Timeline
Work Preference
Work History
Overview
Education
Skills
Summary
BusinessAnalyst

Riya Lokhande

Relationship manager
Mumbai,MH

Timeline

Relationship Manager

ICICI Prudential Mutual Fund
09.2023 - Current

Equity Advisor

Motilal Oswal Financial Services
08.2022 - 05.2023

Bachelor Of Management Studies - Finance

Sathaye College
2019 - 2022

Work Preference

Work Type

Full Time

Location Preference

On-Site

Important To Me

Company CultureCareer advancementWork-life balance

Work History

Relationship Manager

ICICI Prudential Mutual Fund
09.2023 - Current
  • Developed strong client relationships through effective communication and active listening skills.
  • Assisted in identifying customer needs to provide tailored solutions and enhance satisfaction.
  • Supported account management activities by maintaining accurate records of client interactions.
  • Collaborated with cross-functional teams to ensure timely resolution of client inquiries and issues.
  • Participated in training sessions to improve product knowledge and service delivery techniques.

Equity Advisor

Motilal Oswal Financial Services
08.2022 - 05.2023
  • Analyzed client portfolios to identify investment opportunities and recommend equity strategies.
  • Developed tailored investment plans aligned with clients' financial goals and risk tolerance.
  • Conducted market research to stay informed on trends affecting equity performance.
  • Collaborated with cross-functional teams to enhance service delivery and client satisfaction.

Overview

3
3
years of professional experience
3
3
years of post-secondary education

Education

Bachelor Of Management Studies - Finance

Sathaye College
Mumbai
2019 - 2022

Skills

  • Customer relationship management
  • and management
  • Excellent communication
  • Portfolio growth
  • Risk management
  • Sales proficiency
  • Client acquisition
  • Financial advising
  • portfolios

Summary

Offering strong interpersonal skills and passion for client satisfaction, eager to learn and grow in dynamic environment. Brings willingness to understand client needs and utilizes effective communication and problem-solving abilities. Ready to use and develop relationship-building and customer service skills in Relationship Manager role.

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Riya LokhandeRelationship manager