Makarand Panditrao Sirsat
Aurangabad
Summary
Proven Relationship Manager with a track record at ICICI Prudential Asset Management Company, adept in new business generation and relationship building. Excelled in wealth management, boosting client acquisition through strategic sales and personalized service. Skillfully cultivated business relationships, ensuring customer loyalty and satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI Prudential Asset Management Company
Jalgaon
03.2023 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Developed strategies to attract new customers while retaining existing ones.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
Sales Associate – Investment Officer
Sundaram finance
07.2021 - Current
Senior Officer Value Banker
ICICI BANK LTD
Jalgaon
- Designation – Customer Service Officer
Education
M.Com -
BAMU
01.2020
B.Com -
BAMU
01.2017
HSC -
PUNE
01.2014
SSC -
PUNE
01.2012
Skills
- New business generation
- Wealth management portfolios
- Client acquisition
- Sales proficiency
- Relationship building and management
- Business relationship cultivation
Certification
- MS – CIT
- Tally ERP 9.0
- National Institute of Securities Market - Nism Series 5 A – Mutual Fund Distributors Exam
- IRDA (Insurance Regulatory and Development Authority)
Languages
- English
- Hindi
- Marathi
Disclaimer
I hereby declare that the above written particulars are true to the best of my knowledge and brief.
Personal Information
- Hobbies: Travelling, Reading
- Date of Birth: 05/03/96
- Gender: Male
- Marital Status: Single
Timeline
Relationship Manager
ICICI Prudential Asset Management Company
03.2023 - Current
Sales Associate – Investment Officer
Sundaram finance
07.2021 - Current
Senior Officer Value Banker
ICICI BANK LTD
- MS – CIT
- Tally ERP 9.0
- National Institute of Securities Market - Nism Series 5 A – Mutual Fund Distributors Exam
- IRDA (Insurance Regulatory and Development Authority)
M.Com -
BAMU
B.Com -
BAMU
HSC -
PUNE
SSC -
PUNE
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