MILIND PAGARE
Nashik
Summary
Motivated with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Wealth Manager
Purnartha Investment Advisers PVT LTD
2021.08 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Recommended specific investments to help clients meet financial goals.
- To Offers Financial Advice to High Net worth Client.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educate to clients on financial topics and best practices
- Collaborated with clients to develop customized investment portfolios.
Senior Relationship Manager
RBL Bank LTD
2021.02 - 2021.07
- Researched current trends to identify prospective customers and determine specific needs.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Gave exciting presentations to prospects and leads in effort to build business opportunities
Relationship Manager
YES Bank Ltd.
2019.04 - 2021.01
- Responsible for high net worth (HNI) customers' portfolio of the bank
- Cross selling of bank products to portfolio customers and acquiring NTB customers
- Responsible for maintaining a relationship with client handling the investments portfolio
- Sales across all products segments – Current/ Saving account, asset products, mutual funds and Insurance
- Retention of the customers by providing the best possible services and being the dedicated point of account contact for these customers.
Sr. Relationship Manager
ICICI Securities
2016.07 - 2019.04
- Earned trust of customers by being transparent and aligning business goals with customer's financial goals
- This allowed me to generate additional references
- Helped all my customers achieve their financial goals by being responsive and providing effective financial strategy
- Received appreciation from multiple customers, which in turn helped in establishing long-term relationship with them
- Helped team members to learn to generate customer focused selling strategy
- Modified process of new account registration Coordinated with new joiners in the team to help them understand the processes of the company
- Customer retention of the unhappy customers by providing service and resolving the issues faced by the customers.
Summer Internship Project
ICICI Securities
2015.05 - 2015.07
- Study the Consumer awareness regarding mutual fund To enhance our Knowledge about the subject To study the marketing of mutual fund products in Kalyani Nagar (Pune) To know about the preferences of investors towards mutual funds with special reference to ICICI Securities Mutual Funds
Sales Executive
Tata Motors Dealership
- 2014.07
- Generate Lead, Cold calling, Presentation, Manage and build new client relationships, and Event follow-up
Education
MBA Marketing -
University of Pune
Pune07.2016
B.A -
North Maharashtra University Dhule
Dhule07.2013
Skills
- Basic of MS Office
- Pivotal (CRM of ISEC)
- Relationship Building
- Customer Service
- Willingness to learn new skills and abilities: Acquiring new skills and technique to reach the Potential customer. Ability to adapt to the dynamic market by modifying presentation according to current market conditions.
- Interpersonal skills: Making customers comfortable by talking about their interests, past experiences and work life.
- Leadership: Always takes the responsibility and ownership for success and failure.
Certification
NISM Series 21 A Portfolio Management Service Distributors - 16th Oct 2023
Key Highlights
- Cold Calling on Database
- Provide core knowledge about Mutual funds and Equity
- Helped team members to learn to generate customer focused selling strategy.
- Customer meeting approx. daily 4 to 5 clients and explain them about Mutual funds and Equity Financial Planning
- Organized Mutual fund knowledge program for Clients Archived Sales Target on monthly basic
Timeline
Senior Wealth Manager
Purnartha Investment Advisers PVT LTD
2021.08 - Current
Senior Relationship Manager
RBL Bank LTD
2021.02 - 2021.07
Relationship Manager
YES Bank Ltd.
2019.04 - 2021.01
Sr. Relationship Manager
ICICI Securities
2016.07 - 2019.04
Summer Internship Project
ICICI Securities
2015.05 - 2015.07
Sales Executive
Tata Motors Dealership
- 2014.07
MBA Marketing -
University of Pune
B.A -
North Maharashtra University Dhule
NISM Series 21 A Portfolio Management Service Distributors - 16th Oct 2023
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