Aditya Shinde

Aditya Shinde Email and Phone Number

Client Relationship and Operations Manager @ WealthSpring Pvt. Ltd.
Mumbai, MH, IN
Aditya Shinde's Location
Mumbai, Maharashtra, India, India
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 Details
WealthSpring Pvt. Ltd.

Wealthspring Pvt. Ltd.

View
Client Relationship and Operations Manager
Mumbai, MH, IN
Website:
wealthspring.in
Employees:
3
Aditya Shinde Work Experience Details
  • Wealthspring Pvt. Ltd.
    Client Relationship And Operations Manager
    Wealthspring Pvt. Ltd.
    Mumbai, Mh, In
    View
  • Wealthspring Pvt. Ltd.
    Client Servicing And Operations
    Wealthspring Pvt. Ltd. Apr 2024 - Present
    Mumbai, Maharashtra, India
    View
  • Icici Prudential Amc Ltd
    Relationship Manager
    Icici Prudential Amc Ltd Mar 2023 - Aug 2023
    Mumbai, Maharashtra, India
    - 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.
    View
  • Anand Rathi Wealth Limited
    Executive Trainee
    Anand Rathi Wealth Limited Feb 2022 - Jan 2023
    - 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.
    View

Aditya Shinde Education Details

Frequently Asked Questions about Aditya Shinde

What company does Aditya Shinde work for?

Aditya Shinde works for Wealthspring Pvt. Ltd.

What is Aditya Shinde's role at the current company?

Aditya Shinde's current role is Client Relationship and Operations Manager.

What schools did Aditya Shinde attend?

Aditya Shinde attended Chetana's R. K. Institute Of Management & Research, Pillai College Of Arts,commerce And Science.

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