Anand Chabbi Email & Phone Number

Thane, Maharashtra, India

1-Managing relationships with mutual fund clients and providing financial planning and Investment advisory through careful analysis and identification of customer needs and accordingly proposing appropriate products.2- Maintaining long-term relationships with existing/new clients for increasing the business of the company.3- Proactively initiate client meeting and follow up on business opportunities and client queries, coordinating with relevant teams.4- Act as the primary point of… Show more 1-Managing relationships with mutual fund clients and providing financial planning and Investment advisory through careful analysis and identification of customer needs and accordingly proposing appropriate products.2- Maintaining long-term relationships with existing/new clients for increasing the business of the company.3- Proactively initiate client meeting and follow up on business opportunities and client queries, coordinating with relevant teams.4- Act as the primary point of contact for mutual fund clients, identifying synergies for business opportunities within the tata group.5- Identify and map out new clients and opportunities, collaborating closely with various teams.6- Maintain detailed overviews of client business activities.7- Prepare marketing pitches, proposals and other relevant materials.8- Develop and implement sales strategies to drive revenue growth and expand market presence.9- Provide an excellent learning experience within a challenging environment. Show less

India

I worked here as a relationship manager. Handling portfolio of the HNI clients with regards to mutual fund portfolio.

Goregaon, Maharashtra, India

Mumbai Area, India

During my Internship program I was exposed to various sectors in Financial Markets such as Research Analysis and Investment Analysis. I also had an Experience in Live Trading in the Stock Market under the guidance of the professionals. And also learned about the Entrepreneurship Development Under the Guidance of Mr. Iqbal Singh Bansal, Senior Branch Manager at Future Generali India Insurance Company Limited. With the help of this learning, my Summer Internship was based of the "Effect of… Show more During my Internship program I was exposed to various sectors in Financial Markets such as Research Analysis and Investment Analysis. I also had an Experience in Live Trading in the Stock Market under the guidance of the professionals. And also learned about the Entrepreneurship Development Under the Guidance of Mr. Iqbal Singh Bansal, Senior Branch Manager at Future Generali India Insurance Company Limited. With the help of this learning, my Summer Internship was based of the "Effect of General Elections Results 2019- On Indian Stock Market", Under the Guidance of Prof. Tapas Mitra, HOD Finance Department, Atharva Institute of Management Studies. Show less

Masters Of Management Studies, Finance, General

Bachelor Of Engineering - Be, Mechanical Engineering

Higher Secondary School

High School