Tashee Mangal
Pune
Summary
Extensive sales and marketing and business operations experience in multicultural environment evolved and executed various strategies for optimum benefit of the industry. Senior Relationship manager-ICICI Securities, working with an objective of sales growth and development. Well versed in implementing marketing and sales strategies with state of maximum output for organization. Skilled in monitoring sales performance of self and ensuring monthly target achievement. Good in conveyancing, attaining a good relationship with the channel partners, for obtaining a good business from customer.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Associate
HSBC
Pune
07.2024 - Current
- Designed tailored financial plans to support clients’ wealth growth, tax efficiency, and long-term financial goals.
- Managed diverse investment portfolios, balancing risk and returns to align with client objectives.
- Fostered strong client relationship with premier clients , enhancing retention through personalized guidance and regulatory compliance.
Relationship manager
AU Bank
Pune
01.2023 - 06.2024
- Interaction with customers to build rapport and set Customer level objectives.
- Enhancing Customer Wallet Size.
- Ensuring optimum level of IPGH( Income generation product holding).
- Acquiring new customers and bringing business to the company.
- Provide Professional customer service to achieve high customers satisfaction and retention.
- Selling of new product and services for both new and existing customer
Senior Executive Advisor
Motilal Oswal
Indore
04.2021 - 08.2022
- Deals with all financial products such as equity, mutual funds, PMS, AIF, Life Insurance, Corporate FD's Bonds and other Tax Saving Instruments
- Provide professional customer service to achieve high customer satisfaction and retention.
- Selling of new product and services for both new and existing customer.
- Generate new business to achieve defined target of number of customer volume revenue for the segment.
- Ensuring a good cash flow, and analyze the demand factor of the market for making a good sale.
- Achieve coverage of customer base in accordance with business plan.
Senior Relationship Manager
ICICI Securities
Indore
04.2019 - 04.2021
- Provide professional customer service to achieve high customer satisfaction and retention.
- Selling of new product and services for both new and existing customer.
- Generate new business to achieve defined target of number of customer volume revenue for the segment.
- Ensuring a good cash flow and analyze the demand factor of the market for making a good sale.
- Achieve coverage of customer base in accordance with business plan.
Education
Master's - business administration
Institute of Management studies (DAVV Indore)
Indore01.2019
Bachelor's - Electronic& Communications
Sha-Shib College of Engineering (RGPV Bhopal)
Bhopal01.2017
Certification
- NISM V
- NISM VIII
- Currency Derivative certifications
Accomplishments
- Got Best Relationship Manager Award in selling Intelligent Advisory Portfolio services in Motilal Oswal Securities.
- Marketing club coordinator in IMS-INSTITUTE OF MANAGEMENT STUDIES.
- Received a second price in wordpress web development from CODEACE TECHONOLOGY PVT LTD at MANIT BHOPAL.
- Elected as a class representative in IMS INDORE and coordinated many program under it.
Projects
Major project on GSM- (GLOBAL SYSTEM FOR MOBILE) based faculty calling system. BUG ROBOT- Designed a bug robot using a battery vibrator motor and led. Virtual Calculator:- Made human interaction with machine in a simpler way as possible. Using a computer web cam and printed number pad.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Senior Associate
HSBC
07.2024 - Current
Relationship manager
AU Bank
01.2023 - 06.2024
Senior Executive Advisor
Motilal Oswal
04.2021 - 08.2022
Senior Relationship Manager
ICICI Securities
04.2019 - 04.2021
Master's - business administration
Institute of Management studies (DAVV Indore)
Bachelor's - Electronic& Communications
Sha-Shib College of Engineering (RGPV Bhopal)