HANSRAJ PANDEY
Raipur
Summary
Accomplished Senior Relationship Manager with a proven track record at SBICAP Securities, specializing in strategic planning and customer engagement. Expert in driving revenue development and portfolio management, I have consistently enhanced client satisfaction and loyalty. Skilled in communication, my approach has significantly contributed to business growth, leveraging financial information systems for optimal results.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
SBICAP Securities
RAIPUR (CG)
08.2022 - Current
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
Relationship Manager
HDFC Securities
BILASHPUR (CG)
11.2021 - 07.2022
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Relationship Manager
Swastika Investmart
INDORE (MP)
07.2019 - 10.2021
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Investment Advisory Service Manager TL
PINECAL MARKET INVESTMENT ADVISORY PVT LTD
INDORE (MP)
01.2017 - 05.2019
Education
Secondary School Certificate (SSC) -
SARASWATI VIDYA MANDIR
Madhya Pradesh, Hindi01.2010
Higher Secondary Certificate (HSC) -
SARASWATI VIDYA MANDIR
Madhya Pradesh, Hindi01.2012
B.A - Political Science
Bhabha University
Bhopal01.2021
MBA/PGDM - Finance
Bhabha University
Bhopal01.2025
Skills
- Strategic planning
- Revenue development
- Portfolio management
- Customer engagement
- Business development
- Customer interaction
Certification
- NISM-Series-XV: Research Analyst Certification Examination, 04/2024
- NISM Series X-A: Investment Adviser (Level 1) Certification, 03/2024
- NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination
- NISM-Series-VIII: Equity Derivatives Certification Examination
- Insurance Regulatory and Development Authority ( IRDA)
Projects
Equity dealer and Mutual fund and another third, 2022, Executed equity trades and managed mutual fund transactions on behalf of clients. Handled third-party investments and provided financial advice to clients. Developed and maintained strong relationships with clients and third-party investment firms.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Senior Relationship Manager
SBICAP Securities
08.2022 - Current
Relationship Manager
HDFC Securities
11.2021 - 07.2022
Relationship Manager
Swastika Investmart
07.2019 - 10.2021
Investment Advisory Service Manager TL
PINECAL MARKET INVESTMENT ADVISORY PVT LTD
01.2017 - 05.2019
Secondary School Certificate (SSC) -
SARASWATI VIDYA MANDIR
Higher Secondary Certificate (HSC) -
SARASWATI VIDYA MANDIR
B.A - Political Science
Bhabha University
MBA/PGDM - Finance
Bhabha University
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