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Sharmila Kadam
Relationship Manager/ Wealth Manager
Kandivali West Mumbai
Summary
Dynamic and results-driven professional with extensive experience in Key Account Management, specializing in Institutional products such as AIF, PMS, and Mutual Funds. Proven track record of driving sales growth with institutional clients and distributors, leveraging strong networking skills to identify new acquisition opportunities and market insights. Expertise in coordinating cross-functional teams to deliver value-added solutions while maintaining high service standards and operational integrity. Adept at understanding client needs and sector dynamics to structure effective solutions that enhance customer satisfaction and drive revenue growth through strategic cross-selling initiatives.
Overview
3
3
Languages
2
2
Certifications
14
14
years of professional experience
Work History
Deputy Manager
Trust Mutual Fund
03.2024 - Current
- Streamlined client onboarding processes, improving efficiency and client satisfaction.
- Collaborated with cross-functional teams to streamline operations and improve client service delivery.
- Developed strong relationships with stakeholders to facilitate smooth communication and project completion.
- Led strategic initiatives to enhance portfolio performance and optimize investment strategies.
- Mentored junior team members, fostering professional development and improving departmental efficiency.
- Manage 5,000 to 6,000 crore AUM. UHNI and HNI Client
Assistant Manager
Nuvama Wealth Management
04.2022 - 01.2024
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate, and update on available investment opportunities and financial market trends to determine fit into client portfolios.
- To coordinate with the product and research teams (Centralize CFP Team) for making investment decisions for the clients.
- Facilitate and support the organization of seminars, workshops, and various business development activities.
Manager
SBC Management Crypto Adviser Dubai
07.2019 - 02.2022
Chef Manager
Edelweiss Group of Company
06.2016 - 06.2019
Associate
ZEE Limited Mumbai
05.2012 - 05.2016
Education
MBA - Marketing
Welingkar Institute of Management
Mumbai, India 04.2001 -
Bachelor of Arts - Psychology
N L Collage
Mumbai, India 04.2001 -
High School Diploma -
HSC- N L Collage
Mumbai, India 04.2001 -
Skills
Excellent communication skills with the ability to simplify complex concepts for investors
Address customer complaints and ensure timely resolution
Leverage market intelligence to adopt best practices
Build and maintain strong relationships with internal and external stakeholders
Acquire and onboard corporate clients, ensuring seamless service delivery
Drive revenue growth through cross-selling and campaign-led customer penetration
Conduct financial analysis to identify risks and prevent potential losses
Collaborate with internal teams (Treasury, Risk, Compliance, Legal) to meet business objectives
Monitor customer satisfaction and implement process improvements to enhance service quality
Compliance adherence and reporting accuracy
Monitor portfolio performance and ensure high asset quality
Software
Certification
Diploma In Office Management
Timeline
Deputy Manager
Trust Mutual Fund
03.2024 - Current
Assistant Manager
Nuvama Wealth Management
04.2022 - 01.2024
Manager
SBC Management Crypto Adviser Dubai
07.2019 - 02.2022
Chef Manager
Edelweiss Group of Company
06.2016 - 06.2019
Associate
ZEE Limited Mumbai
05.2012 - 05.2016
MBA - Marketing
Welingkar Institute of Management
04.2001 -
Bachelor of Arts - Psychology
N L Collage
04.2001 -
High School Diploma -
HSC- N L Collage
04.2001 -