Akash Rane
Mumbai Suburban
Summary
I am a dedicated Senior Wealth Manager with a Master's degree in Management Studies, specializing in Portfolio Management and Customer Relationship Management. With extensive experience in developing and executing strategic financial plans, I have successfully managed and grown client portfolios while maintaining strong client relationships. My expertise lies in precise financial analysis and reporting; aligning investment strategies with client goals to maximize returns and minimize risks.
Overview
3
3
years of professional experience
4036
4036
years of post-secondary education
3
3
Languages
Work History
Senior Wealth Manager
Nuvama Wealth
Mumbai
07.2024 - 01.2025
- Client Relationship Management
- Managed a portfolio of 550 high-net-worth clients, providing tailored wealth management solutions to meet their financial goals
- Built and maintained long-term relationships with clients, ensuring their financial needs were met with personalized investment strategies
- Delivered exceptional client service, contributing to high client retention and satisfaction rates
- Asset Under Management (AUM) Growth
- Oversaw a total AUM of 1,50,00,000, demonstrating strong investment and consistent portfolio growth
- Successfully grew AUM through strategic investment planning, client referrals, and proactive relationship management
- Investment Strategy and Planning
- Developed and implemented customized investment strategies based on clients' risk profiles, financial objectives, and market conditions
- Managed asset allocation, risk management, and performance tracking to ensure optimal portfolio growth and diversification
- Financial Analysis and Reporting
- Conducted thorough financial analysis and market research to identify investment opportunities and optimize portfolio performance
- Provided regular performance reports and updates to clients, ensuring transparency and understanding of their financial progress
- Professional Development
- Continuously pursued industry certifications (e.g., NISM) and attended financial seminars and conferences to stay updated with market trends and regulatory changes
Senior Corporate Agency Manager
HDFC Life
Mumbai
06.2022 - 07.2024
- Consistently achieved monthly sales targets of 15+ Lakh by acquiring new clients and promoting company products and services
- Identified and contacted potential clients through various channels, including referrals, networking, and cold calling, to generate new business opportunities
- Utilized a consultative sales approach to tailor product offerings to meet the specific financial needs of potential customers
- Client Relationship Management
- Built and maintained strong relationships with existing clients, ensuring regular communication to stay attuned to their evolving needs and ensure retention
- Promoted and educated clients on the benefits of HDFC Life products, leading to increased policy uptake and portfolio diversification
- Managed and nurtured relationships with High Net-Worth (HNI) and Super HNI clients, advising them on investment strategies and insurance solutions to meet their long-term financial goals
- Promotion of Focus Products Successfully promoted HDFC Life's focus products, increasing sales volume and brand awareness through personalized presentations and product demos
- Delivered value-driven conversations about insurance and financial planning, contributing to the expansion of the company's market share in key segments
- CRM and Business Tracking
- Maintained meticulous records of business transactions and client interactions using internal CRM systems (or Excel), ensuring accurate tracking of leads, sales, and follow-up actions
- Regularly updated customer profiles, business development activities, and sales forecasts to streamline the client acquisition process
- Sales Target Achievement
- Achieved monthly sales targets of 15+ Lakh consistently, driving revenue growth and contributing to the overall success of the sales team; ensuring maximum conversion rates
Education
M.M. -
ATHARVA INSTITUTE OF MANAGEMENT
B.M. - undefined
R.A.D.A.V College
HSC - undefined
SDV college
SSC -
N.V.M School.
IndiaSkills
- Microsoft Excel
- Customer Relationship Management
- Portfolio Management
- Sales
- NISM V
Accomplishments
- Exceeded Sales Target: Consistently met and exceeded the monthly sales target of 15+ Lakh by 3x through acquiring new clients and promoting company products and services.
- Top Performer at HDFC Life: Ranked 7th in the West region and 14th pan-India for business performance while working with HDFC Life, demonstrating strong sales and client acquisition capabilities.
Timeline
Senior Wealth Manager
Nuvama Wealth
07.2024 - 01.2025
Senior Corporate Agency Manager
HDFC Life
06.2022 - 07.2024
B.M. - undefined
R.A.D.A.V College
HSC - undefined
SDV college
M.M. -
ATHARVA INSTITUTE OF MANAGEMENT
SSC -
N.V.M School.
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