RAHUL SONI
indore
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Business Owner/Sub-broker
swastika investmart ltd
Indore
09.2024 - 06.2025
- Consistently focused on sales targets, and generated significant revenue through effective brokerage services.
- Conducted thorough market research to identify investment opportunities and advise clients on market trends.
- Managed all aspects of the brokerage business, including operations, finances, and compliance.
- Conducted performance reviews for employees on a regular basis.
- Managed daily operations of business, including hiring and training staff.
- Created marketing campaigns to attract new customers.
Executive Relationship Manager
PNB MetLife India Insurance Co Ltd.
Indore
09.2022 - 08.2024
- Prepared quotes for prospective customers based on their individual needs.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Created reports on sales activities, customer feedback, and other relevant data.
- Analyzed clients' financial situations to propose solutions that align with their long-term goals.
- Follow up on potential leads, and search existing client lists to find opportunities for upselling.
- Developed and maintained strong relationships with over 100 clients, resulting in high renewal rates.
- Promoted within 12 months due to strong performance and organizational impact.
Executive Relationship Manager
Reliance Nippon Life Insurance
Indore
01.2022 - 08.2022
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Maintained contact with existing customers through phone calls, emails, and visits to build strong relationships.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Created reports on sales activities, customer feedback, and other relevant data.
Floor Manager
Wealth N Value Investment Adviser company
Indore
05.2018 - 06.2021
- Developed and implemented effective strategies to expand customer base and increase sales.
- Provide ongoing education and support to clients regarding investment options.
- Created customized investment portfolios and plans based on clients' financial goals.
- Organized daily team meetings to discuss progress and challenges.
- Maintained records of employee performance reviews.
- Developed strategies to motivate employees in achieving goals.
- Managed a team of 18 employees and delivered month-on-month sales targets.
- Along with the promotion, I received the Best Manager of the Year award.
Senior Relationship Manager
MarketMagnify Investment Adviser & Research Pvt. Ltd.
Indore
07.2017 - 04.2018
- Created customized equity portfolios aligned with clients' financial goals and risk tolerance.
- Collaborated with internal teams to enhance service offerings and client satisfaction.
- Provide ongoing education and support to clients regarding investment options.
- Created and maintained a positive work environment for employees.
- Maintained records of employee performance reviews.
Senior Relationship Manager
Profit India Financial Research advisory
Indore
05.2016 - 06.2017
- Analyzed client portfolios to determine best investment opportunities.
- Managed a team of 10 employees and delivered month-on-month sales targets.
- Provided regular feedback and support, helping the employee improve their skills and confidence.
- Assigned and monitored daily tasks for team members.
- Developed strategies to increase productivity and efficiency of the team.
Senior Business Analyst
Money CapitalHeight Research Investment Advisers Pvt Ltd
Indore
09.2014 - 04.2016
- Provide ongoing education and support to clients regarding investment options.
- Analyzed client portfolios to determine the best investment opportunities.
- Assisted customers in selecting the right service plan for their needs.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Follow up on potential leads, and search existing client lists to find opportunities for upselling.
Business Analyst
Capital Star Financial Research Pvt Ltd
Indore
02.2013 - 07.2014
- Provide ongoing education and support to clients regarding investment options.
- On call, discuss with the client about portfolio performance and investment opportunities.
- Provided strategic investment advice to clients, focusing on equity products, and market trends.
- Approached customers and engaged in conversation through the use of effective tools.
- Created and presented daily and monthly sales reports to management on individual sales performance.
Education
Master In Commerce -
Maharshi Mahesh Yogi Vedic University
Indore09-2021
Master In Art -
Maharshi Mahesh Yogi Vedic University
Indore09-2019
Bachelor In Commerce -
Devi Ahilya Vishwavidyalaya Indore
Indore05-2012
Higher Secondary -
Madhya Pradesh Board Of Secondary Education
Ozher03-2008
Skills
- Client relationship management
- Investment analysis
- Portfolio management
- Team management
- Team leadership
- Effective communication
- Sales management
Disclaimer
I Hereby Declare That The Information Contained Herein Is True And Correct To The Best Of My Knowledge And Belief.
Languages
- Hindi
- English
Personal Information
- Father's Name: Ramakant Soni
- Date of Birth: 11/10/90
Accomplishments
- Achieved the Best Floor Manager Award in 2018 from Wealth N Value Company for leadership, team building, and completing sales targets
- Achieved the 'Biggest Sales of the Month' award in 2018 from Wealth N Value Company for the highest sales
- Achieved the 'Nov 2022 GOA FIESTA' award from PNB MetLife Insurance Company for completing the sales target in 2022
Certification
- NISM Series XV: Research Analyst Certification, September 2021
- NISM Series VIII: Equity Derivatives Certification, October 2024
Timeline
Business Owner/Sub-broker
swastika investmart ltd
09.2024 - 06.2025
Executive Relationship Manager
PNB MetLife India Insurance Co Ltd.
09.2022 - 08.2024
Executive Relationship Manager
Reliance Nippon Life Insurance
01.2022 - 08.2022
Floor Manager
Wealth N Value Investment Adviser company
05.2018 - 06.2021
Senior Relationship Manager
MarketMagnify Investment Adviser & Research Pvt. Ltd.
07.2017 - 04.2018
Senior Relationship Manager
Profit India Financial Research advisory
05.2016 - 06.2017
Senior Business Analyst
Money CapitalHeight Research Investment Advisers Pvt Ltd
09.2014 - 04.2016
Business Analyst
Capital Star Financial Research Pvt Ltd
02.2013 - 07.2014
Master In Commerce -
Maharshi Mahesh Yogi Vedic University
Master In Art -
Maharshi Mahesh Yogi Vedic University
Bachelor In Commerce -
Devi Ahilya Vishwavidyalaya Indore
Higher Secondary -
Madhya Pradesh Board Of Secondary Education
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