Rohan Dhoble
Mumbai
Summary
Seasoned professional with a strong background in financial services. Recognized for exceptional skills in relationship management and portfolio analysis, contributing to increased sales and client retention. Committed to leveraging expertise to drive impactful business outcomes.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Manager of Business Development and Sales
MIRAE ASSET INVESTMENT MANAGERS (INDIA) PRIVATE LIMITED
Mumbai
04.2024 - 08.2025
- Managed private Banks (KOTAK Mahindra Bank, INDUSIND bank, HDFC bank, IDFC FIRST Bank).
- Coordinated with internal teams to ensure timely execution of client transactions.
- Developed strategic partnerships with key financial institutions and corporate clients.
- Coordinated sales presentations to showcase investment products and services effectively.
- Developed and implemented effective strategies to expand customer base and increase sales.
- Built relationships with clients, partners and vendors to facilitate successful partnerships.
Relationship Manager
UNION ASSET MANAGEMENT COMPANY PRIVATE LTD
Mumbai
11.2020 - 11.2023
- Managed Union Bank of India all branches of thane region.
- Developed tailored financial plans based on client needs.
- Maintained up-to-date knowledge of financial products and services.
- Organized portfolio reviews for existing customers to ensure optimal performance of investments.
- Developed and maintained relationships with clients to promote mutual fund products.
- Analyzed client investment portfolios to recommend suitable mutual fund options.
- Educated clients on mutual fund performance and market trends during consultations.
- Developed training materials for new staff on mutual fund products and services.
Executive Relationship Manager
Bluechip INSURANCE BROKING PRIVATE LIMITED.
Mumbai
08.2017 - 10.2020
- Managed client relationships to ensure satisfaction and retention.
- Developed tailored insurance solutions based on client needs and market trends.
- Coordinated communication between clients and underwriters for smooth transactions.
- Conducted regular reviews of client portfolios for optimal coverage and value.
Education
Bachelor of Science - Statistics
G. N. Khalsa College, Matunga, Mumbai
Mumbai 06.2014 - 11.2017
Skills
- Strategic partnerships
- Sales presentations
- Client relationship management
- Financial analysis
- Client portfolio management
- Team collaboration
- Problem solving
- Time management
- Sales strategy
- Strategic partnership development
Timeline
Manager of Business Development and Sales
MIRAE ASSET INVESTMENT MANAGERS (INDIA) PRIVATE LIMITED
04.2024 - 08.2025
Relationship Manager
UNION ASSET MANAGEMENT COMPANY PRIVATE LTD
11.2020 - 11.2023
Executive Relationship Manager
Bluechip INSURANCE BROKING PRIVATE LIMITED.
08.2017 - 10.2020
Bachelor of Science - Statistics
G. N. Khalsa College, Matunga, Mumbai
06.2014 - 11.2017