Vanusha Dhas
Mumbai
Summary
Dynamic financial leader with a proven track record at Nuvama Private Wealth, managing $160M+ in assets and enhancing client portfolio efficiency by 20%. Expert in wealth planning and client relations, excels in developing tailored investment strategies that drive satisfaction and foster long-term partnerships.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Principal Partner
Nuvama Private Wealth
11.2021 - Current
- Managed $160M+ in assets, boosting returns by 15%
- Enhanced client portfolio efficiency by 20%
- Executed strategic wealth plans raising client satisfaction
- Expanded the firm''s market presence by identifying new business opportunities and fostering partnerships.
- Increased client satisfaction by developing and implementing strategic plans tailored to their specific needs.
Director
Julius Baer Bank
02.2018 - 10.2021
- Grew client base by 30%, optimizing financial strategies
- Revised investment plans, increasing ROI by 12%
- Built partnerships to enhance market exposure
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
Financial Advisor- VP
Centrum Wealth Management
10.2015 - 01.2018
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Director
Standard Chartered Bank
03.2010 - 09.2015
- Analyzed complex financial data to identify trends and recommend investment strategies for optimal client returns.
- Optimized operational procedures by working closely with support staff to ensure accurate record-keeping and efficient client service delivery.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Facilitated successful estate planning discussions, addressing sensitive topics with tact and professionalism.
- Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
- Assisted in organizing community outreach events, raising brand awareness among prospective clientele.
- Participated in ongoing professional development to continuously enhance skills and market expertise.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
Relationship Banker
ABN AMRO Bank
02.2007 - 02.2010
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Adapted products and services to suit customers' changing financial circumstances.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Education
Executive Programme -Board Effectiveness - Financial Audit
Indian School of Business
Hyderabad, India06-2025
MBA - Finance
Welingkar Institute of Management
Mumbai, India01-2004
Bachelor of Commerce - Economics
SIES College of Commerce
Mumbai, India01-2000
Skills
- Portfolio Management
- Risk Assessment
- Wealth Planning
- Client Relations
- Financial Analysis
- Asset Allocation
- Investment Strategies
- Market Research
Certification
- Certified Research Analyst -NISM
- Certified Financial Advisor NISM
Languages
English
Hindi
Marathi
Tamil
Timeline
Principal Partner
Nuvama Private Wealth
11.2021 - Current
Director
Julius Baer Bank
02.2018 - 10.2021
Financial Advisor- VP
Centrum Wealth Management
10.2015 - 01.2018
Director
Standard Chartered Bank
03.2010 - 09.2015
Relationship Banker
ABN AMRO Bank
02.2007 - 02.2010
Executive Programme -Board Effectiveness - Financial Audit
Indian School of Business
MBA - Finance
Welingkar Institute of Management
Bachelor of Commerce - Economics
SIES College of Commerce