Tushar Randive
Guelph,ON
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over a year of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
Edelweiss Financial Services ( Nuvama Wealth )
06.2022 - 06.2023
- 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.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Facilitated workshops and seminars to educate customers on product features and benefits.
- Built and strengthened industry partnerships to improve product placements, amplify coverage and maximize effectiveness of marketing strategies.
Project timeline manager
G.D Fashion
01.2019 - 03.2019
- Coordinated project planning and execution with team members and team leads.
- Communicated effectively with team members to deliver updates on project milestones and deadlines.
- Directed planning and budgeting efforts.
- Prioritized roadmap in order to achieve product goals and metrics.
Site Supervisor
Gadin Consultancy And Co.
12.2018 - 01.2019
- Oversaw personnel safety and efforts at work site.
- Maintained records and logs of work performed and materials and equipment used.
- Resolved issues among team members to keep employees on task.
Education
BBA - Commerce & Science, Management Studies
Rajiv Gandhi College of Arts,Commerce & Science
Vashi, India05.2022
Skills
- Strategic and Financial Planning
- Cold Calling
- Customer Inquiries
- Investment Expertise
- Financial Instrument
- Asset Allocation
- Customer Relationship Management
- Customer Portfolio Management
- Financial Services
- Financial Profiling
Additional Information
- Academic and Extracurricular Achievements: , Best Student Award for the academic year 2012-2013 . Awarded first prize in Inter-College Debate Competition organized by Saraswati college of engineering in 2018. Research Project: Ongoing primary research on ‘study on multi level marketing of Amway’ in a sample size of 100 through questionnaires and surveys.
Certification
- Introduction to Data Analytics with Python
- Data Analytics-Mining and Analysis of Big Data
Timeline
Preferred Relationship Manager
Edelweiss Financial Services ( Nuvama Wealth )
06.2022 - 06.2023
Project timeline manager
G.D Fashion
01.2019 - 03.2019
Site Supervisor
Gadin Consultancy And Co.
12.2018 - 01.2019
BBA - Commerce & Science, Management Studies
Rajiv Gandhi College of Arts,Commerce & Science
- Introduction to Data Analytics with Python
- Data Analytics-Mining and Analysis of Big Data
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