Tableau
PALASH RADE
Banking & Analytics
Mumbai,MH
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 1-year track record of success in Financial Service.
Overview
7
7
years of post-secondary education
2
2
years of professional experience
Work History
Relationship Manager
Home First Finance Company
Navi Mumbai, Maharashtra
01.2021 - Current
- Acquire Clients and generate revenue through LAP, HL maximize sales through a network of DSA by effectively managing connectors relationships Identify and develop new builder/channel relationship so as to penetrate new market ensures files are processed from the login stage to disbursement using Salesforce.
- Connect with the customer to establish creditworthiness and ensure completion of credit / KYC documents and verification - telephonic, field,& Collateral visits.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Finance Intern
Anand Rathi Private Wealth Management
Mumbai, Maharashtra
02.2020 - 05.2020
- Based on the correlation Matrix understand how the asset allocation can be made.
- Analyzing some of the many financial products i.e.Equity, Mutual funds, Commodity, and Based on the historical data compare the product to understand risk and return associated with it based on Previous Performance.
- Understanding India VIX and its correlation with index and predict the future volatility.
- Prepared research reports on stock bonds and mutual funds as assigned by supervisor.
Electrical Maintenance Engineer
Shilpa Steel & Power Ltd
Nagpur, MAHARASHTRA
01.2017 - 04.2018
- Scheduled and undertook periodic maintenance on all electrical installations, components, and equipment.
- Performed energy audits and recommended alternative sources of energy for Company
- Reviewed technical documentation to complete equipment maintenance and repair.
- Organized and directed maintenance shutdowns and startups.
Education
MBA - Finance
ICFAI Business School Mumbai
Mumbai 06.2019 - 02.2021
Bachelor of Engineering - Electrical Engineering
St Vincent Pallotti College of Engieering & Tech.
Nagpur 06.2012 - 05.2016
HSC - Computer Science
St John's Jr College
Hinganghat 06.2010 - 03.2012
Skills
Risk management
Software
R
SAS
Python
SQL
Advanced Excel
Timeline
Relationship Manager
Home First Finance Company
01.2021 - Current
Finance Intern
Anand Rathi Private Wealth Management
02.2020 - 05.2020
MBA - Finance
ICFAI Business School Mumbai
06.2019 - 02.2021
Electrical Maintenance Engineer
Shilpa Steel & Power Ltd
01.2017 - 04.2018
Bachelor of Engineering - Electrical Engineering
St Vincent Pallotti College of Engieering & Tech.
06.2012 - 05.2016
HSC - Computer Science
St John's Jr College
06.2010 - 03.2012
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