Acquired over 25+ new PAN India Ultra High Net Worth Individuals and NRIs, expanding its customer base and increasing its market reach by 5% in Delhi Region by utilizing Market Research and Networking.Diversified client assets and risk profiles, increasing portfolio size by Rs 200 million through risk profiling of clients.Closed more than 5+ major deals in Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) in New Delhi, achieving 15% growth in client portfolios in Growth-Oriented and stable financial products.Managed over 10+ client portfolios valued from Rs 20 million to over Rs 100 million, achieving a 400% increase in assets under management (AUM) in 9 months by delivering personalized financial solutions.Led strategic campaigns that have led to over 20 multi-million dollar deals with UHNI, promoting growth and stability by understanding their unique needs and delivering tailored investment solutions.Collaborated with zonal and regional heads, PMS and AIF fund managers resulting in a 50% increase in customer satisfaction scores through proactive communication, personalized service, and effective resolution of client concerns.

Managed Rs 65 crore for 120+ Ultra High Net Worth Individuals in Kota in 6 months in coordination with HDFC Bank branches across 24+ locations in Kota region and ensure seamless service delivery and client satisfaction.Led the team's collaborative efforts to optimize customer base performance by 10%.Acquired 33+ new Indian and NRI clients since January 2023, expanding its market presence by 5% and growing its customer base by 40% by Utilizing effective networking, client referrals to onboard new clients.Developed 10+ customized investment strategies aligned to HDFC Bank's portfolio model, emphasizing risk management and tax efficiency to meet client objectives which align with their financial goals and market conditions.Customized investment solutions that result in a 5% increase in client returns, reflecting strategic alignment with client financial goals and continuously monitored strategies to capitalize on emerging opportunities and mitigate risks.Directed cross-functional teams across 24+ branches, including Branch Heads, Imperia RMs, and Preferred RMs, fostering collaboration and daily market insights through structured morning huddles.Played a key role in MDRT campaigns by closing 4+ large deals through effective coordination with Branch Heads and Relationship Managers (RMs) to identify opportunities, negotiate terms, and secure investments.

Selected as a Marketing & Sales intern. Completed several tasks within a specific deadline.The first task was based on sales, in which we had to use multiple marketing strategies and acquired customers for the same. The target was Rs. 15000. Completed within 1 month.Learned and understood various aspects of sales and marketing and got the chance to excelled my leadership qualities. Increased the footprint of Tenhard India Pvt. Ltd.

I have created several pieces of content for various social platforms of the Eduvantage Box.