Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
Generic

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
Shreyas Gharpure