Shubhangi Gonage
Mumbai
Summary
Dynamic professional with extensive experience at ICICI Prudential Asset Management, excelling in portfolio management and customer relationship management. Proven ability to drive sales and enhance client satisfaction through effective communication and financial analysis. Committed to delivering exceptional results while fostering teamwork and maintaining a strong work ethic.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Manager
ICICI PRUDENTIAL ASSET MANAGEMENT
05.2023 - Current
- ICICI Bank Channel - Mutual Fund Retail / Affluent Sales
- Handing Portfolio Management of ICICI bank Customers
- Ensuring AMFI / NISM Registration of ICICI bank Person
- Conducting presentation / Trainings at ICICI Bank branches for capability development
- Participating in mass level AMFI / NISM registration and training programme at learning centres.
- Committed to excellence has strong work ethic and takes pride in their work
Senior Client Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE
02.2022 - 05.2023
- Meeting and discussing with clients and other stakeholders
- Preparing loss analysis and budgets
- Understand their protection and investment needs
- Identify and recommend solutions that fits their requirements the best
- Offer the prospect or existing customer the complete range of products
- Help complete the procedure necessary for processing the purchase of the policy
- Keep in touch with customers to ensure that their policy service requests are managed properly
- Facilitate settlement of claims
Virtual Relationship Manager {M1}
KOTAK MAHINDRA BANK
04.2021 - 01.2022
- ( Hardcore sales, Loan, General Insurance, Life Insurance, Mutual Fund ,CASA )
- Assisted customers by offering sound financial advice.
- Made recommendations for customers considering various banking products.
- Managed in-person, over-the-phone, and email inquiries in a timely manner.
- Contacted existing customers via email with information on new banking products.
- Helped customers make informed investment decisions.
- Managed bank staff and prepared staffing schedules.
Customer Support Executive
RELIABLE SPACES PVT LTD
11.2019 - 05.2021
- Develop the sales lead through cold calling
- Working in CRM made initiate contact with decision maker, collected qualifying information and coordinated, and set the appointment for sales staff
- Answered all customer question related to product, services and pricing
- Shared the product knowledge with customer while making personal recommendations.
- Maintain the professionally and friendly customer interaction
- Place phone calls to current customers to determine their satisfaction as well as receive customer suggestions
- Call potential customers to describe services offered
- Draft emails that can be sent to potential customers educating them on the company and what they offer
- Explain to customers how the company can help them not just sell to them
- Follow-up with customer leads or previous customers
Education
Bachelor of Management of Studies - finance and investment management
MUMBAI UNIVERSITY
Mumbai, Maharashtra01.2016
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Finance
- Time management
- Team work skill
- Portfolio management
- Product knowledge
- Customer relationship management
- Effective communication
- Financial analysis
- Investment advisory
- Sales strategy development
- Presentation skills
Certification
- NISM Mutual Funds V 5 A
- IEDAI LIFE & GENERAL INSURANCE
Banking Activities
KOTAK MAHINDRA BANK, Monthly Rewards and Recognition Championship, 06/01/21, for Maximum life Insurance Revenue for team
Timeline
Assistant Manager
ICICI PRUDENTIAL ASSET MANAGEMENT
05.2023 - Current
Senior Client Relationship Manager
ADITYA BIRLA SUN LIFE INSURANCE
02.2022 - 05.2023
Virtual Relationship Manager {M1}
KOTAK MAHINDRA BANK
04.2021 - 01.2022
Customer Support Executive
RELIABLE SPACES PVT LTD
11.2019 - 05.2021
Bachelor of Management of Studies - finance and investment management
MUMBAI UNIVERSITY
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