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Virendra Singh Tanwar

Virtual Relationship Manager

Vasai Virar

1+ year of work experience

N.A
- NowPresent

N.A
- NowPresent

SBI Securities
Jul 20251 yrPresent

Mumbai

Managing a portfolio of 300+ retail clients, providing investment guidance across equities, derivatives, mutual funds, ETFs and IPOs. Assisting clients with 100+ monthly service requests including KYC updates, account opening, fund transfers and trading support. Driving revenue by achieving 80-90% of monthly brokerage and cross-sell targets, contributing to overall branch/business growth. Monitoring client portfolios worth ₹8–12 crore AUM and providing timely market updates, insights and personalized investment ideas.

Education

Bachelor of Business Administration, Business Administration and Management, General

Prahladrai Dalmia Lions College of Commerce and Economics Sundar Nagar S V Road Malad West Mumbai 400 064

20223 yrs2025

High School Diploma, Business/Commerce, General

kapol junior college

20211 yr2022

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Virendra Singh Tanwar on Tal

Headline

Virtual Relationship Manager

Location

Vasai Virar

Work experience

Fresher at N.A

Fresher at N.A

Virtual Relationship Manager at SBI Securities, Jul 2025 - Present · 1 yr, Mumbai, Managing a portfolio of 300+ retail clients, providing investment guidance across equities, derivatives, mutual funds, ETFs and IPOs. Assisting clients with 100+ monthly service requests including KYC updates, account opening, fund transfers and trading support. Driving revenue by achieving 80-90% of monthly brokerage and cross-sell targets, contributing to overall branch/business growth. Monitoring client portfolios worth ₹8–12 crore AUM and providing timely market updates, insights and personalized investment ideas.

Education

Bachelor of Business Administration, Business Administration and Management, General, Prahladrai Dalmia Lions College of Commerce and Economics Sundar Nagar S V Road Malad West Mumbai 400 064

High School Diploma, Business/Commerce, General, kapol junior college

Virendra Singh Tanwar - Fresher in Vasai Virar | Tal