Deepak Shukla
Mumbai
Summary
MBA in finance with 40 months of exposure in finance industry as Relationship Manager. Highly detail oriented individual, deadline committed and goal driven, eager to contribute towards the building of a strong finance team. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Manager-HNI Broking
Bajaj Financial Securities Ltd
Mumbai
08.2022 - 05.2023
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Achieved the business targets in terms of acquiring clients in portfolio management services and insurance policies.
- Handling clients portfolio and advising them for stocks and Planning
- Used excellent problem-solving and issue-resolution strategies to rectify difficulties quickly and effectively.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
Relationship Manager
Motilal Oswal Financial Services Limited
Mumbai
02.2020 - 08.2022
- Achieved the business target in terms of generating revenue, acquiring clients, enhancing & upgrading the client relationship
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements
- Educated clients on available investment products, technological tools, to achieve personal financial goals
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Handle customer grievances, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Created marketing materials and presentations for prospective clients.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects.
- Ensured compliance with relevant laws and regulations when dealing with customers.
Intern
Future Generali Insurance Company Ltd
Mumbai
05.2019 - 07.2019
- Analysis of stock and investment in equity on intraday and positional trade basis
- Creating awareness about financial products of Future Generali
- Registration of new clients for Future Generali
- Keeping a check on the stock fluctuations of selected companies.
Education
Post Graduate Degree - Finance
Thakur Institute of Management Studies and Research
Mumbai2020
Bachelor of Commerce -
Ghanshyamdas Saraf College
Mumbai2018
Higher Secondary School Certificate (HSC) -
Durgadevi Saraf College of Commerce
Mumbai2015
Secondary School Certificate (SSC) -
Priyadarshini Vidya Mandir School
Mumbai2013
Skills
- Team Leadership
- Microsoft Office Suite expertise
- Target implementation
- Microsoft Excel
- Customer rapport
- Issue resolution
- Customer-facing leadership
- Business development and planning
- Lead prospecting
- Public Speaking
Certification
- Certificate of excellence for 40 hours Financial Modeling classroom training conducted by Edu Pristine in association with BSE (Feb'19)
- Attended Investment Banking and Private Equity Classroom training conducted by IMARTICUS in association with N.S.D.C (Jan'19)
- Attended Global Immersion Program at James Cook University (Nov'18), Singapore.
Languages
Hindi
First Language
English
Advanced (C1)
C1
Timeline
Manager-HNI Broking
Bajaj Financial Securities Ltd
08.2022 - 05.2023
Relationship Manager
Motilal Oswal Financial Services Limited
02.2020 - 08.2022
Intern
Future Generali Insurance Company Ltd
05.2019 - 07.2019
Post Graduate Degree - Finance
Thakur Institute of Management Studies and Research
Bachelor of Commerce -
Ghanshyamdas Saraf College
Higher Secondary School Certificate (HSC) -
Durgadevi Saraf College of Commerce
Secondary School Certificate (SSC) -
Priyadarshini Vidya Mandir School
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