Aditya Shinde Email & Phone Number
Who is Aditya Shinde? Overview
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Aditya Shinde is listed as Client Relationship and Operations Manager at WealthSpring Pvt. Ltd., a with 3 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Aditya Shinde.
Aditya Shinde previously worked as Client Servicing and Operations at Wealthspring Pvt. Ltd. and Relationship Manager at Icici Prudential Amc Ltd. Aditya Shinde holds Masters Of Management Studies, 9.13 from Chetana'S R. K. Institute Of Management & Research.
Email format at WealthSpring Pvt. Ltd.
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About Aditya Shinde
Aditya Shinde is a Client Relationship and Operations Manager at WealthSpring Pvt. Ltd.. They is proficient in English and Hindi.
Aditya Shinde's current company
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Aditya Shinde work experience
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Client Servicing And Operations
Current
Relationship Manager
- Spearheaded the promotion and sale of Mutual Fund and Portfolio Management Services (PMS) products to Retail and High-Net-Worth (HNI) clients within the assigned client database.- Managed assets totaling 160 Crores for a portfolio of 200 clients.- Collaborated with a team of financial advisors to develop and deliver client presentations, effectively communicating investment strategies and product benefits.
Executive Trainee
- Proficiently executed Mutual Fund transactions on the BSEStar platform, ensuring efficient and accurate processing.- Provided swift resolutions to queries and issues pertaining to Mutual Fund transactions, ensuring a responsive and customer-focused approach.- Reconciling PMS accounts to ensure regulatory compliance by maintaining optimal portfolio allocation.- Collaborated and coordinated with various stakeholders of the company to guarantee seamless operations in Mutual Fund activities.
Aditya Shinde education
Masters Of Management Studies, 9.13
Bcom - Bachelor Of Commerce, A
Frequently asked questions about Aditya Shinde
Quick answers generated from the profile data available on this page.
What company does Aditya Shinde work for?
Aditya Shinde works for WealthSpring Pvt. Ltd..
What is Aditya Shinde's role at WealthSpring Pvt. Ltd.?
Aditya Shinde is listed as Client Relationship and Operations Manager at WealthSpring Pvt. Ltd..
Where is Aditya Shinde based?
Aditya Shinde is based in Mumbai, Maharashtra, India while working with WealthSpring Pvt. Ltd..
What companies has Aditya Shinde worked for?
Aditya Shinde has worked for Wealthspring Pvt. Ltd., Icici Prudential Amc Ltd, and Anand Rathi Wealth Limited.
How can I contact Aditya Shinde?
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What schools did Aditya Shinde attend?
Aditya Shinde holds Masters Of Management Studies, 9.13 from Chetana'S R. K. Institute Of Management & Research.
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