Rishi torane
STOCK BROKER
Pune
Summary
Dynamic Stock Broker with a proven track record at STOXKART, excelling in client onboarding and investment education. Enhanced client satisfaction through personalized portfolio management and effective communication. Skilled in ROI analysis and relationship building, fostering trust and loyalty while driving sustained growth in competitive markets.
Overview
10
10
years of professional experience
Work History
Stock Broker
STOXKART ( MONEYWISE FINVEST LIMITED )
03.2019 - Current
- Met with clients to generate new business AND Onboard them.
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Increased client satisfaction by providing personalized investment advice and portfolio management.
- brokerage genaration by providing invetsment ideas.
- Managed client relationships through regular communication and performance reviews, fostering trust and long-term engagement.
- Built strong client relationships through effective communication and understanding of financial goals.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Acquisition Specialist
Upstox
01.2017 - 02.2019
- Developed and implemented acquisition onboarding processes for new clients.
- Collaborated with internal departments to identify and manage demand for required services.
- educate
- Trained and mentored junior acquisition team members.
- Solved client issues efficiently to ensure satisfaction and loyalty
Sales Support Specialist
Teleminds Infotech (Mindloop Solution)
10.2015 - 12.2016
- Assisted customers with sales needs such as elecricity.
- Answered inquiries regarding products, pricing, and availability
- Handle escalations.
- Developed and maintained customer relationships, resulting in improved client satisfaction and repeat business opportunities.
- Expedited product delivery times for enhanced customer satisfaction through close coordination with supply chain partners.
Education
Bachelor of Mechanical Engineering - Mechanical Engineering
Hi-Tech Institute of Technology, Ch. Sambhajinagar
Aurangabad, India 04.2001 -
Diploma in Mechanical Engineering - Mechanical Engineering
Government Polytechnic, Nashik
Nashik, India 04.2001 -
Skills
Client onboarding
Investment education
Portfolio management
ROI analysis
Issue resolution
Financial goal setting
Relationship building
Customer satisfaction
Sales support
Escalation handling
Timeline
Stock Broker
STOXKART ( MONEYWISE FINVEST LIMITED )
03.2019 - Current
Acquisition Specialist
Upstox
01.2017 - 02.2019
Sales Support Specialist
Teleminds Infotech (Mindloop Solution)
10.2015 - 12.2016
Bachelor of Mechanical Engineering - Mechanical Engineering
Hi-Tech Institute of Technology, Ch. Sambhajinagar
04.2001 -
Diploma in Mechanical Engineering - Mechanical Engineering
Government Polytechnic, Nashik
04.2001 -