Rohit Pal
SBI SECURITIES | Aspiring Equity & Portfolio Manager | MBA in Finance | National Hockey Player.
- Role
- Virtual Relationship Manager at SBI Securities
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Rohit Pal
As a finance student with a passion for investment strategies, I have developed a strong interest in portfolio management and equity analysis. Through my studies, l\'ve gained hands-on experience in managing portfolios, analyzing market trends, and evaluating investment opportunities. I\'m excited to continue expanding my knowledge in fund management and look forward to contributing to the growth and success of investment portfolios.
Experience
Virtual Relationship Manager
Aug 2025 — Present
Driving customer relationships through sales, servicing, and cross-selling of financial products including FDs, Bonds, and Mutual Funds. Skilled in lead conversion, reactivating dormant demat accounts, and guiding clients through seamless online transactions. Focused on achieving revenue targets, generating referrals, and building long-term, trust-based partnerships.
Education
Mansarovar global university Bhopal
Bachelor of Commerce - BCom
Modern Education Society's Ness Wadia College of Commerce, Pune
HSC
Indira college of engineering and management
Master of Business Administration - MBA, Finance
G S convent Smt LD patel high school
SSC
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