Prachi Kagane
Pune
Summary
Relationship Manager with 3+ years of experience in mutual fund distribution, client acquisition, and wealth management. Proven expertise in driving AUM growth, strengthening distributor relationships, and delivering financial solutions. MBA in Finance with NISM certifications and strong skills in sales, portfolio management, and client engagement.
Overview
3
3
Languages
1
1
Certification
9
9
years of post-secondary education
3
3
years of professional experience
Work History
Relationship Manager
UTI MUTUAL FUND
PUNE
05.2023 - Current
- Managing Banking & National Distributors channel operations and maintaining relationships with core Mutual Fund Distributors to drive business growth and increase assets under management (AUM).
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Developed strategies to attract new customers while retaining existing ones.
Education
MBA - Financial Management
Dr D Y Patil Institute Of Management & Research, Pimpri
12.2021 - 09.2023
Bachelor of Engineering - Civil Engineering
R C Patel Institute of Technology
Shirpur 07.2014 - 05.2018
HSC - Science
R D M P Junior College
Dhule 07.2012 - 06.2014
SSC - General
Girls Highschool Dondaicha
Dhule 06.2011 - 06.2012
Skills
- Relationship Management
- Wealth Management
- Mutual Fund Advisory
- Portfolio Management
- Financial Planning
- Client Acquisition
- Sales & Business Development
- CRM
- Market Research
- Cross-selling & Upselling
- MS Excel
Certification
- NISM V A MUTUAL FUND DISTRIBUTOR EXAMINATION
Technical Skills
- MS Excel
- PowerPoint
- MS Office Suite
Languages
Marathi
First Language
English
Intermediate
B1
Hindi
Proficient
C2
Timeline
Relationship Manager
UTI MUTUAL FUND
05.2023 - Current
MBA - Financial Management
Dr D Y Patil Institute Of Management & Research, Pimpri
12.2021 - 09.2023
Bachelor of Engineering - Civil Engineering
R C Patel Institute of Technology
07.2014 - 05.2018
HSC - Science
R D M P Junior College
07.2012 - 06.2014
SSC - General
Girls Highschool Dondaicha
06.2011 - 06.2012