Tanvi N. Vaghela

Associate Consultant

Mumbai, Maharashtra, India10 yrs 5 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in Business Development for Infrastructure Projects
Strong background in Financial Advisory and Investor Relations
Proven track record in Project Funding and Consultancy

Stackforce AI infers this person is a Business Development Consultant specializing in Financial Services and Infrastructure Projects.

Contact

Skills

Core Skills

Business DevelopmentConsultancyProject FundingInvestor RelationsFinancial Advisory

Other Skills

Infrastructure ProjectsLiasoningFinancingRetail LiabilitiesFinancial AdviceMarketingRecruitmentsInsurance BusinessPromotional CampaignsBanking SchemesProject FinancePrivate EquityBusiness PlanningFundingInvestments

About

We Provide Business Development Consultancy Services to companies for Infrastructure Projects. Regards, tanvi.vaghela@gmail.com

Experience

10 yrs 5 mos

Total Experience

2 yrs 1 mo

Average Tenure

6 yrs 11 mos

Current Experience

Freelance

Consulting Specialist

May 2019 – Present · 6 yrs 11 mos

We Provide Business Development Consultancy Services to companies for Infrastructure Projects.

Business DevelopmentConsultancyInfrastructure Projects

Multani consultancy services

Consultant

Aug 2009 – Apr 2019 · 9 yrs 8 mos · Mumbai, Maharashtra, India

Project Funding / Liasoning / OTS / LAP / Financing through Banks, NBFC’s and Private Equity.

Project FundingLiasoningFinancingConsultancy

Kotak mahindra bank ltd

Deputy Manager

Jan 2008 – May 2009 · 1 yr 4 mos

Retail Liabilities (Marketing & Investor Relations)
Key Deliverables -
Acquisition of Retail and HNI clients, Building and maintaining relationship with High Net worth Individuals.
To offer Financial Advice to HNI and Retail Clients on various Investment products viz. Life Insurance, Mutual Funds,
Portfolio Management Services, Online Share Trading Options.
To increase Branch book size by Mobilizing Deposit and Acquisition of new Excel Banking Clients.

Retail LiabilitiesInvestor RelationsFinancial AdviceFinancial Advisory

Anand rathi securities ltd

Assitant Relationship Manager

Jun 2007 – Dec 2007 · 6 mos

Retail Liabilities (Marketing & Investor Relations)
Key Deliverables -
Acquisition of Retail and HNI clients, Building and Maintaining relationship with High Net worth Individuals and Retail Clients for mobilization of Various Investment Options.
To offer Financial Advice to HNI and Retail Clients on various Investment products viz. Life Insurance, General Insurance, Mutual Funds, IPO's and Gold.
Handle their financial portfolios and assist them to churn that with the market movements to maximize profits.

Retail LiabilitiesInvestor RelationsFinancial AdviceFinancial Advisory

Icici bank ltd

Financial Consultant

Jun 2005 – Oct 2006 · 1 yr 4 mos

Retail Liabilities (Marketing & Investor Relations)
Key Deliverables -
Handling the walking clients and managing a team of executives, achieving periodically set Target, planning and execution of various promotional Activities.
Handling branch's existing clients for generating new business and giving them services and latest market updates for Mutual Funds, Life Insurance, General Insurance, Gold, RBI Bonds and IPO's.
Crossselling asset products (Personal loan, Car loan, Loan against shares), generating leads for Insurance, & Credit cards,
acquiring Retail & High Network customer base.

Retail LiabilitiesMarketingInvestor RelationsFinancial Advisory

Icici prudential life insurance co. ltd.

Project Trainee

Aug 2004 – Dec 2004 · 4 mos

Recruitments of Financial Advisors and generate the leads and Insurance business for existing advisors by calling existing clients and data provided by them.

RecruitmentsInsurance Business