Gaurav Singh
Pune
Summary
Experienced Relationship Manager dedicated to customer satisfaction. Expert in Equity Market , Wealth Planning and other financial and banking products. Trained Financial Market professional with talent for sales and service and fluency in English.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr Investment Specialist
Sharekhan By BNP Paribas
Pune
11.2023 - Current
- Monitored existing portfolio of investments and generated regular reports on performance.
- Assisted in developing asset allocation strategies that are tailored to meet clients' needs.
- Providing solutions like Mutual Funds , Pms and AIF as per clients needs.
Wealth Relationship Manager
Edelweiss Wealth Management
Pune
02.2021 - 11.2023
- Managing and acquiring premier clients for investment
- Asset allocation and goal based planning for clients
- Advising investment as per requirements Mutual funds, AIF and Fixed income.
Wealth Relationship Manager
Yes Bank Ltd.
Pune
02.2019 - 11.2020
- Managing portfolio given by bank and cross sell banking and TPP products
- Acquisition of NTB (New To Bank) of Yes Premia customers
- Managing CASA liabilities for the given client portfolio.
Area Sales Manager
Motilal Oswal Financial Services Ltd.
Pune
02.2018 - 01.2019
- Acquire and Empanel new business partners for IFA channel
- Service and create new business opportunity through IFA's
- Cross sell of products like PMS, MF, Demat broking businesses to the clients through partners
- Organize events to increase engagement with partners.
Senior Relationship Manager
ICICI Securities Ltd.
Pune
11.2016 - 01.2018
- Advising and helping customers to invest in equity and Mutual funds
- Service requests of the customers
- Calling and meeting the customers
- Cross selling of TPA products.
Education
PGDM -
Pune Institute Of Business Management
06.2016
Bachelors of Science -
Kanpur University
03.2014
12th -
K.S.Inter College
07.2009
10th -
B.L.K.D Inter College
07.2007
Skills
- Investment And Wealth Planning
- Equity And Fixed Income Markets
- Relationship Building And Management
- Customer Portfolio Management
- Service Support
Certification
- Personality Development Program, 04/2015
- Oracle training Program, 04/2015
- NSIM V, VIII, XXI -A
Languages
- Hindi
- English
Timeline
Sr Investment Specialist
Sharekhan By BNP Paribas
11.2023 - Current
Wealth Relationship Manager
Edelweiss Wealth Management
02.2021 - 11.2023
Wealth Relationship Manager
Yes Bank Ltd.
02.2019 - 11.2020
Area Sales Manager
Motilal Oswal Financial Services Ltd.
02.2018 - 01.2019
Senior Relationship Manager
ICICI Securities Ltd.
11.2016 - 01.2018
PGDM -
Pune Institute Of Business Management
Bachelors of Science -
Kanpur University
12th -
K.S.Inter College
10th -
B.L.K.D Inter College
- Personality Development Program, 04/2015
- Oracle training Program, 04/2015
- NSIM V, VIII, XXI -A
Similar Profiles
Leelakrishna LavetiLeelakrishna Laveti
Project at Sharekhan By BNP ParibasProject at Sharekhan By BNP Paribas
Gitanshu AroraGitanshu Arora
Portfolio Management Intern at Sharekhan By BNP ParibasPortfolio Management Intern at Sharekhan By BNP Paribas
Kunj SavlaKunj Savla
Onboarding Executive - Digital Client Acquisation at Sharekhan By BNP ParibasOnboarding Executive - Digital Client Acquisation at Sharekhan By BNP Paribas