Raghvendra Kale

• Financial Advisory.
• Proposed strategies to achieve short- and long-term objectives for investment, insurance, business, and estate planning with minimal risk
• Review HNI client portfolio & provide a research based suggestions towards finding to the senior financial advisor.
• Effectively interact with clients and Business partners to understand the business needs and design solutions.
• Ensured maximum client satisfaction by providing exceptional and personalized service to each client
• Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.

Achievements :

• Served 60 number of customer during an Internship regarding their enquiry & objective.
• Successfully completed ‘Career Agent Academy Program’- skill development program in General
  Insurance conducted under “Beyond’’ initiative of Bajaj Finserv in collaboration with National Insurance Academy.
  Duration: 2 month - May 2023 to July 2023

• Identify and pursue new business opportunities, including potential clients (Builders), customer, and channel partners.
• Develop and implement effective strategies like cold calling, digital & traditional strategies towards lead generation to achieve sales and revenue targets.
• Oversee sales process from lead generation to deal closure.
• Set sales targets for team and monitor their performance.
• Build and maintain strong relationships with key Builders, channel partners and partners.
• Utilize digital marketing and traditional marketing methods to promote properties.
• Address client queries and concerns promptly and professionally.

Achievements :

• 104 Number of Unit/flat sold by successfully completing project named as Prassana Panache.
• Ranked in top 3 employee for which Awarded as best performing employee at AARK SPACES LLP.

• FA assignments majorly involved fixed asset verification, such as identifying, prioritizing, capturing data and importing it into software, aiding clients in tracking their assets
• Execute daily database application reconciliations and understand the data flow within applications for the assets verified
• Monitoring asset verification for effectiveness and accuracy
• Outsource services to the client like accounting, reconciliation, financial statement analysis etc. services to clients
• Management of Accounts Receivable (AR) & Accounts Payable (AP)
• Manage project tasks, timeline and issues & provide supports regarding.
• Support Regulatory audits
• GST compliance.

Achievements :

• Led project collaborated with Deloitte about fixed asset verification of TATA Communication limited.
• Within 2 month from joining promoted as an Assistant Manager