Years of Wealth Management Experience
Hi, I’m
Aditya Rao
Investment Specialist
Hyderabad,TG
Summary
Results-driven Investment Specialist with a 9-year track record of delivering tailored financial solutions. Adept at conducting thorough risk assessments, optimizing portfolio performance through strategic reviews and asset allocation, and providing comprehensive financial planning. Passionate about empowering clients to achieve their financial goals through proactive portfolio management and expert market insights.
Overview
9
2
NISM Certification
11
years of professional experience
Work History
Dezerv Investments Private Limited
Investment Specialist
03.2025 - Current
Job overview
- Utilized advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
- Increased client satisfaction by providing tailored investment advice and creating customized financial plans.
- Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
- Enhanced overall firm reputation by consistently demonstrating professionalism, expertise, and dedication to client success.
ICICI Prudential Asset Management CompanyMumbai, Maharashtra
Affluent Relationship Manager
09.2024 - 03.2025
Job overview
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Maintained a strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
- Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Royal Bank of Canada, RBCToronto, Ontario
Private Wealth Advisor
05.2021 - 01.2024
Job overview
- Developed customized financial plans for clients, taking into account their unique goals and risk tolerance levels.
- Optimized asset allocation across multiple accounts for enhanced performance while adhering to each client''s unique risk profile.
- Built and maintained long-term relationships with clients, resulting in a high client retention rate.
- Achieved consistent growth in assets under management through proactive business development efforts and strong referrals from satisfied clients.
- Continuously monitored client portfolios and made adjustments as needed to maintain alignment with changing financial goals.
Royal Bank of Canada, RBCLondon , Ontario
Life And Wealth Advisor
11.2018 - 05.2021
Job overview
- Conducted detailed client reviews to track progress towards financial goals and adjust recommendations as needed.
- Provided exceptional customer service through prompt response times, empathetic listening skills, and clear communication of complex financial concepts.
- Collaborated with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Promoted products and services using upselling and other sales strategies.
American Income Life Insurance CompanyLondon , Ontario
Life Insurance Advisor
01.2018 - 10.2018
Job overview
- Educated clients on the importance of life insurance as part of a comprehensive financial plan.
- Increased sales of life insurance products through tactical customer outreach.
- Calculated premiums and established payment methods for sales.
- Analyzed customer needs to provide customized insurance solutions.
- Increased client satisfaction by providing personalized life insurance advice and guidance.
- Worked closely with underwriters to provide accurate risk assessments and secure competitive policy rates for clients.
Bill Gosling OutsourcingLondon , Ontario
Emergency Roadside Dispatcher
01.2017 - 11.2017
Job overview
- Streamlined communication channels among drivers, service providers, customers by implementing standardized procedures for information sharing during emergencies.
- Enhanced customer satisfaction by efficiently coordinating with tow truck drivers and service providers for timely assistance.
- Developed strong rapport with local law enforcement agencies to assist in coordinating efforts during accidents or hazardous situations on the roadways.
- Managed high call volumes, ensuring timely support to distressed callers during peak hours and emergency situations.
- Enhanced customer experience by addressing inquiries, concerns, and complaints with a solution-oriented approach.
- Handled escalated calls with empathy and professionalism, resolving complex issues while maintaining a positive rapport with customers.
Ishusai Eximp LLpHyderabad, Telangana
Operations Manager Intern
07.2014 - 04.2016
Job overview
- Streamlined operations by identifying inefficiencies and implementing process improvements.
- Maintained detailed records of inventory levels for accurate forecasting to prevent stockouts or overstock situations.
- Optimized staff scheduling based on workload projections to ensure adequate coverage without unnecessary overtime expenses.
- Assisted senior leadership in setting departmental objectives aligned with company goals for long-term success.
- Reduced costs by renegotiating vendor contracts and optimizing resource allocation.
- Managed daily operations, ensuring smooth workflow while addressing any issues that arose promptly.
Education
Fanshawe CollegeOntario, Canada
Insurance And Risk Management from Insurance
09.2016 - 01.2018
Osmania UniversityHyderabad, Telangana
Bachelors in Commerce from Business
06.2013 - 05.2016
Skills
- Client Relationships
- Relationship building and management
- Excellent Communication
- Time Management
- Risk Management
- Portfolio Growth
- Sales proficiency
- Strategic Planning
- Self-motivated nature
- Equity Valuation
- Operations Management
- Securities Analysis
- Meticulous attention to detail
- Insurance Planning
- Equity markets
- Asset Management
- Retirement planning
- Portfolio Management
- Wealth Management
- Investment strategies
- Alternative Investments
- Conflict Resolution
Timeline
Investment Specialist
Dezerv Investments Private Limited
03.2025 - Current
Affluent Relationship Manager
ICICI Prudential Asset Management Company
09.2024 - 03.2025
Private Wealth Advisor
Royal Bank of Canada, RBC
05.2021 - 01.2024
Life And Wealth Advisor
Royal Bank of Canada, RBC
11.2018 - 05.2021
Life Insurance Advisor
American Income Life Insurance Company
01.2018 - 10.2018
Emergency Roadside Dispatcher
Bill Gosling Outsourcing
01.2017 - 11.2017
Fanshawe College
Insurance And Risk Management from Insurance
09.2016 - 01.2018
Operations Manager Intern
Ishusai Eximp LLp
07.2014 - 04.2016
Osmania University
Bachelors in Commerce from Business
06.2013 - 05.2016
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