Pavan Raghuvanshi
Indore
Summary
Dynamic, award winning professional with diverse background in sales & client services, with strong interest in financial markets & instruments. Willing to take on added responsibilities to achieve desired results. Specialize in developing and nurturing productive client & employee relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Manager
Ripples Advisory Pvt. Limited
10.2016 - 02.2018
- Business Development and Client Servicing
Manager BD & CSG
CapitalVia Global Research Limited
10.2012 - 09.2016
- Business Development and Client Servicing
BU Head
Investopher Research Services Pvt ltd
03.2018
- Business Development and Client Servicing, Compliance
Education
MBA (Marketing & Finance) -
DAVV Indore
01.2016
B.C.A -
M.C.U Bhopal
01.2012
H.S.C -
M.P Board
01.2009
S.S.C -
M.P Board
01.2007
Skills
- Strong networking & relationship building skills
- Strong finance and analytical skills
- Ability to work in a fast paced, demanding, deadline environment
- Experience of handling team size of 100-120 members
- Good written, verbal communication & interpersonal skills
- Sound knowledge of financial instruments (Equity, Derivatives, Commodities & Currency)
- Strong executive presence & relationship development skills
Careeraccomplishments
- Received “Making the difference” award in AGM 2015
- Fast track growth award in AGM 2014
- Sales Excellence Award in AGM 2013
- Best client service award from quality team
Roles And Responsibilities
- Handling team of 100 members including floor manager and relation managers
- Trainings & Mentoring different level of employees about financial market and company operations
- Building and maintaining client relationships for renewals, upselling & cross-selling
- Adhere to all policies, guidelines and procedures, comply with norms of SEBI
- Maintain C-SAT with existing clients to get referral business
- Ensure strict adherence to quality parameters in terms of relationship building & service delivery
- Handling Client grievances on Company's Support Suite portal
- Monitors the flow of leads, contacts and client data by working on CRM
- Conducting Service and Sales Product sessions at regular intervals to sustain focus at all times
- Continued education on current investment banking through CFA & NISM Certifications
Certification
- NISM- Invesment Advior Level 1 & 2
- NISM-Research Analyst
Timeline
BU Head
Investopher Research Services Pvt ltd
03.2018
Sales Manager
Ripples Advisory Pvt. Limited
10.2016 - 02.2018
Manager BD & CSG
CapitalVia Global Research Limited
10.2012 - 09.2016
MBA (Marketing & Finance) -
DAVV Indore
B.C.A -
M.C.U Bhopal
H.S.C -
M.P Board
S.S.C -
M.P Board
Similar Profiles
CA Harshitha JainCA Harshitha Jain
Assistant Manager at Oracle India Private Limited (On Payroll-Grant Thornton Advisory Pvt Ltd)Assistant Manager at Oracle India Private Limited (On Payroll-Grant Thornton Advisory Pvt Ltd)
Thumssy P NazarThumssy P Nazar
Software Engineer at Thought Ripples Technologies Pvt. Ltd.Software Engineer at Thought Ripples Technologies Pvt. Ltd.
Nithyaa SNithyaa S
Key Account Manager at VIBE INSURANCE BROKING AND ADVISORY SERVICE PRIVATE LIMITEDKey Account Manager at VIBE INSURANCE BROKING AND ADVISORY SERVICE PRIVATE LIMITED
Nivisha ChoudharyNivisha Choudhary
Data Architecture Analyst at AccentureData Architecture Analyst at Accenture
Harshita JoshiHarshita Joshi
Customer Service Executive at TaskUsCustomer Service Executive at TaskUs