Alpesh Akhade
Relationship Manager | Specializing in Client Solutions & Financial Growth | Passionate About Investment Strategies\". MMS in Finance
- Role
- Relationship Manager at FundsIndia
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Alpesh Akhade
Passionate finance professionals with expertise in investment and client relationship management. I thrive in environments where teamwork and dedication are paramount and am committed to helping clients achieve financial success. With a strong foundation in finance and experience at top firms, I bring strategic thinking, integrity, and a client-focused approach to my role as Relationship Manager at FundsIndia.
Experience
Relationship Manager
Jul 2024 — Present
Successfully identifying and onboarding business partners to connect with target customer bases, ensuring a strong network of financial experts aligned with company goals- Conducting knowledge-sharing sessions on Mutual Funds, PMS, AIF and Loans to empower partners with essential insights, enhancing their expertise. This initiative optimizes partner strategies, leading to higher customer satisfaction and increased revenue generation.\"- Driving business partner activation to maintain a steady flow of qualified leads, consistently meeting or exceeding monthly business targets- Overseeing the quality of business generated through partners, ensuring effective product penetration across all offerings, including Mutual Funds, Insurance, AIF, P2P, PMS, Stocks, and Loans.
Education
Mulund College Of Commerce
Bachelor of Commerce - BCom
2017 — 2020
Indira Institute Of Business Management
Master of Business Administration - MBA
2021 — 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.