Kunal Chavan Email and Phone Number
Ex - Macquarie Asset Management.Ex - Deputy Manager at HDFC Bank Ltd. Having a diverse experience in the Market Research and BFSI industry.From the PGDM Marketing (18-20) Batch | ITM Business School, Kharghar. SAP SD Certified.USP: Focused, Dynamic and a Person of integrity.
Marcellus Investment Managers
View- Website:
- marcellus.in
- Employees:
- 26
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Client Advisory And RelationshipsMarcellus Investment Managers Oct 2024 - PresentAndheri, Mumbai, Maharashtra, India -
ExecutiveMacquarie Group Feb 2024 - Aug 2024Gurugram, Haryana, IndiaStakeholder Management - Asia, ANZ and US Markets under Macquarie Asset Management. -
Client Advisory And RelationshipsMarcellus Investment Managers Apr 2023 - Jan 2024Andheri, Mumbai. Achieved a grade promotion. Additional responsibilities - Portfolio Review of Existing clients. Managed a Total Client base of around INR 6.5 billion. -
Sales Team MemberMarcellus Investment Managers Feb 2022 - Apr 2023Andheri, MumbaiPrimarily catering to HNI and UHNI Clients for Portfolio Management Services. Managed/Built client relationships worth ~ INR 2 billion. Contributed to around 40% of the direct channel AUM. Spearheaded email marketing campaigns for roadshows. Liaised across cross-functional & international teams for DDQ/RFP preparations for institutional clients. Managed investor relationship roadshows across multiple regions including Bangalore, Kolkata and Mumbai. -
Deputy ManagerHdfc Bank Aug 2020 - Jan 2022Chembur, Central Avenue Branch.I was primarily responsible for developing and maintaining banking relationships with a select group of HNI clients by providing them exceptional customer service, thus achieving targeted growth and service norms. Managed/Built a portfolio of ~ INR 20 crore comprising of HNI Clients. Exposure to a gamut of Retail Banking products, CASA/TPP/Assets/Liabilities/Trade & Forex. Operational effectiveness through AML/KYC.Liaised with the Credit Management team for rate approvals and case management.Bagged 2 coveted awards in RBB - 1. Coffee with Zonal head and 2. Certificate from Branch Banking Head.Contributed to the topline and the bottomline by coordinating with multiple verticals of Retail Branch Banking.Client Relationship Management/Strategy Building. -
InternHdfc Bank Apr 2019 - Aug 2019Khar BranchBagged a Pre-Placement Offer (PPO) after the internship.Applied the following theories while doing Lobby management, Cold-calling and Field-work:SPIN, Sensory Marketing, Sales territory determination, Non-Verbal communication and maslow's hierarchy of needs and Successfully sold and cross-sold various banking products. Promoted digital products through digital demonstrations at the branch. Assisted the operations staff in lobby management. -
Freelance FlpKantar Imrb Oct 2015 - Aug 2019Dadar, Mumbai. Gathered Authentic Data through Surveys. Curated the data to ensure its effective and efficient implementation. Got a firsthand experience of the Market Research Industry. Got an insight into the Consumer Behaviour.
Kunal Chavan Education Details
Frequently Asked Questions about Kunal Chavan
What company does Kunal Chavan work for?
Kunal Chavan works for Marcellus Investment Managers
What is Kunal Chavan's role at the current company?
Kunal Chavan's current role is Client Advisory and Relationships.
What schools did Kunal Chavan attend?
Kunal Chavan attended Itm Group Of Institutions, Lala Lajpatrai College Of Commerce And Economics Lajpatrai Marg Mahalaxmi Haji Ali Mumbai 400 034.
Who are Kunal Chavan's colleagues?
Kunal Chavan's colleagues are Tanya Mehra, Prashob Bharathan, Shabana Shaikh, Hardik Gandhi, Minali Bafna, Hardik Naik, Ashay Pawaskar.
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Kunal Chavan
Founder Of Playxpo & Oneup | Dedicated To Empowering Entrepreneurs And Gamers Alike Through Insightful Content On Startups, Gaming, And Esports. Let'S Connect And Embark On A Journey Of Knowledge And Success!Pune -
Kunal Chavan
Pune -
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Kunal Chavan
Mumbai -
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