Travelling
HARSHADA SONAVANE
MBA Finance
THANE
Summary
I am ambitious and driven.
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Relationship Manager
HDFC Mutual Fund
08.2023 - Current
- Managing business relationship with Mutual Fund Distributors (MFDs), Banks, National Distributors, and Direct Clients.
- Represent HDFC AMC in Investor Awareness Programs and clients engagement initiatives.
- Organize NISM VA training sessions for distributors to enhance product and regulatory knowledge.
- Coordinated with Client Service teams to assist MFD and Clients to resolving service related queries.
- Responsible for business acquisition, client servicing and driving overall growth in the assigned region.
Relationship Manager
HDFC Securities
10.2022 - 06.2023
- Handling Direct and HNI Client for investment portfolios.
- Dealing in Equity, Derivatives, Mutual Fund, Life Insurance and General Insurance.
- Provided personalized Investment advisory and financial planning solution to clients.
Trainee Analyst
Test Yantra Software Solution (QSPIDERS)
07.2021 - 08.2022
Education
MBA (MMS) - FINANCE
Oriental Institute of Management
05.2022
Bachelor of Commerce - undefined
Smt. CHM College
05.2019
HSC - undefined
Adarsh Vidya Mandir
05.2016
SSC - undefined
Vidya Vikas High School
03.2014
Skills
- Mutual Fund and Investment advisory
- Client Relationship Management
- Business Development and Sales
- Investor Awareness Training Programs
- Financial planing and portfolio Analysis
- Strong Communication and Presentation Skills
ACHIEVEMENTS
Represented school at District level in Kho- kho and Football.
Participated in Miss Maharashtra 2019.
Participated in Miss Pune 2019.
Interests
Trekking & Hiking
Social media content creator
Cooking
Certification
NISM XA Investment Adviser. (level 1) April 2025
Timeline
Relationship Manager
HDFC Mutual Fund
08.2023 - Current
Relationship Manager
HDFC Securities
10.2022 - 06.2023
Trainee Analyst
Test Yantra Software Solution (QSPIDERS)
07.2021 - 08.2022
Bachelor of Commerce - undefined
Smt. CHM College
HSC - undefined
Adarsh Vidya Mandir
SSC - undefined
Vidya Vikas High School
MBA (MMS) - FINANCE
Oriental Institute of Management