Harsh Shrotriyaa Email and Phone Number
* I am an experienced Wealth and Investment Management professional at Nuvama Wealth & Investments, with over 8 years of expertise in managing wealth for individuals, corporations, and institutions. * My diverse background in the financial markets equips me to provide comprehensive investment solutions.With a strong emphasis on business development, client acquisition, and relationship management, I excel at building lasting connections with clients and ensuring their needs are met through strategic asset allocation.* My expertise in managing client investments and overseeing portfolio management effectively.* I hold a Post Graduate Program in Management (PGPM) in Accounts and Finance from IMT Ghaziabad and am currently pursuing a Global MBA from LJMU via upGrad. * Throughout my career, I have developed strong skills in analyzing market trends and financial analysis, along with proficiency in asset management. * Known for my customer-centric approach, I am committed to going the extra mile to ensure client satisfaction.Mail Id : harsh.shrotriya@nuvama.com
-
Assistant Vice PresidentNuvama Wealth Sep 2024 - PresentIndia• 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.
-
Associate Vice PresidentIndusind Bank Oct 2023 - Oct 2024Ahmedabad, Gujarat, IndiaHaving more than 7 years of Experience in Banking, NRI Services, Investment Banking& Portfolio Management. Wealth Management along with Complete banking services. -
Senior Relationship ManagerAu Small Finance Bank Dec 2022 - Oct 2023Karnataka, IndiaAcquiring 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 -
Relationship ManagerKotak Mahindra Bank Dec 2018 - Dec 2022Karnataka, IndiaAcquiring 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, -
Business Development ManagerIcici Prudential Life Insurance Company Limited Dec 2018 - Aug 2019Karnataka, IndiaManaging 6 branches of icici wealth branches, with successfully developed business from channel partner, and other stake holders of the company for smooth revenue generation -
Business Development SpecialistDelvit Solutions Pvt. Ltd. Mar 2017 - Dec 2017Karnataka, IndiaA 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, -
Retail Sales SpecialistVodafone Dec 2014 - Mar 2017Karnataka, IndiaManaging customer service, cross selling of products, floor management, generating revenue, store p&l
Harsh Shrotriyaa Education Details
-
Accounting And Finance -
8/10 -
Mother'S Education TrustA+
Frequently Asked Questions about Harsh Shrotriyaa
What company does Harsh Shrotriyaa work for?
Harsh Shrotriyaa works for Nuvama Wealth
What is Harsh Shrotriyaa's role at the current company?
Harsh Shrotriyaa's current role is AVP- Asset & Investment Management (Wealth).
What schools did Harsh Shrotriyaa attend?
Harsh Shrotriyaa attended Liverpool John Moores University, Institute Of Management Technology, Ghaziabad, Gulbarga University, Mother's Education Trust.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial