TANMAY BALKRISHNA THAKUR
Virar (West)
Summary
Dynamic Senior Relationship Manager with a proven track record at Phillip Capital India Pvt Ltd, excelling in portfolio management and client relationship building. Adept at exceeding revenue goals through proactive strategies and exceptional negotiation skills, I thrive in fast-paced environments while delivering tailored financial solutions that align with clients' objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Phillip Capital India Pvt ltd
MUMBAI
01.2024 - Current
- Advised clients on investment strategies and portfolio management.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Identified potential clients through market research and cold-calling.
- Established relationships with key clients, while maintaining existing customer base.
Assistant Manager
Anand Rathi Shares and Stock broker limited
MUMBAI
10.2021 - 01.2024
- Handling Private group client (PCG)
- Managed client portfolios, providing tailored financial solutions and advice.
- Conducted market research to identify investment opportunities for clients.
- Educated clients on financial products, improving their investment knowledge.
- Reviewed existing portfolios regularly to ensure they remain aligned with clients' needs.
Assistant Manager
ICICI Securities Ltd
MUMBAI
10.2018 - 09.2020
- Understands and manage client expectations.
- Managed customer portfolio, serviced relationship and cross sold financial products to acquire 100% of the customer’s business.
- Provided advice and recommendations to clients regarding portfolio management decisions.
Relationship Manager
Axis Securities Limited
MUMBAI
11.2016 - 09.2018
- Handling High Net Worth (HNI) Clients.
- Work closely with the manager on various processes and projects.
- Deliver high-quality service to customers by ensuring accuracy, timeliness, and quality of the services.
- Developed and maintained client relationships by providing quality customer service.
- Recommended strategies to clients to help achieve financial goals.
Financial Advisor
Motilal Oswal Financial Services Limited
MUMBAI
08.2015 - 10.2016
- Interact with clients to update them on research calls, and advise them on asset allocation within their portfolio.
- Guiding them to buy, sell, or either hold their strategy.
- Understands and manages client expectations.
- To understand customers' financial goals, develop targeted investment strategies, and execute trades through a buy or sell call strategy.
Education
Masters in Management Studies (MMS - MBA) -
Aditya Institute of Management Studies & Research
Mumbai01.2015
Bachelor of Commerce - Accounting and Finance (BAF)
Viva College of Arts, Commerce & Science
01.2012
Intermediate -
Viva College of Arts, Commerce & Science
01.2009
Matriculation -
K G High School
Agashi01.2007
Skills
- Portfolio management
- Client relationship
- Proactive and highly motivated – desire to question beyond the basics, goal-oriented, and drives for resolution of problems
- Negotiation and closing
- Exceeding revenue goals
- Approachability – easy to approach and talk to, spend extra effort to put others at ease, can be warm, pleasant, and gracious, a good listener
- Multitask, work in teams, self-motivate, take initiative, work independently, adapt, accept, and lead change, meet deadlines
- Strong organizational skills with the ability to work and prioritize tasks
Languages
English, Marathi, Hindi
Certification
- NISM equity and derivatives
- NISM security operation and risk management
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
ADDITIONAL QUALIFICATION
- NISM Securities Operations Of Risk Management And Mutual Fund.
- Mock Stock Competition conducted by ICICI Direct
- Basics of IT comprising, Microsoft excel, word, power point.
- Tally ERP 9.
Timeline
Senior Relationship Manager
Phillip Capital India Pvt ltd
01.2024 - Current
Assistant Manager
Anand Rathi Shares and Stock broker limited
10.2021 - 01.2024
Assistant Manager
ICICI Securities Ltd
10.2018 - 09.2020
Relationship Manager
Axis Securities Limited
11.2016 - 09.2018
Financial Advisor
Motilal Oswal Financial Services Limited
08.2015 - 10.2016
Masters in Management Studies (MMS - MBA) -
Aditya Institute of Management Studies & Research
Bachelor of Commerce - Accounting and Finance (BAF)
Viva College of Arts, Commerce & Science
Intermediate -
Viva College of Arts, Commerce & Science
Matriculation -
K G High School
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