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Rishi Dhawan is listed as Executive Vice President at Spark PWM Private Limited, a with 12 employees, based in Delhi, India. AeroLeads shows a matched LinkedIn profile for Rishi Dhawan.
Rishi Dhawan previously worked as Sr Director at Incred Wealth and Account Director at L&T Capital Markets Limited. Rishi Dhawan holds Management, Finance And Financial Management Services from Latrobe University.
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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.
Listed skills include Insurance, Cross Selling, Bancassurance, Team Management, and 16 others.
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A career timeline built from the work history available for this profile.
New Delhi, Delhi, India
Passion 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.
New Delhi, Delhi, India
Founding 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.
New Delhi Area, India
Spearhead Investment Advisory and Analytics for HNI/UHNW clients.
New Delhi Area, India
Deliver 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.
Delhi
Driving 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.
Worked 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.
Developed the Bancassurance relationship across Kotak Mahindra Bank Branches in Delhi and NCR to drive a series of verticals acorss the bank for Insurance Sales.
Harpreet 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.
Other employees you can reach at sparkadvisors.in. View company contacts for 12 employees →
Nancy Suri
Colleague at Spark Pwm Private LimitedDelhi, India
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Manisha Agnihotri
Colleague at Spark Pwm Private LimitedBengaluru, Karnataka, India
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Akshay Vaidya
Colleague at Spark Pwm Private LimitedMumbai Metropolitan Region, India
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Anirudh Manish Sinha
Colleague at Spark Pwm Private LimitedMumbai, Maharashtra, India
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Animesh Raizada
Colleague at Spark Pwm Private LimitedMumbai, Maharashtra, India
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Amit Kapasi
Colleague at Spark Pwm Private LimitedBengaluru, Karnataka, India
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Syed Tanveer Ali
Colleague at Spark Pwm Private LimitedBengaluru, Karnataka, India
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Riddhi Sharma
Colleague at Spark Pwm Private LimitedMumbai, Maharashtra, India
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Divya Hari Karthik
Colleague at Spark Pwm Private LimitedHyderabad, Telangana, India
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Arnik Shah, Cfp
Colleague at Spark Pwm Private LimitedMumbai, Maharashtra, India
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Quick answers generated from the profile data available on this page.
Rishi Dhawan works for Spark PWM Private Limited.
Rishi Dhawan is listed as Executive Vice President at Spark PWM Private Limited.
Rishi Dhawan is based in Delhi, India while working with Spark PWM Private Limited.
Rishi Dhawan has worked for Spark Pwm Private Limited, Incred Wealth, L&T Capital Markets Limited, Smc Investments And Advisors, and Ask Wealth Advisors.
Rishi Dhawan's colleagues at Spark PWM Private Limited include Nancy Suri, Manisha Agnihotri, Akshay Vaidya, Anirudh Manish Sinha, and Animesh Raizada.
You can use AeroLeads to view verified contact signals for Rishi Dhawan at Spark PWM Private Limited, including work email, phone, and LinkedIn data when available.
Rishi Dhawan holds Management, Finance And Financial Management Services from Latrobe University.
Rishi Dhawan is listed with skills including Insurance, Cross Selling, Bancassurance, Team Management, Relationship Management, Sales, Mis, and Portfolio Management.
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