Summary
Overview
Work History
Education
Skills
Software
Certification
Interests
Timeline
Hi, I’m

NEERAJ MANGROLE

Pioneer Wealth & NRI Relationship Manager
Nagpur
NEERAJ MANGROLE

Summary

Motivated Wealth RM 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. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.

Overview

8
years of professional experience
5
years of post-secondary education
1
Certification
2
Languages

Work History

Yes Bank
Nagpur, Maharashtra

Affluent Wealth Relationship Manager Yes First
09.2024 - Current

Job overview

  • Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
  • Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
  • Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
  • Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.

Indusland Bank LTD
Nagpur

Pioneer Wealth RM & International Business
08.2023 - Current

Job overview

  • Implemented exit strategies for clients to transition out of investments.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Researched and evaluated potential investment products for clients.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Presented financial plans and investment recommendations to clients.

Kotak Mahindra Bank LTD
Nagpur

Relationship Manager
09.2019 - 08.2023

Job overview

  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Researched and evaluated potential investment products for clients.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on potential risks and rewards associated with various investments.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

Axis Bank LTD
Nagpur

Sales Officer
07.2017 - 08.2019

Job overview

  • Forecasted sales and established processes to achieve sales objectives and related metrics.
  • Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
  • Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
  • Evaluated costs against expected market price points and set structures to achieve profit targets.
  • Recommended and implemented strategic initiatives targeting new business to increase sales Number%.

Education

Dr. Hari Singh Gour Sagar University
Autonomous PG College Chhindwara

Bachelor Of Computer Applications from Computer And Information Sciences
07.2012 - 05.2016

University Overview

MP Board Bhopal
Govt H SS Chand Chhindwara

12th from Mathematics
07.2011 - 05.2012

University Overview

Skills

    Stock market understanding

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Software

MS Power Point

MS Office

Certification

NISM V

Interests

Cricket

Timeline

NISM V

01-2025
Affluent Wealth Relationship Manager Yes First
Yes Bank
09.2024 - Current
Pioneer Wealth RM & International Business
Indusland Bank LTD
08.2023 - Current
Relationship Manager
Kotak Mahindra Bank LTD
09.2019 - 08.2023
Sales Officer
Axis Bank LTD
07.2017 - 08.2019
Dr. Hari Singh Gour Sagar University
Bachelor Of Computer Applications from Computer And Information Sciences
07.2012 - 05.2016
MP Board Bhopal
12th from Mathematics
07.2011 - 05.2012
NEERAJ MANGROLEPioneer Wealth & NRI Relationship Manager