Anjali Rajpal
Ex Relationship Manager at SBI SECURITIES || NISM SERIES VIII & V-A Certified || MBA (Finance & Marketing)
Nagpur
2+ years of work experience
Apr 20257 mosOct 2025
Nagpur, Maharashtra, India
1.My job role includes building and managing client relationships to provide tailored investment solutions and financial advice.
2.Guiding clients in opening and managing Demat and trading accounts, ensuring smooth onboarding.
3.Advising customers on equity, mutual funds, derivatives, and other financial instruments.
4.Driving business growth by achieving sales targets, cross-selling financial products, and ensuring client satisfaction.
5.Ensuring compliance with regulatory requirements while maintaining high ethical standards in client dealings.
Mar 20243 mosMay 2024
Nagpur, Maharashtra, India
1. Managed the opening of 22 Demat accounts, streamlining the onboarding process for new investors
2. Achieved the conversion of 30 clients
3. Reached out to clients for feedback, boosting satisfaction
4. Collaborate with support to solve user problems
5. Collaborated with the team to optimize the user interface of the platform
Aug 20192 yrs 1 moAug 2021
India
Education
Master of Business Administration - MBA
Dr. Ambedkar College, Nagpur
20232 yrs2025
Business/Commerce, General
Sant Gadge Baba Amravati University, Amravati
20193 yrs2022
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