Cofunction with different business verticals within the organization thereby augmenting valuation efficiently and effectively.Drive business for the organization by synergizing the portfolio mix of varied investment avenues.Deliver results as a player-coach; building and leading a team of managers to achieve or exceed annual business goals through individual and team performance.Manage direct reports, including ongoing professional development and performance management; coach and develop, hire and promote internal team.Maintain open communication platform with the internal management, which can include daily review of the sales numbers or an end of day e-mail market-wrap including information on calls for literature follow up, meetings, conference or seminar requests and any other topics of relevance.Provide unbiased, customized wealth planning guidance to Domestic & NRI investors, providing a high-touch client experience.Introduce Domestic & NRI clients to investment independent strategies and work closely to develop a bespoke financial plan using appropriate guidance tools depending on specific requirements.Exceed the expectations of clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including asset diversification, investment management, wealth planning, banking operations, wealth assets transfer).Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach and risk profiling.Conduct weekly meetings to review the past week and outline initiatives for the coming week. Initiate and close sales of complex investment products.Varied expertise with in-depth knowledge of Direct Equity, Mutual Funds, Unlisted Equity NRI Investments, Fixed Income, Structured Products, and Alternatives.

o Driving Mutual Fund Sales through Bank, ND’s and IFA Channel.o Arranging regular Con-calls / meetings for the Central & Sales team of distributors with the Fund Managers for market updates.o Doing marketing activities with these channels which helps in brand building and top of mind recall. Doing drives with these channels with relevant product ideas like SIPs / STPs / NFO etc.o Exclusive Fund tie-ups with the large Wealth Management outfits on equity and fixed income space.o Achieving Sales Target / Profitability on the basis of Market Share, Gross & Net Mobilization and Folios across the asset class.

Private Client Group* Being a part of Private Client Group (PCG), my major role is to act as a consultant / advisory and a confidante to the Ultra HNIs as well as NRI clientele.* Ensure active management of clients & achieve the target advisory AUM / executive AUM.* Assess clients risk appetite / asset class pattern and provide them with suitable profitable investment opportunities.* Provide regular updates & reviews to the clients regarding the market scenario and subsequent changes to the portfolio.* Recommending specific profitable investments within the overall strategy by taking inputs from in-house Research Division so as to help clients in taking prudent Short Term & Long Term investment decisions.* Achieve healthy revenues without compromising on client’s profitability.* Analysis of stock movements and scrutinizing fundamental and technical moves company wise & sector wise. Equity Research by regularly viewing Research Reports, stock valuation and stock picking through a bottom-up approach. Keeping abreast with the Equity market knowledge and market intelligence.* Responsible to ensure all activities are in adherence as per Compliance & Risk.

Equity Advisory GroupAs a part of the EAG – Equity Advisory Group, my primary role is envisaged as a consultant and a confidante to the HNIs and Ultra HNIs as well as Corporate clientele.* Identify clients risk appetite and Investment pattern & work towards bridging the same.* Cement existing client relationships with strong convincing attitude.* Develop and maintain a long-term profitable relationship with clients & maintain a high level of retention.* Achieve business objectives through Revenue & Product mix.* Develop multi-product expertise to provide holistic advice to clients with regards to their financial investments.* Recommending specific Investment options within the overall strategy by taking inputs from in-house Research Division so as to help clients in taking prudent Short Term & Long Term investment decision.* Build strong cross-functional relationships within the organization’s franchise for business generation by cross selling.* Analysis of stock movements and scrutinizing fundamental and technical moves company wise & sector wise.* Equity Research by regularly viewing Research Reports, stock valuation and stock picking through a bottom-up approach.* Keeping abreast with the Equity market knowledge and market intelligence.* Responsible to ensure all activities are in adherence as per Compliance & Risk.* Maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.

PCG is Private Client Group vertical, which looks after HNI and Ultra HNI clients. Client Acquisition.* I am primarily responsible for acquiring and handling group of HNI & Ultra HNI national & NRI clients by providing them exceptional, specialized & individualized advice towards managing their Equity Investments & Trading Portfolio, thereby achieving targeted revenue & client service norms.* I look out for potential investors who are willing to generate wealth from their idle money through Wealth Management Schemes like Private Wealth, long and short term Equity Investments, Portfolio Management Services, Third Party Investments, Real Estate & Commodities.* Besides managing the Equities Investment & Trading portfolio of the existing clients, my responsibility is to entail continuous coordination with Wealth Management team & other internal & external sources for generating leads & acquiring clients for servicing.

Holistic view of travel and tourism industry and in depth study on Foreign Exchange, Visa, ISO-OHSAS, Purchase, Product and Accounts Department, consolidation of HR training reports of Kesari Tours Pvt. Ltd.

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