SANDESH KADAM
Aurangabad
Summary
To make use of my interpersonal skills to achieve goals of a company that focuses on customer satisfaction and customer experience & to take up a responsible position in a reputed organization, to use my knowledge & skills for professional & personal growth.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Relationship Manager
ITI Aseet Managament Ltd
Aurangabad
06.2025 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Collaborated with existing customers to identify needs and increase purchases of products and services, fostering long-term loyalty.
- Analyzed client needs to provide tailored investment solutions and advice.
- Developed new business through targeted marketing initiatives and strategic plans, enhancing brand presence.
- Managed operations for Marathwada and Ahmednagar IFA, bank, and ND channels to streamline service delivery and client engagement.
Business Development Manager
Samco Securities Ltd
Aurangabad
07.2021 - 06.2025
- Managed relationships with financial institutions in Marathwada and Ahmednagar.
- Maintain daily transaction reports (Daily MIS)
- Developed and promoted successful company sales into leadership positions to drive company growth.
- Generated new business with marketing initiatives and strategic plans.
- Worked with existing customers to increase purchases of products and services.
Sales Executive
Tata Asset Management Limited
Aurangabad
01.2018 - 08.2020
- Assembled the Relationship in terms of business between Tata Mutual Fund & All Bank, Individual Financial Advisor and National Distributors in Marathwada area.
- Conducting Regular Meetings & Events to Maximize the market Share from all the channels.
- Managing the Relationship with co-operative banks for the Investment.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Support and contribute towards the Area’s revenue and profitability target
Sales Officer
DSP Mutual Fund
Aurangabad
06.2016 - 01.2018
- Identified and qualified new distributors to increase market share in key territories.
- Gave benefit-oriented, polished presentations driving dramatic revenue growth across multiple sales channels.
- Handling IFA's & Institutions of Marathwada Region
- Handling Banks, National Distributors of Marathwada Region
Accounting Assistant
Balaji Financial Services
Aurangabad
10.2006 - 12.2007
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Created detailed commission reports for clients and dealers both weekly and monthly.
- Monitored status of accounts receivable and payable to facilitate efficient processing.
Education
MBA - Financial Management
Aditya College Of M.B.A
03-2014
Bachelor of Commerce
Shri Muktanand College
03-2008
HSC : Commerce
S.B.E.S College Of Arts & Commerce
10-2004
SSC : General
Baliram Patil High School
03-2002
Skills
- Self Motivation
- Sales strategy
- Goals and performance
- Public speaking
- Business networking
- Client relationship management
- Financial analysis
- Business development
- Investment solutions
Certification
NISM VA
Personal Information
Title: Relationship Manager - Asset Management Ltd.
Hobbies
I like to play sports, playing kites & Tracking.
Timeline
Relationship Manager
ITI Aseet Managament Ltd
06.2025 - Current
Business Development Manager
Samco Securities Ltd
07.2021 - 06.2025
Sales Executive
Tata Asset Management Limited
01.2018 - 08.2020
Sales Officer
DSP Mutual Fund
06.2016 - 01.2018
Accounting Assistant
Balaji Financial Services
10.2006 - 12.2007
MBA - Financial Management
Aditya College Of M.B.A
Bachelor of Commerce
Shri Muktanand College
HSC : Commerce
S.B.E.S College Of Arts & Commerce
SSC : General
Baliram Patil High School