Pratik Sharma
Mumbai
Summary
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
12
12
years of professional experience
Work History
Relationship Manager
National payments corporation of india
Mumbai
03.2024 - Current
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Analyzed client needs to recommend suitable payment solutions and services.
- Managed client portfolios by monitoring account activities and addressing concerns promptly.
Sales Team Manager
IDFC Bank Limited
Mumbai
01.2020 - 07.2023
- Led sales team to achieve targets through effective training and motivation.
- Conducted regular performance reviews to assess team strengths and areas for improvement.
- Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.
Assistant Manager
National Securities Depository Limited
Mumbai
01.2017 - 01.2019
- Managed relationships for portfolio of 500+ companies listed on NSE and BSE, fostering long-term client loyalty.
- Developed innovative strategies to enhance client satisfaction, leading to improved feedback and retention.
- Initiated regular meetings and site visits to strengthen client relationships, ensuring ongoing engagement and support.
Senior Relationship Manager
Reliance Capital Limited
Mumbai
09.2015 - 12.2016
- Developed and maintained strong client relationships for financial services.
- Analyzed client needs and recommended appropriate investment solutions.
- Managed client portfolios and provided regular performance updates.
Assistant Manager
ING Vysya Bank
Mumbai
02.2014 - 07.2015
- Cultivated relationships with high-net-worth clients, resulting in increased sales of mutual funds and bank insurance.
- Specialized in wealth management solutions, enhancing client portfolios with mutual funds and bank insurance products.
- Executed lead generation strategies through cold calling and direct outreach, enhancing client acquisition efforts.
Education
PGDM - Finance
Kohinoor Business School
Mumbai, Maharashtra06-2014
B.com - Bachelor of Commerce
LRT
Akola, Maharashtra01-2012
Skills
- Sales strategy
- Client retention and relationship management
- Revenue growth and market development
- Business planning and performance evaluation
- Team management and problem solving
Projects
Summer Internship - Birla Sun Life Wealth Management, Internship
Languages
- English
- Hindi
- Marathi
- Gujarati
Timeline
Relationship Manager
National payments corporation of india
03.2024 - Current
Sales Team Manager
IDFC Bank Limited
01.2020 - 07.2023
Assistant Manager
National Securities Depository Limited
01.2017 - 01.2019
Senior Relationship Manager
Reliance Capital Limited
09.2015 - 12.2016
Assistant Manager
ING Vysya Bank
02.2014 - 07.2015
PGDM - Finance
Kohinoor Business School
B.com - Bachelor of Commerce
LRT