Pranamya Joshi
Pune
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Wealth Relationship Manager
IDFC FIRST BANK LTD
Pune
03.2021 - Current
- Advised customers on appropriate product selection based on individual circumstances.
- Monitored client portfolios regularly to identify any discrepancies or irregularities in transactions.
- Provided advice on investment strategies, portfolio management, estate planning, risk management, and asset allocation.
- Built strong relationships with external partners such as banks, brokers, and mutual funds for efficient service delivery.
- Conducted detailed analysis of client portfolios to identify opportunities for improvement.
- Reviewed existing customer portfolios and recommended suitable modifications for enhanced returns.
Relationship Manager
INDUSIND BANK LTD
Pune
12.2019 - 03.2021
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Analyzed market trends and identified potential new customers through research activities.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Developed strategies to attract new customers while retaining existing ones.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Wealth Relationship Manager
AXIS BANK LTD
Mumbai
06.2018 - 11.2019
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
Education
Bachelor of Computer Applications -
Ahmednagar College Ahmednagar
Ahmednagar04-2015
Skills
- Client Relationship Building
- Portfolio Management
- Regulatory Compliance
- Investment strategies
- Client Retention
- Asset Allocation
- Relationship Management
- Wealth Management
- Sales Data Analysis
- CRM proficiency
Timeline
Wealth Relationship Manager
IDFC FIRST BANK LTD
03.2021 - Current
Relationship Manager
INDUSIND BANK LTD
12.2019 - 03.2021
Wealth Relationship Manager
AXIS BANK LTD
06.2018 - 11.2019
Bachelor of Computer Applications -
Ahmednagar College Ahmednagar
Similar Profiles
AYUSHI BANSALAYUSHI BANSAL
Acquisition Manager at IDFC First BANK, IDFC BankAcquisition Manager at IDFC First BANK, IDFC Bank
Amarjit MaikapAmarjit Maikap
Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)
Premkumar VPremkumar V
Debt Manager (Two Wheeler loan) at IDFC FIRST BANK LTDDebt Manager (Two Wheeler loan) at IDFC FIRST BANK LTD
Nitin ChaudhariNitin Chaudhari
Branch Head at IDFC First Bank LtdBranch Head at IDFC First Bank Ltd
Vaibhav SuryawanshiVaibhav Suryawanshi
UI Developer at Xcaliber Infotech Private LimitedUI Developer at Xcaliber Infotech Private Limited