Bhavesh Jain
Sr. Wealth Manager At Nuvama Wealth
Mumbai
Summary
Results-driven finance professional with 5 years of corporate experience, specializing in sales and investment advisory. Proven expertise in driving revenue growth, managing sales teams, and building strong client relationships. Certified in NISM Investment Advisory (Level 1 & 2 – 10A & 10B), Portfolio Management Service (PMS) 21A and Mutual Fund Distribution (5A), demonstrating a strong foundation in investment planning and wealth management. Passionate about finance, with a keen ability to analyze market trends and provide strategic financial solutions.
Overview
6
6
years of professional experience
5
5
Certifications
4
4
Languages
Work History
Sr. Wealth Manager
Nuvama Wealth Management
05.2025 - Current
- Managing a large and diversified assets-under-management (AUM) book, delivering consistent, long-term returns for ultra-high-net-worth individuals (UHNIs).
- Overseeing a broad UHNI client base with significant collective net worth, ensuring comprehensive wealth advisory coverage.
- Advising clients across equity, debt, commodities, structured products, alternative investments, and insurance plans customized to individual risk profiles and financial objectives.
- Conducting in-depth market research, analyzing macroeconomic trends, and providing personalized investment insights to support informed decision-making.
- Building and nurturing strong client relationships, resulting in high retention, trust, and sustained portfolio growth.
Senior Investment Advisor | HNI Portfolio Management
Equentis Research & Ranking
04.2023 - 04.2025
- Began as an Investment Advisor and rapidly exceeded sales targets, earning a promotion to Senior Investment Advisor through consistent high performance.
- Managed High Net-Worth Individual (HNI) portfolios exceeding ₹50 lakh, delivering customized investment solutions tailored to individual financial goals and risk profiles.
- Successfully sold subscription-based Equity Advisory services, PMS, AIF & Un-listed IPOs aligning investment strategies with client objectives and Risk appetite.
- Conducted comprehensive portfolio reviews and financial planning sessions, enhancing wealth creation and ensuring robust risk management.
- Generated over ₹7 million in new business, significantly contributing to portfolio growth and new client acquisition.
- Achieved and consistently exceeded sales targets from the fourth month onward, increasing lead conversion rates from 2% to an average of 8% per month.
Wealth Manager
Bhansali Value Creation
01.2022 - 03.2023
- Gained in-depth exposure to full-time service brokerage operations, including daily trading activities and market outlook analysis to provide clients with informed investment advice.
- Proactively generated leads through cold calling and in-person client meetings, building strong relationships based on trust and personalized service.
- Acquired new clients by designing comprehensive wealth plans, incorporating multi-asset allocation strategies tailored to individual financial goals and retirement planning needs.
- Effectively cross-sold a wide range of wealth management products, including Mutual Funds, Demat & Trading accounts, PMS, and hedge strategies, enhancing portfolio diversification and client satisfaction.
Sales Executive
Eureka Outsourcing- Upstox
01.2020 - 11.2021
- Developed a strong understanding of the stock market, trading momentum, and investor behavior, laying the foundation for a successful career in wealth management.
- Responsible for opening Demat and Trading accounts, working in a high-paced, target-driven environment with a goal of acquiring 3 new accounts daily.
- Handled client escalations effectively by educating clients on market opportunities and long-term wealth creation, turning dissatisfaction into engagement.
- Worked closely with the Sales Manager to support team coordination, assist in managing team operations, and handle escalation calls with professionalism and solution-oriented communication.
Education
Bachelor of Commerce -
Kelkar college
Mulund01.2020
Higher Secondary Certificate - undefined
JVM’s Metha Degree College
04.2015
Secondary School Certificate - undefined
RMV School
Navi mumbai04.2013
Skills
- Financial Planning
- Client Risk Profiling
- Sales and Marketing
- Negotiation Skills
- Product pitching skills
- Problem solving ability
- Team Management
- Client Relationship
- Fixed income strategies
- Private equity investments
Certification
NISM Investment Advisory 10A
Timeline
Sr. Wealth Manager
Nuvama Wealth Management
05.2025 - Current
Senior Investment Advisor | HNI Portfolio Management
Equentis Research & Ranking
04.2023 - 04.2025
Wealth Manager
Bhansali Value Creation
01.2022 - 03.2023
Sales Executive
Eureka Outsourcing- Upstox
01.2020 - 11.2021
Higher Secondary Certificate - undefined
JVM’s Metha Degree College
Secondary School Certificate - undefined
RMV School
Bachelor of Commerce -
Kelkar college