Harsh Shrotriyaa Email & Phone Number

India

• Client-centric Wealth and Investment Management professional with >7 years of experience in developing tailored financial strategies for clients with Investment portfolios.• Specializing in strategic asset allocation rather than product-focused solutions, I have consistently delivered a Satisfying Returns across client Portfolio (~18%).• Passionate about empowering clients to reach their financial aspirations through personalized planning and a commitment to transparency.• Proven ability to analyse market trends, resulting in strategic asset allocations that minimize risk and maximize returns, with client satisfaction ratings consistently above [>4 /5]. • Committed to building enduring relationships grounded in trust and delivering exceptional service tailored to each client’s unique financial goals.

Ahmedabad, Gujarat, India

Having more than 7 years of Experience in Banking, NRI Services, Investment Banking& Portfolio Management. Wealth Management along with Complete banking services.

Karnataka, India

Acquiring new clients, a early member for team developing business and strategy to build and generating revenue along with cross selling of products ( asset and liability side) financial modelling, risk analysing, kyc process, customer support, financial advisory, wealth management, data mining and data visualisation

Karnataka, India

Acquiring New clients and Managing existing client of kotak mahindra bank, revenue generation from cross sell of products ( in asset and liability side) while working with other stake holders of the company to fulfill customer satisfaction, customer support data mining and data visualization to acquire new clients, elevated to team handling role where I have mmanaged a team size of 10people ensuring a smooth business drive, after successfully proven in team management elevated senior Relationship managing where I was handling HNI segment clients, financial analyst, risk management, kyc process, customer due diligence, AML process,

Karnataka, India

Managing 6 branches of icici wealth branches, with successfully developed business from channel partner, and other stake holders of the company for smooth revenue generation

Karnataka, India

A core team member worked on bringing self- checkouts to india, a part of core team for setting up operations, checkouts and mobile pos, set up a team for Business development, customer success journey for both (in app & store of super market and hyper market) successfully built a team of 0-30 member, generating revenue,

Karnataka, India

Managing customer service, cross selling of products, floor management, generating revenue, store p&l

Master Of Business Administration - Mba, Accounting And Finance

Activities and Societies: currently pursing MBA via upgrad

Master Of Business Administration - Mba, Accounting And Finance, 6

Bachelor Of Computer Applications, Computer Programming, Specific Applications, 8/10

A.M.E'S Degree Science College, Bca, A+