Sanjay Khare
Senior Wealth Relationship Manager
Navi Mumbai
Summary
Results-driven Financial Advisor with 10 years of experience collaborating with privately held investment firms. Consistently acknowledged for exceptional performance and contributions to industry success. Professional with strong expertise in wealth management, known for delivering personalized financial solutions and cultivating long-term client relationships. Adept at strategic financial planning, investment management, and risk assessment. Collaborative team player with results-driven mindset, adaptable to evolving client needs and market conditions. Renowned for effective communication and unwavering client trust.
Overview
10
10
years of professional experience
4
4
Certificates
Work History
Senior Wealth Relationship Manager
Nuvama Wealth and Investment Ltd.
09.2024 - Current
- Built and strengthened relationships with new clients while also informing them about Demat account services and capabilities.
- Managed 400+ clients investment portfolios by meeting with clients to understand their assets, expenses, investment goals.
- Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios.
- Educated clients on a variety of financial topics and made professional recommendations on investment opportunities, products, and services based on their unique requirements.
- Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work always.
Virtual Relationship Manager
AU Small Finance Bank
04.2021 - 09.2024
- Assisted customers by efficiently managing 40 calls per day while maintaining professionalism and a positive tone.
- Created customized banking solutions to meet the needs of each client.
- Opened new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
- Was able to understand and apply sales techniques to open, develop, and close sales, as well as generate product interest by actively cross-selling products and services to customers.
- Was in charge of a portfolio of accounts and kept track of any issues that needed to be addressed.
Relationship Manager (AU Bank)
Adecco India Pvt Ltd
01.2020 - 04.2021
- Assisted customers with opening accounts, depositing or transferring funds, updating account information, and signing up for new services.
- Communicated with clients on a regular basis to learn about their needs, evaluate current product usage, and cross-sell new products.
- Presented clients with a variety of options to meet their various needs.
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Ensured client satisfaction throughout the credit management process.
Personal Loan Specialist
Home Credit India Finance Private Limited-Jodhpur
02.2019 - 08.2019
- Collaborated with customers to determine their needs and deliver service.
- Developed new loan prospects by making weekly cold calls to the clients.
- Successfully closed an average of rupees 30 lakhs to 40 lakhs loans every month.
- Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
- Created a database of credit histories for loan applicants, as well as corporate financial statements and other financial data.
Associate Sales Manager
CallMe Information Services Pvt. Ltd.
12.2017 - 02.2019
- Developed and maintained relationships with clients through regular communications, meetings and follow-up phone calls.
- Identified potential customers and developed strategies to target them effectively.
- Conducted market research to identify customer needs and determine competitive pricing strategy.
- Prepared sales presentations, proposals, contracts and other documents for customers.
- Initiated new product launch sales and marketing plans, including developing sales, distribution, and media strategies.
Customer Service Associate
Concentrix Services Pvt.Ltd.
01.2015 - 10.2017
- Tele sales Idea Postpaid Plan (Up sell and Cross sale Outbound).
- Worked in high-volume, dynamic environments, providing skilled assistance to more than 40 customers every day.
- Used a basic sales strategy to engage customers and present solutions that were tailored to their specific needs.
- Followed up with customers after purchase to ensure satisfaction.
- Collaborated with other customer service teams to create consistent, high-quality support.
Education
BBA - Banking And Finance
Rajiv Gandhi Institute of Management & Technology
Nagpur Maharashtra 04.2001 -
HSC - Science
Municipal Junior College
Paratwada, Maharashtra 04.2001 -
SSC -
SG Boys High School
Paratwada, Maharshtra 04.2001 -
Skills
Financial planning
Trend analysis expertise
Relationship development
Portfolio management
Asset allocation
Alternative investments
Investment strategies
Portfolio and asset management
Customer service
Problem-solving
Certification
NISM Certified - Mutual Fund Distributor, National Institute of Securities Markets (NISM), SEBI Recognized
Accomplishments
- Managed assets worth over 20 crore, achieving an average annual return of 12%.
- Onboarded 15+ HNI clients in under 12 months, contributing to a 25% revenue increase.
- Designed a portfolio strategy that outperformed the benchmark by 12% CAGR over 3 years.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Affiliations
- NISM Certified - Mutual Fund Distributor, National Institute of Securities Markets (NISM), SEBI Recognized
- IRDA Certified Insurance Advisor - life, health, general, Insurance Regulatory and Development Authority of India (IRDAI)
Timeline
Senior Wealth Relationship Manager
Nuvama Wealth and Investment Ltd.
09.2024 - Current
Virtual Relationship Manager
AU Small Finance Bank
04.2021 - 09.2024
Relationship Manager (AU Bank)
Adecco India Pvt Ltd
01.2020 - 04.2021
Personal Loan Specialist
Home Credit India Finance Private Limited-Jodhpur
02.2019 - 08.2019
Associate Sales Manager
CallMe Information Services Pvt. Ltd.
12.2017 - 02.2019
Customer Service Associate
Concentrix Services Pvt.Ltd.
01.2015 - 10.2017
BBA - Banking And Finance
Rajiv Gandhi Institute of Management & Technology
04.2001 -
HSC - Science
Municipal Junior College
04.2001 -
SSC -
SG Boys High School
04.2001 -