Summary
Overview
Work History
Education
Skills
Timeline
Generic
Pratyush

Pratyush

Pune

Summary

Currently, I serve as a Relationship Manager at Commodity Samachar Securities Private Limited, a leading firm in commodity market research. I specialize in building strong client relationships and providing insightful, data-driven market analysis. I hold a Bachelor's degree in Business Management with a focus on Banking and Financial Services from Indira Institute of Management, Pune. My goal is to leverage my expertise to drive client success and deliver exceptional value in the dynamic world of commodity markets.

Overview

4
4
years of professional experience

Work History

Relationship Manager

COMMODITY SAMACHAR SECURITIES PVT LTD
Pune
03.2024 - Current
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Maintained records of all transactions made in order to ensure accuracy of accounting reports.
  • Analyzed financial data related to commodities and assessed risk versus reward of potential trades.
  • Conducted research on commodities, such as prices, supply, demand and other factors influencing the commodity markets.

Business Development Intern

Cosmos Organization
Pune
06.2023 - 08.2023
  • Prepared detailed reports regarding customers' identification status for senior management review.
  • Advised clients on how to comply with applicable KYC laws and regulations.
  • Tracked changes in the regulatory environment related to KYC standards and advised management accordingly.
  • Ensured that all client-related documents are properly stored according to company policy.
  • Reviewed and verified customer identity documents, such as aadhar and pan card.

Mutual Fund Representative

Nippon Life Asset Management Ltd.
Patna
12.2022 - 02.2023
  • Provided advice and guidance to clients regarding mutual fund investments.
  • Developed financial plans for clients based on their individual needs and objectives.
  • Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
  • Attended conferences and workshops to stay abreast of current trends in the industry.
  • Prepared marketing materials such as brochures and newsletters highlighting new investment products or strategies.

Sales Intern

PCL Construction
Patna
01.2021 - 07.2022
  • Delivered product presentations that highlighted key benefits, resulting in a increase in sales
  • Negotiated contracts with clients on behalf of the company.
  • Resolved customer complaints in a timely manner while providing excellent customer service.
  • Presented product demonstrations at trade shows, conferences, and other events.
  • Delivered sales presentations to high-level executives and decision-makers.
  • Used cold calling and networking to sell products and services.

Education

BBA - Finance

Indira Institute Of Management
Pune
06-2024

High School Diploma -

Baldwin Academy
Patna
03-2021

10TH STANDARD -

Baldwin academy
01.2018

Skills

  • Client acquisition
  • Customer Portfolio Management
  • Customer Relationships
  • Customer Service
  • Financial Advising
  • technical analysis
  • Excel proficiency
  • Risk Analysis
  • Technical analysis
  • Fundamental analysis

Timeline

Relationship Manager

COMMODITY SAMACHAR SECURITIES PVT LTD
03.2024 - Current

Business Development Intern

Cosmos Organization
06.2023 - 08.2023

Mutual Fund Representative

Nippon Life Asset Management Ltd.
12.2022 - 02.2023

Sales Intern

PCL Construction
01.2021 - 07.2022

BBA - Finance

Indira Institute Of Management

High School Diploma -

Baldwin Academy

10TH STANDARD -

Baldwin academy

Similar Profiles

CREATE PROFILE
Pratyush