Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Madhuri H. Rajguru

Relationship Manager
Pune

Summary

Dynamic personal banking and wealth management professional with over four years of experience delivering tailored financial solutions in private banking and financial services. Expertise includes client advisory, portfolio support, and investment strategies, with a strong emphasis on aligning affluent clients' goals with customized approaches. Proven success in providing compliant, client-centric services while cultivating long-term relationships built on trust and responsiveness. Recognized for innovative methods that drive strategic business growth by addressing each client's unique needs and priorities.

Overview

7
7
years of professional experience
3
3
Language

Work History

Relationship Manager

Mavenark Wealth Private Limited
01.2026 - Current
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Manager

Inanna Production PVT. LTD.
PUNE, Maharashtra
05.2024 - 11.2025

I effectively led multiple initiatives at Inanna Production Pvt Ltd, enhancing operational efficiency and brand visibility.

• Conducted client meetings and handled communications for sponsorships, ensuring strong partnerships.
• Directed the marketing and web design teams for the successful launch of the Adoniss jewelry brand.
• Managed inventory and sales processes, including stock curation from international markets.

Sr. Ecommerce Manager

Rida Marketing
04.2023 - 04.2024
  • Managed end-to-end operations of a private client e-commerce platform, including website management, brand onboarding, and daily business coordination.
  • Supervised team performance, ensured smooth workflow, and supported marketing and operational activities to drive business growth.
  • Handled client queries, grievances, and complaints with a solution-oriented approach, ensured timely resolution, and assisted clients in securing the most suitable deals, resulting in improved customer satisfaction and service quality.

Personal Banker / Deputy Manager – Private Banking

HDFC Bank
11.2022 - 04.2023
  • Managed retail and affluent client portfolios, delivered personalized banking and wealth solutions, advised clients on mutual funds, SIPs, and insurance products, conducted portfolio discussions, contributed to revenue growth, and ensured service quality and compliance.

Relationship Manager – Financial Solutions

Bajaj Allianz Life Insurance
10.2021 - 10.2022
  • Provided client-centric financial planning and protection solutions, performed financial need analysis, maintained strong client relationships, achieved high renewal levels, and collaborated with banking partners.

Corporate Agency Manager

HDFC Life Insurance
06.2019 - 11.2020
  • Supported bank-led wealth and protection initiatives, educated clients on long-term planning and risk management, maintained high renewal ratios, and met business targets consistently.

Education

PG Diploma - Life Insurance

Manipal University
Bangalore

M.Com - undefined

Dr. Babasaheb Ambedkar Marathwada University

B.Com - undefined

Dr. Babasaheb Ambedkar Marathwada University

Skills

Wealth management services

Wealth management strategies

Client engagement strategies

Portfolio assessment

Mutual fund analysis and recommendations

Cross-selling expertise

KYC and compliance proficiency

Customer service excellence in banking

Client portfolio management

Interests

Trading, Reading, Financial & Business Documentaries

Timeline

Relationship Manager

Mavenark Wealth Private Limited
01.2026 - Current

Manager

Inanna Production PVT. LTD.
05.2024 - 11.2025

Sr. Ecommerce Manager

Rida Marketing
04.2023 - 04.2024

Personal Banker / Deputy Manager – Private Banking

HDFC Bank
11.2022 - 04.2023

Relationship Manager – Financial Solutions

Bajaj Allianz Life Insurance
10.2021 - 10.2022

Corporate Agency Manager

HDFC Life Insurance
06.2019 - 11.2020

M.Com - undefined

Dr. Babasaheb Ambedkar Marathwada University

B.Com - undefined

Dr. Babasaheb Ambedkar Marathwada University

PG Diploma - Life Insurance

Manipal University
Madhuri H. RajguruRelationship Manager