Summary
Overview
Work History
Education
Skills
Languages
Certification
Additional Information
Loves to do workout
Timeline
Generic
Mitul Tanwar

Mitul Tanwar

Summary

A talented professional with more than 4.5 years of experience; targeting assignments in Financial Services such as Cash , Equity , Mutual funds , Insurance , Payments and Settlements with a leading organization in Finance Industry.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Cluster Manager

Aditya Birla Sun Life Insurance
06.2023 - Current
  • Leading team of relationship officers appointed in bank branches and influence them to achieve month plans and promotions.
  • Stakeholder relationship to take mind share in Life insurance business in three channel partners.
  • Create Value proposition in branch to support bank staff to achieve life insurance targets.
  • Getting renewals of previous business sourced to keep persistency target achieved.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.

HNI Portfolio Manager

Anand Rathi Share & Stock Brokers
01.2023 - 05.2023
  • Actively Managed the HNI Portfolio of the company in the Jaipur Region.
  • Responsible for preparing investment proposals / Ideas for new and existing customer base as per their requirement.
  • Dealing in the investment such as Portfolio Management Services PMS, Structured products , mutual funds - debt & equity , financial planning , insurance , broking income etc.
  • Executing trade orders for the clients , generating the broking income for the company.
  • Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.

Personal Banker

HDFC Bank Ltd
08.2019 - 09.2022
  • Acquisition of new Classic & Preferred customers. Enhancement of the relationship by cross selling products and services as per profile & need of the customers. Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
  • Conducted in-depth consumer research through phone calls followed by meetings to sharpen understanding and develop apt Brand Awareness.
  • Handling and troubleshooting all customer issues and escalations.
  • Authorizing opening and processing FD RD , DD/MC, RTGS, NEFT, Accounts and transactions and ensure processing of same as per TAT.
  • Monitoring suspense accounts , deferred accounts , accounts payable/ receivable and ensuring TAT for timely movement of funds.
  • Reviewing EOD reports , Implementation of processes in the branch , Conducting internal audit in coordination with branch.
  • Cash services & Other operations of branch.

Education

M. Com -

University of Rajasthan
Jaipur
2019

B. Com -

S. S Jain Subodh College
Jaipur
2017

12th -

Kendriya Vidyalya No 1
Jaipur
2014

10th -

Kendriya Vidyalya No 1
Jaipur
2012

Skills

  • Leadership
  • Portfolio Management
  • Training and Development
  • Relationship Building
  • Customer Service
  • Time management abilities
  • Computer Skills
  • Positive Attitude

Languages

English
Hindi

Certification

  • NISM , Association of of mutual funds in India ( AMFI)
  • IRDA, Insurance Regulatory and development Authority

Additional Information

DOB- 11/09/1996

Loves to do workout

  • Loves to do workout
  • Listening Music
  • Travelling
  • Loves to Connect with New People

Timeline

Cluster Manager

Aditya Birla Sun Life Insurance
06.2023 - Current

HNI Portfolio Manager

Anand Rathi Share & Stock Brokers
01.2023 - 05.2023

Personal Banker

HDFC Bank Ltd
08.2019 - 09.2022

M. Com -

University of Rajasthan

B. Com -

S. S Jain Subodh College

12th -

Kendriya Vidyalya No 1

10th -

Kendriya Vidyalya No 1

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Mitul Tanwar