Revati Mahale

• Demonstrated strong interpersonal skills by building relationships with customers and providing excellent customer service.

• Ensured base penetration with all relevant products.

• Interact and collaborate with cross functional teams for smooth functioning and better customer service.

• Develop and execute the road map for client investments across Mutual Funds and PMS.

• Analyze product performance and implement optimization strategies.

• As a Senior Manager at Kotak Securities PCG, I have been instrumental in handling high-net-worth clients while my employer was undergoing a major team restructuring
• In the past year, I successfully increased the organization's book size by onboarding 13 High Net Worth Individuals (HNIs)
• I take pride in my ability to communicate complex financial concepts in a clear and approachable manner, empowering clients to make informed decisions about their investments
• I strive to build strong, trusting relationships with each client, ensuring they feel confident and secure about their financial future
• Created detailed reports on client progress for senior management review
• (KSL)

• I worked with ICICI Securities - Private Wealth Management (partner)
• The company offers various products such as insurance, mutual funds, equity, and SIPs
• My job was to upsell insurance, and I was responsible for guiding and overseeing the team to achieve the set targets
• I was asked to make a one-minute video on how I work with clients/partners for my performance from June 2020 to October 2020 and was awarded by Mr
• Kapil Dev (Cricketer) in a virtual event
• A felicitation trophy of 'Torch Bearer' was awarded to me for my performance in March 2020
• I achieved 98% and 317% of my targets in August 2021 and September 2021, respectively
• Private Wealth Management

• As the Business Development Consultant, I was responsible not only for my routine work of lead generation (engaging producers for post-production), pitching the firm, in-film brand integration, movie marketing, and syndication but also for the overall operation of the business
• My ability to bond easily with people enabled me to bring clients on board and provide feedback on projects even after I left the organization

• As an overseas Marketing Intern, I worked on the campaign ideation and execution of movies according to the target group in different territories
• I coordinated with Territory Heads for quarterly review presentations and with the PR, Digital, and Edit teams for the successful implementation of the plan, and tracked post-release movie collections
• I successfully executed the release of movies Parmanu, Veere Di Wedding, and Dhadak in North America, the United Kingdom, UAE/Gulf, Australia, New Zealand-Fiji, and Singapore