Akshay Garg Email & Phone Number

Delhi, India

1. Organise client meetings to discuss financial goals, risk tolerance and investment preferences.2. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.3. Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.4. Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.5. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.6. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.7. Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.8. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.9. Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Delhi, India

1. To achieve targeted Business volume at given WIRR and CoA. Individual target for all verticals are met.2. Achievement of Stretch Biz target given by Supervisor in units & volume both.3. Appointment of New channels - DDSA & DSA. Marketing activity - loan mela, sms & mailer activities etc. Visit to dealers/ DSA's & manufacturer.4. TAT achievement & FTNR should be maintained as per the mandate set by Senior Management.5. Focus on both Ops & credit FTNR. 6. Collection of PDD's as per policy.7. To achieve SK penetration & CASA / Credit Card - As per the mandate target set8. To have coverage of Inventory at all major dealerships and to ensure timely repayments within tranche period as defined and retail conversions of minimum 20% from the dealerships using Inventory limits9. Ensure monthly review with collections and need to draw action point, to control Cheque bouncing, early delinquency and overall portfolio

Delhi, India

1. To enhance market share, activation of dealership & renewal retentions.2. To scale up the OEM business with the existing partners.3. To monitor, review & intervene in manpower productivity in terms of growth in channels & business.

New Delhi Area, India

To source EXIM accountsTo maintain current account book growth on incremental Basis.To generate Trade & Forex revenue of INR 3 Cr & above.To generate asset Disbursal in the Quarter.

Hyderabad Area, India

1. Establish a climate of enthusiasm, openness and concern. Follow up, congratulate and listen.2. Seek input and explore alternatives before making important decisions.3. Coordinate with all the clubs & smooth functioning.4. Revenue generation for the team.5. Face of Messenger & direct contact with outsiders.

New Delhi Area, India

1. Review of existing policy and tools/mechanisms and development of actionable recommendations to improve overall climate of client's organisation.2. Support for the development of business enabling environments, to include recommendations for the establishment of business accelerators/business incubators and diagnostic analysis on under performing incubator systems.3. To works closely with the business owner and employees to gather information.4. To develop reports for the business owner detailing solutions.5. Other related tasks as appropriate.

New Delhi Area, India

1. Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.2. Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.3. Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.4. Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.5. Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.6. Provides financial management information by preparing financial status analyses and reports.7. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.8. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Master Of Business Administration (M.B.A.), Accounting And Finance, 7.28

Activities and Societies: 1. Been the POC of IBS Messenger (The Promotional Partner of IBS Hyd). 2. Been the TRISHNA-2016 & 17 committee.

Bachelor’S Degree, Business/Commerce, General, 70%

Activities and Societies: Best Debate Speaker, Short Skit on Social Issues, Talk Show, College Facebook Contest, Silent Play related.

High School, Business/Commerce, General

Activities and Societies: Headed School Council Gained to know Teamwork & effective utilisation of resources on right time with right.