Subodh Deshmukh
Amravati
Summary
Skilled professional inspired and motivated to help customers build financial independence.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
Religar broking ltd
Amravati
10.2024 - Current
- Maintained accurate records of all client interactions within the company's CRM system.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Created financial management mechanisms to minimize financial risk to business.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Created and updated financial reports on frequent basis to present information to leadership teams.
Relationship Manager
Sbi cap securities
Pune
06.2023 - 01.2024
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Maintained accurate records of all client interactions within the company's CRM system.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Established strong relationships with clients through regular, personalized communication.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Angel One Broking Ltd
Sales Executive Intern
Dhamangaon Railway
10.2022 - 03.2023
- Worked effectively in team environments to make the workplace more productive.
- Maintained detailed files, checklists and financial records of sales and transactions.
- Participated in team meetings to discuss progress on current projects.
- Resolved customer complaints regarding sales and service.
- Assisted in developing promotional materials such as brochures, flyers, posters.
Education
MBA - Financial Management
Sinhgad Business School Pune
Pune 10-2022
Bachelor of commerce
Shri Shivaji Art And Commerce College Amravati
Amravati 03-2019
Skills
- Client relationship management
- Customer service
- Risk management
- Sales strategy
- Market research
- Effective communication
- Active listening
- Portfolio growth
Certification
Nism 8 equity derivatives
Financial modelling
Personal details
Marital status - Single
Date of birth - 13/03/1998
Timeline
Relationship Manager
Religar broking ltd
10.2024 - Current
Relationship Manager
Sbi cap securities
06.2023 - 01.2024
Angel One Broking Ltd
Sales Executive Intern
10.2022 - 03.2023
MBA - Financial Management
Sinhgad Business School Pune
Bachelor of commerce
Shri Shivaji Art And Commerce College Amravati