Open to opportunities

2022-24 Anmol Nagpure

@2022-24anmolnagpure

Project Coordinator and client relations professional, coordinating multi-stakeholder delivery and advisory outcomes across financial services.

India

Message

What I'm looking for

I’m looking for a role where I can coordinate multi-stakeholder projects end-to-end, strengthen partner and client relationships, and turn complex requirements into clear execution—inside a fast-paced, high-accountability financial services environment.

I’m a driven, detail-oriented PGDM professional with 2+ years managing complex, multi-stakeholder projects in high-pressure, deadline-driven environments across India’s premium financial services sector.

In my current role, I coordinate end-to-end project execution across 50+ institutional channel partners—bridging client briefings, stakeholder alignment, delivery, quality review, and relationship management to keep programs on time and on standard.

I also develop and manage go-to-market collateral, advisory playbooks, and pitch frameworks, acting as the primary interface between internal product teams and external distribution partners to manage information flow and resolve escalations quickly.

Previously, as a Relationship Manager, I owned a personal client portfolio of ₹20 Crore+ AUM, conducting client onboarding, needs assessment, risk-appetite profiling, and portfolio structuring across multiple asset classes—while maintaining retention through consistent communication and proactive issue resolution.

Experience

Work history, roles, and key accomplishments

Current

Client Relations & Partner Manager

Current

360 One Asset Management

Aug 2025 - Present (11 months)

Manage end-to-end coordination across 50+ institutional channel partners in Pune, ensuring timely delivery, accurate communication, and partner satisfaction. Plan partner training/workshops, develop go-to-market collateral, and act as the interface between the internal product team and distribution partners.

Training Delivery Content Development Escalation Handling Microsoft Excel Microsoft PowerPoint Microsoft Word CRM Tools

Relationship Manager, PCG

IIFL Capital

May 2024 - Aug 2025 (1 year 3 months)

Manage a personal HNI/UHNI client portfolio of ₹20 Crore+ AUM across the full client lifecycle from onboarding and needs assessment to portfolio structuring and ongoing review. Build personalised investment proposals, coordinate cross-functional bespoke solutions across asset classes, and maintain client retention through structured communication and proactive issue resolution.

Client Onboarding Needs Assessment HNI & UHNI Advisory Client Retention Escalation Handling SWP (Systematic Withdrawal Plan)Equities Unlisted Stocks Fixed Income PMS GIFT City Funds Cross Functional Execution Compliance Coordination Operations Coordination Portfolio Review Issue Resolution

Marketing & Sales Intern

BNM Business Solutions LLP

Apr 2023 - Jul 2023 (3 months)

Conduct primary and secondary market research to identify business opportunities and customer preferences in the real estate sector. Support project coordination and contribute to market analysis reports for business development planning.

Market Analysis Project Coordination Business Development Support

Education

Degrees, certifications, and relevant coursework

Mulshi Institute of Business Management

Post Graduate Diploma in Management (PGDM), Marketing & HR

2022 - 2024

Activities and societies: Vice President – Student Council; Core Team – 'Crescendo' (flagship college event); Coordinator – Inter-Campus Event 'FORZA'.

Completed a PGDM with a focus on Marketing & HR, building skills for cross-functional execution and client/people management.