Pratik Rathod
Rajkot
Summary
MBA-qualified Relationship Manager with 5+ years of experience in wealth management, investment products, client relationship management, portfolio advisory, and business development. Proven track record of achieving sales targets, receiving MD Award, and earning promotion to Deputy Manager at Kotak Securities.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Kotak Securities
Rajkot
08.2020 - Current
- Advise clients on equity, mutual funds, SIPs, IPOs, bonds, and other wealth management products.
- Acquire new customers through referrals, lead generation, and relationship-building activities.
- Achieve monthly, quarterly, and annual revenue and business targets through effective sales and portfolio management.
Skills
- Communication skills
- Leadership skills
- Relationship Management
- Team worker
- Sales & Business Development
- Financial Planning
Education
- MBA 2018 -2020 GTU
- BBA 2015-2018 Saurashtra University
Achievements
- MD Award Winner (FY 2021–22)
- Quarterly R&R Award for Highest NSB Performance
- Promoted from Assistant Manager to Deputy Manager within one year
PROJECTS UNDERTAKEN
- Multidisciplinary Action Project on Work life balance at Nataraj Polyplast Pvt. Ltd Rajkot
- Summer Internship Project Report on “Analysis of Investment option in NJ India Invest Pvt Ltd Rajkot
- Comprehensive Project Report on Customer Perception on Banking Services
Timeline
Relationship Manager
Kotak Securities
08.2020 - Current