Vishal Sharma Email & Phone Number

Bengaluru, Karnataka, India

• Effectively managed team in the sales process within the debt market, engaging with and converting active business leads. The efforts have resulted in the successful liquidation of client's investments and significant business growth of around 273%.• By understanding the specific investment goals and requirements of customers, provide tailored suggestions for debt portfolios, achieving a conversion rate of approximately 25%.• Promptly and comprehensively address customer's technical… Show more • Effectively managed team in the sales process within the debt market, engaging with and converting active business leads. The efforts have resulted in the successful liquidation of client's investments and significant business growth of around 273%.• By understanding the specific investment goals and requirements of customers, provide tailored suggestions for debt portfolios, achieving a conversion rate of approximately 25%.• Promptly and comprehensively address customer's technical inquiries by relying on factual data, consistently maintaining a turnaround time of less than 24 hours.• Actively collaborate with Bond Houses to streamline operations between them and GoldenPi. This involves negotiating prices to ensure a favourable revenue outcome for the company.• Possess expertise in extracting and analysing data using MS Excel as a valuable tool. Show less

Kolkata, West Bengal, India

• Provided guidance to clients regarding equity investments by utilising Technical Research Analysis.• Created various portfolios tailored to different investment objectives, including Large Cap Basket, Mid Cap Basket, Small Cap Basket, Renewable Energy Basket, Dividend Oasis, and India Infra Basket. These portfolios yielded a Compound Annual Growth Rate (CAGR) ranging from 15% to 20%.• Additionally, I devised a strategy called Index Revamp Strategy specifically for Nifty50 Derivative… Show more • Provided guidance to clients regarding equity investments by utilising Technical Research Analysis.• Created various portfolios tailored to different investment objectives, including Large Cap Basket, Mid Cap Basket, Small Cap Basket, Renewable Energy Basket, Dividend Oasis, and India Infra Basket. These portfolios yielded a Compound Annual Growth Rate (CAGR) ranging from 15% to 20%.• Additionally, I devised a strategy called Index Revamp Strategy specifically for Nifty50 Derivative investments. Show less

Kalyan Area, India

• Conducted 360-degree Financial Assessment, Wealth Management Services and by doing portfolio rewiring of the various client segment.• Formulated strategies for expanding the client base by providing investment advice to the clients, Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.• Organized events, webinars to create awareness regarding investment and Financial Planning. Supported and guided team on… Show more • Conducted 360-degree Financial Assessment, Wealth Management Services and by doing portfolio rewiring of the various client segment.• Formulated strategies for expanding the client base by providing investment advice to the clients, Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.• Organized events, webinars to create awareness regarding investment and Financial Planning. Supported and guided team on platforms like CDSL Easiest, Comris Physical Delivery, Investwell, BSE Star MF, ODIN.• Coordinated with various departments like dealing, RMS,CRD, Accounts, for smooth and reliable servicing to clients. Show less

Kalyan, Maharashtra, India

• Acquired clients via seminars, webinars and corporate tie-ups.• Research and analysis on current portfolios and preparation of review strategy and plan for existing clients.• Cross selling various financial products to the existing set of customers and building depth within the existing relationships.

Master Of Business Administration - Mba, Financial Markets

Activities and Societies: Cricket Completed MBA in the field of Financial Markets

Bachelor Of Business Administration - Bba, Accounting And Finance, 63.90

Activities and Societies: Cricket, College Annual Function General Secretary. Completed BBA in the field of Finance.