Oil painting : Abstract and portraits
Yashaswi Tiwari
Financial Services Professional
Delhi, India
Summary
13+ years experienced professional with financial services industry. Ethical, results-driven, team player, analytical for operational excellence and creative thinker. Looking to leverage education and diverse experience in finance, banking operations, investment advisory, client servicing and training to take on a dynamic role in contributing business results.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
6
6
Certifications
Work History
Training Manager- Sales Support
Kotak Mahindra Asset Management Company Ltd
2021.12 - Current
- Facilitated ~ 140 educational seminars and workshops (~11000 participants) for existing clients, prospects, financial product distributors and employees on business growth strategies, personal finance management and financial planning.
- Leveraged advanced communication skills to explain complex financial concepts in easy understandable terms for clients.
- Participated in ongoing professional development programs to keep current with wider financial services marketplace, regulatory environment and obtained necessary compliance certifications to maintain expertise in field of mutual funds and investments.
- Developed and maintained strong knowledge of economy, industry trends, capital markets and varying levels of benefits within multiple product.
- Conducted training need assessment with distributors & sales teams across the country and created tailored presentations to diverse audiences, ensuring relevance and understanding of the subject matter.
- Prepared and maintained reports on training programs conducted and collected-collated Participants feedback & recommendations.
Associate Vice President - Training
Motilal Oswal Financial Services Ltd
2016.02 - 2021.12
- Supervised South India training team to fulfill training requirements of Broking and Distribution channels. Managing training requirements for ~600 employees in South India
- Developed courses based on adult learning principles and theories. Hands on experience with Learning Management system.
- Significant experience using digital software and tools like Microsoft Office Powerpoint, Excel, Word, Outlook, online tools like Miro-board, mentimeter, quizizz etc.
- Fair understanding of financial services products : Equity, Fixed Income, Derivatives, Mutual funds, Portfolio Management Services, AIF, Private Equity etc
- Mentored junior team members, providing guidance on best practices and strategies to overcome challenges while simultaneously strengthening their professional skillsets.
- Took initiatives in creative and engaging approaches to enhance trainee personal experience.
Equity Advisor
Kotak Securities
2015.04 - 2016.02
- Developed strong relationships and rapport with clients, resulting in increased trust and repeat business.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Leveraged advanced trading tools and software, enhancing speed and accuracy of trade executions.
- Collaborated closely with research analysts, gaining insights crucial for informed decision making.
- Fostered collaborative work environment through effective communication with colleagues across departments.
- Provided customer service, addressing inquiries proactively and resolving concerns effectively.
- Maintained compliance with industry regulations, safeguarding both firm and client interests.
Personal Banker
HDFC Bank Ltd
2012.08 - 2013.08
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Managed branch cash and non cash operations, balanced cash drawers and vault accounts with zero discrepancies. Executed and authorized wire transfers and account transfers.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Processed customer requests and instructions for existing banking services and assisted new/walk-in customers with setting up accounts, completing loan applications, and signing up for new services.
- Ensured accurate record-keeping by diligently reviewing transaction reports and making necessary adjustments.
- Enhanced customer satisfaction by efficiently resolving issues and addressing inquiries. Managed branch complain resolution portal.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
Bank Officer
The Nainital Bank Ltd
2009.11 - 2012.07
- Processed customer banking cash/non cash transaction and services requests efficiently.
- Maintained strict confidentiality of bank records and client information.
- Assisted walk-in customers for banking services, including handling transactions for seamless execution.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Adhered to banking standards and government lending guidelines for loan services.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Assisted customers with completing loan applications and other paperwork.
- Analyzed applicants' financial status, credit and property evaluations to determine loan feasibility.
- Meticulously reviewed applicant documentation, performed credit appraisals, document verification loan approvals, annual account credit limit reviews and credit increase review requests.
- Examined customer loan applications for loan approvals and denials.
Education
MBA - Finance
Dehradun Institute of Technology
Dehradun, India 2007.08 - 2009.07
Bachelor of Science - Physics, Chemistry And Mathematics
DSB Campus
Nainital, India 2004.08 - 2007.08
Skills
Customer Service
Certification
FPSB India - Investment Planning Specialist Certification
Interests
Cooking
Additional Information
Pursuing Certified financial planner (CFP) India - all written exams are cleared, will be submitting financial plan shortly
Timeline
FPSB India - Investment Planning Specialist Certification
2023-09
FPSB India - Retirement and Tax Planning Specialist
2023-09
FPSB India - Risk and Estate Planning Specialist
2023-09
Canadian Securities Course (CSC)
2023-05
NISM : Portfolio Management Services Distributors certification (regulatory requirement)
2023-02
Training Manager- Sales Support
Kotak Mahindra Asset Management Company Ltd
2021.12 - Current
NISM: Mutual Fund Distributors certification (regulatory requirement)
2021-10
Associate Vice President - Training
Motilal Oswal Financial Services Ltd
2016.02 - 2021.12
Equity Advisor
Kotak Securities
2015.04 - 2016.02
Personal Banker
HDFC Bank Ltd
2012.08 - 2013.08
Bank Officer
The Nainital Bank Ltd
2009.11 - 2012.07
MBA - Finance
Dehradun Institute of Technology
2007.08 - 2009.07
Bachelor of Science - Physics, Chemistry And Mathematics
DSB Campus
2004.08 - 2007.08
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