Kritika Mishra
Relationship Manager
Indore
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Proven track record in fostering team collaboration and delivering consistent results. Skilled in client relations, financial analysis, and risk management. Reliable and adaptable, with focus on meeting evolving business needs.
Overview
6
6
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Relationship Manager
HDFC Securities
01.2025 - Current
- Manage and grow a diverse portfolio of retail and high-net-worth (HNI) clients by delivering tailored financial solutions across equities, mutual funds, insurance, and other investment products.
- Provide strategic advisory on portfolio diversification, risk management, and long-term wealth creation to optimize client returns.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
- Monitor and analyze capital markets, mutual fund schemes, and regulatory changes to deliver well-informed, value-driven advisory services.
Relationship Manager
ICICI Securities Ltd
10.2022 - 01.2025
- Handling the biggest branch in central India for the Demat business as a Relationship Manager.
- Conducted client meetings to gather, develop, and modify requirements.
- Prepared business plans, consulting reports, and related documents.
- Built strong relationships with clients and coordinated with them to understand their needs and goals.
- Evaluate the company plans, and assist in formulating recommendations to improve and support business activities in the Bank for Demat business.
- Ensured quality business through the right sales practices to minimize business risk.
Relationship Officer
Nippon India Life Asset Management Co Ltd
12.2021 - 10.2022
- Business development through Bank and National Distributors.
- Ensured compliance for KYC, AML and Audit.
Sales Executive
Ventura Securities Ltd
05.2021 - 12.2021
- Supported clients in preparing necessary documents. Assessed and resolved client issues related to demat accounts whilst offering quality services. Educated customers on banking products and services.
- Supported branch to secure a high-profile client by guiding him on a specific product.
- Contributed to save document processing time by arranging and allocating necessary documents.
- Recommended products as per client needs to make them achieve their financial goals and objectives
- Demonstrated great customer service.
Intern, Project Trainee
Ventura Securities Ltd
11.2019 - 12.2019
- Supported clients in preparing necessary documents. Assessed and resolved client issues related to demat accounts whilst offering quality services. Educated customers on banking products and services.
- Supported branch to secure a high-profile client by guiding him on a specific product.
- Contributed to save document processing time by arranging and allocating necessary documents.
- Recommended products as per client needs to make them achieve their financial goals and objectives
- Demonstrated great customer service.
Education
Bachelor of Commerce -
R.D.V.V. University
Jabalpur, Madhya Pradesh01.2020
Skills
- Microsoft Office
- Business development
- Client relationship management
- Clear interpersonal communication
- Wealth management offerings
- Trading strategies
- Portfolio management
- Investment strategies
- Teamwork and collaboration
- Multitasking
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Timeline
Relationship Manager
HDFC Securities
01.2025 - Current
Relationship Manager
ICICI Securities Ltd
10.2022 - 01.2025
Relationship Officer
Nippon India Life Asset Management Co Ltd
12.2021 - 10.2022
Sales Executive
Ventura Securities Ltd
05.2021 - 12.2021
Intern, Project Trainee
Ventura Securities Ltd
11.2019 - 12.2019
Bachelor of Commerce -
R.D.V.V. University
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