Investment Advisor under the Professional Clients Group at Nuvama Wealth and Investment Management (erstwhile Edelweiss Wealth Management)Roles and Responsibilities:- Client Investment advisory - AuA of Rs 400 cr+- Actively building and upscaling Derivative AUM- Onboarded PMS’, AIF’s, Family Offices and Proprietary Funds- Streamlining cross selling opportunities and identifying methods to improve revenue on the desk- Organise and manage conferences, management connects for the clientele- Support senior FA’s and Partners with acquisitions and client management

Investment Advisor under the Professional Clients Group at Edelweiss Wealth ManagementRoles and Responsibilities:- Client Investment advisory - AuA of Rs 400 cr+- Onboarded PMS’, AIF’s, Family Offices and Proprietary Funds- Streamlining cross selling opportunities and identifying methods to improve revenue on the desk- Support senior FA’s with acquisitions and client management- Organise and manage conferences, management connects for the clientele.

Roles and Responsibilities:- Analysed and collected product-related data such as pricing, type of product & customer tastes; pivotal in identifying gaps in the market with respect to pricing, customer tastes & preferences.- Helped with executing expansion plans and incorporated capital budgeting into the analysis.- Gave inputs for streamlining the production process for acquiring raw material to the final product for maximum efficiency.- Suggested methods of quantity & quality control as well as improving the workforce productivity.

Private Wealth ManagementRoles and Responsibilities:-1. Assisting the relationship manager in business developmentand facilitating meetings with prospects – HNI Clients2. Build reports for the client for the purpose of investment reviews, asset allocations and return calculations3. Portfolio analytics in the form of investment proposals and options analysis (O1 and O2)4. Advice on critical wealth management topics such as taxation, pensions, trusts and inheritances5. Advising on Options strategies for the structured products for clients. 6. Helped to build new client relationship with HNI clients by fetching meetings and collecting balance sheets for portfolio management (upwards of 6 crores)