RAVI JAGDISH MIRJI
Consulting - SA & MA- A&C
Pune
Summary
I offer various cross-trade exposure, potential and the right mindset to excel in unmatched opportunities and realize my full potential offered to me.
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 14-year track record of success in the domains of BFSI, Hospitality and allied industries by bringing exceptional abilities in competitor analysis, business intelligence development and trend assessment. Enthusiastic Data Analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of process validation and business needs analysis. Motivated to learn, grow and excel in the BFSI and Fin-tech Industry.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
7
7
Certifications
Work History
Senior Telesales Executive
Motilal Ostwal Private Wealth Management
Mumbai
12.2021 - 02.2022
- Single point of contact for co-ordination between RMs and HNI prospects till meeting is scheduled
- Perform random checks on data sample provided by RMs and Co
- To ensure profiles are Private Wealth potential and report any issues found in data quality
- Work closely with RMs for special focus on warm leads for conversions
- Lead generation through data-mining by using third-party web-based aggregators
Business Analyst
A K Pharma, AKP Healthcare Pvt Ltd
Davangere
04.2021 - 06.2021
- Inventory management
- Update Inventory Levels at each entity at each company across the state
- Division wise product management
- Products present in divisions but not the entire range
- Check for Zero inventory, Less than 7 days inventory
- Excess inventory control
- Products mapping across the state entities and making it available across the state
- Sales Management
- Salesman performance
- Outlet wise sales movement
- Identifying common customer across entities and their attributes
- Customer acquisition via active customers, inactive customers and fresh lead generation
- Launch at new geographies across state via mergers and acquisitions
- Company addition and same store growth strategies
- Private Labels
- Cross selling
- Outlet mapping and improvising a beat plan for branding
- Focus on company sales
Senior Travel Desk Executive
Indian Hotels Company Limited
Mumbai
06.2014 - 07.2020
- Contributed up to a one- fourth of the Travel Desk business per annum
- Shared industry trends and organization-level updates in daily internal briefings and de-briefings
- Developed forecasting trends in budget for Travel Desk sales, average rate, and revenue for other avenues such as occupancy
- Generated daily and monthly business reports as well as any other reports required
- Resolved service-related concerns in a timely manner with a comprehensive resolution
- Established and monitoring cost, expense control systems to achieve budgeting operated results
- Formulated and implemented corrective measures to ensure profitability and quality-oriented customer service
- Worked closely with Sales and Marketing to offer competitive pricing for corporate, new accounts
- Built lasting relationships with guests to promote brand experience and loyalty through customized travel plans for enhanced guest experience
- Collaborated with different functions such as Concierge and Maintenance to ensure a luxury experience for the guest
Marketing Manager
Cubes and Squares
Davangere
04.2012 - 05.2014
- Identified, developed, and evaluated marketing strategy, based on key objectives, market characteristics, and cost and markup factors
- Evaluated the financial aspects of product development including profit-loss projections
- Negotiated contracts with vendors and distributors to manage product distribution, established distribution networks and developed distribution strategies
- Engaged in retail sales of allied cement products sourced from established local manufacturers
- Streamlined labour management process for increased productivity
- Implemented quality control measures to comply with BIS standards
- Organised transport arrangements for product delivery
- Conducted economic and commercial surveys to identify potential markets for products and services
- Turnover of 2 cr p.a
Financial Partner [Senior Officer
Yes Bank Limited
Mumbai
02.2011 - 03.2012
- Achieved targets revised incrementally with an estimated 1 cr business during the tenure
- Held the 21st rank in the Pan India business ratings for Balance Mobilization (FY2011-12), receiving a Certificate of Appreciation in Customer Service
- Recommended strategies in cash management, insurance coverage, investment planning, or other relevant areas to help the client achieve the set financial goals
- Analyzed financial profile and offer customized financial planning solutions
- Reviewed client accounts periodically to access compliance with clients' financial objectives and reflect changes in financial situations or goals
- Interpreted financial documents including investment performance reports and income projections
- Investigated available investment options such as bonds, stocks, insurance, and mutual funds and access compatibility with client's portfolio to ensure its responsiveness
- Developed debt liquidation plans that include payoff priorities and timelines
Business Development Manager
Cubes and Squares
Davangere
01.2010 - 01.2011
- Set strategy for monitoring and evaluation of marketing plan for profitability for a targeted approx
- Turnover of 2 cr p.a
- Identified trendsetter ideas by researching industry and related events, publications, and announcements; tracking individual contributors and their accomplishments
- Conducted market research to identify competitors and scope for cement-based specialty products other than cement bricks
- Pursued leads and follow through to a successful agreement for retail sales
- Arranged business meetings with prospective clients
- Built long term, sustainable relationships with new and existing customers
- Procurement of higher-productivity machinery
- Implemented a system of production evaluation to ensure quality control
Wealth Advisor
HDFC Bank Limited
Mumbai
03.2008 - 12.2009
- Achieved targets revised incrementally to help increase the company's market share with an approximate business of 25 lakh p.a
- Part of the hand-picked team by HDFC MD, Aditya Puri
- Shared industry trends and insights in daily internal briefing and de-briefing sessions
- Acquiring high-value relationships into HNI brokering vertical
- Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information to develop a financial plan
- Recommended to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals
- Managed client portfolios, keeping client plans up-to-date
- Monitored financial market trends to ensure that client plans are responsive
- Formulated debt liquidation plans that include payoff priorities and timelines
Relationship Manager
HDFC Bank Limited
Mumbai
- Achieved targets revised incrementally to help increase the company's market share with an approximate business of 9 cr p.a
- Acquired client base in commercial transport
- Provided funds for business related needs of transportation for commercial needs
- Advised clients on various banking and financial products and services offered by the bank
- Collaborated with bank personnel such as loan officers to facilitate a smooth interaction and ensure that client requirements are met
- Updated on company's various offerings to help offer customized financing options for customers
Relationship Manager
Bajaj Capital Limited
Mumbai
07.2007 - 03.2008
- Shared industry trends and insights in daily internal briefing and de-briefing sessions
- Acquired client base for insurance products
- Researched latest products and regulations to offer customized insurance plans based on client's financial situations and goals
- Achieved targets revised incrementally to help increase the company's market share with an approximate business of 60 lakhs p.a.
Financial Services Consultant
ICICI Prudential Life Insurance Company Private Limited
Mumbai
01.2006 - 02.2007
- Achieved the “Flash” Certificate by surpassing the initial introductory target followed by the “Mission 500” sales initiative
- Acquired client base for insurance products through direct marketing
- Researched latest products and regulations to offer customized insurance plans based on client's financial situations and goals
- Achieved targets revised incrementally to help increase the company's market share with an approximate business of 25 lakhs p.a.
Education
Professional Certificate Program in Data Science for Business Decision Making – Upgrad and IIM, Kozhikode -
Indian Institute of Management, Kozhikode
09.2021 - 05.2022
PGDBM - Marketing And Finance
Indian Institute of Planning And Management
05.2003 - 05.2005
Bachelors in Arts - English Literature And Psychology
University of Mumbai
04.2001 - 04.2003
Skills
Vendor Management
Business relationship cultivation
Financial planning processes
New business generation
Loans
Banking
Wealth management offerings
Service support
Relationship building and management
Customer portfolio management
Investment and Wealth Planning
Equity and Fixed Income Markets
Fluent in English, Hindi and Marathi
Exploratory Data Analytics
Wealth Management
Written and verbal communication
Business Development
Financial services
Asset Management
Strategic selling
Risk management
Sales expertise
Solution development
Product knowledge
Financial Advising
Client Relationships
Business Analysis
Data Mining
Data Cleaning
Microsoft Excel
SQL
Python
R
Tableau
Microsoft Power BI
Google Data Studio
Visualization
Dashboarding
Accomplishments
- Professional Certificate Program in Data Science for Business Decision Making – Upgrad and IIM, Kozhikode in June 2022 [https://api.accredible.com/v1/frontend/credential_website_embed_image/certificate/55406948]
- Portfolio Assignments : -
- Data Visualization Assignment of the Indian Premier League; Tool: Tableau
- Binary Classification Assignment in Machine Learning; Tool: R Language
- Logistic Regression Assignment in Machine Learning; Tool: R Language
- Capstone Project on Credit Card Fraud Detection; Tool: R Language
- Training and Internship Program 2022 with Feuchr-School Of Excellence Pvt Ltd (Through Internship & Training Department) - “Building Predictive Insurance Billing Model & Deploying The Model In Website” as a part of the Internship on “Applied Data Science & AI Field"; Tool: Python Language
Certification
Certificate Course in Professional Travel Writing by Indian Institute of Tourism and Travel Management – Noida and FICCI in June 2020
Timeline
Senior Telesales Executive
Motilal Ostwal Private Wealth Management
12.2021 - 02.2022
Professional Certificate Program in Data Science for Business Decision Making – Upgrad and IIM, Kozhikode -
Indian Institute of Management, Kozhikode
09.2021 - 05.2022
Business Analyst
A K Pharma, AKP Healthcare Pvt Ltd
04.2021 - 06.2021
Senior Travel Desk Executive
Indian Hotels Company Limited
06.2014 - 07.2020
Marketing Manager
Cubes and Squares
04.2012 - 05.2014
Financial Partner [Senior Officer
Yes Bank Limited
02.2011 - 03.2012
Business Development Manager
Cubes and Squares
01.2010 - 01.2011
Wealth Advisor
HDFC Bank Limited
03.2008 - 12.2009
Relationship Manager
Bajaj Capital Limited
07.2007 - 03.2008
Financial Services Consultant
ICICI Prudential Life Insurance Company Private Limited
01.2006 - 02.2007
PGDBM - Marketing And Finance
Indian Institute of Planning And Management
05.2003 - 05.2005
Bachelors in Arts - English Literature And Psychology
University of Mumbai
04.2001 - 04.2003
Relationship Manager
HDFC Bank Limited