HARSHALI RAUT
Plot No:28, Laxmi Nagar, MIDC Chowk, Ghugus Road, Chandrapur
Summary
Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager
SIPFUND.COM
11.2018 - Current
- Managed risk effectively through diligent monitoring of investment strategies and compliance with regulatory requirements.
- Supported sales and marketing efforts by providing accurate, up-to-date information on mutual fund performance, fee structures, and related matters.
- Assisted clients in meeting their financial goals by providing insightful guidance on mutual fund selection and management.
- Collaborated closely with portfolio managers, ensuring a clear understanding of investment objectives and strategies.
- Educated potential clients on the advantages of investing in mutual funds, converting prospects into loyal customers.
- Improved portfolio accuracy by reconciling mutual fund transactions daily.
Education
MBA - Human Resources Management
RTMNU
Nagpur, India06.2018
Bachelor of Commerce - Accounting, Taxation, Financial Services
RTMNU
Nagpur, India06.2016
Skills
- Savvy relationship-builder
- Goal-oriented
- People-oriented
- Background in mutual funds, stocks, bonds and investments
- Customer Relationship Management
- Product Knowledge
- Customer Service
- Portfolio Growth
- Relationship Management
- Issue Resolution
- Excellent Communication
- Time Management
- Account Management
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- SEBI Investor Certification Examination
- NISM Series V A: Mutual Fund Distributors Certification Examination
Interests
- Travelling
- Collecting
- Cooking
Languages
Can speak Mrathi, Hindi, and English
Timeline
Relationship Manager
SIPFUND.COM
11.2018 - Current
MBA - Human Resources Management
RTMNU
Bachelor of Commerce - Accounting, Taxation, Financial Services
RTMNU
- SEBI Investor Certification Examination
- NISM Series V A: Mutual Fund Distributors Certification Examination
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