Tanmayi Marathe
Badlapur
Summary
Knowledgeable professional with several years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Overview
4
4
years of professional experience
Work History
Back Operation Executive
Vijay Puri & Co.
Thane
01.2024 - Current
- Reviewed documentation related to new products and services offered by the firm.
- Assisted in the development of policies and procedures related to mutual fund operations.
- Collaborated with other departments within the organization regarding operational issues.
- Supplied knowledgeable, objective equity and fixed income guidance with customized strategies to clients.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Evaluated different types of investments, such as bonds, mutual funds, and NPS, for suitability to a client's individual needs.
Investment Manager
Square Yard
Thane
01.2021 - 02.2023
- Generated leads through networking activities such as cold calls and referrals from past clients.
- Coordinated appointments to show homes to prospective buyers.
- Researched current listings available in the area using multiple online resources.
Education
Bachelor of Arts - Political Science
Mumbai University
Mumbai07-2022
Skills
- Scheduling coordination
- Operations management
- Account creation
- Order fulfillment
- Issue resolution
- Verbal and written communication
- Problem-solving
- Investor relations
- Documentation
Affiliations
- Reading
- Dance
- Traveling
Languages
English
First Language
Timeline
Back Operation Executive
Vijay Puri & Co.
01.2024 - Current
Investment Manager
Square Yard
01.2021 - 02.2023
Bachelor of Arts - Political Science
Mumbai University
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