Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Vikrant Rewaskar

A/2, Gorewada NMC Colony, Gorewada Road, Nagpur

Summary

Dynamic professional with proven expertise in team leadership and sales strategy at Motilal Oswal Financial Services Ltd. Skilled in client acquisition and relationship management, I have successfully enhanced sales effectiveness and driven revenue growth. My proactive approach and market analysis capabilities have consistently resulted in increased client loyalty and referrals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Cluster Manager (Team Leader)

Motilal Oswal Financial Services Ltd.
Nagpur
06.2024 - Current

Facilitated joint meetings with bank alliance channel and retail channel team members to enhance sales effectiveness.
Supported team members in closing calls using sales techniques.
Promoted diverse financial products, including Demat accounts, Broking, B2B, life insurance, general insurance, mutual funds, PMS, AIF, and Third party products like TGS and IAP.

Deputy Manager (Relationship Manager)

Kotak Securities Ltd.
Nagpur
02.2023 - 05.2024

Managed B2B and B2C verticals to drive revenue growth.
Acquired and handled clients and partners, ensuring alignment with business objectives.
Provided guidance on products including Demat, Broking, Insurance, and PMS.
Generated leads for loan products to expand client offerings.
Built and maintained strong client relationships to enhance loyalty. Delivered high-touch client service, resulting in increased referrals.

Assistant Manager

Motilal Oswal Financial Services Ltd.
Nagpur
01.2020 - 01.2023

Acquired and managed retail and HNI clients to ensure alignment with strategic business goals.
Provided expert guidance on Demat, Broking, Insurance, PMS, and TPP products like TGS and IAP.
Built and maintained client relationships to boost loyalty and retention.Delivered high-touch service that significantly increased referral rates.

Relationship Officer

Ventura Securities Ltd.
Nagpur
07.2017 - 09.2019
  • Managed B2B and B2C verticals to drive revenue growth. Acquired and handled clients and partners, ensuring alignment with business objectives. Provided guidance on products including Demat, Broking, Insurance, and PMS. Built and maintained strong client relationships to enhance loyalty. Delivered high-touch client service, resulting in increased referrals.

Education

Bachelor of Science - (Chemistry, Botany & Zoology)

.
RTMNU Nagpur University
01-2018

MBA - (Finance And Marketing)

C. V. Raman
Open University

Skills

  • Team leadership
  • Sales strategy
  • Client acquisition
  • Market analysis
  • Lead generation
  • Relationship management
  • Problem solving

Certification

  • NISM VA - Mutual Fund Distributor
  • IRDA - Insurance Advisor

Timeline

Cluster Manager (Team Leader)

Motilal Oswal Financial Services Ltd.
06.2024 - Current

Deputy Manager (Relationship Manager)

Kotak Securities Ltd.
02.2023 - 05.2024

Assistant Manager

Motilal Oswal Financial Services Ltd.
01.2020 - 01.2023

Relationship Officer

Ventura Securities Ltd.
07.2017 - 09.2019

Bachelor of Science - (Chemistry, Botany & Zoology)

.

MBA - (Finance And Marketing)

C. V. Raman
Vikrant Rewaskar