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Manager Sales

Nagpur, Maharashtra, India
January 09, 2020

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Sonali Pusdekar

** *** ***: **/**/****

Flat No *02, Sai Prasanna Appt., Narendra Nagar, Nagpur. Maharashtra

Mobile No. : +91-967******* Email:

Professional Summary

Around ten years of experience in marketing and handling operation for various financial products.

In depth knowledge about various financial products and services viz Insurance, Mutual Funds, IPO’s, Bonds, Post Office schemes, company fixed deposits, pension schemes etc.

Hardworking & enterprising finance management professional with experience in various funds Management, accounts management, customer interaction and MIS reports generation for management review.

Excellent analytical and problem solving skills with ability to objectively evaluate data and situations, for effective assessment and prompt decision making.

Ability to take up challenges with positive attitude and to deal with demanding circumstances, with ease.

Meticulous and organized work ethics coupled with a target oriented approach in accomplishing tasks within stiff deadlines.

Excellent networking skills, resulting in effective interaction with higher level authorities and customers.

Excellent communication & interpersonal skills, a resourceful team member and leader.

Familiar with MS Office 2000 and modern ERP tools like SAP.

Educational Qualification

MBA (Master of Business Management) from Pune University in

2005 with specialization in Finance.

B.Com (Bachelor of Commerce) from Mumbai University in 2002

Passed Fundamental Analysis Module of NCFM

Passed FEDAI-NSE Currency Futures Module of NCFM

Passed Derivatives Market (Dealers) Module of NCFM

Passed Commodities Market Module of NCFM

Passed Capital Market (Dealers) Module of NCFM

Computer Literacy Windows 95/98/MS Office 2000; Tally 6.3; SAP FI / CO

Language Proficiency – English, Marathi, Hindi

Professional Experience

May 2008 – Feb 2014: Senior Relationship Manager

Comfort Securities Limited, Mumbai

Comfort Securities Limited is a well diversified financial services organization

offering a range of financial products and services through its group

companies. CSL provides automated trading platforms and Non Banking

Finance Activities covering primary market, investment solutions, debt

services, capital market (equity, derivatives & CDSL), currency derivatives,


Manage Sales and service activities of team, to increase new business and retention in all product offerings. .

Cultivate strong client relationship to increase repeat and referral business.

Relationship building with corporates and liasoning for activity management.

Monthly performance review of team members against set targets.

Training sales team members on Product, Processes and Policies as defined by company.

Manage daily work process to achieve operational and strategic objectives.

Achieving financial goals and maintaining organization brand value.

Ensure all account opening documentary requirements and processes are in accordance with company framework.

Collaborate with management on new product development, sales support activities and new revenue opportunities

Participate in any necessary sales meetings and training activities, both internally and externally

Oct 2007 – March2008: Associate (IFA Group)

JM Financial, Mumbai

JM Financial is an integrated financial services group, offering a wide range

of services to a significant clientele that includes corporations, financial

institutions, high net-worth individuals and retail investors. Independent

Financial Advisor Group (IFA Grp) focuses on Primary market Mutual Fund,

IPO's, Fixed Deposits and Bonds.


Developing and servicing HNI customers, including offering investment advisory services in consultation with our research team.

Providing expert guidance to customers in Mutual fund, equities, investment strategies and portfolio management.

Marketing Mutual Funds through Direct and Indirect channels viz Brokers and sub Brokers.

Handling Back Office operations in Primary Market Segment.

Preparing Monthly MIS report and presenting the same to Regional Head.

Leveraging Cross-sell opportunities through collective team efforts.

Organizing Events and other activities to market the NFO`s.

Handling Walk-In Customers and guiding them on different financial investment avenues. Also Handling MNI, RETAIL client base.

Oct 2006 – Sept 2007: Relationship Manager

IL & FS Investsmart, Mumbai

IL&FS is an Indian Infrastructure Development and Finance Company.

It is a retail brokerage firm.It offers financial solutions in Equities, Mutual funds,

debt,G–sec products to its clients both institutional and retail.The company has

strong domain expertise and brand equity with a State-of -the-art technology

backbone,physical infrastructure & processes to provide services with maximum



Acquisition of new HNI customers and providing service to existing and new clients.

Advising customers on movement of Mutual fund, equities, investment strategies & portfolio management.

Analyze financial requirements of customer and match with company’s product offerings.

Marketing Mutual Funds through Direct and Indirect channels viz Brokers and sub Brokers.

Preparing Monthly MIS report

Enhancing Cross-sell opportunities through collective team efforts.

Organizing Events and other activities to market the NFO`s.

Handling Walk-In Customers and advising them on different financial investment options.

Nov 2005 – Aug 2006: Asst Client Relationship Manager

Bajaj Capital Ltd., Mumbai

Bajaj Capital Group is India’s foremost Investment Advisors and Financial

Planners -offers advice on Mutual Funds, Insurance, Bonds, Fixed Deposits,

pension schemes etc.


Identify and develop a base of HNI, MNI and RETAIL clients for various financial products and services of Branch viz Insurance, Mutual Funds, IPOs, Bonds, Post Office schemes, company fixed Deposits etc.

Maintaining the Portfolio of existing Valued Customers and advising them about appropriate investment options using 360 degree financial Planning.

Maintaining, evaluating and churning the Portfolio of existing clients.

Informing existing customers about new NFO’s and explaining features of these NFO’s.

Informing existing customer about the status of their portfolio on regular basis

using CRISIL service.

Maintaining MIS and Coordinating with Branch Manager and Regional Head.

Handling Walk-In Customers & guiding them about different financial products.

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