Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
BusinessAnalyst
ISHAN KIRTI DOSHI

ISHAN KIRTI DOSHI

Sault Ste. Marie,ON

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Also, Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

7
7
years of professional experience

Work History

Senior Client Relationship Manager

Max Life Insurance Co Ltd
03.2019 - 07.2023
  • Addressed and resolved customer complaints and issues to improve satisfaction.
  • Built relationships with customers and community to establish long-term business growth.
  • Assessed investment portfolios for High Net Worth Individual (HNI) and Ultra High Net Worth Individual (Ultra HNI) clients of Axis Bank.
  • Managed relationships with wealth management relationship managers at Axis Bank, aiding them in attaining both short-term and long-term investment objectives.
  • Fostered strong rapport with branch managers and wealth relationship managers, organizing diverse activities to enhance business opportunities for the organization.
  • Delivered training sessions to Axis Bank's wealth managers on various financial products.
  • Collaborated with senior branch teams and branch managers through joint client meetings.
  • Provided routine market updates and insights on different investment products.

Relationship Manager

Bajaj Capital ltd
03.2018 - 03.2019
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Designing and coordinating diverse initiatives aimed at enhancing business growth within the organization.
  • Supported financial director with special projects and additional job duties.

Relationship Associate

Yes Bank Ltd
06.2016 - 09.2017
  • Successfully managed operations across 14 YES BANK branches, focusing on retail asset products including Equipment Finance (Medical Equipment Loan & Printing Equipment Loan).
  • Collaborated with diverse stakeholders such as Direct Selling Agents (DSAs), manufacturers, Dealership Development & Support Agents (DDSAs), and branches to efficiently facilitate Equipment Loan processes.
  • Proficiently sold an array of financial products, including Personal Loans, Home Loans, Loan Against Property (LAP), Current Account and Savings Account (CASA) services, and investment instruments like Mutual Funds, Portfolio Management Services (PMS), and Insurance.
  • Proficiently sold an array of financial products, including Personal Loans, Home Loans, Loan Against Property (LAP), Current Account and Savings Account (CASA) services, and investment instruments like Mutual Funds, Portfolio Management Services (PMS), and Insurance.
  • Fostered positive relationships with Branch Managers and Dealers while strategically organizing diverse activities to bolster business generation for the product.
  • Facilitated workshops and seminars to educate customers on product features and benefits.

Education

MBA - Finance

Rizvi Institute of Management Studies And Research
Mumbai, India
03.2016

Bachelor of Accounting - Accounting And Finance

Malini Kishor Sanghvi of Commerce And Economics
Mumbai, India
03.2014

H.S.C - Commerce And Business Administration

Thakur College of Science And Commerce
Mumbai, India
03.2011

S.S.C - SCHOOL

Swami Vivekanand International School
Mumbai , India
03.2009

Skills

  • Customer Engagement
  • Performance Goals
  • Team Leadership
  • Product Knowledge
  • Professional Relationships
  • Policy Adjustment Knowledge

Hobbies

Proud Representative of MAHARASHTRA NATIONAL FOOTBALL TEAM :

  • Showcased talent as a member of the Maharashtra National Football Team, achieving the remarkable feat of securing the 3rd Prize at the National Level.

Multi-Sport Excellence at Junior and Degree College :

  • Demonstrated sporting prowess by actively participating in Football and Cricket at both Junior and Degree College levels.

Prominent Presence in Premier Associations :

  • Contributed to the reputation of premier sports organizations by playing Cricket for the prestigious Mumbai Cricket Association (MCA) and Football for the renowned Mumbai Football Club (MFC).

Outstanding School Representation and Leadership:

  • Led the School Cricket and Football Teams as the CAPTAIN, resulting in achieving the 2nd Prize in Football and the 1st Prize in Cricket at the District Level.

Timeline

Senior Client Relationship Manager

Max Life Insurance Co Ltd
03.2019 - 07.2023

Relationship Manager

Bajaj Capital ltd
03.2018 - 03.2019

Relationship Associate

Yes Bank Ltd
06.2016 - 09.2017

MBA - Finance

Rizvi Institute of Management Studies And Research

Bachelor of Accounting - Accounting And Finance

Malini Kishor Sanghvi of Commerce And Economics

H.S.C - Commerce And Business Administration

Thakur College of Science And Commerce

S.S.C - SCHOOL

Swami Vivekanand International School

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ISHAN KIRTI DOSHI