Karan Gholap
Senior Relationship Manager
Mumbai
Summary
Experienced Investment Manager with over 9+ years of experience in Finance Industry, Sales representative who supplies with latest facts, figures and trends in the market. Successful in building strong client repo, thus achieving short and long term company goals.
Overview
10
10
years of professional experience
18
18
Certifications
Work History
Senior Investment Manager
Axis Bank (CitiBank India)
10.2023 - Current
- Managed and monitored multi-million-dollar portfolios to ensure optimal returns for clients.
- Assisted in the creation of marketing materials highlighting the firm''s successes and capabilities to attract new clients.
- Provided guidance to junior team members, fostering a culture of professional development and growth within the firm.
- Continuously updated industry knowledge by attending conferences, workshops, and networking events to stay current on market trends.
Channel Partner
Unlistedkart India Pvt. Ltd
07.2022 - 09.2023
- Established new customer accounts and advised customers on investment portfolios a mutual funds.
- Researched and resolved customer issues on investment portfolios.
- Delivered prompt, accurate and excellent customer service.
- Maintained confidentiality of bank records and client information.
Senior Relationship Manager
Philip Capital India Pvt. Ltd.
09.2021 - 05.2022
- Established new customer accounts and advised customers on investment portfolios a mutual funds.
- Researched and resolved customer issues on investment portfolios.
- Delivered prompt, accurate and excellent customer service.
- Maintained confidentiality of bank records and client information.
Wealth Manager
Edelweiss Broking Limited
03.2019 - 08.2021
- Managed a portfolio of 170 accounts and 150 Cr. in sales.
- Completed daily outbound calls up to 9 hours per day.
- Identified prospective customers by using business directories and following leads from existing clients.
- Attended monthly sales meetings and quarterly sales training.
- Met existing customers to review current services and expand sales opportunities.
Investment Manager
HDFC Securities Limited
05.2016 - 02.2019
- Managed a portfolio of 250 accounts and 500 crore in sales.
- Completed daily outbound calls up to 9 hours per day.
- Identified prospective customers by using business directories and following leads from existing.
- Attended monthly sales meetings and quarterly sales training.
- Met existing customers to review current services and expand sales opportunities.
Education
H.S.C - undefined
Sri Niwas Bagarka College
Mumbai, MHS.S.C - undefined
Shri Kalgidhar Mission High School
B.F.M. - Financial Marketing
Vivek College of Commerce
Mumbai, MH01.2015
Skills
Persuasive negotiator
Sales proposal creation
Strong interpersonal skills
Strategic account development
Resolution-oriented
Energetic and driven
Enthusiastic about networking
Excellent communication skills
Motivated team player
Excellent work ethic
Certification
Financial Modeling and Valuation Analyst (FMVA)
Accomplishments
- Awarded with Raging Bull Trophy for generating lifetime highest volume & Brokerage in equity segment.
- Awarded with Mission Everest Trophy for targeting highest Mutual funds.
- Awarded as Man Of The Match for Achieving top position in the quarters in terms of highest third party product & Brokerage.
- Awarded specially through Reliance Mutual Fund for Contributing highest Mutual Funds of 15cr in FY 2017-18
- Chosen as the Top Derivative Champion in Mumbai region, for qualifying exam held on basis of Derivatives Market.
- Qualified for SIP Ka Raja Contest, tour to Goa for punching 5lacs SIP.
- Awarded as Bahubali, tour to Mussoorie for performing in quarter of Jan, Feb & March.
Timeline
Senior Investment Manager
Axis Bank (CitiBank India)
10.2023 - Current
Channel Partner
Unlistedkart India Pvt. Ltd
07.2022 - 09.2023
Senior Relationship Manager
Philip Capital India Pvt. Ltd.
09.2021 - 05.2022
Wealth Manager
Edelweiss Broking Limited
03.2019 - 08.2021
Investment Manager
HDFC Securities Limited
05.2016 - 02.2019
H.S.C - undefined
Sri Niwas Bagarka College
S.S.C - undefined
Shri Kalgidhar Mission High School
B.F.M. - Financial Marketing
Vivek College of Commerce