RADHIKA TATU
PACHORA
Summary
Results-oriented Client Relationship Manager offering 3 years of experience in SECURITIES-BROKING sales and service roles. Employing voice of the client expertise to drive top-quality customer experience and satisfaction. Outstanding communicator excelling at building and retaining long-term relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager Dealing
SMC GLOBAL SECURITIES LTD
Pune
10.2023 - Current
- Bought or sold stocks, bonds and commodity futures on behalf of investment dealers.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
- Identified opportunities for improvement and increased efficiency in brokerage operations.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
- activation of mapped client account
Client Relationship Manager
DHRUV WEALTH & FINANCIAL SERVICES
PACHORA
04.2023 - Current
- Bought or sold stocks, bonds and commodity futures on behalf of investment dealers.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
- Identified opportunities for improvement and increased efficiency in brokerage operations.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
CHIEF PROCTOR
INTEGRATED PERSONAL SERVICES LTD ( NSEIT DEX)
JALGAON
08.2022 - 03.2023
- Set up and monitored Exam Center .
- Conducted NISM , IRDA AMFI Exams For NSEIT DEX .
- Conducted GOVT ITI EXAM on out stations projects ,
- Verify Students id And Hall Tkts & Allowed Them For Concern Exams.
- Generate Eod Exams Reports at center location and mail all daily reports to HO.
- Operating all backend dept. at branch level.
Client Relationship Manager
DHRUV WEALTH & FINANCIAL SERVICES
PACHORA
01.2019 - 07.2022
- Bought or sold stocks, bonds and commodity futures on behalf of investment dealers.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Delivered informational sales presentations to potential investors to build symbiotic client relationships.
- Identified opportunities for improvement and increased efficiency in brokerage operations.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Education
SSC -
AURANGABAD DIVISIONAL BOARD PUNE
NAGAD03.2017
HSC -
PUNE DIVISINAL BORAD
NAGAD02.2019
Bachelor of Science -
B.A.M.UNIVERSITY
NAGAD Skills
- Time Management
- Performance Evaluations
- Relationship Building
- Customer Service
- Problem Solving
- Decision Making
Languages
Marathi
First Language
Hindi
Proficient
C2
English
Beginner
A1
Certification
- NISM -SERIES -VIII - EQITY DERIVATIVES CERTIFICATION PASS AUG 2023
Additional Information
above all information's are true
Date -
Place -
Thanks & Regards
Radhika Sanjay Tatu
Timeline
Relationship Manager Dealing
SMC GLOBAL SECURITIES LTD
10.2023 - Current
Client Relationship Manager
DHRUV WEALTH & FINANCIAL SERVICES
04.2023 - Current
CHIEF PROCTOR
INTEGRATED PERSONAL SERVICES LTD ( NSEIT DEX)
08.2022 - 03.2023
Client Relationship Manager
DHRUV WEALTH & FINANCIAL SERVICES
01.2019 - 07.2022
SSC -
AURANGABAD DIVISIONAL BOARD PUNE
HSC -
PUNE DIVISINAL BORAD
Bachelor of Science -
B.A.M.UNIVERSITY
- NISM -SERIES -VIII - EQITY DERIVATIVES CERTIFICATION PASS AUG 2023
Similar Profiles
Rakshit TalwarRakshit Talwar
Relationship Manager at Smc Global SecuritiesRelationship Manager at Smc Global Securities
PULKITA GUPTAPULKITA GUPTA
Senior Product Manager- Product Development at SMC Global SecuritiesSenior Product Manager- Product Development at SMC Global Securities
Preeti AgrawalPreeti Agrawal
Senior Accounts Executive at SMC GLOBAL SECURITIES LTD.Senior Accounts Executive at SMC GLOBAL SECURITIES LTD.