Priya Shah

Addresss: 502, Shiv Height, Opp Raghunath Vihar, Kharghar , Mumbai-410210 Email: Priyashine00@gmail.com, Phone : +91 9969651839

~ Sales & Marketing ~ Customer Relationship management ~ Business Development ~Equity Dealer ~ Advisory

PROFILE

Result-oriented Assistant Manager associated with India Infoline Limited with 4 years and 9 months of substantial experience in Banking, Insurance, Mutual funds, Equity Advisoy, Business Development, Channel Management and Customer Service.

Managed a Premia/ HNI Customers’ portfolio in India Infoline Limited.

Managed a portfolio of Preferred Banking Customers with Total Relationship Value of Rs10 Lakh and more, conducted competitor analysis by keeping abreast of market trends and competitor moves as well as mapped & developed new streams for long-term revenue growth conceptualizing and implementing various systems, improving the efficiency of the organization at India Infoline Limited as a Relationship Manager (Advisory).

Extensively handled all aspects of Financial Products & tools, Insurance, Branch Operations Management, Strategic Business Development, Customer Service, Relationship Management and Team Management.

Possesses communication, interpersonal and problem-solving skills, providing business intelligence-based solutions to address clients’ concerns.

Team player, optimistic, leading cross-functional teams in enhancing operational efficiency with a passion for excellence and 5 year’s rich experience in Business Development and Customer Relationship Management

Experienced at handling sales and marketing operations to stimulate sales growth and realize organizational objectives.

Demonstrated excellence in identifying and developing key and institutional clients for business excellence and accomplishment of targets.

Proven skills in promoting wide variety of financial products/ retirement solutions offering a consultative sales approach

SKILLS

Team Leading Skills Branch Operations Business Development

Cost Management Strategic Planning Portfolio Management

Customer Service Wealth Management Services Financial Planning

Relationship Management Market Analysis Client Need Analysis

Employment Profile India Infoline Ltd. 11th Apr’ 13 – 17th Jun’ 16Equity Dealer Cum Advisor (HNI Dealing Desk)Assistant ManagerAccomplishment:

Facilitated in India Infoline limied Star Development Program (Achievement in brokerage) Contest named ‘Star Development Program Super Star’.

Key Accountabilities:

Managed a team of 5 Relationship Managers, monitored their daily activities & ensured their productivity.

Managed a portfolio of Premia/HNI Customers with Total Relationship Value of Rs10 Lacs and above.

Driving sales of mutual funds & Portfolio Management Services

Advice clients on modification of investment portfolio with reference to change in market dynamics.

Preparing asset allocation, reallocating customers’ portfolio to adhere to changing market dynamics.

Tie up with different Corporates & business associates for promoting Mutual funds and other equity products.

Building and maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norms.

Conducted competitor analysis by keeping abreast of market trends and competitor moves.

Mapped & developed new streams for long-term revenue growth conceptualizing and implementing various systems, thereby improving the efficiency of the organization.

Interfaced with clients for requirements & delivered need-based solutions with total customer satisfaction.

Handled Channel Sales Management extensively including advising customers on Equity, debt & equity Mutual Funds & allocating funds understanding their risk appetite.

Managed mutual funds portfolio of High Net worth customers & Corporate also, guiding them on Equity PMS( Portfolio Management Services) & Life Insurance products

Reviewing client portfolios, monitoring and implementing long-term asset allocation strategies based on client risk profile and objectives.

Sykes & Ray Equities (I) Ltd. 2nd Jan’12 –10th Apr’13Equity Dealer Cum Advisor

Key Accountabilities:

Offering Portfolio Management services through equity, derivatives, mutual funds, debt, structured products and insurance based on client risk profile.

To Buy & Sell securities for clients in Equity& FNO market. Advice clients on modification of investment portfolio with reference to change in market dynamics.

Reviewing Investors’ portfolio quarterly or half yearly and recommend any changes if required.

Managing client portfolios based on the prevalent market conditions and available investment opportunities.

Interfacing with clients for various requirements and delivering need-based solutions, achieving the total customer satisfaction and revenue targets.

Identifying prospective clients, generating business from new accounts & developing them to achieve consistent profitability.

Developing relationships with corporate and retail customers for business development.

Conducting need analysis and risk profiling of customers through counselling

Preparing asset allocation, reallocating customers’ portfolio to adhere to changing market dynamics

ScholasticsM.Com (Accountancy) Sydenham College of Commerce and Economics 2011-2013 54%BFM K C College, Churchgate 2008-2011 74%H.S.C. Kendriya Vidyalaya No. 1 Colaba, Mumbai 2008 72%S.S.C. Kendriya Vidyalaya No. 1 Colaba, Mumbai 2006 66%

Additional QualificationsImarticus Financial Analyst Programme(IFAP)Cleared NCFM Capital Market (Dealer module) Cleared BSE Certification On Securities Markets (BCSM)Cleared NISM Certification Equity Derivative Module VII

Projects Undertaken◦ Forecasted and created Financial Models for two public listed companies.◦ Created Pitch Books and participated in Pitch Meeting (Role Play).◦ Created Equity Research Reports and reported findings to Industry Panel.

Extra Curricular Undertaken◦ National Level Player in Kabaddi representing the Mumbai region (Won Bronze Medal for year 2007-2008).◦ Cluster level basketball player for year 2007 and 2008.◦ Active National Service Scheme Member for the year 2012 and 2013.

IT Credentials

MS Power Point, MS Excel, MS WordFinancial Modeling

Personal VitaeDate of Birth : 30th November, 1989Languages : English, Hindi, Assamese, French (Basic).Interest : Travelling, Photography, Learning languagesPassport : K6748624 (Valid till: 10/09/2022)