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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
01.2021 - 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
09.2018 - 11.2019
- 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
07.2017 - 04.2018
- 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 04.2012 - 05.2014
Bachelor Of Financial Market - Capital Market
K C College
Churchgate Mumbai 05.2014 - 05.2017
Skills
Excel
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
01-2024
NISM V-A Mutual fund Distribution
01-2024
Qualified Personal Finance Professional, Network FP
10-2023
Advanced Comprehensive Financial Plan Construction, Network FP
07-2023
NISM VII Securities Operations and Risk Management
04-2022
Fundamental Analysis - NSE
04-2022
Retirement Planning - Aditya Birla AMC
06-2021
Debt 360 -IDFC AMC
06-2021
Business Associate
Motilal Oswal Financial Services Ltd
01.2021 - Current
Communication Skills - TCS iON
08-2020
Stock Market Training - Motilal Oswal Financial Services Ltd
08-2020
Technical Analysis
12-2019
Equity Advisor
Motilal Oswal Financial Services
09.2018 - 11.2019
Relationship Manager
India Infoline Finance Ltd
07.2017 - 04.2018
Bachelor Of Financial Market - Capital Market
K C College
05.2014 - 05.2017
X & XII - Commerce
Rotary English Medium High School
04.2012 - 05.2014