Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

ADITYA RUPARELIA

DAHANU

Summary

Meticulous professional with expertise in wealth management and client counseling. Evaluates client financial needs and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Corporate Agency Manager

Hdfc Life
Mumbai
02.2019 - 10.2023
  • Provided expertise on the features of various insurance policies and assisted customers in selecting suitable plans.
  • Developed relationships with potential clients to generate leads for bancassurance sales.
  • Conducted presentations and seminars to educate customers about different types of insurance products.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Provided training support to junior staff members on product knowledge, sales techniques.
  • Followed up with customers after purchase to ensure satisfaction with service provided.
  • Identified opportunities for cross-selling additional products or services to existing customers.
  • Adhered to compliance standards set by regulatory bodies such as IRDAI regulations.
  • Participated in trade shows, conferences, and other events to promote bancassurance solutions.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Achieved repeat business and referrals through personalized services.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.

Independent Financial Advisor

Self Employed
Dahanu
10.2017 - 01.2019
  • Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
  • Developed long-term relationships with clients through regular meetings and reviews of their investments.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
  • Expertly managed client portfolios to maximize returns and maintain risk tolerances.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
  • Drafted proposals outlining prospective investment strategies tailored specifically for individual clients.
  • Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
  • Recommended strategies to clients to help achieve financial goals.
  • Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
  • Provided guidance on retirement planning options available based on individual circumstances.

Relationship Manager

I-CAN Financial Solutions
Mumbai
01.2017 - 07.2017
  • Conducted detailed analysis of client portfolios to identify opportunities for improvement.
  • Guided client decisions based on tax or other financial benefits to help each reach desired goals.
  • Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
  • Reviewed existing customer portfolios and recommended suitable modifications for enhanced returns.
  • Provided advice on investment strategies, portfolio management, risk management, and asset allocation.
  • Executed strategies to consistently reach sales benchmarks.
  • Conducted comprehensive training sessions for IFAs on platform navigation.

Articled Assistant

Vekaria & Vekaria Chartered Accountants
Mumbai
04.2014 - 08.2016
  • Assisted in preparing client reports by gathering data from various sources.
  • Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
  • Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
  • Researched new products, services, regulations, and industry trends related to wealth management.
  • Prepared investment review documents for client meetings.
  • Managed client expectations and resolved any concerns or issues promptly.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Drafted quarterly reviews outlining changes in portfolio composition or asset allocations over time.

Education

Master of Commerce - Accounting

HR College of Commerce And Economics
Mumbai
01-2016

CA - Inter - Accounting

Institude of Chartered Accountants of India
01-2013

Skills

  • Sales management
  • Product solutions
  • Relationship building
  • Sales growth
  • Staff training
  • Time management
  • Adaptability and flexibility
  • Lead generation
  • Team leadership

Certification

  • Cleared NISM VA exam scoring 87 marks

Accomplishments

  • Received best performer award and qualified various sales contests at HDFC LIFE

Timeline

Corporate Agency Manager

Hdfc Life
02.2019 - 10.2023

Independent Financial Advisor

Self Employed
10.2017 - 01.2019

Relationship Manager

I-CAN Financial Solutions
01.2017 - 07.2017

Articled Assistant

Vekaria & Vekaria Chartered Accountants
04.2014 - 08.2016
  • Cleared NISM VA exam scoring 87 marks

Master of Commerce - Accounting

HR College of Commerce And Economics

CA - Inter - Accounting

Institude of Chartered Accountants of India
ADITYA RUPARELIA