Avinash Yadav

Business Development Executive

Mumbai, India4 yrs 3 mos experience

Most Likely To Switch

Key Highlights

NISM certified with strong financial market knowledge
Expert in client relationship management and investment solutions
Focused on helping clients achieve financial goals

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

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Skills

Core Skills

Wealth Management ServicesFinancial Analysis

Other Skills

DerivativesFinancial MarketsEquity DerivativesEquity MarketFinancial Products KnowledgeInvestment PlanningNISM VIII CertifiedMutual FundsStock Market AnalysisStock MarketIndex OptionsDemat Account OpeningFutures and Options (F&O)Customer Relationship Management (CRM)Client Relations

About

I am a Bachelor of Management Studies graduate currently working in the financial services industry at Motilal Oswal. I assist clients with opening Demat accounts and provide support in margin funding to help them trade efficiently. I focus on understanding client needs and offering suitable investment solutions such as mutual funds, PMS, bonds, AIFs, unlisted shares, and TejiMandi. With NISM certification and a strong interest in stock markets and trading, I aim to help clients make informed decisions and achieve their financial goals. I am continuously learning and looking to grow in the field of finance and investment advisory.

Experience

4 yrs 3 mos

Total Experience

1 yr

Average Tenure

1 yr 6 mos

Current Experience

Motilal oswal financial services ltd

Relationship Manager

Nov 2024 – Present · 1 yr 6 mos · Thane · On-site

Build and maintain strong relationships with clients by understanding their financial goals and risk profile
Acquire new clients and expand the existing client base through referrals and market outreach
Provide investment guidance across Equity, Derivatives, Mutual Funds, IPOs, and NFOs
Assist clients in opening and managing Demat & Trading accounts
Conduct regular portfolio reviews and recommend rebalancing strategies
Educate clients on market trends, product features, and investment opportunities
Coordinate with research and operations teams to ensure smooth execution of trades
Ensure timely resolution of client queries and service-related issues
Maintain compliance with regulatory and company guidelines
Focus on long-term wealth creation and client retention

Financial AnalysisWealth Management Services

Charak pharma pvt. ltd.

Sales Executive

Jul 2022 – May 2024 · 1 yr 10 mos · Kalyan · On-site

Accenture

Business Process Delivery

Jan 2022 – Jun 2022 · 5 mos · Navi Mumbai · On-site

Transaction Processing Associate | Accenture
Responsible for managing and processing high-volume business transactions while ensuring accuracy, compliance, and timely delivery of services. Collaborate with cross-functional teams to maintain operational efficiency and meet service level agreements (SLAs).
Key Responsibilities:
Process and validate financial/operational transactions according to company policies and client requirements.
Maintain high levels of accuracy, data integrity, and compliance during transaction processing.
Review, verify, and update records in internal systems and databases.
Identify discrepancies, resolve issues, and escalate complex cases when necessary.
Ensure adherence to quality standards, KPIs, and SLAs.
Support process improvements to enhance productivity and efficiency.
Communicate with internal teams and stakeholders to ensure smooth workflow.