PRADYUMN WAGH
Wakad, Pune,
Summary
I am a driven individual with a strong background in sales and customer service, adept at building lasting relationships through genuine engagement. My skills in financial planning and market analysis equip me to meet diverse client needs effectively.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
ADITYA BIRLA CAPITAL
Pune
10.2024 - Current
- Company Overview: Financial advisory and investment services
- Identify and acquire new clients through references and worksite activities
- Promote and sell financial products such as mutual funds, life insurance, health insurance, and other investment instruments
- Conduct financial planning sessions with prospective clients to understand their goals and recommend suitable products
- Organize and participate in corporate worksite activities
- Build strong long-term relationships with clients to ensure repeat business and referrals
- Achieve assigned sales targets and maintain a healthy sales pipeline
- Stay updated with product knowledge, compliance regulations, and market trends
- Financial advisory and investment services
Senior Relationship Manager
ICICI SECURITIES
Pune
05.2023 - 09.2024
- Company Overview: Leading stock market and investment services
- Providing excellent service to deepen relationships with existing customers
- Cross selling to existing customers and acquire new customers
- Provide equity related support and dealing assistance to clients
- Activation of Non-trader/Stop-trader clients and New HNI customers
- Identify customer requirements and need gaps, and work towards bridging them
- Leading stock market and investment services
Sales And Marketing Intern (SIP)
AMUL
Pune
05.2022 - 07.2022
- Company Overview: Leading dairy cooperative, known for its diverse range of dairy products
- Serviced 20 customers daily through face-to-face interactions and over the phone
- Studied consumer buying behavior on different products of Amul
- Analyzed the supply chain of Amul
- Tapped into untapped regions for analysis
- Generated sales for the company
- Leading dairy cooperative, known for its diverse range of dairy products
Education
Master of Business Administration -
INDIRA SCHOOL OF BUSINESS STUDIES
Pune, MH05.2023
Bachelor of Science -
BP ARTS, SMA SCIENCE & KKC COMMERCE COLLEGE
Chalisgaon, MH05.2019
Skills
- Analytical skills
- Relationship building
- F&O knowledge
- MS Excel
- Financial planning
Certification
- NISM VA Mutual Fund certified
- NISM XXI-A PMS certified
- IRDA certified
Languages
- English
- Hindi
- Marathi
Timeline
Relationship Manager
ADITYA BIRLA CAPITAL
10.2024 - Current
Senior Relationship Manager
ICICI SECURITIES
05.2023 - 09.2024
Sales And Marketing Intern (SIP)
AMUL
05.2022 - 07.2022
Master of Business Administration -
INDIRA SCHOOL OF BUSINESS STUDIES
Bachelor of Science -
BP ARTS, SMA SCIENCE & KKC COMMERCE COLLEGE
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