SANKET PATIL
NAVI MUMBAI
Summary
Dynamic financial professional with a proven track record at Kunvarji Finstock Pvt Ltd, excelling in client acquisition and portfolio management. Skilled in financial analysis and risk assessment, I consistently deliver tailored investment strategies that enhance client satisfaction and drive revenue growth. Passionate about fostering strong relationships and identifying opportunities for improvement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
MANAGER
KUNVARJI FINSTOCK PVT LTD
MUMBAI
06.2024 - Current
- Executed client acquisition for demat accounts, generating brokerage from trading and margin collection.
- Selling life insurance, health insurance, and mutual funds to enhance client portfolios.
- Analyzed financial data to formulate strategies aligned with client financial goals.
- Evaluated insurance needs to recommend optimal life, health, and long-term care products.
- Developed presentations for prospective investors, highlighting comprehensive investment opportunities.
Senior Relationship Manager
CAPINFUND ADVISORY PVT LTD
NAVI MUMBAI
03.2023 - 05.2024
- Acquired clients for demat accounts, generating revenue through trading and cross-selling mutual funds and insurance based on risk profiles.
- Organized seminars and webinars to educate clients about new financial products and services.
- Evaluated earnings performance to deliver comprehensive ratings to clients.
- Reviewed client accounts to identify improvement opportunities and address gaps.
- Communicated with clients via phone, email, and video conferencing regarding financial matters.
Client Engagement Manager
DREAM JUNCTION DIGIADS LLP
NAVI MUMBAI
10.2021 - 01.2023
- Identified risks within client engagements and developed targeted solutions.
- Drafted proposals for new business opportunities informed by current client insights.
- Evaluated customer feedback to enhance product and service offerings.
- Managed client account portfolio to ensure satisfaction and loyalty.
- Reviewed existing accounts to pinpoint gaps and improvement areas.
Senior Bank Officer
IDFC FIRST BANK LTD
NAVI MUMBAI
03.2021 - 09.2021
- Acquired NTB savings and current account customers within targeted segments.
- Established community relations and generated customer leads by attending local events.
- Identified cross-selling and upselling opportunities to align financial products with client objectives.
- Maintained strong relationships with existing clients while pursuing new business opportunities.
- Recorded all client interactions accurately in company's CRM system.
Financial Services Associate
HDFC SALES PVT LTD
NAVI MUMBAI
03.2019 - 08.2020
- Analyzed customer requirements to recommend optimal investment products.
- Monitored financial transactions to identify opportunities for productivity enhancement.
- Guided customers on insurance plans, mutual funds, and fixed deposits, detailing benefits and limitations.
- Provided home loan insurance and life insurance options, including term, ULIP, traditional plans, mutual funds, and fixed deposits.
Education
CERTIFIED PERSONAL FINANCE SPECIALIST -
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA
DELHI11-2022
Master of Commerce -
MUMBAI UNIVERSITY
MUMBAI07-2017
Bachelor of Management Studies -
MUMBAI UNIVERSITY
NAVI MUMBAI07-2014
Pursuing CHARTERED WEALTH MANAGER -
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA
DELHISkills
- Client acquisition
- Financial analysis
- Investment strategies
- Risk assessment
- Portfolio management
- Customer relationship management
Certification
- Portfolio Management Simplified By AAFM
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Languages
Marathi
First Language
Hindi
Proficient (C2)
C2
English
Intermediate (B1)
B1
Accomplishments
- Mutual Fund Performer (09/2024)
- Awarded for Best Relationship Manager (09/2022)
- Awarded for outstanding performance in the life insurance business in branch 07/2021
- Awarded as a penetrations champion in July, August, September, October, November, January, and February (07/2019 - 02/2020)
- Outstanding performance in life insurance in January secured 7th rank in Pan Mumbai (01/2020)
- Outstanding performance in life insurance in February secured 22nd rank in Pan Mumbai (02/2020)
Affiliations
- Worked as an assistant choreographer in dancing reality shows: Dance India Dance Season 7, DID I’ll Masters Season 3, Super Dancer Season 3, and Dance Plus Season 4, etc
- Certified Zumba Fitness Instructor, Zumba Fitness LLC,
- Won 1st prize in the inter-college dance competition at D.D. Vispute College, Panvel
Timeline
MANAGER
KUNVARJI FINSTOCK PVT LTD
06.2024 - Current
Senior Relationship Manager
CAPINFUND ADVISORY PVT LTD
03.2023 - 05.2024
Client Engagement Manager
DREAM JUNCTION DIGIADS LLP
10.2021 - 01.2023
Senior Bank Officer
IDFC FIRST BANK LTD
03.2021 - 09.2021
Financial Services Associate
HDFC SALES PVT LTD
03.2019 - 08.2020
CERTIFIED PERSONAL FINANCE SPECIALIST -
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA
Master of Commerce -
MUMBAI UNIVERSITY
Bachelor of Management Studies -
MUMBAI UNIVERSITY
Pursuing CHARTERED WEALTH MANAGER -
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA