Prithvi Lalwani
Senior Client Relationship Manager
Ahmedabad,JK
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
1
1
Certification
4
4
Languages
Work History
Senior Client Relationship Manager
Snazzy Wealth Pvt Ltd
04.2021 - 09.2023
- Maintained accurate record-keeping systems for all client interactions, facilitating efficient reporting and analysis; this allowed more effective decision-making regarding account management strategies; streamlined access to important information contributed significantly towards improved outcomes in key performance areas.
- Develop and maintain relationship with clients that will generate future sales and repeat business
- Refer client feedback and competitor activities and provide quick feedback up the chain.
- Assist the team leader/ reporting manager in making presentations
- Execute the sales plans and meet the set targets
Business Development Manager
Tradebulls Securities
06.2018 - 03.2021
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Led cross-functional teams to successfully execute complex projects, ensuring timely delivery and client satisfaction.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
Education
Bachelor of Commerce - Financial Planning And Services
Som-lalit College Of Commerce
Ahmedabad 04.2001 -
High Secondary Certificate -
A.G. High Scool
Ahmedabad 04.2001 -
Secondary School Certificate -
A.G. High School
Ahmedabad, India 04.2001 -
Skills
Certification
NISM MF Distributor
Timeline
Senior Client Relationship Manager
Snazzy Wealth Pvt Ltd
04.2021 - 09.2023
NISM MF Distributor
04-2021
Business Development Manager
Tradebulls Securities
06.2018 - 03.2021
Bachelor of Commerce - Financial Planning And Services
Som-lalit College Of Commerce
04.2001 -
High Secondary Certificate -
A.G. High Scool
04.2001 -
Secondary School Certificate -
A.G. High School
04.2001 -
Similar Profiles
Vishal VyasVishal Vyas
Co-Founder at Snazzy Wealth Pvt. Ltd.Co-Founder at Snazzy Wealth Pvt. Ltd.
PRIYANKA DHAWANPRIYANKA DHAWAN
Senior Manager at LGT Wealth India Pvt Ltd.(earlier Validus Wealth)Senior Manager at LGT Wealth India Pvt Ltd.(earlier Validus Wealth)
Kimberly LewisKimberly Lewis
Owner/Operator at Snazzy Yard SignsOwner/Operator at Snazzy Yard Signs