Mohit Ochani
Mumbai
Summary
Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers.
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC Bank
Mumbai
10.2023 - Current
- Cross-sold banking products such as credit cards, loans and investments.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Associate Relationship Manager
IIFL Securities
Mumbai
09.2021 - 09.2023
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update them om available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- Conducted regular meetings with customers to review account performance and discuss potential opportunities for improvement.
- Developed marketing campaigns targeted at increasing brand recognition among existing and potential customers.
Intern
IIFL (India Infoline Group)
Mumbai
04.2019 - 04.2019
- Generated & converted leads for mutual account
Intern
Ventura Securities Ltd. - Equity Research
Mumbai
03.2019 - 04.2019
- Conducted In-depth Industry analysis on various sectors
Education
P.G.D.M. - Marketing
Chetana's Institute of Management And Research
Bandra East04-2019
Skills
- Interpersonal Skills
- Critical Thinking
- MS Excel
- Wealth Management
- Banking
- Client Relationship Management
- Portfolio Management
Certification
- NISM Mutual Fund VA, 2023
Languages
- English
- Hindi
Extracurricular Activities
Professional Football for Mumbai District Association
Lead an Event at Rotaract Club of H.R. College
Languages
English
First Language
Timeline
Personal Banker
HDFC Bank
10.2023 - Current
Associate Relationship Manager
IIFL Securities
09.2021 - 09.2023
Intern
IIFL (India Infoline Group)
04.2019 - 04.2019
Intern
Ventura Securities Ltd. - Equity Research
03.2019 - 04.2019
P.G.D.M. - Marketing
Chetana's Institute of Management And Research
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