Upendra Mahato
Financial Consultant (sales)
Kolkata
Summary
Results-driven financial consultant with expertise in developing customized investment strategies and retirement plans. Demonstrated success in fostering long-term client relationships and utilizing analytical skills to identify market trends and opportunities.
Overview
3
3
Languages
2
2
Certifications
11
11
years of professional experience
Work History
Financial Consultant
Geojit Financial Services
06.2022 - Current
- Developed comprehensive financial plans tailored to individual client goals and risk tolerances.
- Collaborated with clients to assess financial needs, fostering long-term relationships and trust.
- Analyzed financial data to provide strategic investment recommendations for clients.
- Conducted market research to identify emerging trends and opportunities in investment strategies.
Assistant Manager Sales
Anand Rathi Share & Stock Brokers
12.2020 - 05.2022
- Established strong relationships with key clients, enhancing customer satisfaction and loyalty initiatives.
- Analyzed sales data to identify areas for improvement, implementing targeted strategies that led to increased performance across all metrics.
- Analyzed market trends to identify growth opportunities and inform product positioning strategies.
Assistant Manager Sales
Sharekhan Ltd
03.2015 - 11.2020
- Led sales team to exceed quarterly targets through strategic planning and execution.
- Increased sales revenue by implementing strategic marketing plans and analyzing consumer trends.
- Developed strong relationships with key clients by providing exceptional service and support, leading to repeat business and referrals.
- Collaborated with marketing on promotional campaigns, increasing brand visibility and customer engagement.
Education
Fatepur Hindi Nagari Pracharak Vidyalaya - Kolkata
Kolkata, India 04.2001 -
Khanna High School (H.S)
Kolkata, India 04.2001 -
Skills
Mutual funds
Investment advice
Retirement planning
Insurance planning
Investment strategies
Certification
NISM-Series-V-A
Timeline
Financial Consultant
Geojit Financial Services
06.2022 - Current
Assistant Manager Sales
Anand Rathi Share & Stock Brokers
12.2020 - 05.2022
Assistant Manager Sales
Sharekhan Ltd
03.2015 - 11.2020
Fatepur Hindi Nagari Pracharak Vidyalaya - Kolkata
04.2001 -
Khanna High School (H.S)
04.2001 -