Sunil Waghmode

Operations Associate

Nanded, Maharashtra, India8 yrs 2 mos experience

Highly Stable

Key Highlights

Expert in building investor relationships and portfolio growth
Proven track record in financial planning and compliance
Strong leadership in team management and sales execution

Stackforce AI infers this person is a Financial Services professional with expertise in investment management and client relationship strategies.

Contact

Skills

Core Skills

Business Relationship ManagementCommunicationManagementFinancial AnalysisSalesStrategy

Other Skills

Credit CardsSales PresentationsTerm Life InsuranceLife InsuranceTeam ManagementAdvertisingInvestment BankingSales ProcessesLeadershipTeam LeadershipCross-functional Team LeadershipLeadership DevelopmentLead GenerationCustomer Relationship Management (CRM)Employee Relations

About

SBI Mutual Fund leverages my expertise as a Deputy Manager to build strong relationships with retail and HNI investors, aligning their financial goals with tailored mutual fund strategies. By working with distribution partners and banking teams, we ensure seamless service delivery, regulatory compliance, and effective execution of sales campaigns to drive portfolio growth and market penetration. With a BTech in Mechanical Engineering from Maharashtra Institute of Technology, Aurangabad, I bring a structured and analytical approach to financial planning. Focused on client satisfaction and sustainable portfolio development, I am committed to empowering clients with informed investment decisions and fostering a culture of collaboration within teams.

Experience

8 yrs 2 mos

Total Experience

3 yrs 9 mos

Average Tenure

7 mos

Current Experience

Sbi mutual fund

Deputy Manager

Oct 2025 – Present · 7 mos · Nanded, Maharashtra, India · On-site

Develop and manage strong relationships with retail and HNI investors, ensuring customer satisfaction and portfolio growth.
Identify client financial goals and recommend suitable mutual fund schemes aligned with their risk profile and investment horizon.
Conduct regular portfolio reviews, goal-based investment planning, and provide timely market updates.
Coordinate with distribution partners, banks, and internal teams to achieve business objectives and ensure seamless client service delivery.
Execute sales campaigns and investor awareness programs to promote mutual fund products and increase market penetration.
Ensure 100% regulatory compliance and documentation accuracy as per SEBI and AMFI guidelines.

Business Relationship ManagementCommunication

Icici prudential life insurance company limited

2 roles

Deputy Sales Manager

May 2025 – Oct 2025 · 5 mos · On-site

Leadership Role| Team Handling| Branch Visits| Healthy Relationship with Channel Partner| Trainings to Channel Partner| Management of HNI Client Portfolio| Service Related Queries Handle| Crosscheck Daily Funnels of Team Member| Motivate To Team To Drive The Contest and Achievements of Target|

ManagementFinancial Analysis

Senior Financial Service Manager

May 2022 – May 2025 · 3 yrs · On-site

Relationship Maintain With Channel Partner| Lead Generation from Channel Partner| Product Pitching By Profile Review| Busines Conversation from Leads| Training and Product Knowledge to Channel Partner

SalesFinancial Analysis

Innovsource

Branch Relationship Manager

Dec 2017 – Feb 2022 · 4 yrs 2 mos · Nanded, Maharashtra, India · On-site

Team Handling| 20+ Team Member| Relationship Management With Channel Partner Staff| Daily Huddle and Commitment vs achievement Tracking| Branch Visits By Roaster| Customer Problem Solutions| Hiring New Members and OJT| Accountabliity Of Target vs Achievement of Daily, Weekly and Monthly|

StrategySales