SAYALI TIPARE
Mumbai
Summary
Client-focused financial specialist with more than two years of expertise in wealth management, document analysis, and regulatory compliance. Shown capacity to manage escalated client issues, support sensitive financial instruction procedures, and deliver exceptional customer service. Competent in maintaining high standards of quality, collaborating across functional boundaries, and identifying opportunities for process improvement. Exhibits outstanding written and verbal communication skills as well as a deep understanding of regulatory frameworks.
Overview
5
5
years of professional experience
Work History
Assistant Manager- Wealth Management
Nuvama Wealth Finance Limited
02.2022 - 06.2024
- Over 150 corporate clients were served by the portfolio I managed, offering specialized financial advice and solutions
- Performed all levels of financial analysis necessary to create an investment plan tailored for the client's particular goals
- Oversaw corporate lending and ESOPs processing ensuring 100% adherence to regulatory guidelines
- Sustained a very high level of client satisfaction by resolving issues raised as well as answering specific personal requests
- Developed strategies to address service gaps with respect to subsidiaries and optimized the servicing process
- Recognized for outstanding performance and achieved 95% client retention rate
- Delivered multi-channel client service through phone, email, and internal platforms, allowing for timely resolution of queries
- Advised internal teams on documentation and compliance queries, reducing review time by 20%
Business Development Intern - PMS Department
Asit C. Mehta Investment Intermediates Ltd
02.2021 - 05.2021
- Evaluated clients’ investment portfolios and crafted tailored personalized investment plans
- Assisted clients during workshops aimed at improving the client's financial metrics and product utilization
- Created potential business opportunities by interacting with distributors through the use of educational phone calls
- Using AMFI data, ensured that the database of distributors was current and accurate
Intern - Media Sector
HDFC Securities
04.2019 - 06.2019
- Carried out detailed sectoral studies in media and DTH sectors
- Helped competitive strategy formulation and business development proposals
Education
POST GRADUATE PROGRAM IN MANAGEMENT -
ICFAI Business School
01.2022
BACHELORS IN FINANCIAL MARKETS - undefined
Nagindas Khandwala College
01.2020
Skills
- CRM
- Escalation Resolution
- Regulatory Compliance
- Market research
- MS Office
- Process Improvement
- Documentation Review
- Client Communication
Accomplishments
- Awarded “Outstanding Performance 2023” by Nuvama for exceeding client resolution targets by 20% and proactively improving internal documentation accuracy.
- Accomplished 95% client retention rate by providing strategic financial advice and support.
- Assisted in securing high-value corporate deals, leading to increased revenue and market positioning.
Timeline
Assistant Manager- Wealth Management
Nuvama Wealth Finance Limited
02.2022 - 06.2024
Business Development Intern - PMS Department
Asit C. Mehta Investment Intermediates Ltd
02.2021 - 05.2021
Intern - Media Sector
HDFC Securities
04.2019 - 06.2019
BACHELORS IN FINANCIAL MARKETS - undefined
Nagindas Khandwala College
POST GRADUATE PROGRAM IN MANAGEMENT -
ICFAI Business School
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