Mudit Kumar Agarwal
Pune
Summary
Developed skills in high-stakes financial services environment, focusing on client relationship management and strategic growth. Adept at solving complex problems and driving client satisfaction through targeted strategies. Seeking to leverage transferrable skills in new field for impactful business outcomes.
Overview
14
14
years of professional experience
4
4
years of post-secondary education
5
5
Certifications
2
2
Languages
Work History
PCG-Senior Relationship Manager
IIFL Securities Limited
Pune
09.2023 - Current
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Consistently exceeded revenue targets through proactive account management and cross-selling of products and services.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
Branch Manager (Equity)
Emkay Global Financial Services Ltd
Pune
05.2022 - 08.2023
- Branch profitability and achieve the business revenue targets
- Accountable for day–to-day operations of the branch by providing support, guidance to all team members
- Providing effective service levels and maintaining good relationships with HNI clients
- Monitoring the Branch Compliance & zero bad debts for branch
- Selling third party product to branch customer
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Assistant Branch Manager (Equity)
Aditya Birla Capital Ltd.
Pune
11.2019 - 05.2022
- Monitoring the profitability of the branch and achieve the business revenue targets
- Accountable for day–to-day operations of the branch by providing support, guidance to all team members
- Providing effective service levels and maintaining good relationships with HNI clients
- Supervised team of six branch employees and made recommendations regarding performance evaluations.
Branch Head (Equity)
Indiabulls Ventures Ltd.
Pune
08.2019 - 10.2019
- Monitoring the profitability of the branch and achieve the business revenue targets
- Accountable for day–to-day operations of the branch by providing support, guidance to all team members
- Providing effective service levels and maintaining good relationships with HNI clients
- Set challenging performance goals for the team, fostering an achievement-oriented culture that drove success across key metrics.
Manager
ICICI Securities Ltd.
01.2017 - 07.2019
- Managing relationship with super HNI clients, retaining & enhancing advisory relationship
- Dealing with HNI and Corporate Clients and providing them advisory services & revenue generation
- Developing and implementing integrated customer strategies, which addresses wealth creation, wealth preservation and wealth enhancement
- Portfolio strategy & product selection process excellence/simplification including the process set-up, review mechanism
Manager
MOTILAL OSWAL SECURITIES LIMITED
03.2015 - 01.2017
- Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services
- Handling HNI clients and Ultra HNI clients
- Acquire business through Associates and self sourcing
- Achieve the monthly revenue target of Third Party Product distribution from existing Top HNI Clients of branch
- Business Development across the asset class including Private Equity, Debt and Mutual-Fund
- Client Profiling, Financial Planning, Portfolio Construction, and Re balancing, Raising fund for AMC and Corporate through Ultra HNI Clients
- Advice investors on the various alternate asset classes like the Gold, structured offerings, PMS, Real Estate Funds, Mutual Funds
- Advisory services, portfolio Management, Client Relationship Management, Team Management
- To achieve the revenue targets through equity advisory
Manager Sales (Equity Advisor)
Indiabulls Securities Ltd.
03.2012 - 03.2015
- Managing branch profitability by acquiring HNI clients and managing their books
- Studying various reports & government updates correlating reports with market
- Responsible for Re-activating dormant clients by advising them
- Understanding the reasons as to why these clients are in-active
- Providing solutions (in our control) Diversifying the portfolio averaging the stock if required
Management Trainee
Antech micro system Pvt ltd.
01.2011 - 10.2011
- Responsible for the sale of Educational products like CAD CAM
Education
PGDM - FINANCE & MARKETING
SURYADATTA INSTITUTE OF MANAGEMENT & MASS COMMUNICATION
01.2009 - 01.2011
B.SC. - undefined
P.N.G.PG.COLLEGE RAMNAGAR
Ramnagar, U.K12th -
M.P.INTER COLLEGE
01.2003 - 01.2004
High School Diploma -
M.P.INTER COLLEGE
Ramnagar 01.2001 - 01.2002
Skills
Customer engagement
Certification
NISM V-A Mutual fund distributor certification
Accomplishments
- Super achiever awards for the month of March and April
- Awarded as a top performer in currency Bonanza contest
- Awarded maximum revenue generation and maximum number of client traded through mobile app in pan India
Personal Information
- Date of Birth: 02/24/88
- Gender: Male
- Marital Status: Married
Timeline
PCG-Senior Relationship Manager
IIFL Securities Limited
09.2023 - Current
Branch Manager (Equity)
Emkay Global Financial Services Ltd
05.2022 - 08.2023
Assistant Branch Manager (Equity)
Aditya Birla Capital Ltd.
11.2019 - 05.2022
Branch Head (Equity)
Indiabulls Ventures Ltd.
08.2019 - 10.2019
Manager
ICICI Securities Ltd.
01.2017 - 07.2019
Manager
MOTILAL OSWAL SECURITIES LIMITED
03.2015 - 01.2017
Manager Sales (Equity Advisor)
Indiabulls Securities Ltd.
03.2012 - 03.2015
Management Trainee
Antech micro system Pvt ltd.
01.2011 - 10.2011
PGDM - FINANCE & MARKETING
SURYADATTA INSTITUTE OF MANAGEMENT & MASS COMMUNICATION
01.2009 - 01.2011
12th -
M.P.INTER COLLEGE
01.2003 - 01.2004
High School Diploma -
M.P.INTER COLLEGE
01.2001 - 01.2002
B.SC. - undefined
P.N.G.PG.COLLEGE RAMNAGAR
NISM V-A Mutual fund distributor certification
NISM 1 currency derivatives certification
NISM Series VIII Equity Derivative certification
NISM Series VI Depository Operations Certifications
NISM Series XXI-A Portfolio Management Services Distributors
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