ADESH KADAM
MUMBAI
Summary
Seasoned Wealth Manager with background in both portfolio management and strategic financial planning. Strengths lie in developing customized investment strategies for high net worth individuals, as well as navigating complex financial landscapes. Proven ability to build, maintain and leverage client relationships; adept at helping clients achieve financial goals through sound investment decisions. Made significant impact by driving growth for previous employers and providing clients with strategic wealth management advice. Experienced banker with strong communication skills, and a devotion to customer service. Highly adept in banking products and transactions, bringing forth a proven track record of client satisfaction. Knowledgeable about financial planning, credit cards, CASA, FD, and loan processes, mutual funds, stocks, PMS/AIF, and various investment asset classes, and committed to continuously enhancing my skills and banking expertise. A strong team member with the ability to work independently, as well as within a division. My career objective is to make use of my interpersonal skills to achieve the goals of a company that focuses on customer satisfaction.
Overview
7
7
years of professional experience
Work History
WEALTH MANAGER
FISDOM PRIVATE WEALTH
Mumbai
10.2024 - Current
- In my role as a Wealth Manager at Fisdom Private Wealth in the Mumbai, I led initiatives to provide comprehensive wealth management solutions to clients.
- By working closely with public sector banks, I facilitated the growth of client wealth through strategic financial planning.
- My achievements include increasing client satisfaction and wealth through tailored financial strategies.
- My focus is on delivering personalized wealth management solutions has driven client satisfaction and financial growth.
- I have excelled in financial planning and effective communication skills.
PREFERRED RELATIONSHIP MANAGER
HDFC BANK LIMITED
Mumbai
06.2023 - 10.2024
- Maintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings.
- Responsible for CASA, Assets & Liabilities growth of the branch. Acquiring new customers to the managed programme of the bank.
- Efficiently implemented a customer relationship management (CRM) system that improved customer segmentation and targeting.
- Used customer relationship management (CRM) systems to accurately track and manage customer data.
- Developed and maintained a respectful and professional relationship with customers.
- Established a network of long-term customers through relationship-building tactics.
RELATIONSHIP MANAGER
STATE BANK OF INDIA WEALTH MANAGEMENT
Thane
05.2022 - 05.2023
- Provided one-on-one customer support and portfolio reviews, resulting in complete financial planning and customer satisfaction.
- Developed and maintained strong relationships with customers to ensure their satisfaction and retention.
- Conducted in-depth customer research to identify new opportunities for growth and expansion.
- Developed and executed strategies for customer acquisition and sourcing new business.
- Developed and executed a strategy to co-ordinate with multiple branches to generate leads, resulting in increased customers wallet share and AUM growth.
CUSTOMER RELATIONSHIP EXECUTIVE
STATE BANK OF INDIA WEALTH MANAGEMENT
Mumbai
08.2018 - 04.2022
- Resolved customer complaints quickly and effectively, resulting in a customer satisfaction.
- Developed and maintained strong relationships with customers, resulting in a customer retention and helped in getting more refferals.
- Generated new leads through outbound campaigns that increased NTB numbers and helped RMs to Grow AUM.
- Analysed customers data to identify trends and create segmentation models that improved targeted acuisitions.
Education
NISM-XXI-A -
NATIONAL INSTITUTE OF SECURITIES MARKETS
MUMBAI05-2025
IC38 - Certificate Exam of Corporate Agents (SP Composite) - English -
INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY OF INDIA
09.2022
NISM-V-A -
NATIONAL INSTITUTE OF SECURITIES MARKETS
02.2022
BACHELOR OF COMMERCE -
DR AMBEDKAR COLLEGE OF COMMERCE & ECONOMICS
MUMBAI08.2017
TALLY ERP 9 -
12.2014
HIGHER SECONDARY CERTIFICATE -
ABHYUDAYA JUNIOR COLLEGE OF COMMERCE
MUMBAI06.2014
MAHARASHTRA STATE CERTIFICATE IN INFORMATION TECHNOLOGY (MSCIT) -
MAHARASHTRA STATE BOARD OF TECHNICAL EDUCATION
MUMBAI06.2014
ENGLISH TYPING 30 WPM -
12.2012
SECONDARY SCHOOL CERTIFICATE -
MUMBAI PUBLIC SCHOOL, PRABHADEVI
MUMBAI06-2012
Skills
- Ability to Multitask
- Decision making
- Problem Solving
- Computer skills
- Teamwork
- Adaptability
- Fast Learner
- Microsoft Office
- Ability to Work Under Pressure
- Ability to Work in a Team
- Customer relationship management
- Customer Service
- Communication Skills
- Wealth management
- Financial planning
- Communication skills
- Problem solving
- Business development
- Insurance planning
Websites
Hobbies and Interests
- Playing Sports - Cricket, Badminton and E-Sports.
- Music & Movies
- Travelling
- Learning about Investing & Personal Finance
Personal Information
- Title: WEALTH MANAGER
- Date of Birth: 22/07/1997
- Nationality: INDIAN
Languages
- MARATHI
- ENGLISH
- HINDI
Timeline
WEALTH MANAGER
FISDOM PRIVATE WEALTH
10.2024 - Current
PREFERRED RELATIONSHIP MANAGER
HDFC BANK LIMITED
06.2023 - 10.2024
RELATIONSHIP MANAGER
STATE BANK OF INDIA WEALTH MANAGEMENT
05.2022 - 05.2023
CUSTOMER RELATIONSHIP EXECUTIVE
STATE BANK OF INDIA WEALTH MANAGEMENT
08.2018 - 04.2022
NISM-XXI-A -
NATIONAL INSTITUTE OF SECURITIES MARKETS
IC38 - Certificate Exam of Corporate Agents (SP Composite) - English -
INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY OF INDIA
NISM-V-A -
NATIONAL INSTITUTE OF SECURITIES MARKETS
BACHELOR OF COMMERCE -
DR AMBEDKAR COLLEGE OF COMMERCE & ECONOMICS
TALLY ERP 9 -
HIGHER SECONDARY CERTIFICATE -
ABHYUDAYA JUNIOR COLLEGE OF COMMERCE
MAHARASHTRA STATE CERTIFICATE IN INFORMATION TECHNOLOGY (MSCIT) -
MAHARASHTRA STATE BOARD OF TECHNICAL EDUCATION
ENGLISH TYPING 30 WPM -
SECONDARY SCHOOL CERTIFICATE -
MUMBAI PUBLIC SCHOOL, PRABHADEVI