Currently working on a fintech product & successfully completed 3 major milestones of product Ideation, Research & UX&UI for web & mobile platforms.Specialized in developing strategic business solutions & executing business plans, align business activities to the vision&strategy of organization, improvising communications&monitor organization performance against strategic goalsSpearheaded the creation of sophisticated sales models with extensive market &industrial exposure keen on analysing business opportunities as per targeted plans & achieving targeted market shareServed as a strategic advisor on client's overall investment portfolio, driving the holistic portfolio construction& asset allocation activities, partnered up with Relationship Manager to serve clients across a defined portfolioDeveloped & implemented the Wealth Management Solutions Platform& Portfolio Management Consultancy to meet customer goals in terms of Retirement, Wealth Creation, Protection& Saving&Investment schemes.Reviewed clients' portfolios& introduced them to a wide range of investment vehicles, including equities, structured products, foreign exchanges, & derivatives, which match their individual financial needs.Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a complete financial review & create a long-term investment strategy.Researched & analysed existing market trends &client's specific investment requirement & provided with suitable investment solutions to ensure maximum profitability.Coordinated with internal partners (Bankers, Investors, Capital Advisors) & private clients to deliver the best fully secured credit product solution with a sound credit structure.Built & led high-performance teams by hiring, developing, & motivating skilled professionals to develop investment/management structures & established fund administration processes.

Managing the key relationship with Ultra HNI clients with an AUM of 100 Crs. to provide holistic wealth management expertiseGuiding a team of Managers on business line Operating Procedures and execute delegated accountabilities in accordance with business expectationsEvaluating practical applicability of Company policies to trading and sales activities in coordination with Compliance or relevant Risk and Control teamsLead on prevailing Markets regulatory initiatives; participate in business initiatives to conduct supervision operational readiness assessmentsDevelop & manage the relationship with regulators to ensure communications are open and constructiveHelp identify new business opportunities and originate new client relationships with a strategic and long-term viewGuiding support to the team by servicing client requests, working closely with trading and structuring on a wide array of derivative and custom solutionsExpertise in determining & documenting enterprise-wide Risk Management Procedures for an organization and identifying Key Controls pointsOutstanding instructional, interpersonal, and business/ communication skills with the experience required to remain highly focused on achieving bottom-line results while formulating advanced business/marketing solutions

Expertise assistance in Wealth Management process from sales to customer service with extensive knowledge in financial planning, investment analysis, and business developmentBroader knowledge in investment vehicles, equities, structured products, foreign exchanges, and derivativesPromoted complex financial products to customers through high-level presentationsEstablished strong work relationships with Top management and other control groups viz: compliance, legal, etcCollaborated with the team in early identification of emerging control issues and timely reporting to Audit management and business stakeholdersExtensive involvement with internal partners (Bankers, Investors, Capital Advisors) and private clients to deliver the best fully secured credit product solution with a sound credit structure

Developed profitable and productive business relationships resulting in multi-fold revenue for the company in Wealth and Portfolio Management. Headed a sales team for Research & Ranking.com – a personalized portfolio advisory serviceIncreased in team size from 4 to 20 resulted in revenue ramp up from an average of Rs. 6 lac per month to Rs. 1 CrRepresented at prestigious events conducted by FICCI, Association of Wealth management & Mutual fund industry events, etcAcquired HNI & UNHI clients for long term investments and encouraged them to invest the AUM up to 3 yearsInitiated a variety of skill-based training to raise awareness on market trends & risk factors and competitors performanceCollaborated with Marketing teams to uphold Brand and to offer new products & pricing to existing & prospective customersEvaluated existing systems & procedures and designed internal control tools to achieve higher operational efficiencyConsistently remained on the cutting-edge and driven new business by establishing key accounts and partner relationships

Built a core team to develop investment/management structures and established fund administration processesSteered business growth by providing total Investment solutions to HNI+ and Corporate clientsExpertise in determining & documenting enterprise-wide Risk Management Procedures and identifying Key Controls pointsDeveloped and managed profitable business partners from competitor vendorsOrganized marketing programs/activities for generating higher revenue through existing & cross-selling of productsPrepared and analyzed high visibility MIS reports for evaluation of performanceReviewed customer’s financial needs and recommend appropriate solutions to help achieve goalsEvaluated target markets & investment opportunities while negotiating deals with prospective marketing & strategic partners

Maintained a service excellence culture within the organization. Identified opportunities to improve productivity, efficiency and ensuring the company’s policies, procedures, and compliance requirements complied with service quality norms.Deftly handled client needs & formulated tailored investments. Constantly monitored client portfolio with appropriate market switching and recommended appropriate short-term & long-term investment solutionsAppraised the targeted customers on various products & services of the organization, thus maximized wealth creation/ revenue for the organization. Involved in developing and maintaining relationship with the existing privileged customers. Managed business operations with a key focus for increasing revenues for the client as well as for the organization while identifying new business opportunities.Developed and maintained a healthy and cooperative working environment within the organization by assisting and coordinating with others from time to time to ensure the smooth flow of banking operations.Facilitated a team approach to achieve organizational objectives, increased productivity & developed employee morale.