Dipali Mandvekar
Mumbai
Summary
Sharp broking firm professional with talents which shine in competitive, innovative and creative environments. Track record of increasing sales, improving client retention and growing customer base.
Qualified with extensive background in advanced management processes. Utilises superior communication skills to build meaningful, trusting relationships that exceed client demands. Highly skilled project manager with outstanding team leadership abilities to meet targets consistently.
Responsible, passionate about delivering outstanding quality and service. Offering Four years of experience in industry with history of recognition for performance. Confident Branch Manager successful at increasing monthly revenue using insightful marketing strategies and aggressive product development. Skilled at understanding customer and employee requests and meeting needs. Furthers success by strengthening staff training, streamlining internal systems and facilitating sales techniques.
Overview
8
8
years of professional experience
Work History
Senior Wealth Manager
SMIFS LTD
MUMBAI, INDIA
02.2026 - Current
- Managed and advised high-net-worth individuals (HNWIs) and affluent clients on investment, wealth preservation, retirement, and financial planning strategies.
- Built and maintained long-term client relationships by providing customized wealth management solutions aligned with financial goals and risk appetite.
- Conducted portfolio reviews, asset allocation planning, and investment recommendations across mutual funds, equities, fixed income, insurance, and alternative investments.
- Identified new business opportunities through referrals, networking, and relationship expansion, consistently achieving revenue and asset-under-management (AUM) targets.
- Collaborated with internal specialists and product teams to deliver comprehensive financial solutions and enhance client experience.
- Monitored market trends, economic developments, and regulatory changes to provide informed financial guidance and risk management strategies.
- Led client acquisition and retention initiatives, resulting in sustainable portfolio growth and increased client satisfaction.
Manager-Trading
MASTERTRUST CAPITAL SERVICE LTD
Mumbai
04.2024 - Current
- Analysed financial market trends for accurate forecasting and planning.
- Developed short-term and long-term goals for team and initiated tactics to achieve objectives.
- Consulted with clients on financial products and services tailored to investment needs.
- Informed prospective customers about current market conditions to help guide educated decision making.
- Monitored stock levels to purchase new items and maintain inventory.
- Designed and proposed investment strategies that enabled long-term clients to achieve financial goals.
- Bought and sold securities and stocks for profitable returns.
- Actively involved in cross-selling financial products, including insurance, PMS(Portfolio Management Services), and Mutual fund, to enhance client portfolios and maximize revenue.
- Maintain customer information and trade accurate records to streamline workflow.
- Managed complaints with calm, clear communication and problem-solving.
- Engaged with customers to better understand needs and deliver excellent service.
Branch Manager
Bhansali Value Creations Pvt Ltd
Mumbai
04.2022 - 04.2024
- Provide financial and business management leadership to business area director and managers with accurate and timely forecasting, risk analysis, new business strategy, cost/price strategy, and management.
- Generate monthly reports to include month-end revenue and profit, variance analysis of actual data to budget forecasting, and various project statuses.
- Update daily cash, future & options position through analysis, investigation and reporting on key movements and trends in the
- P&L lines
- Prepared weekly reports and led presentations for training the new staff.
- Portfolio management of the clients, and guidance on investment in various segments in the capital market.
- Handling client acquisitions and revenue generation.
- Interacting with HNI clients to know their needs and managing or handling their account.
Senior Relationship Manager
Bhansali Value Creations Pvt Ltd
Mumbai, India
02.2020 - 03.2022
- Responsible to resourcefully and successfully manage, train and instruct several new associate in the many different offices concurrently.
- Established deep-rooted customer relationships based on a thorough knowledge of each clients history, market, internal structure and diverse needs.
- Managed multiple clients, projects, diverse product types as well as managing several associate.
- Identify and understand clients viewpoints and tailor communications to meet their objectives.
- Effectively managed and structured daily workload of junior staff.
- Performed robust reporting and analysis of all customer interactions using CRM.
- Set up new client accounts and updated Salesforce files with precision.
- Contacted existing customers and informed them of new product offerings.
- Assisted sales team with cold calling and following up on leads.
Relationship Manager
Dealmoney Securities Pvt Ltd
Mumbai
09.2018 - 02.2020
- Job is Handling Dmat and Trading Accounts, fulfiling the needs of the clients, Revenue generation, New client generation through meetings and presentations and identifying opportunities for new relation and Growth
- Creating and maintaining positive relationship with clients.
Tele sales Executive
Vrise Securities Pvt Ltd
Mumbai
06.2018 - 09.2018
- Telesales Excutives job selling of product or service through the inbound and oubound calls to persuade customer's to purchase companies product- Dmat and Trading Account, Fixed Deposit, IPO,
- Life and General Insurance, Mutual Fund.
Education
MBA - Finance Management
NMIMS University
Dec 2022
Equity Derivatives Certification Examination -
NISM - Series - VIII
2023
Bachelor of Commerce -
N.G Acharya & D.K Marathe college Chembur
2018
HSC -
N.G Acharya & D.K Marathe College
2015
Skills
- Business Development & Planning,
- Making various MIS
- Management Skills
- Microsoft PowerPoints
- Excel Dashboard
- Microsoft Outlooks
- Microsoft Excel
- Management Information System (MIS)
- Customer Relationship Management (CRM)
- Excellent work ethic
- Financial analysis and planning
- Strong interpersonal skills
- Microsoft office
Languages
Additional Information
- Highest Revenue in 2018 Q3/Q4 and got Foreign Tour Thailand in Jan 2019 and got Top 10 best performance award in Thailand and Q1/2/3 in 2019 highest revenue achivements for Bali Tour (Indonesia) in Dealmoney Securities Pvt Ltd.
- The certificate of recognition of continuing Excellence in outstanding performance in sales for the year 2022 by Bhansali Value Creations Pvt Ltd
Timeline
Senior Wealth Manager
SMIFS LTD
02.2026 - Current
Manager-Trading
MASTERTRUST CAPITAL SERVICE LTD
04.2024 - Current
Branch Manager
Bhansali Value Creations Pvt Ltd
04.2022 - 04.2024
Senior Relationship Manager
Bhansali Value Creations Pvt Ltd
02.2020 - 03.2022
Relationship Manager
Dealmoney Securities Pvt Ltd
09.2018 - 02.2020
Tele sales Executive
Vrise Securities Pvt Ltd
06.2018 - 09.2018
MBA - Finance Management
NMIMS University
Equity Derivatives Certification Examination -
NISM - Series - VIII
Bachelor of Commerce -
N.G Acharya & D.K Marathe college Chembur
HSC -
N.G Acharya & D.K Marathe College