I

Ashtavinayak Chawl 8A, L.B.S. Nagar,

Datta Mandir Road, Vakola Bridge,
Santakruz- East

SUBODH MUMBAI-400055.
+91 9004141026
subodhshivtarkar@gmail.com
SHIVTARKAR

CAREER OBJECTIVE
To be associated with professional organization, where, while contributing
to its growth, productivity and development, with my best skills aand capabilities, I
get commensurate career development opportunities and job satisfaction.

EDUCATION
BCOM | Mumbai University
SCORED 54 % MARKS

HSC | Maharashtra Board

SCORED 59 % MARKS

SSC | Maharashtra Board

SCORED 60% MARKS

PERSUING MBA IN FINANCE & FINANCIAL MARKET FROM GURU NANAK KHALSA INSTITUTE OF
MANAGEMENT 2nd YEAR

EXPERIENCE
INVESTMENT ADVISOR | ONE STEP INVESTMENT SOLUTION
SEPTEMBER 2017 – JULY 2019

ROLES AND RESPONSIBILITIES:-

• Scheduling a consultation between the prospective client and a
sales representative.
• Opening Demat account, understand client’s financial needs.
• Determine client’s expenses level of income, insurance coverage,
their financial objectives and goals, tax status and risk tolerance.
BUSINESS DEVELOPMENT MANAGER | HDFC LIFE INSURANCE PVT LTD.
AUGUST 2019 – JULY 2020

ROLES AND RESPONSIBILITIES:-

• Recruiting , screening, and training new agents.

• Analyzing performance and drawing up action plans.

• Establishing strong relationships with staff and clients.

• Ensuring all staff exercise and good time management.

• Scheduling activities in catchment areas. Researching current

industries/ market trends and using knowledge for business
improvement.

SENIOR OFFICER | IDFC FIRST BANK PVT LTD.

AUGUST 2020 – MARCH 2021

ROLES AND RESPONSIBILITIES:-

• Opening current accounts and saving account.

• Scheduling appointment for Investment related product.

• Proactively identify the needs of potential customers and offer

appropriate financial services and products, such as bank account
opening, personal loan, business loan, as well as make referrals of
insurance and investment businesses.

• Doing activities in catchment areas. Coldcalling in industrial /market

areas.

• Providing overdraft facilities as per client needs.

 • Provide advisory services for clients regarding available financial
services.

• Pursue leads and potential customers to expand services and products

offered.

SKILLS
 Interpersonal skills.

 Ability to cop up in situations.

 Microsoft Office

 Business Development

 Marketing

 Customer Relationship Management

PERSONAL DETAILS

 MARITAL STATUS: UNMARRIED

 RELIGION: HINDUISM
 DOB: 17TH MAY 1993
 GENDER: MALE
 Declaration:-

I hereby declare that the information mentioned above is accurate.

MARCH 2021