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Sumit Bagewadi
Assistant Manager
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Sumit Bagewadi

Assistant Manager
I have over two and a half year experience as a Client support operations and public relations. To develop and oversee the implementation of client service protocols and Interact with clients and build relationships with them while ensuring their needs are being met. I have accumalated vast knowledge in financial services a firm provide in several investment categories like Mutual funds, Equity, commodity and currency market. As being indulged in the same since from college days (5 years).
Zerodha
Amity University
Bagalkot, Karnataka, India

Professional Background

  • Current status
    Employed
  • Profession
  • Fields
  • Work experience
    2-4 years (2-4 years relevant)
  • Management
  • Skills
    Empathetic
    Focused
    Financial Planning
    Financial Services
    Social Media Marketing
    Derivatives
    Platforms
    Financial Analysis
    Management Skills
  • Highest level of education

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Manager
  • Desired work locations
  • Freelance
    Non-freelancer

Work Experience

Assistant Manager

Aug 2019 - Present

Customer Support Executive

Jul 2018 - Aug 2019
1 yr 2 mos
Monitored clients investment and focused on servicing in cash, equity derivatives and currency segment. Profiled and analyzed investment platforms to develop financial strategies for the client necessities. Explained and documented for clients types of services to be provided. Investigated and resolved customer inquiries and complaints in a empathetic manner.

Post graduate program

Jan 2015 - Dec 2018
4 yrs 0 mos

Research Intern

Dec 2017 - Jan 2018
2 mos
Belagavi Area, India

Project Assistant

Sep 2017 - Oct 2017
2 mos
Bangalore

Organizational Development Intern

Oct 2016 - Nov 2016
2 mos
Belagavi Area, India

Education

Other
2020 - 2020