RUCHIKA MUNJEWAR
Montreal,QC
Summary
Highly Motivated and ambitious professional with 4.5 years of experience in Mutual fund Industry. Provided comprehensive financial advices to clients & trusts and have an successful track record of portfolio management. Aiming to serve clients and help them to live their dreams with financial literacy and stability.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Manager( Relationship Manager)
UTI Asset Management Company
2019.06 - 2024.01
- Generated new business and referral clients in partnership with 200+ Independent Financial Advisors.
- Served as a Mutual fund Representative (Relationship Manager) for UTI AMC and managed a branch of approx 21M Asset Under Management.
- Grew my branch AUM by approx 16% and outperformed by having 72% SOW in one of renowned government bank in my jurisdiction.
- Managed existing client portfolios and help them to achieve their financial goals with my best ability to comprehend financial planning resources.
- Provided Investment advices to new and existing clients and use to offer managed products like mutual funds according to clients need.
- Timely reviewed performances of portfolio and provided rebalanced recommendation to clients.
- Expertise in retirement planning, Tax planning, and child career planning.
- Effectively helped the clients to efficiently plan the asset mix and develop portfolio according to their risk appetite which resulted in extraordinary returns.
- Implemented effective business development strategies to convince business partners (IFA) to accept proposals, resulting in increase of AUM (Assets Under Management)
- Best asset and strategies worked for me is building effective relationship with clients and business partners, product knowledge and understanding of Market behavior.
- Managed a team of 3 operational staff under me and help them to complete their financial certification (NISM) by training them in a core area of Mutual fund operations and also to comply with audit constraints.
- Facilitated live training to new recruited IFAs and also conducted conferences with HNI & UHNIs clients.
- Responsible for administrative, operational and auditing work of branch.
- Surpass the level3 target every year and able to get promoted twice in 4.5 years.
Business Development Executive
Robokart
2018.05 - 2018.07
- Assisted the company to increase revenue by bringing clients by cold calling and scheduling meetings with them.
- Worked for Government of India under NITI AAYOG project called Skill India by helped in implementing Tech-labs in school.
Education
MBA - Marketing
Mumbai University
Mumbai,India08.2019
Bachelor of Engineering - Electronics
Nagpur University
Nagpur,India08.2016
Skills
- Equity and Fixed Income Markets
- Relationship Building
- Investment and Wealth Planning
- Portfolio Management
- Organizational skill
- Communication
- Administrative skill
- Influential & Problem solving
- Tableau, MS office tools
- Structured Query Language
- Risk Management
Languages
English
Full Professional
Hindi
Native or Bilingual
Marathi
Native or Bilingual
Certification
Canadian Securities Course
National Institute of Securities Market V
Personal Finance Essentials Course by Mcgill
Awards and Achievement
Achievements -
- Able to generate highest SOW Pan India with Bank of baroda which is 72%.
- Ranked 8th Pan India in Farewell PACs login campaign.
- Qualifier of all the regional level Diwali eve campaign.
- Qualifier of most of the NFO achiever campaign.
Awards-
- Awarded for highest achiever award for increase in QAAUM in SOW - Equity.
- Awarded for highest contribution in PAC mobilization in May 2023.
- Awarded for the best presentation at UTI Regional Annual Meet.
- Certification of appreciation for highest no. of PACs login in single day in Feb 2022.
- Awarded under intern MFD Empanelment Contest.
Traits
- Patience
- Customer Engagement
- Adaptability
- Flexible
Disclaimer
I hereby declare that the above mentioned information is correct to my knowledge and I bear the responsibility for the correctness of the above mentioned particulars.
Timeline
Manager( Relationship Manager)
UTI Asset Management Company
2019.06 - 2024.01
Business Development Executive
Robokart
2018.05 - 2018.07
MBA - Marketing
Mumbai University
Bachelor of Engineering - Electronics
Nagpur University
Canadian Securities Course
National Institute of Securities Market V
Personal Finance Essentials Course by Mcgill
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