VIJAY MASKE
Dombivali
Summary
Dynamic Sr Relationship Manager with IIFL Securities Ltd, excelling in client acquisition and financial advisory. Proven track record in portfolio management and investment analysis, enhancing client satisfaction and driving revenue growth. Adept at building strong relationships while delivering tailored wealth management solutions to affluent clients.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr Relationship Manager
IIFL SECURITIES LTD
Mumbai
12.2020 - 08.2021
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
- Selling financial products like PMS, AIF, Mutual Funds, Bonds, Structure product, Equity, Life Insurance, NCD etc...
- Managing client relationship and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Wealth Manager
SMC Global Securities Ltd
Mumbai
12.2020 - 08.2021
- Advising Affluent and HNI clients on their investments across a gamut of wealth products and managing their overall financials portfolio. Deepening the wallet from existing clients.
- Managing clients portfolio, keeping client plan up-to-date.
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across the asset classes.
- Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.
- Procuring the potential / target clients through networking, Market analysis and references.
- Achieving financial goals and maintaining organization brand value.
- Ensure highest level of client service and experience to this HNI clients.
- Interact with clients to update them on research and advising on asset allocation within their financial portfolio and guide them on their investments.
PB Relationship Manager
Indusind Bank Ltd
Thane
11.2019 - 09.2020
- Responsible for generations of revenues through sale of products like Mutual Fund, Life Insurance, Health insurance, PMS, Credit card , LAS, LAP, Loans and Client Acquisition CASA through the branch channel.
- Designing and implementing a strategic sales plan that expand companies customer base and ensure it's strong presence.
- Build And Promote strong, long lasting customer relationships by pertaining with them and understanding their needs.
- Identify emerging markets and market shift's while being fully aware of new products and Competition status.
- Achieving growth and hitting sales target's by successfully managing the sales team.
Sales Manager
JM Financial Services Ltd
Mumbai
10.2018 - 04.2019
- Responsible for generations of revenues through sale of products like Equity Account, Bonds, ESOP Funding, IPO Funding, LAS, LAP etc. through the branch channel.
- Designing and implementing a strategic sales plan that expand companies customer base and ensure it's strong presence.
- Build And Promote strong, long lasting customer relationships by pertaining with them and understanding their needs.
- Identify emerging markets and market shift's while being fully aware of new products and Competition status.
- Achieving growth and hitting sales target's by successfully managing the sales team.
Key Relationship Manager
Reliance Securities Ltd
Thane
02.2017 - 09.2018
- Responsible for generations of revenues through sale of products like Equity, Bond, Mutual fund, PMS, AIF, Real Estate, Life Insurance, NCD, General Insurance etc. Through the branch channel.
- Profiling the customers and provide financial products to meet customer needs.
- Setting high benchmarks in terms of quality of service rendered to the customers ensuring a very high customer satisfaction index.
- Enhancing profitability and customer satisfaction, ratings and streamlining service delivery.
Key Relationship Manager
ICICI Securities Ltd
Thane
08.2012 - 01.2017
- Responsible for generations of revenues through sale of products like Equity, Bonds, Mutual Fund, Online Trading and Demat account, Life Insurance, Loans, Structure Products, NCD, General Insurance etc. Through the branch channel.
- Enhancing the value Relationship of the bank with its customers and constantly working at multiplying the customer base.
- Profiling the customers and provide financial products to meet customer needs, doing a need based selling.
- To retain the existing customers base and improve customer satisfaction by extending excellent customer service.
- Setting high benchmarks in terms of quality of service rendered to the customers ensuring a very high customer satisfaction index.
Sr Relationship Manager
Robinhood Insurance Brokers Pvt Ltd
Mumbai
01.2010 - 07.2012
- Selling multiple life insurance.
- Enhancing profitability and customer satisfaction rating's and streamlining service delivery.
- Ensuring achievement of sales figures.
- Ensuring quality business.
- Growing business transaction's under management and enhancing services to clients.
Unit Manager
Accord Financial Services
Mumbai
09.2008 - 12.2010
- Selling life insurance of ABSLI.
- Ability to perform under pressure.
- Training, appraising the team, revenue generation and sales review.
- Directing and Restructuring customer engagement model for sales staff.
Education
Bachelor Of Art -
Shivaji Mahavidyalaya
Barshi, Solapur04.2005
Skills
- Client acquisition
- Financial advisory
- Portfolio management
- Investment analysis
- Wealth management
- Customer relationship management
Personal Info
- Date of Birth: 22-06-1983
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Hobbies and Interests
- Traveling
- Fishing
- Learning
- Listening Music
- Yoga
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
- NISM-Series-VIII: Equity Derivatives Certification Examination.
- Insurance:- The Insurance Regulatory and Development Authority of India (IRDAI)
Languages
Marathi
First Language
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Timeline
Sr Relationship Manager
IIFL SECURITIES LTD
12.2020 - 08.2021
Wealth Manager
SMC Global Securities Ltd
12.2020 - 08.2021
PB Relationship Manager
Indusind Bank Ltd
11.2019 - 09.2020
Sales Manager
JM Financial Services Ltd
10.2018 - 04.2019
Key Relationship Manager
Reliance Securities Ltd
02.2017 - 09.2018
Key Relationship Manager
ICICI Securities Ltd
08.2012 - 01.2017
Sr Relationship Manager
Robinhood Insurance Brokers Pvt Ltd
01.2010 - 07.2012
Unit Manager
Accord Financial Services
09.2008 - 12.2010
Bachelor Of Art -
Shivaji Mahavidyalaya
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