Hrishikesh Ramesh Kadam
Equity Advisor
Thane,MH
Summary
Seasoned Senior Executive adept at increasing profit margins by growing sales and reducing costs. Hands-on, proactive manager with an adaptable and creative approach.
Overview
6
6
years of professional experience
Work History
Senior Executive
SBI Securities Ltd
Mumbai
12.2021 - Current
- Tracking market moment and keeping the clients update on their portfolio
- Maintaining good relationship with client by giving updates on market, stock and financial news
- Helping client to build their wealth
- Resolved customer inquiries and complaints requiring management-level escalation.
Relationship Manager
AEGON life Insurance CO Ltd
Navi Mumbai
03.2020 - 12.2020
- Responsible for bringing in new customers to the organization.
- Resolve the issues of existing customers.
- Educate customers about insurance and investment-related options, and process purchases.
- Managed a portfolio of high-net-worth (HNW) clients.
- Created a customer support strategy for the team to increase customer retention.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Relationship Manager
Exide Life Insurance Ltd
Mumbai
12.2018 - 01.2020
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Facilitated financial planning seminars and workshops for clients.
- Analysed client financial statements to offer tailored advice and products.
Education
M.Com -
Symbiosis College Of Arts & Commerce
Pune04.2020
B.Com -
Symbiosis College Of Arts & Commerce
Pune07.2017
HSC -
Dnyansadhna college
Thane07.2014
Skills
- Excel
- MS Office
- Performance improvement
- Executive-level support
- Revenue generation
Hobbies and Interests
- Adventures
- Traveling
- Cricket
Certifications
- Completed 3 Month Certification program of banking finance & Insurance
- NISM VIII - Equity and Derivative Certificate Examination
- NISM V-A - Mutual Fund Distributors
Personal Information
- Place of Birth: RAIGAD
- Date of Birth: 04/20/97
- Gender: Male
- Nationality: INDIAN
- Marital Status: UNMARRIED
Accomplishments
- Facilitated with trophy & certification for revenue target contest.
- Achieve 2 foreign trips by cross selling target.
Timeline
Senior Executive
SBI Securities Ltd
12.2021 - Current
Relationship Manager
AEGON life Insurance CO Ltd
03.2020 - 12.2020
Relationship Manager
Exide Life Insurance Ltd
12.2018 - 01.2020
M.Com -
Symbiosis College Of Arts & Commerce
B.Com -
Symbiosis College Of Arts & Commerce
HSC -
Dnyansadhna college
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