SNEHAL DESHMUKH

Experience

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  Motilal Oswal Financial Services Ltd

  Mar 2020 - May 2020

  Portfolio Analyst Intern

  I have worked as an intern for 3 months where I was supposed to analyse the portfolios of customers in order to maximize their profits. Managing portfolios of Clients to ensure their maximum profits while trading of stocks. Convincing people and telling them benefits of investment.

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  NoBrokerHood

  Dec 2020 - Mar 2021

  Territory Sales Manager

  • Arranging the meetings with the committee members of the society.• Meetings with the management committee members to provide product• Demonstration and handle the probing questions.• Follow up on regular basis from the societies.• Aligning tasks for a particular society, and completing the tasks aligned.• Agreement signing and initiating closure.• Providing after sales service and maintaining customer relationship.

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  ICICI Bank

  Aug 2021 - Aug 2022

  Deputy Manager Grade II

  • Guiding clients through compiling important financial histories and documentation for evaluation.• Cultivating and strengthening relationships with clients and educating them on account services and capabilities.• Assisting clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.• Giving suggestion and advice on both personal and business banking needs of the clients.• Portfolio review of clients• Investment planning for the clients• Product explaining Show less