Years of Wealth Management Experience
Aditya Rao
Affluent Relationship Manager
Mumbai,Maharashtra
Summary
Conscientious Relationship Manager with 8 yrs of expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
7
7
2
2
NISM Certification
Work History
Affluent Relationship Manager
ICICI Prudential Asset Management Company
Mumbai, Maharashtra
09.2024 - Current
- 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.
Private Wealth Advisor
Royal Bank of Canada, RBC
Toronto, Ontario
05.2021 - 01.2024
- 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.
Life And Wealth Advisor
Royal Bank of Canada, RBC
London , Ontario
11.2018 - 05.2021
- 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.
Life Insurance Advisor
American Income Life Insurance Company
London , Ontario
01.2018 - 10.2018
- 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.
Emergency Roadside Dispatcher
Bill Gosling Outsourcing
London , Ontario
01.2017 - 11.2017
- 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.
Operations Manager Intern
Ishusai Eximp LLp
Hyderabad, Telangana
07.2014 - 04.2016
- 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
Insurance And Risk Management - Insurance
Fanshawe College
Ontario, Canada 09.2016 - 01.2018
Bachelors in Commerce - Business
Osmania University
Hyderabad, Telangana 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
Affluent Relationship Manager
ICICI Prudential Asset Management Company
09.2024 - Current
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
Insurance And Risk Management - Insurance
Fanshawe College
09.2016 - 01.2018
Operations Manager Intern
Ishusai Eximp LLp
07.2014 - 04.2016
Bachelors in Commerce - Business
Osmania University
06.2013 - 05.2016
Similar Profiles
Pinki KusumbiwalPinki Kusumbiwal
Deputy Manager at ICICI Prudential Asset Management Company LimitedDeputy Manager at ICICI Prudential Asset Management Company Limited
Debodeep DasDebodeep Das
Relationship Manager at ICICI Prudential Asset Management Company Pvt LtdRelationship Manager at ICICI Prudential Asset Management Company Pvt Ltd
Makarand Panditrao SirsatMakarand Panditrao Sirsat
Relationship Manager at ICICI Prudential Asset Management CompanyRelationship Manager at ICICI Prudential Asset Management Company