• Co-coordinating with cluster heads, Branch manager & Relationship managers across ROMG (rest of Maharashtra & Goa) & Provide sales, product & operational support on achieving monthly & quarterly numbers.• Prepare an analysis in MS-excel on PMS application logins for entire region as to understand trend on which location, PMS fund & cost model is doing higher number.• Maintain overall sales report in MS-excel for entire region & present it top management for better decision making & planning.• Preparing different cost & expense model for client understanding so as to make better decision.

- activity trading in Options- trading contracts of index options (Nifty & Bank Nifty) & also stock options- applying different hedging strategies as per market conditions.- tracking market sentiment (domestic & global) taking cues.- trading as per the market trend, volatility, standard deviation.- strategies like strangle, straddle, iron-condor, iron fly, covered call, CSP, broken wing iron condor & spreads etc.

• Understanding financial needs of HNI clients & fulfill those financial needs after discussing & explaining financial products like mutual funds, insurance and other customized products.• Arranging regular meetings with client & plan their financial goals and fulfill them by providing appropriate financial products.• Acquiring new clients for expansion of client base.

worked as a relationship manager who would handle HNI clients. 1. primarily understanding financial needs of HNI clients and fulfill those financial needs discussing and providing appropriate financial products.2. acquiring new HNI clients through existing referrals and market research.3. meeting monthly & quarterly sales target

• Working in a team environment, Maintain database of existing companies, fixing appointments & meeting them. • Understating their business module, operations & banking requirements accordingly offering complete banking solutions.• Manage bringing of new accounts/companies on board, regular meeting & maintaining relationship with them explore for new banking business opportunities.

Job responsibilities: Operations  Demand & Supply analysis of organizational resources. Observing short term & long term Demand-Supply trends. Developing Demand forecasting model of organizational resources in MS-Excel using tools in Microsoft excel (2007). Identifying areas for cost cutting, preparing business case study & presenting it to top management for better decision making. Setting benchmarks & continuous monitoring of performance against set benchmarks.  Tracking data trend of different functions within organization such as HR (attrition, on-boarding, & exit-interviews), Recruitment (offer to joinee ratio analysis, salary grid analysis) Global facilities like Travel facilities, & making benchmarks based on these trends & continuous monitoring against the derived benchmarks. Preparing organizational performance measurement dashboards in Microsoft excel & power point presentation on weekly & monthly basis for top management. Cost forecasting as per the business trend & generating reports for top management. Automation of reports using Microsoft Excel VBA coding.