Harshada Harishchandra Koli
Mumbai
Summary
To learn, establish and maintain high levels of satisfaction for the organization and thereby gradually grow in the hierarchy of the organization.
Overview
13
13
years of professional experience
Work History
Assistant Vice President
JM Financial Services LTD.
06.2022 - Current
- Financial Planning & Strategy building.
- Portfolio Management for Mutual Funds.
- Building/Restructuring of Mutual Fund portfolios.
- Building Portfolio Proposals, Portfolio Review Reports and Research on Portfolio with the help of Morning Star Software.
- Product Management at National Level (Mutual Funds, Fixed Income and Structures Products).
- Training branch staff on sales pitches of various products across PAN India.
- Joint meetings with sales team as an expert for business closures.
- Driving National level sales for Mutual Funds, FI and Structures.
- Product Support for sales team at National level.
- Maximize sales by planning sales strategies/activities at National level.
- Coordinating with AMC’s for Product, Sales collaterals and Support.
- Aligning Webinars on Market Outlook and Investment opportunities with renowned Fund Mangers of AMC’s.
- Aligning investors physical meets for client’s from AMC’s, PAN India.
- Preparing Marketing Collaterals with concern team for Product Positioning.
- Preparing Net sales and Mutual Fund MIS Reports.
- Preparing Industry Data, tracking market trends and competitor analysis.
- Knowledge Series – Media coverage for various Investment related topics for employees PAN India and various social media platform.
Manager
Anand Rathi Shares and Stock Broking LTD.
05.2019 - 05.2022
- Financial Planning & Strategy building.
- Portfolio Management for Mutual Funds.
- Building/restructuring of Mutual Fund portfolios.
- Product Management at National Level (Mutual Funds).
- Training branch staff on sales pitches of various products across pan India.
- Driving National level sales for Mutual Funds.
- Product Support for sales team at National level.
- Maximize sales by planning sales strategies/activities at National level.
- Writing articles for TOI Dehradun on Financial Planning and Investments.
- Aligning Webinars on Market Outlook and Investment opportunities with renowned Fund Mangers of AMC.
- Aligning investors physical meets for client’s from AMC’s, PAN India.
- Preparing Net sales and Mutual Fund MIS Reports.
- Preparing Industry Data, tracking market trends and competitor analysis.
Assistant Manager
ICICI Prudential Asset Management Company Pvt. Ltd.
07.2015 - 04.2019
- Managing Branch level/Cluster level sales operations for the company.
- Maximize sales by planning sales strategies/activities on Branch level/Cluster level.
- Conducting product training/ coaching of bank staff on Mutual Fund Products.
- Training branch staff on sales pitches of various products.
- Independently handling 5-6 branches in the assigned territory.
Intern
Reliance Securities Pvt. Ltd.
04.2014 - 06.2014
Junior Executive
Ocwen Financial Pvt. Ltd.
12.2012 - 06.2013
Phone Banking Officer
ICICI Bank Pvt. Ltd.
05.2012 - 12.2012
Education
Masters Of Management Studies -
Rizvi Institute of Management Studies and Research
06.2015
Bachelor of Commerce -
Patkar College Of Commerce
04.2012
Higher Secondary Education -
Patkar College Of Commerce
02.2009
Secondary School Education -
St. Anthony’s High School
03.2007
Skills
- Open to learn
- Committed
- Financial planning
- Portfolio management
- Product management
- Sales strategy
- Investor relations
- Training and development
- Client engagement
- Team collaboration
- Risk assessment
- Data analysis
- Communication skills
- Presentation skills
- Risk management
- Strategic planning
- Financial analysis and planning
Hobbies and Interests
- Listening Music
- Dancing
Language Proficiency
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 12/06/90
- Nationality: Indian
Timeline
Assistant Vice President
JM Financial Services LTD.
06.2022 - Current
Manager
Anand Rathi Shares and Stock Broking LTD.
05.2019 - 05.2022
Assistant Manager
ICICI Prudential Asset Management Company Pvt. Ltd.
07.2015 - 04.2019
Intern
Reliance Securities Pvt. Ltd.
04.2014 - 06.2014
Junior Executive
Ocwen Financial Pvt. Ltd.
12.2012 - 06.2013
Phone Banking Officer
ICICI Bank Pvt. Ltd.
05.2012 - 12.2012
Masters Of Management Studies -
Rizvi Institute of Management Studies and Research
Bachelor of Commerce -
Patkar College Of Commerce
Higher Secondary Education -
Patkar College Of Commerce
Secondary School Education -
St. Anthony’s High School
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