Simran Arora
NEW DELHI
Summary
Dynamic Relationship Manager with a proven track record at Sharekhan Ltd., excelling in client retention and portfolio advisory. Skilled in leveraging MS Office to deliver tailored investment strategies, fostering long-term client relationships, and driving business growth. Committed to enhancing client satisfaction through proactive engagement and expert market insights. Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
Sharekhan Ltd.
06.2023 - Current
- Responsible for generating brokerage through advising clients on their equity portfolio
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
- To ensure active management of clients & achieve the target active AUM
- To have clear focus on client mining
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated
- To attend post result con-calls, analyst meets for improved client servicing
Equity Dealer
Angel One Limited
04.2022 - 05.2023
- To be responsible for identifying customer needs, assessing their risk appetite and providing them with investment options
- To attain maximum reach of investment ideas/stock calls initiated
- To attend post result con-calls, analyst meets for improved client servicing
- Ensure all the activities are in adherence as per compliance and risk
- Keeping the clients updated on their order
Education
MBA -
Mangalmay Institute of Management and Technology
01.2021
BBA -
Kasturi Ram College of Higher Education
01.2019
12th -
Ramakrishna Senior Secondary School
01.2016
10th -
Ramakrishna Senior Secondary School
01.2014
Skills
- MS Office
- Client retention
- Portfolio advisory
- Client relationship management
Certification
- NISM (Mutual Fund Distributors Series V-A)
- NISM (NSE’s certificate in financial markets) Derivatives module
Linguistic Ability
- Hindi
- English
Personal Information
- Father's Name: Jagdish Arora
- Mother's Name: Late Deepti Arora
- Date of Birth: 09/16/98
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Timeline
Relationship Manager
Sharekhan Ltd.
06.2023 - Current
Equity Dealer
Angel One Limited
04.2022 - 05.2023
MBA -
Mangalmay Institute of Management and Technology
BBA -
Kasturi Ram College of Higher Education
12th -
Ramakrishna Senior Secondary School
10th -
Ramakrishna Senior Secondary School
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