• Amiable and dynamic professional with over 26 years of experience in BFSI mainly into Asset Management; Wealth Management; Financial Analysis & Advisory, Financial Planning; Stock Broking; Wholesale Debt Market (WDM); Financial Product Distribution and Advisory; Investment Banking; Private Equity; Business Development• Preparation and analysis of Line of Business strategic reporting.• Monitor transaction trends and report material change in trends; identify drivers and provide recommendations• Act as a senior advisor for financial planning and analysis and processes• Communicate thoughts, ideas and results to various departments and teams• Assist in preparation of new and existing agent business cases.• Demonstrated abilities in implementing competitive strategies for generating sales and increasing market share towards achievement of turnover & targets• Leading, training & monitoring the performance of team members to ensure efficiency in sales operations and meeting of individual & group targets• Expert in relationship management and delivering quality product and service as per the company norms and resolving issues on time• Efficient and timely delivery of services to customers, as well as effective resolution of queries, offer various products/services in line with wealth management strategies for clients• Possess excellent communication skills and good at interacting with internal and external stakeholders from different backgroundsSpecialties========☛ Asset Management☛ Wealth Management☛ Financial Analysis☛ Investment Advisory☛ Business Analytical Skill☛ Strategic Management ☛ Portfolio Management☛ Customer Acquisition☛ Channel Management☛ Leadership in Driving Sales ☛ Relationship Management☛ Leadership & People Management☛ Strategic Outsourcing Services and Technology-based Solutions