VISHAL PANDEY
FLAT NO.20 3RD FLOOR NARYAN BUILDING ARDESHAR DADI STREET MUMBAI
Summary
Strategic-thinking professional with several years of experience building relationships, cultivating partnerships, retaining top accounts and growing profit channels by establishing trust. Persuasive and self-motivated with expertise in expanding network connections and introducing products. Well-versed in educating clients, implementing pricing strategies, and driving territory development.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
Work History
First Wealth Relationship Manager
IDFC FIRST Bank Ltd
Mumbai
09.2024 - Current
- Identified needs of customers promptly and efficiently.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Completed day-to-day duties accurately and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Collaborated with other team members to develop customized solutions for clients' wealth management needs.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
Signature Relationship Manager
RBL Bank Ltd
Mumbai
06.2024 - 08.2025
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Established strong relationships with clients through regular, personalized communication.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
Business Development Manager
SBI LIFE INSURANCE C0.
MUMBAI CITY
06.2023 - 06.2024
- Maintained a database of existing customers and prospective leads.
- Supported sales team members to drive growth and development.
- Leveraged cold calling, in-person visits and referrals to build leads.
- Developed short-term and long-term vision and strategy to achieve targeted sales objectives.
- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Monitored competitors' activities, prices, products, services., in order to stay ahead of the competition.
SENIOR CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE CO.
MUMBAI
11.2022 - 06.2023
- Organized meetings and conferences between senior management and clients.
- Developed strategies to increase efficiency within the organization.
- Established and met daily targets for telephone or electronic communication and personal visits to clients and prospects to achieve solicitation volume proportionate to revenue targets.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Resolved customer inquiries and complaints requiring management-level escalation.
Business Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE CO.
MUMBAI
09.2019 - 03.2021
- Managed the entire sales process from lead generation through close of sale.
- Created monthly reports outlining progress towards achieving targets as well as recommendations for improvement.
- Established strong relationships with key decision makers at client organizations.
- Enhanced sales volume through skilled support to both new and inactive customers.
Relationship Manager-DBS Assurebanking
TATA AIA LIFE INSURANCE CO.
MUMBAI
06.2018 - 09.2019
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Generated reports regarding customer interactions, performance metrics, revenue goals.
- Maintained accurate records of all client interactions within the company's CRM system.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Education
NISM 5A - Finance
NISM
MUMBAI06-2024
NISM 10A cleared - FINANCE
NATIONAL INSTITUTE OF SECURITIES MARKET
MUMBAI04-2024
Bachelor of Commerce - COMMERCE
Kishinchand Chellaram College
MUMBAI04-2017
HSC - COMMERCE
BJPC INSTITUTION
MUMBAI02-2015
SSC - SSC
Marwari Commercial High School
Mumbai06-2013
CFA LEVEL 1 CANDIDATE - Finance
CFA INSTITUTE
USASkills
- MS Office
- Microsoft Excel
- Derivatives trading
- Financial Management
- Decision-Making
- Attention to Detail
- Portfolio Management
- Investment Analysis
- Competitive Analysis
- Business research
- Technical Analysis
- Ratio analysis
- Public Speaking
Accomplishments
- Top performer in the organization.
- Received awards like best performer employee of the year.
- Received awards like best performer employee of the Month.
- Achieve many trip contest across the India as well as outside of India.
- Several leadership roles at Rotaract Club (2016 - 2017).
Languages
3,B1,6,C2
Education and Training
true,other,other,other,other,other,other
HOBBIES
Curious to meet different people to explore new ideas
Travelling
Reading Book
- The compound effect by Darren Hardy
- Mahabharata by krishna Dharma
- Krishna by A. C. Bhaktivedanta Swami Prabhupāda
- Ajamila by A. C. Bhaktivedanta Swami Prabhupāda
- 5 Rules of successful investing by Pat Dorsey
- How to win friends and influence people
- The power of subconscious mind by Joseph Murphy
- The 10X Rule by Grant Cardone
- Atomic Habit by James Clear
- Financial Shenanigans by Howard Mark Schilit
- Coffee can Investing by Saurabh Mukherjea
- Security Analysis by Benjamin Graham
- The Art of thinking Clearly by Rolf Dobelli
- Masterclass with super-Investors by Vishal Mittal
- The Power of Habit by Charles Duhigg
- 7 Habits of Highly Successful People by Stephen Covey
Timeline
First Wealth Relationship Manager
IDFC FIRST Bank Ltd
09.2024 - Current
Signature Relationship Manager
RBL Bank Ltd
06.2024 - 08.2025
Business Development Manager
SBI LIFE INSURANCE C0.
06.2023 - 06.2024
SENIOR CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE CO.
11.2022 - 06.2023
Business Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE CO.
09.2019 - 03.2021
Relationship Manager-DBS Assurebanking
TATA AIA LIFE INSURANCE CO.
06.2018 - 09.2019
NISM 5A - Finance
NISM
NISM 10A cleared - FINANCE
NATIONAL INSTITUTE OF SECURITIES MARKET
Bachelor of Commerce - COMMERCE
Kishinchand Chellaram College
HSC - COMMERCE
BJPC INSTITUTION
SSC - SSC
Marwari Commercial High School
CFA LEVEL 1 CANDIDATE - Finance
CFA INSTITUTE
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