PRACHI GHOGARE
Kalva
Summary
Wealth Management professional with over 5 years of experience in Investment Advisory, Relationship Management, and Financial Services. Skilled in managing HNI and affluent clients, portfolio management, financial planning, and wealth solutions across Mutual Funds, Equities, Insurance, PMS, and Fixed Income products. Proven track record in client acquisition, relationship management, and revenue growth through client-centric financial solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Wealth Manager
Deputy Manager at Kotak Neo
Vidyavihar West
2026.01 - Current
- Developed personalized financial plans aligning with client goals to enhance satisfaction.
- Conducted regular meetings to assess financial performance and adjust strategies accordingly.
- Established strong client relationships through effective communication and trust-building efforts.
- Advised clients on suitable insurance products tailored to individual needs.
- Informed clients about tax benefits and government rebates to maximize savings.
- Recruited new clients via proactive marketing initiatives and referrals.
Digital Relationship Manager
Area Sales Manager at HDFC Securities
Vashi
2022.02 - 2025.01
- Managed key portfolio of high-net-worth individuals at HDFC Securities.
- Facilitated access to HDFC Securities products tailored to customer needs.
- Provided financial planning and investment advice to clients.
- Educated clients on equity, debt, mutual funds, and fixed income investments.
- Verified KYC details for new customers during digital account opening.
- Tracked application statuses to ensure timely processing for clients.
- Monitored customer trades and informed clients upon profit realization.
- Trained new team members on best practices for digital client engagement processes.
Customer Service Associate
Qcconeqt Business Solution
Thane
2021.01 - 2021.12
- Educated customers on fixed income products, including insurance and portfolio diversification into debt.
- Interacted with customers to facilitate investment of matured policy amounts into new insurance options.
- Promoted digital transformation initiatives to enhance customer experience and drive growth.
Education
Master of Commerce - Management
Mumbai University
2021-06
Bachelor of Commerce - Investment Management
Mumbai University
2019-05
Higher Secondary School Certificate -
Maharashtra State Board
2016-02
Secondary School Certificate -
Maharashtra State Board
2014-03
Accomplishments
- MDRT Contest Qualifier THAILAND - For generating the highest revenue in life insurance in the MDRT contest from Vashi Digital Center.
- Trophy of appreciation from HDFC Life Insurance and Adits Birls Capital for generating the highest revenue in life insurance.
- Certificate and trophy of appreciation from Niva Bupa Health Insurance for qualifying in the contest.
- Received a certificate of appreciation from Kotak Mutual Fund for qualifying in the SIP contest.
- Received a certificate of appreciation from HDFC Mutual Fund for qualifying in the NFO contest.
Personal Information
Certification
- IC38 – Certificate Exam of Corporate Agent (SP Composite).
- NISM Series V-A: Mutual Fund Distributors Certification.
Timeline
Wealth Manager
Deputy Manager at Kotak Neo
2026.01 - Current
Digital Relationship Manager
Area Sales Manager at HDFC Securities
2022.02 - 2025.01
Customer Service Associate
Qcconeqt Business Solution
2021.01 - 2021.12
Master of Commerce - Management
Mumbai University
Bachelor of Commerce - Investment Management
Mumbai University
Higher Secondary School Certificate -
Maharashtra State Board
Secondary School Certificate -
Maharashtra State Board