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
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