Harsh Sharma
MBA | Financial Modelling | Analyst |
- Role
- Digital Relationship Manager at HDFC securities
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Harsh Sharma
To work in an organisation where i can use my knowledge and skills to deliver value-added results that provide me job satisfaction and self development which help me achieve personal as well as organisational goals.
Experience
Digital Relationship Manager
Sep 2021 — Present · Mumbai, IN
Profiling customers and suggesting financial products to meet customer needs as per their\\\\nrisk appetite.\\\\n\\\\n2. Responsible for activation of trading accounts of clients, assisting new entrants in the equity\\\\nmarket to understand the dynamics of the market.\\\\n\\\\n3. Achieving the Business targets assigned in terms of, generating revenue, acquiring clients,\\\\nenhancing and upgrading the client relationship.\\\\n\\\\n4. Responsible for cross selling products like mutual funds, SIPs, DIYSIP, Basket investment\\\\netc. to the existing set of customers.\\\\n\\\\n5. Ensure quick and efficient resolution of customer queries / grievances.\\\\n\\\\n6. Counsel clients on their equity portfolio for long term investments as well as positional\\\\ntrading ideas in stocks for short/medium term.\\\\n\\\\n
Education
ADITYA INSTITUTE OF MANAGEMENT STUDIES AND RESEARCH
Master of Business Administration - MBA, Finance, General
2018 — 2020
The Don Bosco High school
Secondary school certificate , High School/Secondary Certificate Programs
2012
Prahladrai Dalmia Lions College of Commerce and Economics Sundar Nagar S V Road Malad West Mumbai 400 064
BCom - Bachelor of Commerce
2012 — 2017
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