Kashyap Bhosle
Porvorim
Summary
To become an ace professional and utilise my knowledge, skills and creativity to serve the organization for its betterment, to work to the fullest of my ability and to grow with the organization.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
Work History
Assistant Manager
HDFC Mutual Fund
Mapusa
04.2023 - Current
- Built strong rapport with new and existing MFD's.
- Developed strategies to increase AUM and market share.
- Facilitated huddle meetings with Bankers to discuss on current market outlook and to close the annual gap.
- Assisted bankers in registering and training for NISM V-A examination.
- Monitored client portfolios and recommended adjustments as needed.
- Built strong relationships with MFD's & Bankers through regular communication and follow-ups.
- Educated investors on various investment options available in the market through Investor Awareness Programs.
Sales Executive
HDFC Mutual Fund
Mapusa
04.2022 - 03.2023
- Engaged clients to understand investment needs and recommend suitable products.
- Developed strategic sales plans to enhance market penetration and client reach.
- Presented financial products clearly during client meetings and seminars.
- Responded promptly to inquiries from potential customers about product features.
Unit Manager
HDFC Mutual Fund
Mapusa
10.2020 - 04.2022
- Cultivated strong distributor & banker relationships through regular communication and follow-ups.
- Monitored industry trends to enhance service offerings and stay competitive.
- Developed and maintained strong relationships with Bankers & MFD's to ensure consistent business inflow.
- Conducted regular meetings to assess progress, discuss opportunities for growth, and address any concerns.
Officer (Client Services & Operations)
HDFC Mutual Fund
Mapusa
11.2017 - 10.2020
- Scrutinizing and processing of financial and non-financial transactions of mutual fund.
- Handling front office in terms of receiving incoming calls, Walk-in clients and distributors.
- Responsible for error-free transaction processing at the branch.
- To build a strong relationship with the service providers like bankers and distributors at the location.
- Checking and processing of KYC (Know Your Client) forms.
- Handling investor queries/complaints through walk-in and telephone calls with time management and effectiveness.
- Coordinating with Registrar and Transfer Agents for investor complaints resolutions.
- Advising mutual fund schemes to investor, in order to give a better perspective of investments.
- Coordinating with branch - RM and providing necessary sales support.
- Ensuring smooth flow of transactions every month.
- Ensured adherence to industry regulations while handling sensitive client information securely.
- Assisted in processing client transactions and maintaining account records efficiently.
Festival Executive
International Film Festival Of India
Panaji
11.2016 - 11.2016
- Managed front desk operations.
Intern
Global Automation Systems
Porvorim
05.2016 - 06.2016
- Maintained accurate records using accounting software systems effectively.
- Provided support during audits by organizing necessary documentation.
- Maintained accurate records of financial transactions.
- Assisted in accounts receivable, payable and general ledger activities.
Festival Executive
International Film Festival Of India
Panaji
11.2015 - 11.2015
- Managed front desk operations.
Education
M.COM - Accounting and Finance
Goa University
Taleigao, India 05.2015 - 01.2017
B.COM - Accounting And Finance
Vidya Prabodhini College Of Commerce
Porvorim, India 04.2012 - 04.2015
HSSC -
Vidya Prabodhini Higher Secondary School
Porvorim, India 04.2010 - 03.2012
SSC -
Holy Family High School
Porvorim, India 04.2009 - 03.2010
Skills
- Diploma in Computer Applications at Manipal Institute of Computer Education
- NISM V-A: Mutual Fund Distributors Examination
- NISM XXI-A: Portfolio Management Services Distributors Certification Examination
Accomplishments
- Secured 1st place in Theatre improvisation competition held at Yuva Zagruti Youth Festival.
- Secured 1st place in interdepartmental cricket tournament held at Play On 2016-2017.
- Secured 3rd place in U-19 Kho-kho tournament at the Zonal level Higher School Sports.
- Secured 3rd place for the movie 'Samar' at Short Film making competition.
- Highest SIP login for the SIP drive.
- Certificate of appreciation for completing NISM XA, NISM XB & NISM VC certifications.
- Certificate of appreciation for valuable contribution in NFO.
References
- Mr. Arun Marathe, 8796110081, Professor at Vidya Prabodhini College Of Commerce
- Mrs. Fatima D'Sa, 9822167344, Ex-Principal at Holy Family High School
Hobbies and Interests
- Cricket
- Football
- Music
- Movies
- Travelling
- Reading
Languages
English
Advanced
C1
Marathi
Advanced
C1
Hindi
Advanced
C1
Konkani
Advanced
C1
Timeline
Assistant Manager
HDFC Mutual Fund
04.2023 - Current
Sales Executive
HDFC Mutual Fund
04.2022 - 03.2023
Unit Manager
HDFC Mutual Fund
10.2020 - 04.2022
Officer (Client Services & Operations)
HDFC Mutual Fund
11.2017 - 10.2020
Festival Executive
International Film Festival Of India
11.2016 - 11.2016
Intern
Global Automation Systems
05.2016 - 06.2016
Festival Executive
International Film Festival Of India
11.2015 - 11.2015
M.COM - Accounting and Finance
Goa University
05.2015 - 01.2017
B.COM - Accounting And Finance
Vidya Prabodhini College Of Commerce
04.2012 - 04.2015
HSSC -
Vidya Prabodhini Higher Secondary School
04.2010 - 03.2012
SSC -
Holy Family High School
04.2009 - 03.2010