Vinit Thakkar
Relationship Manager
Mumbai
Summary
Relationship Manager and Financial Advisor skilled in equity trading, mutual funds, and client management. Experienced in driving business growth through tailored investment solutions and ensuring compliance. Strong collaborator focused on client satisfaction and operational efficiency.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Relationship Manager
ICICI Prudential Life Insurance
11.2023 - Current
- Promoted mutual fund schemes to clients and distributors, enhancing business growth and engagement.
- Supported sales teams with reports, presentations, and product insights to drive performance.
- Resolved client and partner queries on investments, NAVs, transactions, and compliance.
- Coordinated with internal teams for smooth processing, documentation, and campaign execution.
- Contributed to investor education and distributor engagement initiatives.
Financial Advisor
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
05.2022 - 07.2023
- Advised clients on equity portfolios and market trends to drive brokerage generation.
- Built and maintained long-term client relationships, focusing on retention and new business.
- Executed trades and kept clients informed on market movements and order status.
- Ensured compliance with regulatory guidelines across all investment activities.
- Promoted investment products including mutual funds, insurance, and SIPs.
Education
B.M.S. -
L.S. RAHEJA COLLEGE
Mumbai 05.2019 - 02.2022
GSHSEB -
SARDAR PATEL SCHOOL
Bhavnagar, India 05.2017 - 02.2019
Skills
- Equity & Mutual Fund Advisory
- Client Relationship Management
- Financial Analysis & Reporting
- CRM & Trading Platforms
- Investment Sales & Portfolio Support
Certificates
- NISM XXI A: Portfolio Management Services
- NISM-Series-V-A: Mutual Fund Distributors
- NISM-Series-VIII: Equity Derivatives
Timeline
Relationship Manager
ICICI Prudential Life Insurance
11.2023 - Current
Financial Advisor
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
05.2022 - 07.2023
B.M.S. -
L.S. RAHEJA COLLEGE
05.2019 - 02.2022
GSHSEB -
SARDAR PATEL SCHOOL
05.2017 - 02.2019
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