Rishi Dhawan Email and Phone Number
Rishi Dhawan personal email
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Seasoned professional working in the domain of Financial Services for the past 22 years. Currently engaged into Private Wealth Management offering holistic advice on Client Investments.Previously engaged into Risk Management Role dealing with all kinds of Insurance segments. Specialized in providing solutions to High Net Worth Individuals and Ultra High Net Worth Individual client segments and doing turn key projects.Have been involved in setting up Insurance Desks through manpower hiring, budgeting, marketing and bench marking with Industry standards.Specialties: Turn Key Projects, Corporate Agency and Referral Agreement tie ups, retail and corporate sales, Wealth Management Solutions across different asset classed.
Spark Pwm Private Limited
View- Website:
- sparkadvisors.in
- Employees:
- 12
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Executive Vice PresidentSpark Pwm Private Limited May 2024 - PresentNew Delhi, Delhi, IndiaPassion to drive financial principles of investment, wealth preservation, its enhancement and protection to achieve goals and objectives in an individual’s life touching most aspects of lifetime goals.
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Sr DirectorIncred Wealth May 2020 - May 2024New Delhi, Delhi, IndiaFounding team member for North helping build brand in Wealth Management with Investment Advisory and Analytics for HNI/UHNW clients to grow, preserve and transfer wealth as per risk appetite and personal requirements. -
Account DirectorL&T Capital Markets Limited Mar 2018 - May 2020New Delhi Area, IndiaSpearhead Investment Advisory and Analytics for HNI/UHNW clients. -
Regional HeadSmc Investments And Advisors Apr 2016 - Feb 2018New Delhi Area, India
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Associate Vice PresidentSmc Investments And Advisors Jul 2014 - Mar 2016
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Sr Manager, Wealth AdvisorySmc Investments And Advisors Oct 2012 - Jul 2014Deliver Clients Investment Advisory Solutions through Holistic product suite and risk-return balance.Approach HNI/UHNI client segment and introduce them to Comprehensive Financial Planning and Family Office Concept.
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Regional Head-- Insurance Advisory Solutions, NorthAsk Wealth Advisors Oct 2007 - Jul 2012DelhiDriving cross sales for Insurance Advisory Solutions to Affluent HNI and Ultra HNI Segment clients in the financial services domain.Formulating customized product solutions for a very niche segment. Understanding and applying basic solutions of Financial Planning to protect wealth. -
Sr. ManagerMetlife 2005 - 2007Worked for developement of Corporate and Broking vertical for Delhi and NCR. Was closely involved in sales orientation programs for Affinity product for a large PSU bank across the country. -
Manager, BancassuranceKotak Life Insurance 2004 - 2005Developed the Bancassurance relationship across Kotak Mahindra Bank Branches in Delhi and NCR to drive a series of verticals acorss the bank for Insurance Sales. -
Sr. Executive---Insurance SalesHarpreet Insurance Agents--(Corprate Agent Kotak Life Insurance) 2002 - 2004Harpreet Insurance Agents was a pioneer Corporate Agency for Kotak Life Insurance developing cross sales of Life Insurance sales model using Car Sales. Was spear heading the Insurance Channel to develop and expand productivity levels across teams.
Rishi Dhawan Skills
Rishi Dhawan Education Details
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Latrobe UniversityFinance And Financial Management Services -
Cambridge School, Sri Niwaspuri, New DelhiHigh School/Secondary Diplomas And Certificates
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Cambridge SchoolSciences
Frequently Asked Questions about Rishi Dhawan
What company does Rishi Dhawan work for?
Rishi Dhawan works for Spark Pwm Private Limited
What is Rishi Dhawan's role at the current company?
Rishi Dhawan's current role is Executive Vice President, Spark PWM Private Limited.
What is Rishi Dhawan's email address?
Rishi Dhawan's email address is ri****@****hoo.com
What schools did Rishi Dhawan attend?
Rishi Dhawan attended Latrobe University, Cambridge School, Sri Niwaspuri, New Delhi, Cambridge School.
What skills is Rishi Dhawan known for?
Rishi Dhawan has skills like Insurance, Cross Selling, Bancassurance, Team Management, Relationship Management, Sales, Mis, Portfolio Management, Business Development, Channel Sales, People Oriented, Retail.
Who are Rishi Dhawan's colleagues?
Rishi Dhawan's colleagues are Dheeraj Manwani, Viraj Bhimani, Neeraj Ojha, Suraj Vasanthan, Dhruv Jain, Sumit Tuteja, Nidhi Zad.
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