping RM to open new accounts.
  • To do the cold calling to the clients.
  • To do build relationship with bank RM.
  • Co-ordinate & follow the process.
  • Collect the document from the Client (Sometime).
  • Make the file and login the file in the system.
  • Solving the queries of file.
  • Trying to solve the queries of colleagues.
  • Follow up with Customer
  • Department: Bancainsurance (HDFC BANK)
  • Code: 3977816

Maharashtra

SBI Life Insurance Company Ltd
Andheri East, Mumbai
06.2019 - 07.2020
  • To do the cold calling to the clients.
  • To do the tie-ups with the brokers & Financial Advisor.
  • Product handled: Life Insurance
  • Co-ordinate & follow the process.
  • Co-Ordinate & Follow up with Agents.
  • Collect the document from the Client (Sometime).
  • Make the file and login the file in the system.
  • Solving the queries of file.
  • Trying to solve the queries of colleagues.
  • Follow up with Customer and Agents for required documents.
  • Department: Agency
  • Code: 42388

<ul><li>Product handled: Life Insurance, Home Loan, Demat Trading, MF and other financial product.</li></ul>

Freelancing for Home Loan
11.2016 - 05.2019
  • Product handled: Life Insurance, Home Loan, Demat Trading, MF and other financial product.

<ul><li>Product handled: Home Loan, LAP</li><li>To do the cold calling to the clients.</li><li>To do the tie-ups with the brokers & builders.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client.</li><li>Make the file and login the file in the system.</li><li>Solving the queries of file at the time of sanction process.</li><li>Collect the disbursal documents and solving the docket queries.</li><li>Trying to solve the queries of colleagues</li><li>Department: Home Loan</li><li>Code: 026857</li></ul>

Reliance Home finance Ltd.
Dadar (W), Mumbai
02.2016 - 11.2016
  • Product handled: Home Loan, LAP
  • To do the cold calling to the clients.
  • To do the tie-ups with the brokers & builders.
  • Co-ordinate & follow the process.
  • Collect the document from the Client.
  • Make the file and login the file in the system.
  • Solving the queries of file at the time of sanction process.
  • Collect the disbursal documents and solving the docket queries.
  • Trying to solve the queries of colleagues
  • Department: Home Loan
  • Code: 026857

<ul><li>To do the cold calling to the clients.</li><li>To do the tie-ups with the brokers & builders.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client.</li><li>Make the file and login the file in the system.</li><li>Solving the queries of file at the time of sanction process.</li><li>Collect the disbursal documents and solving the docket queries.</li><li>Trying to solve the queries of colleagues</li><li>Department: Home Loan</li><li>Code: 17044</li></ul>

HDFC Sales Pvt. Ltd
Mumbai
04.2013 - 04.2014
  • To do the cold calling to the clients.
  • To do the tie-ups with the brokers & builders.
  • Co-ordinate & follow the process.
  • Collect the document from the Client.
  • Make the file and login the file in the system.
  • Solving the queries of file at the time of sanction process.
  • Collect the disbursal documents and solving the docket queries.
  • Trying to solve the queries of colleagues
  • Department: Home Loan
  • Code: 17044

<ul><li>To do the cold calling to the clients.</li><li>To do the tie-ups with the brokers & builders.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client.</li><li>Make the file and login the file in the system</li><li>Department: Home Loan</li><li>Code: 172641</li><li>Product handled: Home Loan, LAP</li></ul>

ICICI Bank Ltd
Mumbai
12.2011 - 03.2013
  • To do the cold calling to the clients.
  • To do the tie-ups with the brokers & builders.
  • Co-ordinate & follow the process.
  • Collect the document from the Client.
  • Make the file and login the file in the system
  • Department: Home Loan
  • Code: 172641
  • Product handled: Home Loan, LAP

<ul><li>Opening new accounts.</li><li>Product handled: Demat, Trading, MF, Life and General Insurance and other financial product</li><li>Solving the queries of client.</li><li>Placing the order of trade on behalf of Client.</li><li>Placing orders on Trade Terminal on Advance ODIN</li><li>Handling portfolio of HNI as well as Retail Client.</li><li>Making Client Relationship</li><li>Making MIS of client and trades of orders</li><li>Selling of financial products (TPP)</li><li>Department: Equity and Future</li></ul>

Angel Securities Ltd
Mumbai
10.2010 - 11.2011
  • Opening new accounts.
  • Product handled: Demat, Trading, MF, Life and General Insurance and other financial product
  • Solving the queries of client.
  • Placing the order of trade on behalf of Client.
  • Placing orders on Trade Terminal on Advance ODIN
  • Handling portfolio of HNI as well as Retail Client.
  • Making Client Relationship
  • Making MIS of client and trades of orders
  • Selling of financial products (TPP)
  • Department: Equity and Future

<ul><li>Solving the queries of client.</li><li>Placing the order of trade on behalf of Client.</li><li>Making Client Relationship</li><li>Making MIS of client and trades of orders</li><li>Selling of financial products</li><li>Department: Equity and Future</li><li>Product handled: Demat, Trading, MF, Life and General Insurance and other financial product</li></ul>

HDFC Securities Ltd
Mumbai
04.2009 - 09.2010
  • Solving the queries of client.
  • Placing the order of trade on behalf of Client.
  • Making Client Relationship
  • Making MIS of client and trades of orders
  • Selling of financial products
  • Department: Equity and Future
  • Product handled: Demat, Trading, MF, Life and General Insurance and other financial product

Education

Bachelor of Commerce - B.COM

Malad (E)
Malad (E)
02.2008

Higher Secondary School Certificate - HSC

Malad (E)
Malad (E)
02.2005

Secondary School Certificate - SSC

Malad(E)
Malad(E)
03.2003

Skills

  • Problem-solving aptitude
  • Profit and loss management
  • Complex Problem-solving
  • Customer service
  • Team collaboration
  • Marketing strategy
  • Active listening
  • Analytical thinking
  • Critical thinking
  • Problem-solving aptitude
  • Profit and loss management
  • Complex Problem-solving
  • Customer service
  • Team collaboration
  • Marketing strategy
  • Active listening
  • Analytical thinking
  • Critical thinking

Languages

English, Hindi, Marathi and Gujarati.

Hobbies and Interests

Playing Cricket, Listening Soft Music, Making New friend

Disclaimer

The information furnished above is correct and true to the best of my knowledge. Date: Place: Pune

Timeline

Trade Activation Manager

Bajaj Broking
09.2022 - Current

Relationship Manager

Reliance Securities
01.2022 - 09.2022

<ul><li>Helping RM to open new accounts.</li><li>To do the cold calling to the clients.</li><li>To do build relationship with bank RM.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client (Sometime).</li><li>Make the file and login the file in the system.</li><li>Solving the queries of file.</li><li>Trying to solve the queries of colleagues.</li><li>Follow up with Customer</li><li>Department: Bancainsurance (HDFC Securities)</li><li>Code: 200823</li><li>Product handled: Life Insurance</li></ul>

HDFC Life Insurance Company Ltd
06.2021 - 12.2021

Maharashtra

TATA AIA Life Insurance Company Ltd
09.2020 - 06.2021

Maharashtra

SBI Life Insurance Company Ltd
06.2019 - 07.2020

<ul><li>Product handled: Life Insurance, Home Loan, Demat Trading, MF and other financial product.</li></ul>

Freelancing for Home Loan
11.2016 - 05.2019

<ul><li>Product handled: Home Loan, LAP</li><li>To do the cold calling to the clients.</li><li>To do the tie-ups with the brokers & builders.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client.</li><li>Make the file and login the file in the system.</li><li>Solving the queries of file at the time of sanction process.</li><li>Collect the disbursal documents and solving the docket queries.</li><li>Trying to solve the queries of colleagues</li><li>Department: Home Loan</li><li>Code: 026857</li></ul>

Reliance Home finance Ltd.
02.2016 - 11.2016

<ul><li>To do the cold calling to the clients.</li><li>To do the tie-ups with the brokers & builders.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client.</li><li>Make the file and login the file in the system.</li><li>Solving the queries of file at the time of sanction process.</li><li>Collect the disbursal documents and solving the docket queries.</li><li>Trying to solve the queries of colleagues</li><li>Department: Home Loan</li><li>Code: 17044</li></ul>

HDFC Sales Pvt. Ltd
04.2013 - 04.2014

<ul><li>To do the cold calling to the clients.</li><li>To do the tie-ups with the brokers & builders.</li><li>Co-ordinate & follow the process.</li><li>Collect the document from the Client.</li><li>Make the file and login the file in the system</li><li>Department: Home Loan</li><li>Code: 172641</li><li>Product handled: Home Loan, LAP</li></ul>

ICICI Bank Ltd
12.2011 - 03.2013

<ul><li>Opening new accounts.</li><li>Product handled: Demat, Trading, MF, Life and General Insurance and other financial product</li><li>Solving the queries of client.</li><li>Placing the order of trade on behalf of Client.</li><li>Placing orders on Trade Terminal on Advance ODIN</li><li>Handling portfolio of HNI as well as Retail Client.</li><li>Making Client Relationship</li><li>Making MIS of client and trades of orders</li><li>Selling of financial products (TPP)</li><li>Department: Equity and Future</li></ul>

Angel Securities Ltd
10.2010 - 11.2011

<ul><li>Solving the queries of client.</li><li>Placing the order of trade on behalf of Client.</li><li>Making Client Relationship</li><li>Making MIS of client and trades of orders</li><li>Selling of financial products</li><li>Department: Equity and Future</li><li>Product handled: Demat, Trading, MF, Life and General Insurance and other financial product</li></ul>

HDFC Securities Ltd
04.2009 - 09.2010

Bachelor of Commerce - B.COM

Malad (E)

Higher Secondary School Certificate - HSC

Malad (E)

Secondary School Certificate - SSC

Malad(E)

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