Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
RAMBABU RAMKUMAR YADAV

RAMBABU RAMKUMAR YADAV

Mumbai

Summary

Experienced in conducting research and developing proactive investment strategies. Well-versed in market conditions and client preferences. Proficient in assessing risks, completing valuations and managing exposures with a flexible and thorough approach.

Overview

20
20
years of professional experience

Work History

Customer Portfolio Manager

LIC Advisor
10.2005 - Current
  • Manages by me portfolio of clients to maintain strong relationships, ensure customer satisfaction, and maximize profitability.
  • Responsibilities include analyzing customer needs, providing tailored solutions, monitoring account performance, and identifying opportunities for growth.
  • The role requires excellent communication, problem-solving, and data analysis skills to ensure client retention and business success.

Customer Portfolio Manager

KD investment
10.2005 - 12.2023
  • Manages by me portfolio of clients to maintain strong relationships, ensure customer satisfaction, and maximize profitability.
  • Responsibilities include analyzing customer needs, providing tailored solutions, monitoring account performance, and identifying opportunities for growth.
  • The role requires excellent communication, problem-solving, and data analysis skills to ensure client retention and business success.

Education

Post graduate -

SIBSNIC COLLEGE

Skills

DOB 01/04/1984

Languages

Hindi

Timeline

Customer Portfolio Manager

LIC Advisor
10.2005 - Current

Customer Portfolio Manager

KD investment
10.2005 - 12.2023

Post graduate -

SIBSNIC COLLEGE
RAMBABU RAMKUMAR YADAV