Manoj Tembulkar
Financial Product Investment Manager
Thane
Summary
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
24
24
years of professional experience
15
15
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Assistant Vice President
Globe Capital Market Limit
Mumbai
02.2023 - Current
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Analyzed past sales data and team performance to develop realistic sales goals.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Motivating team and enhanced knowledge through training to accomplish closing leads
Senior Branch Manager
IIFL Securities Ltd
Mumbai
08.2007 - 02.2023
- Engaged employees in business processes with positive motivational techniques.
- Consulted customers to boost product sales and services.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Assessed employee performance and developed improvement plans.
- client profiling for their financial need through structured product Equity, MF, Debt
- Assessed employee performance and developed improvement plans
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
Senior Relationship Manager
Man financial Sify Securities
Mumbai
12.2006 - 08.2007
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with clients to address and respond to client and partnership management issues.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
Account Assistant
21st Century Shares & Securities Ltd
Mumbai
09.1999 - 12.2006
- Used advanced software to prepare documents, reports, and presentations.
- Documented sales, customer interactions and concerns and generated update reports for senior management.
- Entered customer order details into system, accepted payments and updated accounts.
- Validated and recorded invoices and resolved discrepancies with vendors.
Education
MBA - Finance
Master in Financial Management
Guru Nanak Institue Of Management Studies 04.2004 - 07.2007
DFM - Financial Planning And Services
Diploma in Financial Management
L. N. Welingkar Institue 04.2000 - 01.2001
Bachelor of Commerce - Accounting
K J Somaiya College Of Art's & Commerce
Mumbai 04.1994 - 01.1999
HSC -
Vinay Mandir College
Mumbai 04.1992 - 03.1994
SSC -
Manisha Vidayalaya
Thane 04.1988 - 03.1992
Skills
Business Development
Goals and performance
Product and service sales
Employee guidance
Staff Management
Certification
NISM Mutual Fund Advisory Module
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant Vice President
Globe Capital Market Limit
02.2023 - Current
NISM Mutual Fund Advisory Module
02-2023
NISM Derivaties Module
04-2022
Financial Planning FLIP
04-2016
Senior Branch Manager
IIFL Securities Ltd
08.2007 - 02.2023
Senior Relationship Manager
Man financial Sify Securities
12.2006 - 08.2007
MBA - Finance
Master in Financial Management
04.2004 - 07.2007
DFM - Financial Planning And Services
Diploma in Financial Management
04.2000 - 01.2001
Account Assistant
21st Century Shares & Securities Ltd
09.1999 - 12.2006
Bachelor of Commerce - Accounting
K J Somaiya College Of Art's & Commerce
04.1994 - 01.1999
HSC -
Vinay Mandir College
04.1992 - 03.1994
SSC -
Manisha Vidayalaya
04.1988 - 03.1992