Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Websites
Timeline
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GAURAV BHAGWAT

B-108 Sai Heritage Near Shiv Sena Shakha, Ambernath (E)

Summary

Managing a diverse range of financial products including mutual funds, derivatives, equity stocks, and insurance. Demonstrated ability to deliver exceptional client service and achieve outstanding investment results.

Experienced in analyzing customer data and providing recommendations on equity and mutual funds.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Relationship Manager

HDFC Securities
Thane
06.2022 - 05.2023
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.

Education

Bcom( Accounting & Finance )

N.G Bedekar College
Thane
03-2022

HSC

N.G Bedekar College
Thane
02-2019

SSC

Bhaushaheb Paranjape Vidyalaya
Ambernath
03-2017

Skills

  • Proficient in Excel and Powerpoint
  • Quantitative Skills
  • Customer Portfolio Management

Certification

  • MS EXCEL - MKCL - Aug 2024
  • NISM V-A: Mutual Fund Certification
  • NISM VIII: Equity Derivative Certification
  • IRDAI Certification
  • Completed Financial Analyst Course from Udemy

Accomplishments

  • Got 2nd price award in group school singing competition.

Websites

Timeline

Relationship Manager

HDFC Securities
06.2022 - 05.2023

Bcom( Accounting & Finance )

N.G Bedekar College

HSC

N.G Bedekar College

SSC

Bhaushaheb Paranjape Vidyalaya

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