Mansi More
Affluent Relationship Manager
Pune
Summary
Results-driven professional with proven strengths in team collaboration, time management, and multitasking. Successfully managed client service delivery and enhanced client acquisition efforts, ensuring compliance and quality across financial interactions.
Overview
2
2
years of professional experience
Work History
Deputy Manager, M2
Kotak Mahindra Bank
03.2026 - Current
- Managed affluent client service delivery with timely query resolution, accurate request processing, and consistent banking support.
- Drove client acquisition efforts, strengthened relationships, and expanded wallet share across banking, investment, insurance, and wealth offerings.
- Delivered personalized portfolio reviews, presented suitable financial options, and aligned activity with branch operations, credit, and wealth teams.
- Maintained portfolio quality while applying compliance and suitability standards across client interactions.
Intern
Nirmal Bang Securities Pvt Ltd.
02.2025 - 05.2025
- Analyzed FMCG sector stocks using fundamental research to evaluate growth, risk, and return potential.
- Executed risk profile surveys alongside mutual fund analysis to strengthen investment recommendations.
- Initiated 10 new demat accounts and restored dormant client accounts successfully.
- Received appreciation from Nirmal Bang Securities for the successful completion of the internship and valuable contribution.
Education
PGPM - Finance And Marketing
ICFAI, Pune
Pune, India 04.2001 -
Bachelor of Engineering - Mechanical Engineering
JSCOE, Pune
Pune, India 04.2001 -
Skills
- Team collaboration
- Time management
- Multitasking
- Customer service
- Adaptability and flexibility
- Responsible and dependable
Timeline
Deputy Manager, M2
Kotak Mahindra Bank
03.2026 - Current
Intern
Nirmal Bang Securities Pvt Ltd.
02.2025 - 05.2025
PGPM - Finance And Marketing
ICFAI, Pune
04.2001 -
Bachelor of Engineering - Mechanical Engineering
JSCOE, Pune
04.2001 -