YASHDEEP SINGH
VAPI
Summary
Dynamic financial services expert with established success at Turtlemint Mutual Fund Distributors. Proficient in regulatory compliance and client relationship management, consistently surpassing sales targets. Adept at developing customized investment strategies that elevate client satisfaction and stimulate growth. Committed to providing informed solutions that align with clients' financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Chief Business Manager
Turtlemint Mutual Fund Distributors Private Limited
09.2024 - Current
- Maintained a clean record while developing extensive knowledge of industry regulations and compliance requirements.
- Increased client satisfaction through timely, accurate communication of mutual fund performance.
- Consistently exceeded sales targets, contributing to overall company growth.
- Conducted regular portfolio review meetings, ensuring investments aligned with financial objectives.
- Educated Digital Partners and clients on diverse mutual fund options for informed investment decisions.
Solution Manager- ERMG
ICICI Securities Limited
Ahmedabad
03.2023 - 08.2024
- Cultivated customer relationships by delivering tailored investment solutions to address diverse needs.
- Handled client inquiries effectively to resolve issues promptly and enhance satisfaction.
- Executed cross-selling strategies for Health Insurance and Term Plan Insurance, increasing product uptake.
- Managed assigned assets under management (AUM) while promoting Mutual Fund sales.
FINANCIAL SERVICES REPRESENTATIVE
ROHIT FINVEST
08.2019 - 02.2023
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Worked with clients and finance companies to find optimal solutions for financing
- Discussed financial options with clients and provided informed suggestions
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
- Met with clients to understand goals and recommend solutions to fit specific needs
Education
BBA - Accounting And Finance
SAVITRIBAI PHULE PUNE UNIVERSITY
PUNE, MAHARASHTRA05.2019
HSC - Science Education
SRI CHAITANYA JR. COLLEGE OF COMMERCE AND SCIENCE
VISHAKHAPATNAM, ANDRA PRADESHSSC - HIGH SCHOOL
MAA DURGA JI SR. SEC. VIDYALAYA
JAUNPUR, UTTAR PRADESH03.2014
Skills
- Regulatory compliance
- Financial analysis
- Client relationship management
- Investment strategy
- Sales strategy
- Market research
Certification
- Mutual Fund Distributors Certification Series V-A, NISM, 02/01/23, 02/01/26
Timeline
Chief Business Manager
Turtlemint Mutual Fund Distributors Private Limited
09.2024 - Current
Solution Manager- ERMG
ICICI Securities Limited
03.2023 - 08.2024
FINANCIAL SERVICES REPRESENTATIVE
ROHIT FINVEST
08.2019 - 02.2023
BBA - Accounting And Finance
SAVITRIBAI PHULE PUNE UNIVERSITY
HSC - Science Education
SRI CHAITANYA JR. COLLEGE OF COMMERCE AND SCIENCE
SSC - HIGH SCHOOL
MAA DURGA JI SR. SEC. VIDYALAYA
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