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Viraj Poyrekar
Qualified Personal Finance Professional ®
Navi Mumbai
Summary
Business Associate supporting clients and serving as primary business contact. Excel in building relationships with clients, identifying new business opportunities, handling client communication and communicating business offerings to customers. Skilled leader during business meetings and making sales field visits. Strong business acumen, attention to detail, excellent communication, and interpersonal skills. Highly motivated and positive individual with great organizational and communication skills. Customer service master and efficient problem solver. Deftly manages administrative functions while delivering thorough answers and solutions to foster exceptional customer experiences.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
11
11
Certifications
3
3
Languages
Work History
Business Associate
Motilal Oswal Financial Services Ltd
Mumbai
2021.01 - Current
- Applied core knowledge to effectively communicate sensitive or technical information while adhering to regulatory guidelines
- Researched, analyzed, and projected market data for potential clients
- Proactively engaged with customer in various order to provide in-depth product knowledge
- Dealing with different companies relationship managers for completing assigned or pending task
- Managing Portfolio of NRI & HNI Clients
Equity Advisor
Motilal Oswal Financial Services
Mumbai
2018.09 - 2019.11
- Met with clients to discuss assets, liability, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Facilitated new client onboarding process and investment account setup
Relationship Manager
India Infoline Finance Ltd
Mumbai
2017.07 - 2018.04
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Worked as front desk and with Advisory & operations departments to facilitate communication and deliver personalized solutions to customers
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction
- Facilitated workshops and seminars to educate customers on product features and benefits.
Education
X & XII - Commerce
Rotary English Medium High School
Navi Mumbai 2012.04 - 2014.05
Bachelor Of Financial Market - Capital Market
K C College
Churchgate Mumbai 2014.05 - 2017.05
Skills
ExcelMS OfficeCross selling
Financial Risk management
Portfolio ManagementData analysisAnalytical and Critical Thinking
Excellent Communication
Technical Analysis
Investment and Wealth Management
New business generation
Strategic selling
NRI & HNI Client Handling
Accomplishments
- Achieved promotion by completing tasks with accuracy and efficiency
- Multibagger Stock pick challenge Award
- HDFC Life Certificate for Achievement of Digital Product Certification in Phase 1
- HDFC Life Certificate for Achievement of Digital Product Certification in Phase 2
Software
Maharashtra State Certificate in Information Technology
Products Knowledge
- Life Insurance
- Mutual Fund
- Loans
- PMS & AIF
- Deposits & Bonds
- Health Insurance
- International Investment
- Share Market (Equity and Derivatives)
Certification
Qualified Personal Finance Professional, Network FP
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Stop chasing the money and start chasing the passion.
Tony Hsieh
Timeline
Investors & there financial goal and Behavioural biases - SBI Mutual fund
2024-01
NISM V-A Mutual fund Distribution
2024-01
Qualified Personal Finance Professional, Network FP
2023-10
Advanced Comprehensive Financial Plan Construction, Network FP
2023-07
NISM VII Securities Operations and Risk Management
2022-04
Fundamental Analysis - NSE
2022-04
Retirement Planning - Aditya Birla AMC
2021-06
Debt 360 -IDFC AMC
2021-06
Business Associate
Motilal Oswal Financial Services Ltd
2021.01 - Current
Communication Skills - TCS iON
2020-08
Stock Market Training - Motilal Oswal Financial Services Ltd
2020-08
Technical Analysis
2019-12
Equity Advisor
Motilal Oswal Financial Services
2018.09 - 2019.11
Relationship Manager
India Infoline Finance Ltd
2017.07 - 2018.04
Bachelor Of Financial Market - Capital Market
K C College
2014.05 - 2017.05
X & XII - Commerce
Rotary English Medium High School
2012.04 - 2014.05