Rajkumar Sharma
Business Analyst
Mumbai
Summary
Professional Business Analyst with advanced knowledge of portfolio asset management systems and skill in driving positive outcomes. Exceptional organizational, project management and leadership skills. Adaptable assessor of business health and product success with expertise in optimizing solutions for changing industry landscapes.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Business Analyst
Manhattan Human resources pvt ltd
Mumbai
12.2021 - Current
- Diminished process gaps and encouraged optimal productivity by closely supervising workflow.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Researched competitors to build report of rising trends in markets.
- Supported leadership team with reporting, analysis and business presentations to inform divisional strategies.
- Analyzed open orders, backlog and sales data to provide sales team with insights.
- Assessed business requirements to forecast annual budgetary operational costs.
Affluent Relationship Manager
Axis Bank
Mumbai
09.2020 - 12.2021
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Expanded customer base through community outreach and strategic business partnerships.
- Highlighted values and educated clients on Asset allocation ,Debt and Equity financial products.
- Kept client financial plans optimized for current market trends and economic conditions.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Improved operations through consistent hard work and dedication.
Wealth Relationship Manager
TATA Capital
Mumbai
12.2018 - 09.2020
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Understanding existing Asset allocation,Suggesting appropriate portfolio basis Risk profile, asset allocation, Client's requirements precondition.
- Enhancing & retaining profitability of the portfolio: Generate high Income per Customer.
- Managing and building financial relationship with Ultra HNI clients and corporate and build portfolio of clients.
- Addressing Ultra HNI clients for investment requirements, through exclusive product bouquet of Debt, Structures, Equities, Mutual Funds, Alternate investment products and other Investment products.
- Risk Profiling of Customers and provide financial products to meet customer needs.
Relationship Manager
HDFC Bank
Mumbai
11.2014 - 12.2018
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with opening accounts and signing up for new services.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Sales Officer
ICICI Bank
Santacruz
10.2013 - 09.2014
- Forecasted sales and established processes to achieve sales objectives and related metrics.
- Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
- Responsible for acquisition of NRI's A/c for the branch
- Achieving budget for NRI A/c for the branch on a monthly basis.
- Ensuring smooth functioning on Forex transaction for the branch
- Cross- selling other banking product from acquired and walk-in clients.
- Engaging with corporate on a regular basis and providing end to end services
Education
MBA - Business Analyst
NMIMS
Mumbai 06.2021 - Current
Master in Commerce - Account And Finance
Nagindas Khandwala College
Mumbai 06.2012 - 05.2014
Certification
IC -38/NISM V-A/Retain Banking Operation & Mgt.
Additional Information
Qualified for serval contest driven by Senior management and got an opportunity to interact and learn from Industry veteran.
Timeline
Business Analyst
Manhattan Human resources pvt ltd
12.2021 - Current
MBA - Business Analyst
NMIMS
06.2021 - Current
Affluent Relationship Manager
Axis Bank
09.2020 - 12.2021
IC -38/NISM V-A/Retain Banking Operation & Mgt.
11-2019
Wealth Relationship Manager
TATA Capital
12.2018 - 09.2020
Relationship Manager
HDFC Bank
11.2014 - 12.2018
Sales Officer
ICICI Bank
10.2013 - 09.2014
Master in Commerce - Account And Finance
Nagindas Khandwala College
06.2012 - 05.2014
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