Shreyas Gharpure
Pune
Summary
Dynamic professional with extensive experience in team leadership, operational management, and exceptional customer service delivery. Proven ability to leverage strategic planning and problem-solving skills to boost team productivity and enhance service quality, fostering a collaborative and adaptable workplace culture. Expertise in KYC processes ensures rigorous compliance and effective risk mitigation, supported by strong analytical capabilities to proactively identify and resolve potential issues. Well-versed in regulatory requirements, with a commitment to maintaining clear communication with stakeholders at all levels.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Manager
Elara Capital
08.2023 - 05.2025
- Well versed in Building long term relationship with existing customers.
- Understanding existing portfolios of customer.
- Coordinate daily customer service operations (e.g. sales processes, orders, relationship building).
- Communicate with clients and evaluate their needs.
- Collaborated with stakeholders to align project goals with organizational objectives.
Assistant Manager
Nuvama Wealth and Investment
11.2022 - 07.2023
- Onboarded and managed relationships with HNI clients, ensuring consistent client satisfaction.
Manager-Client Relationship Management
Motilal Oswal Financial Services
07.2020 - 08.2022
- Established and grew the client base by identifying potential investors and fostering long-term relationships.
- Provided expert advice on portfolio structuring to enhance client returns.
- Streamlined daily operations, including transaction processing and payment management.
- Monitored and evaluated team objectives across weekly, monthly, and annual periods.
- Delivered tailored financial strategies through a consultative approach.
Assistant Manager
Reliance Securities Ltd.
08.2019 - 07.2020
- Prospected and secured new business while reinforcing loyalty among existing clients.
- Conducted regular portfolio evaluations to ensure optimal performance and risk mitigation.
- Coordinated end-to-end client servicing, from sales to operational support.
- Tracked and achieved sales and service targets by adhering to strategic goals.
- Provided customized investment recommendations through deep client engagement.
Investment Counsellor
moneyworks4me.com
01.2019 - 05.2019
- Addressed customer queries and concerns via multiple communication channels, ensuring swift resolution.
- Assisted clients in maximizing their experience with Moneyworks4me.com’s investment tools.
- Maintained and updated databases on sales, revenue, and subscriber information.
- Collaborated with the equity analysis team to stay abreast of market trends and stock valuations.
- Conducted subscription and renewal campaigns through personalized outreach.
Assistant Manager
Motilal Oswal Financial Services
11.2017 - 12.2018
- Proactively identified new client acquisition opportunities and built lasting customer relationships.
- Evaluated and optimized customer portfolios to align with financial objectives.
- Managed day-to-day operations, ensuring accuracy in sales processing and account servicing.
Senior Relationship Manager
ICICI Securities
07.2016 - 09.2017
- Secured new customers and retained existing accounts through superior client relationship management.
- Designed and executed personalized financial plans to meet individual investment goals.
- Ensured smooth operational workflows, enabling efficient sales and service processes.
- Maintained ongoing client engagement to identify and address emerging financial needs.
Education
MBA/PGDM -
BRACTS Vishwakarma Institute Of Management
01.2016
B.Com - Computer Application
Nagpur University
01.2013
XIIth - English
01.2009
Xth - Other
01.2007
Skills
- Due diligence
- Know your customer
- Anti-money laundering
- Document review
- Excel proficiency
- Client Relationship Management
- Backend Operations
- Portfolio Management
- Customer Service Operations
- Queries Management
- Database Management
- Renewals Management
- Decision-making
- Customer service
Certification
- NISM Series V-A
- NISM Series VII
- Certification for Corporate Agents
LANGUAGES
English
Marathi
Hindi
Timeline
Assistant Manager
Elara Capital
08.2023 - 05.2025
Assistant Manager
Nuvama Wealth and Investment
11.2022 - 07.2023
Manager-Client Relationship Management
Motilal Oswal Financial Services
07.2020 - 08.2022
Assistant Manager
Reliance Securities Ltd.
08.2019 - 07.2020
Investment Counsellor
moneyworks4me.com
01.2019 - 05.2019
Assistant Manager
Motilal Oswal Financial Services
11.2017 - 12.2018
Senior Relationship Manager
ICICI Securities
07.2016 - 09.2017
B.Com - Computer Application
Nagpur University
XIIth - English
Xth - Other
MBA/PGDM -
BRACTS Vishwakarma Institute Of Management