Summary
Overview
Work History
Education
Skills
Timeline
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Vinayak Kedia

Vinayak Kedia

Kolkata

Summary

Dynamic Relationship Manager with a strong track record in driving sales and enhancing client satisfaction. Proficient in client relationship management, financial planning, and strategic sales techniques, resulting in increased productivity and efficiency. Recognized for exceptional communication and problem-solving abilities, fostering positive interactions with clients and team members alike. A dedicated professional committed to upholding integrity while achieving organizational goals.

Overview

2
2
years of professional experience

Work History

Wealth Advisor- Senior Manager

PL Capital Ltd - Prabhudas Liladher
Kolkata
11.2024 - Current
  • Enhanced asset under management by strengthening connections with current clients in mutual funds and other products. Currently having AUM of approximately. 7crores
  • Monitored potential markets for acquisition of affluent and super affluent clients.
  • Revitalized dormant accounts through regular follow-ups and engagement techniques.
  • Enhanced financial performance with persistent focus on long-term client profitability.
  • Delivered market insights alongside investment strategies tailored to evolving financial conditions.

Senior Executive

Motilal Oswal Financial Services
Kolkata
09.2023 - 10.2024
  • Facilitated customer interactions to assess specific needs.
  • Activate trading accounts for clients, and guide new entrants in understanding equity market dynamics.
  • Selling of products: mutual funds, PMS, structured products, bonds, and insurance.
  • Drive revenue growth while ensuring client profitability, and long-term engagement.
  • Provide clients with market insights and investment advisory services based on current financial conditions.
  • Acquired and maintained high-net-worth relationships through exceptional service.

Education

MBA - Finance & Marketing

CMS BUSINESS SCHOOL
BENGALURU
12.2018

B.COM(H) -

The Bhawanipur Education Society College
Kolkata
07.2014

Skills

  • Investment asset management
  • Client onboarding
  • Client relationship management
  • Revenue enhancement techniques
  • Private equity investments
  • Experience with mutual fund management
  • Alternative investments
  • Technical analysis
  • Comprehensive understanding of insurance offerings
  • Strong communication and interpersonal skills
  • Consultative selling and a solution-oriented approach
  • Goal-oriented, and self-motivated
  • Time management and multitasking abilities
  • MS Office applications, Google Sheets, etc

Timeline

Wealth Advisor- Senior Manager

PL Capital Ltd - Prabhudas Liladher
11.2024 - Current

Senior Executive

Motilal Oswal Financial Services
09.2023 - 10.2024

MBA - Finance & Marketing

CMS BUSINESS SCHOOL

B.COM(H) -

The Bhawanipur Education Society College

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Vinayak Kedia