AMAN SRIVASTAV

• Led client meetings to review financial goals, investment performance, and adjust strategies as needed.
• Participated in networking events and seminars to expand professional contacts and attract new clients.
• Managed a diverse portfolio of assets, including equities, bonds, and alternative investments, for optimal performance.
• Tracked investment performance, providing clients with scheduled updates.
• Modified investment strategies based on market changes, and fluctuations.
• Analysed market trends to identify lucrative investment opportunities for portfolio enhancement.
• Managed a diversified investment portfolio, consistently achieving above-target returns for stakeholders.
• Managed and maintained client investment portfolios in line with needs and desired achievements.
• Implemented strategic sales plans to identify and capture new business opportunities in the mutual fund sector.
• Sell mutual funds, PMS, AIF, bonds, demat, insurance, and unlisted.
• Developed robust strategies to achieve clients' financial goals
• Executed skill in specialised facets of hedge fund, private equity fund and mutual fund taxation.

• Monitor and address HNI clients' banking and investment requirements.
• Use financial acumen and investment expertise to review a client’s personal data, align clients’ needs through superior service, and seamlessly align service delivery for an enhanced experience; thereby helping the client reach short-term and long-term investment goals.
• Focus on business development across liabilities, assets, and fee to sustain and achieve growth in relationship value, revenues, and improved client stickiness.
• Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling.
• Formulate outbound and inbound sales plans to acquire new HNI clients, increasing the customer base of the portfolio.
• Actively listened to customers to fully understand requests, and address concerns.
• Identified issues, analysed information, and provided solutions to problems.
• Managed client portfolios, delivering personalised banking solutions to meet corporate objectives.
• Conducted comprehensive risk assessments to align investment choices with client risk tolerance.
• Achieved service time and quality targets.

Analysed financial market trends to provide clients with informed investment advice, maximising returns.

• Arranged meetings with clients to obtain information on financial requirements and prepare plans best suited to these.
• Managed investment portfolios for advisory clients.
• Maintained excellent client relationships by providing clients with proactive market updates through phone and email.
• Prepared and presented investment strategies to potential investors, tailoring services to fit needs.
• Achieved client financial objectives within agreed timescales.
• Bought and sold stocks and bonds on behalf of clients, generating maximum returns.
• Applied investment knowledge to constantly upgrade investment portfolio content.
• Tracked investment performance, providing clients with scheduled updates.
• Facilitated seamless buying and selling of mutual funds, adhering to compliance regulations and client preferences.

• Utilised CRM systems to track interactions with clients, manage sales pipeline, and optimise sales processes.
• Contacted customers to set up appointments, monitor satisfaction levels, and upsell additional offerings.
• Opening a Demat account.
• Responsible for brokerage and revenue generation.
• Hand-holding of clients during initial phases.
• Handle sales promotion activities from time to time.
• Planned and executed new strategies to increase sales.
• Planned rotas to maintain high service levels while minimising payroll costs.
• Handled customer concerns and escalated major issues to supervisor.