• Managing AUM of Rs 67 Crores and handling private banking account's Responsible for acquisition of private banking accounts for the Bank• Increasing bank's profit through various investment products• Advised HNI and families on comprehensive wealth management strategies, including investment planning, retirement planning tax optimization and estate planning• Conducted in-depth financial analysis and risk assessments to develop tailored investment portfolios aligned with client’s goals and risk tolerance• Cultivated and maintained strong client relationships through regular communication, financial reviews and proactive advice• Collaborated with internal teams to deliver holistic financial solutions, including legal, tax, and estate planning services• Researched and analyzed investment opportunities across various asset classes, including equities, fixed income, alternative investments and mutual funds• Prepared detailed investment recommendations and reports for clients highlighting key insights, risks and returns.• Monitored portfolio performance and market trends, recommending adjustments to asset allocations and investment strategies as needed. • Conducted due diligence on investment managers and funds , assessing performance track records , investment processes and risk management practices.