ABHISHEK KOTRIWAR
Mumbai,MH
Summary
Investment professional with 7+ years of experience in wealth advisory and portfolio management for HNI , UHNI and NRI clients. Strong expertise in asset allocation, risk profiling, mutual funds, PMS and fixed income instruments. NISM, AMFI and PMS certified, currently pursuing CWM Level 2, with a strong focus on client suitability, compliance and long-term wealth creation.
Overview
7
7
years of professional experience
Work History
Investment Counselor
Motilal Oswal Financial Services
01.2025 - Current
- Managed client AUM of ₹450 Cr
- Generated ₹50 Cr fresh inflows annually
- Average ticket size ₹50 lacs to ₹1 cr
- Advisory-led model (not product pushing)
- 7 Years’ Experience | Banking & Financial Services
Wealth Relationship Manager
ICICI BANK LTD
01.2023 - 01.2025
- Managed Wealth client relationships AUM 150 Crs
- Portfolio management, client acquisition, retention & revenue growth
- Key accounts handling, Team Management, cross-selling & risk coordination
Relationship Manager
DBS Bank
01.2021 - 01.2023
- Managed Big Corporate relationships across City .
- Portfolio management, client acquisition, retention & revenue growth
- Key accounts handling, cross-selling & risk coordination
Relationship Manager
Kotak Mahindra Bank Ltd
01.2019 - 01.2021
- Managed client relationships and Big Corporate client .
- Portfolio management, client acquisition, retention & revenue growth
- Key accounts handling, Team Management, cross-selling & risk coordination
Education
Bachelor of Science - Mechanical Engineering
G H Raisoni Collage of Engineering Nagpur
Nagpur, India01-2015
Skills
- Asset Allocation & Risk Profiling
- Wealth Advisory for HNI / NRI Clients
- Mutual Funds PMS Bonds Structured Allocations
- Portfolio Review & Rebalancing
- Client Onboarding & KYC Compliance
- Long-term Relationship Management
Certification
- NISM Certified (Series 5)
- AMFI Registered Mutual Fund Distributor
- PMS Certified (XXI -A)
- Chartered Wealth Manager (CWM) – Level 2 Pursuing
- Open to UAE regulatory certifications (CISI / local compliance)
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Advanced (C1)
Timeline
Investment Counselor
Motilal Oswal Financial Services
01.2025 - Current
Wealth Relationship Manager
ICICI BANK LTD
01.2023 - 01.2025
Relationship Manager
DBS Bank
01.2021 - 01.2023
Relationship Manager
Kotak Mahindra Bank Ltd
01.2019 - 01.2021
Bachelor of Science - Mechanical Engineering
G H Raisoni Collage of Engineering Nagpur
Combined Experience
Relationship Manager, India, 7 yrs experience in Banking & Financial Services, Managed client relationships across 4 organizations, Portfolio management, client acquisition, retention & revenue growth, Key accounts handling, Team Management, cross-selling & risk coordination
Client Acquisition - Approach
- Referral-based client acquisition
- Professional networking & relationship building
- Portfolio review-led engagement
- Long-term advisory focus over transactional selling
Personal Information
Title: Investment Specialist