VIVEK SURYAWANSHI
Kamothe, Panvel, Navi Mumbai
Summary
To work with as a world-class environmental organization, which will foster my innovation and creativity in a prestigious and challenging environment where my skills and capabilities can be utilized to the fullest for the benefit of self and organization.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sr. Relationship Manager-ARMG
PHILLIPCAPITAL INDIA PVT LTD.
MUMBAI
02.2019 - Current
- Catering to the investment needs of clients by providing them with research-based advice in equity, derivatives, investment advisory products, PMS, and structured product offerings.
- Managing the Portfolio of Retail, HNI, and UHNI clients.
- Responsible for product penetration and increasing clients' wallet share.
- Identifying prospective clients and going for client visits.
- Advising clients on technical bases to regular trading and investments across all segments.
- Product-wise revenue generation.
- Providing trading support and advisory support, and generating revenue to achieve target.
- Handling customers for all the inquiries related to trades, back office, risk management, trading platforms, and support.
- Achieve targets as assigned by the organization on a monthly, quarterly, and yearly basis.
Relationship Officer (Online Marketing)
VENTURA SECURITIES LTD.
06.2010 - 12.2013
- Acquisition Of Demat & Trading Account From Open Market And Online Leads
- Achieving Monthly Targets
- Meeting Clients And Pitching Equity Products
- Hand Holding Of Clients During Initial Phases
- Take Access Charges From The Clients
- Cross Selling of Mutual Funds and Commodity
- Participating in Promotional Event’s for lead generate
- Solving queries, requests and complaints of clients.
Relationship Manager-Marketing
ANAND RATHI SHARES AND STOCK BROKERS LIMITED.
01.2010 - 06.2010
- Acquisition of Demat and Trading account from open market
- Selling Advance Brokerage Plans
- Collecting of Adequate margins from the clients
- Giving Online Software demo's
- Solving Clients queries, requests and Complaints.
Tele Sales Executive (Sharekhan's Demat Account)
HORIZON SOLUTION
02.2009 - 12.2009
- Selling Demat accounts on Call
- Generate Leads
- Giving Online Demo of Software (TradeTiger)on Call
- Advising clients on market Solving queries, requests and complaints of clients.
Tell-caller Marketing Executive
ANDROMEDA MARKETING PVT. LTD.
02.2008 - 01.2009
- Selling Royal Sundaram’s Online Insurance Mediclaim Policies
- For that getting details of Credit Cards for Execute Sales
- New policies for New Credit Card Holders.
Team Leader (Online Marketing)
VENTURA SECURITIES LTD
THANE
01.2014 - 01.2019
- Achieve Sales Team Target Set by Management.
- Responsible for handling sales team and financial products.
- (Equity, Mutual Funds, Commodities)
- New Client's Acquisition for Demat Account, Commodity, and Mutual Funds.
- Training and Guidance to Team Members.
- Conduct Promotional Activities at Corporate Premises for lead generation.
- Cross-selling of Other Products
- Maintain relationship with existing clients for repeat business or references.
- Reporting to the Marketing Manager on sales.
Education
Bachelor of Commerce -
Mumbai University
Mumbai 01-2021
Skills
- Client Engagement
- Requirements Determination
- Solution management
- Relationship Building
- Service assistance
- New Business Development
Certification
NISM-SERIES-VIII: EQUITY DERIVATIVES CERTIFICATION EXAMINATION
Personal Information
- Date of Birth: 03/05/85
- Marital Status: Married
Languages
English, Hindi, Gujarati, Marathi
Timeline
Sr. Relationship Manager-ARMG
PHILLIPCAPITAL INDIA PVT LTD.
02.2019 - Current
Team Leader (Online Marketing)
VENTURA SECURITIES LTD
01.2014 - 01.2019
Relationship Officer (Online Marketing)
VENTURA SECURITIES LTD.
06.2010 - 12.2013
Relationship Manager-Marketing
ANAND RATHI SHARES AND STOCK BROKERS LIMITED.
01.2010 - 06.2010
Tele Sales Executive (Sharekhan's Demat Account)
HORIZON SOLUTION
02.2009 - 12.2009
Tell-caller Marketing Executive
ANDROMEDA MARKETING PVT. LTD.
02.2008 - 01.2009
Bachelor of Commerce -
Mumbai University
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