Summary
Overview
Work History
Education
Skills
Certification
Languages
Attributes
Timeline
Generic

Abhishek Bhalerao

Summary

Dynamic finance professional with extensive experience at Nuvama Wealth Finance Ltd, excelling in investment strategies and revenue generation. Proven track record in optimizing portfolios and enhancing client relationships. Skilled in regulatory compliance and adept at driving growth through innovative investment solutions, achieving significant returns for retirement trusts.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Assistant Vice President (Fixed Income Markets)

Nuvama Wealth Finance Ltd
Mumbai
12.2022 - Current
  • Managed trading activities as Proprietary Dealer across G-Secs, SDLs, and AAA to AA+ rated Corporate Bonds.
  • Managed investments for family offices and wealth houses, offering customized fixed-income products.
  • Developed productive business relationships with clients while leading retirement trust sales in West region.
  • Directed fund raising and deployment strategies for client investments.
  • Served as Sales Coordinator for PF sales desk, meeting debt requirements of FPIs.
  • Advised on SLR and non-SLR investment options for retiral benefit trusts.
  • Facilitated conversion of investment policies for various entities, improving returns through innovative opportunities.
  • Achieved revenue generation targets for SLR book through effective management strategies.

Senior Manager (Retirement Benefits Sales)

ITI Gilts Pvt Ltd
01.2019 - 12.2022
  • Generated revenue for SLR book through strategic client engagement initiatives.
  • Executed active investment strategies for Retirement Benefit Trusts centered on portfolio analysis and restructuring.
  • Managed diverse investment options including equity, fixed income, G-Sec, SDLs, corporate bonds, and asset-backed securities.
  • Converted investment policies for corporates and trusts to optimize return potential.
  • Advised clients on regulatory compliance from Ministry of Labour and Ministry of Finance related to portfolios.
  • Acquired assets under advisory for exempted Retirement Fund Trusts to enhance overall investment management.
  • Established effective business relationships with clients across Maharashtra, Gujarat, and South Region.
  • Presented quarterly portfolio analyses to Board of Trustees for informed decision-making during restructuring.

Manager (Retirement Trust Advisory & NBFC Business Analyst)

A.K. Capital Services Ltd
04.2018 - 01.2019
  • Optimizing Mutual Fund Portfolio for Maximizing Risk-Adjusted Returns.

Manager (Retirement Trust Advisory)

Darashaw And Company Private Ltd
04.2014 - 04.2018
  • Framed investment policies based on safety, liquidity, and return philosophy.
  • Developed far west region, including Pune, increasing client base in advisory business.
  • Advised clients on stock selection through technical and fundamental analysis.
  • Converted investment policies of various trusts, enhancing returns through new opportunities.
  • Ensured clients met objectives of Retirement Benefit Trusts via active investment strategies.
  • Managed client requirements while focusing on acquisition of new clients.
  • Oversaw deal cycles, sourced investments, and negotiated optimal prices with brokers.
  • Created Equity PMS product for retirement trusts, collaborating with senior management for rollout.

Intern - Fixed-income investment evaluations (Insurance Industry)

Birla Sunlife Insurance
05.2013 - 07.2013
  • Evaluated various investments like exchange-traded funds and mutual funds to identify growth opportunities.
  • Monitored economic indicators alongside stock prices to maintain portfolio adherence.
  • Conducted thorough research on commodities, bonds, and options to optimize client portfolios.

Education

Master in Management Studies -

Vidyalnakar Institute of Technology
Mumbai
01.2014

Bachelors in Commerce -

K.M Agrawal College University of Mumbai
Mumbai
01.2010

Skills

  • Investment strategies and analysis
  • Revenue generation
  • Customer relationship management
  • Regulatory compliance
  • Portfolio management
  • Investment analysis

Certification

  • Step-up to Professional Excellence, Dale Carnegie, USA
  • Equity Derivatives, Research Analyst, Mutual Fund, NISM, an initiative by SEBI
  • BEM (Business Excellence Model), Mr. T.R. Doongaji, ex-Managing Director of Tata Services Ltd, 2013
  • MBA Pro Harvard Case Studies

Languages

  • English
  • Hindi
  • Marathi

Attributes

  • People Skills
  • Attention to Detail
  • Negotiation Skills
  • Collaborative Team Player
  • Cooking
  • Travelling

Timeline

Assistant Vice President (Fixed Income Markets)

Nuvama Wealth Finance Ltd
12.2022 - Current

Senior Manager (Retirement Benefits Sales)

ITI Gilts Pvt Ltd
01.2019 - 12.2022

Manager (Retirement Trust Advisory & NBFC Business Analyst)

A.K. Capital Services Ltd
04.2018 - 01.2019

Manager (Retirement Trust Advisory)

Darashaw And Company Private Ltd
04.2014 - 04.2018

Intern - Fixed-income investment evaluations (Insurance Industry)

Birla Sunlife Insurance
05.2013 - 07.2013

Master in Management Studies -

Vidyalnakar Institute of Technology

Bachelors in Commerce -

K.M Agrawal College University of Mumbai
Abhishek Bhalerao