Summary
Overview
Work History
Education
Skills
Disclaimer
Achievements And Recognitions
Timeline
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Satyam Singh

Satyam Singh

Virar West

Summary

Dynamic Wealth Manager with a proven track record at Nuvama Wealth & Investment Ltd., specializing in high-net-worth portfolio optimization and strategic financial advisory. Expert in investment analysis and client relationship management, driving significant revenue growth while ensuring exceptional client satisfaction through tailored financial solutions.

Overview

6
6
years of professional experience

Work History

Wealth Manager

Nuvama Wealth & Investment Ltd.
09.2024 - Current
  • Spearheading high-value wealth management services for an HNI client portfolio worth Rs
  • 45 crore
  • Designing and executing personalized investment strategies leveraging market intelligence and risk assessment
  • Driving client engagement and satisfaction through bespoke financial planning and advisory services
  • Continuously monitoring market trends to provide proactive and informed investment recommendations

Virtual Relationship Manager, Assistant Manager

IDFC Bank
11.2022 - 09.2024
  • Managed and expanded an HNI portfolio of Rs
  • 40 crore, ensuring client retention and revenue growth
  • Provided expert guidance on investment, insurance, and wealth-building strategies tailored to client needs
  • Achieved promotion to Wealth Management Department in recognition of outstanding performance and strategic contributions
  • Strengthened client trust and loyalty through comprehensive financial consultations and solutions

Phone Banker

HDB Financial Services
07.2019 - 10.2022
  • Delivered high-quality banking solutions and transaction management to optimize client satisfaction
  • Developed expertise in financial products, investment planning, and customer relationship management
  • Ensured seamless client interactions and banking support, enhancing overall financial literacy and trust

Education

Bachelor of Science - Information Technology

Siddharth College Fort
01.2019

Higher Secondary Certificate -

Adarsh Inter College
01.2015

Secondary School Certificate -

SB Singh College
01.2013

Skills

  • High-Net-Worth Portfolio Management & Optimization
  • Strategic Wealth Management & Financial Advisory
  • Investment Analysis & Risk Mitigation
  • Financial Planning & Retirement Solutions
  • Client Relationship Management & Retention
  • Market Research & Financial Forecasting
  • Business Development & Revenue Growth
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Disclaimer

I hereby declare that the information provided is true and accurate to the best of my knowledge and belief.

Achievements And Recognitions

  • MDRT (Million Dollar Round Table) Qualification - London (IDFC Bank) & Bangkok (Nuvama Edelweiss).
  • Honored for exceptional performance by top financial institutions, including: HDFC Ergo, Aditya Birla Health, Niva Bupa, Max Bupa, ICICI Lombard, HDFC Life, Tata AIA.
  • IRDA and NISM Certified, ensuring compliance with regulatory standards and ethical investment practices.

Timeline

Wealth Manager

Nuvama Wealth & Investment Ltd.
09.2024 - Current

Virtual Relationship Manager, Assistant Manager

IDFC Bank
11.2022 - 09.2024

Phone Banker

HDB Financial Services
07.2019 - 10.2022

Bachelor of Science - Information Technology

Siddharth College Fort

Higher Secondary Certificate -

Adarsh Inter College

Secondary School Certificate -

SB Singh College

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Satyam Singh