Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Personal Information
Languages
Timeline
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Shivam Rajkumar Vaishya

Shivam Rajkumar Vaishya

Navi Mumbai

Summary

Seeking a challenging career with a banking or broking company. A highly organized and hard-working individual looking for a responsible position to gain practical experience. To make use of my interpersonal skills to achieve the goals of a company that focuses on customer satisfaction and customer experience.

Overview

11
11
years of professional experience

Work History

ASSISTANT MANAGER

TATA AIA LIFE INSURANCE
07.2023 - Current
  • Achieved pre-set targets for ANP, case count, active branches, and sales staff KPIs.
  • Collaborated with Branch Manager to execute Business Implementation Plan, enhancing operational efficiency.
  • Cultivated relationships with Branch Sales and Operations teams to boost productivity.
  • Managed internal team and channel partner relationships to improve sales responsiveness.
  • Provided training sessions for colleagues on best practices.
  • Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.

ASSISTANT MANAGER

KOTAK SECURITIES
12.2021 - 07.2023
  • Acquired new clients for trading and Demat accounts to expand client base.
  • Nurtured relationships with existing clients to enhance business depth.
  • Identified and attracted High Net Worth Individuals (HNIs) for tailored services.
  • Sold equity-based investment products while cross-selling mutual funds and structured products.
  • Assessed client needs and risk tolerance to recommend optimal investment strategies.
  • Facilitated wealth creation and preservation through strategic product combinations.

RELATIONSHIP OFFICER

SBI CAP SECURITIES
10.2020 - 12.2021
  • Sourced business through designated bank branches.
  • Acquired broking clients primarily online.
  • Activated clients for trading after account opening.
  • Acquired and retained new clients to expand portfolio.
  • Cross-sold additional products to high-net-worth individuals as directed.
  • Provided clients with hands-on demonstrations to facilitate trading activities.

SENIOR MARKETING EXECUTIVE

BALAJI GYPSUM
07.2014 - 12.2018
  • Conducted cold calls to identify decision makers and coordinate leads through CRM.
  • Performed daily follow-ups and gathered information to assess candidate suitability.
  • Provided timely responses to customer inquiries regarding products and services.
  • Addressed customer questions about pricing and availability promptly.

Education

Post Graduation Diploma - Marketing & International Business

Bharati Vidyapeeth's Institute of Management Studies & Research
Navi Mumbai
01.2020

Bachelor of Management Studies -

University of Mumbai
Mumbai
01.2017

H.S.C - Commerce

State Board
Mumbai
01.2014

S.S.C. -

State Board
Mumbai
01.2012

Skills

  • Communication skills
  • Leadership
  • Teamwork
  • Problem solving
  • Relationship building
  • Time management

Hobbies and Interests

  • Designing presentations, projects, etc
  • Calligraphy

Languages

  • English
  • Hindi
  • Marathi

Personal Information

Date of Birth: 12/25/95

Languages

Hindi
First Language
English
Advanced (C1)
C1
Marathi
Advanced (C1)
C1

Timeline

ASSISTANT MANAGER

TATA AIA LIFE INSURANCE
07.2023 - Current

ASSISTANT MANAGER

KOTAK SECURITIES
12.2021 - 07.2023

RELATIONSHIP OFFICER

SBI CAP SECURITIES
10.2020 - 12.2021

SENIOR MARKETING EXECUTIVE

BALAJI GYPSUM
07.2014 - 12.2018

Post Graduation Diploma - Marketing & International Business

Bharati Vidyapeeth's Institute of Management Studies & Research

Bachelor of Management Studies -

University of Mumbai

H.S.C - Commerce

State Board

S.S.C. -

State Board

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Shivam Rajkumar Vaishya