Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
ABHAY PRATAP SINGH

ABHAY PRATAP SINGH

New Delhi

Summary

Seeking to work in a reputed organization to utilize my interpersonal and communication skills for making new clients, maintaining relations with existing clients, and increasing business revenue.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Wealth Manager

SMC Private Wealth
New Delhi
06.2025 - Current
  • Assessed financial goals and risk profiles to deliver customized wealth management solutions for high net worth individuals.
  • Developed and executed personalized investment strategies, focusing on asset allocation and portfolio diversification.
  • Maintained strong client relationships through consistent communication and updates on market trends.
  • Identified client acquisition opportunities, contributing to business growth and strengthening existing client relationships.
  • Collaborated with internal teams to provide comprehensive financial planning services, including retirement and tax planning.

Wealth Manager

Nuvama Wealth Finance Limited
New Delhi
03.2023 - 06.2025
  • Utilized market trends and conditions to identify new avenues for diversifying clients' portfolios.
  • Cultivated long-term connections with investors by providing consistent updates on their investments.
  • Provided comprehensive wealth management services encompassing asset allocation, retirement planning, estate planning, and tax management to high net worth individuals.
  • Carried out comprehensive financial analysis on clients' portfolio, advising on effective investment strategies.

Deputy Manager

HDFC Bank Ltd
New Delhi
01.2022 - 03.2023
  • Portfolio Management of HNW Clients
  • Maintaining Portfolio Hygiene
  • Acquiring, Enhancing, Deepening and Retention of HNW Clients
  • Cross-Sell of products to clients by best of class customer service and regular customer engagement

Future Banker(Trainee)

HDFC Bank Ltd
New Delhi
03.2021 - 11.2021
  • Learned about banking products, customer query handling and need analysis
  • Contribution in Bank business by generating leads and Quality Accounts

Assistant Manager (Retail Trainer)

Mahendra Skills Training & Development Pvt. Ltd
Lucknow
01.2018 - 02.2019
  • Developed and delivered training programs to improve customer service skills.
  • Organized and conducted on-the-job training sessions for trainees.
  • Created and implemented a comprehensive orientation program for all new hires.

Retail Sales Executive

Globus Stores Pvt Ltd
06.2015 - 02.2017

Education

Master of Arts -

Chhatrapati Shahu Ji Maharaj University
Kanpur
06.2018

Bachelor of Arts -

Chhatrapati Shahu Ji Maharaj University
Kanpur
06.2016

Higher Secondary Certificate -

Jawahar Navodaya Vidyalaya
Farrukhabad
03.2013

Senior Secondary Certificate -

Jawahar Navodaya Vidyalaya
Farrukhabad
03.2011

Skills

  • Customer Relationship
  • Critical Thinker
  • Growth-Oriented
  • Adaptable & Agile
  • Organization Skills
  • Good Listening Skills
  • Teamwork and team leadership
  • Detail-Oriented
  • Portfolio Management
  • Financial Planning

Certification

  • Post Graduate Diploma In Sales and Relationship Banking, 08/01/20, 11/30/21
  • Mutual Fund Distributor (VA) IRDA Certification
  • Diploma In Retail Skills, 07/01/17, 02/28/18

Accomplishments

  • Best Opening Batsman in Unsecured Loans on Month Basis
  • Best Performer Trophy for Demat Opening from Cluster Head
  • Best Performer in SIP Contest
  • DJFM Insurance contest qualifier
  • QnQ insurance contest qualifer

Timeline

Wealth Manager

SMC Private Wealth
06.2025 - Current

Wealth Manager

Nuvama Wealth Finance Limited
03.2023 - 06.2025

Deputy Manager

HDFC Bank Ltd
01.2022 - 03.2023

Future Banker(Trainee)

HDFC Bank Ltd
03.2021 - 11.2021

Assistant Manager (Retail Trainer)

Mahendra Skills Training & Development Pvt. Ltd
01.2018 - 02.2019

Retail Sales Executive

Globus Stores Pvt Ltd
06.2015 - 02.2017

Master of Arts -

Chhatrapati Shahu Ji Maharaj University

Bachelor of Arts -

Chhatrapati Shahu Ji Maharaj University

Higher Secondary Certificate -

Jawahar Navodaya Vidyalaya

Senior Secondary Certificate -

Jawahar Navodaya Vidyalaya

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ABHAY PRATAP SINGH