Tushar Kamboj
Portfolio Manager - Sales Team
Ghaziabad
Summary
Profile :-
Talented Portfolio Manager bringing 4 + years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
2
2
Language
Work History
Portfolio Manager
SQUARE YARDS CONSULTING PRIVATE LIMITED
NOIDA
06.2023 - Current
- T1 Primary Sales Team Handing, Managing end to end planning & delivery sales numbers
- Collaborated with partners & Resources team to deliver sales targets
- Developing reports and summaries for management & internal audits
- Monitor the progress of the session setup and execution activities for the planned sessions
- Accountable for establishing, developing, and maintaining stakeholder relationships
- Calendar planning for various programs, meetings
- Provide support to team members and monitor team activities
- Analyze trends and determine root cause issues to provide concrete sales
- Additional Responsibilities:
- Recommended investment strategies to meet client financial objectives.
- Provided strategy advice to high net worth clients.
- Coordinate with Learning & Leadership Development team to gather the training requests and have the trainings scheduled with logistical arrangements
- Consult and negotiate with various levels of management and stakeholders to determine training priorities and needs
- Release the Feedback mailers, provides session evaluation reports and recommendations for continuous improvements to Sales Team
- Worked on operations excellence & quality reports
- Participated in the design and implementation of a New Joiner Experience Program
- Active member of People Engagement and organized fun calls for team
- Managing Team and assigning task, handling various mailbox query
- Developed rebalancing strategies to minimize risk exposures.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed and presented proposals for new investments.
Assistant Manager
GV KNITS PRIVATE LIMITED
GREATER NOIDA
07.2020 - 08.2022
- Managing Sales for Domestic & International Buyers :
- Strong desire to achieve results, producing a revenue increase of more than 40% in 8 months at my current position
- Organizing & coordinating internal & external programs
- Strong communication skills, ability to proactively seek new customers and conduct sales campaigns through all available channels
- To ensure that all Clients record files are up to date
- Responsible for achieving team targets
- Ability to properly analyze customer feedback and use it to create effective ways of improving the sales process
- Constant desire to improve both my product knowledge and sales techniques
- Ability and mental fortitude to constantly focus on the main objectives despite setbacks.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Created employee schedules to align coverage with forecasted demands.
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
Customer Support Executive
iEnergizer
04.2019 - 05.2020
- Listened to customers' questions and concerns to provide answers or responses.
- Built strong relationships with field operations team to support business development opportunities and improve service.
- Devised recommendations to streamline and simplify customer support system and improve response time.
- Collected customer information and analyzed customer needs to recommend potential products or services.
- Managed customer service effectiveness by monitoring performance and assessing metrics.
- Assigned and designated job territories to customer care staff according to performance and history.
- Utilized crisis management techniques to offer corrective solutions and maximize customer satisfaction.
Education
MBA - Sales And Marketing Education
Swami Vivekanand Subharti University
Meerut 11.2022 - Current
BBA - Sales And Marketing Education
Swami Vivekanand Subharti University
Meerut 03.2017 - 12.2019
CBSE - C.B.S.E
St. Teresa School
Indirapuram GhaziabadSkills
Analyzing investment opportunities
undefinedAdditional Information
- Rewards and Recognition: , Received Star of Business Award and Encore Awards Received Award on Demonstrating outstanding Contributions and Commitment: Passion & Purpose Received Leadership DNA Award
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Timeline
Portfolio Manager
SQUARE YARDS CONSULTING PRIVATE LIMITED
06.2023 - Current
MBA - Sales And Marketing Education
Swami Vivekanand Subharti University
11.2022 - Current
Assistant Manager
GV KNITS PRIVATE LIMITED
07.2020 - 08.2022
Customer Support Executive
iEnergizer
04.2019 - 05.2020
BBA - Sales And Marketing Education
Swami Vivekanand Subharti University
03.2017 - 12.2019
CBSE - C.B.S.E
St. Teresa School
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