VARUN GARIBDASANI
RELATIONSHIP MANAGER
Mumbai
Summary
Seeking an opportunity in the field of Customer Engagement related work experience will add value. To learn, train and grow with a leading company. STRENGTHS Optimistic, enthusiastic and persuasive. Excellent communication skills and a professional selling skills gained through extensive interaction with the clients, leadership roles in college activities. Unique combination of creativity and analytical skills with a high math aptitude and detail orientation. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Wealth Relationship Manager
ICICI PRUDENTIAL AMC LTD
Mumbai
09.2022 - Current
- Researched and evaluated potential investment products for clients.
- Captured new customers by optimizing business strategies and launching products to diversify offerings.
- Analyzed information to determine viability and rebalance portfolio.
- Recommended debt structures by analyzing refinancing options and identifying opportunities for cost savings.
- Informed clients of strategies for reducing debt and maximizing savings.
- Advised clients on investments, retirement and estate planning.
- Recommended financial actions by assessing options in relation to company goals increasing ROI.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Created financial models to analyze and evaluate investment strategies.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on potential risks and rewards associated with various investments.
Retail Relationship Manager
Sharekhan Ltd
MUMBAI
12.2020 - 08.2022
- Interacting with clients on daily basis and bringing business from the potential ones.
- Making Sales reports , Order placement reports , MIS work to be done by every week.
- Learning about financial markets , Explaining clients about the current market situations.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Investment strategies and also keeping the followup for further service related issues.
- Deal directly with clients in placing orders and advising them on market developments and new financial opportunties.
- Maintain close contact with clients and manage their investment portfolios according to their risk-reward ratio.
- Nurture a strong client relationship with current customers by keeping them informed of information dealing with their investment account including updates of the most current financial events and market movements.
- Design appropriate strategies that will help each client to meet financial goals.
- Researching the stock market on daily basis for risk mitigation and profit maximization, by identifying changing trends
- Identify current market trends and news that affects the stock market from time to time
- Worked with [RETAIL] & [SUPER TRADER/INVESTOR] departments to facilitate communication and deliver personalized solutions to customers.
Business/Sales Operations Executive
MT Educare
03.2016 - 11.2020
- Ensure timely implementation, Ensure effective communication and coordination between various franchises and stakeholders like operations team and ICT teams
- Resolve any escalations raised by relevant parties / stakeholders on product and logistics related activities
- Communicating with 30+ Centre Partners in India and initiating and ensuring timely delivery of orders of Robomate for the students across various grades
- Plan and facilitate faculty visits to partner centres, Organize and analyze feedback from various centres and develop process improvement measures in consultation with senior team members
- Preparation and compilation of reports/ documents of activities across all the centres
- Managing MIS and making accurate data available as required, Formal communication to partners and senior team members as required
- Grievance resolution of customers/students across the various centres with regards to the product.
Education
Masters of Commerce -
Mumbai University
06.2019 - 06.2021
Bachelors of Commerce -
H. R. College of Commerce & Economic
06.2016 - 04.2019
HSC -
H. R. College of Commerce & Economics
06.2014 - 03.2016
SSC - undefined
Sharon English High School
Skills
Equity and Fixed Income Markets
Financial planning processes
Asset Management
Risk management
Wealth Management
Financial Advising
Financial services
Product knowledge
Wealth management offerings
Customer portfolio management
Relationship building and management
Client Acquisition
Certification
NISM SERIES 8 – Equity and Derivatives.
Timeline
Wealth Relationship Manager
ICICI PRUDENTIAL AMC LTD
09.2022 - Current
Retail Relationship Manager
Sharekhan Ltd
12.2020 - 08.2022
Masters of Commerce -
Mumbai University
06.2019 - 06.2021
Bachelors of Commerce -
H. R. College of Commerce & Economic
06.2016 - 04.2019
Business/Sales Operations Executive
MT Educare
03.2016 - 11.2020
HSC -
H. R. College of Commerce & Economics
06.2014 - 03.2016
SSC - undefined
Sharon English High School