Abhijit Nadagouda

Experience

• 

  Karvy Private Wealth

  Aug 2013 - Sept 2013

  Intern

  Did a research project on "WEALTH MANAGEMENT CONCEPTS & COMPARISON WITH PORTFOLIO MANAGEMENT SERVICES"The study consisted of - 1.Evolution of money management2.Risk v/s Risk-free3.Wealth conservation v/s Wealth creation4.Introduction to Wealth Management practices.5.Definition of Wealth Management (with references to how it began in India)6.Concepts of wealth management (refer various WM companies practices)7.Case studies on wealth management8.Introduction to Portfolio Management Services (what is commonly known as PMS)9.Concepts of PMS (refer various companies that are offering PMS services)10.Compare PMS with WM and prove that WM is superior to PMS.11.Preferences of people as to what would they choose – PMS or WM Show less

• 

  Deeraj Shetty - Your Personal CFO

  Apr 2014 - Dec 2014

  Research Associate

  Job Roles & Responsibilities:Operations Management - . Tracking & maintaining a record of monthly revenues & expenses.. Coordinating with iFAST for pending transactions, reports, updates etc.. Client details documentation.. Documentation of process, policy & procedure of Ethos' integral reference and training.. Creating a database of Ethos' contact list.. Coordinating with the AMCs in tracking the transactions towards completion.Product & Market Research -. Analyzing client portfolios and preparing the reports for the same.. Attending the market scenario discussions and conference calls organised by AMCs.. Back testing of Mutual Funds.. Preparing documents/reports on mutual funds, taxation rules applying to the clients.. A research report, which will come handy for buying real estate.. Research reports on Inflation impact, considering various parameters like education, healthcare, travel, vehicles etc.. Reports on different products available for investment post retirement.Branding & Marketing - . Preparing newsletters to be sent out to clients.. Working with printers for branding & marketing collateral. Show less

• 

  TÜV Rheinland Asia

  Nov 2015 - Aug 2016

  Business Development Executive

  Job Roles & Responsibilities1. New business development.2. Follow up on queries.3. Creating awareness about the need for getting the products certified by a third party.4. Creating awareness about the importance of certification of the products and how they impact the businesses in the market.5. Manage region to achieve qualitative sales6. Develop new sales leads and prospects and achieve assigned sales targets.7. Implement a go-to-market strategy to increase revenue and grow the Rest of the South India region.8. Understand and appreciate market trends, competitive landscape and industry developments in the security sector.9. Maintain contact with all clients in the market area to ensure high levels of client satisfaction.10. Define a strategy to achieve targets and to follow the set strategy punctually.11. Generate business opportunities by working with Customers and Channel partners to discover and explore opportunities12. Create proposals/RFP responses, and conduct presentations. Show less

• 

  Furdo

  Sept 2016 - Jul 2019

  Job Roles & Responsibilities1. Observed sales demonstrations conducted by current team members.2. Assessed the skills of the current sales team for future improvement and coaching opportunities.3. Assessed the current selling process from lead generation through installation and account management.4. Developed a working knowledge of implementation process.5. Developed a working knowledge of customer support process.6. Conducted an overview of the established Sales Lead Generation process.7. Develop current year and following year sales forecast.8. Assess Direct Reports strengths/opportunities for improvement.9. Developed a hiring plan for building out the sales team to meet expectations.10. Developed priorities and strategy for identified gaps in the sales team.11. Was responsible for the entire sales team across 4 cities. Show less Job Roles & Responsibility1. Managed relationships with customers and running a sales team, with clear sales targets 2. Being flexible and action / results-oriented with strong data analysis skills.3. Managing the daily operation of the customer service team.4. Maintain detailed records of employee performance to ensure the team was working to potential.5. Identified breakdowns in performance or communication and implementing fixes.6. Managed client requirements and deliverable.7. Implemented rewards programs for team members to build rapport and motivate success. Show less Jobs Roles & Responsibilities1. Prospect relentlessly to build pipeline and build strong relationships with prospects2. Owned the experience given to every prospective customer from the first time they interact with the company.3. Was responsible for achieving sales targets by working with an in-house and external group of interiors designers4. Was a proactive problem solver even if it was outside of my area and to be ready to take on additional initiatives and responsibilities as they emerge5. Taking ownership, understanding customer pain-points, driving results and moving with speed to implement ideas in a fast-paced environment.6. Worked effortlessly with customers, colleagues, business partners, and vendors, alike.7. Lead alternate channel of Sales - Residence visits, design/sales at show flats, apartment activities Show less

  • AVP, Sales

    Sept 2017 - Jul 2019

  • Senior Manager Sales

    Feb 2017 - Aug 2017

  • Sales Manager

    Sept 2016 - Jan 2017
• 

  MPOWER Financing

  Dec 2019 - Sept 2022

  1. Managing the day-to-day activities of a team of 8 RMs.2. Motivating the team to achieve organizational goals.3. Developing and implementing a timeline to achieve targets.4. Conducting training of team members to maximize their potential.5. Empowering team members with skills to improve their confidence, product knowledge, and communication skills.6. Conducting monthly performance reviews.7. Creating a pleasant working environment that inspires the team.8. Teach and train team members on various customer service strategies Show less 1. Maintaining strong relationships with the existing customer base and ensuring the highest quality of service; understanding customer’s needs at various stages of the customer journey through an MPOWER loan and supporting re-engagement initiatives even after the loan is closed.2. Proactively identifying the right opportunities for the customer and guiding them through the appropriate products and services – taking into account their long term aspirations and goals.3. Owning the customer experience by delivering superior service through multiple channels (phone, email, chat, etc.) to both responsively and proactively connect with potential borrowers and applicants to help them navigate the loan process or troubleshoot issues.4. Collaborating with marketing and business development to nurture new relationships with leads and/or potential customers, as well as with the Credit, Servicing, and Funding teams to ensure a smooth flow of customer operations and experience.5. Initiating outbound phone calls and email correspondence while owning all inbound borrower inquiries on a daily basis.6. Integrating problem-solving and negotiation skills to establish a successful resolution of customer and account related issues.7. Building a strong relationship with and supporting students through the on-boarding and repayment process and addressing related payment queries.8. Understanding our product line and explaining all features to borrowers, including loan terminology and payment logistics.9. Creatively utilizing resources to generate contact with delinquent borrowers.10. Collaborating with engineering and operations teams and communicating your ideas for enhancements to the loan process and product. Show less Job Roles & Responsibilities1. Be the preferred point of contact and voice of MPOWER for the applicants and borrowers from all over the world. The focus will be on owning the student relationship and deliver a superior experience with each and every interaction with the student.2. Maintaining strong relationships with the existing customer base and ensure the highest quality of service; understand customer’s needs at various stages of a customer’s journey through an MPOWER loan and support re-engagement initiatives even after the loan is closed.3. Proactively identifying the right opportunities for the customer and guide them through the appropriate products and services – taking into account their long term aspirations and goals4. Owning the customer experience by delivering superior service through multiple channels (phone, email, chat, etc.) to both responsively and proactively connect with potential borrowers and applicants to help them navigate the loan process or troubleshoot issues.5. Collaborating with marketing and business development to develop new relationships with leads and / or potential customers, as well as with the Credit, Servicing and Funding teams to ensure a smooth flow of customer operations and experience Show less

  • Team Lead

    Sept 2021 - Sept 2022

  • Senior Relationship Manager

    Aug 2020 - Aug 2021

  • Relationship Manager - Customer Relations

    Dec 2019 - Jul 2020