Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
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Anilkumar verma

Anilkumar verma

Private Wealth Manager / Financial Planner
Gurugram

Summary

I am Experienced in Private wealth Management and Goal Based Financial Planning. I like to keep my vision on Long term growth and I believe "expertise comes with knowledge and experience." My aim is to provide professional and ethical advice to UHNI and HNI Families on time. My personnel believes is that "Planning" and "Execution" both are the 2 most important elements of wealth Creation.

An accomplished AVP-Wealth with more than 9 years of experience in the Investment Advisory Field. Proficient in Client Relationship Management, Financial Planning, and Assessment. Hands-on experience in Mid-market management, Mutual Funds, Fixed Income products, Insurance, Real-Estate backed Debenture, and Bonds. Proven ability to provide cost-saving evaluations by applying a detail-oriented mindset. Adept at quantitative analysis, client relations make strategic, commercial, investment, and transaction decisions by combining an analytical economic skill set to understand real-world client needs. Outstanding analytical abilities with problem-solving, decision-making, and interpersonal skills

Overview

9
9
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
3
3
Languages

Work History

Assistant Vice President- Wealth

Fintoo
Gurugram
06.2022 - Current
  • Managing AUA of 80 Cr
  • Managing Team of Sr. Wealth Manager, Wealth Manager and Financial Planners.
  • To provide comprehensive financial guidance to our portfolio clients, focusing on deepening the relationship and quality services.
  • Successfully built, grew, and retained lasting relationships with clientele as well as engaged new clients to provide the best services.
  • Manage a portfolio of HNIs customers (majorly Salaried) and advise them for tactical rebalancing in uncertain times; to provide tailored products for risk mitigation through investment plans and insurance products.
  • Putting our clientele and mission first while implementing products and services to help our customers reach their financial goals
  • Communicated with clients and provided financial planning services and investment advice to them.
  • Reviewed and constantly evaluated portfolios and changing the Investment strategy depending upon Risk of the Client
  • Developed financial models, conducted risk analysis, and assisted in the implementation of new products.
  • Produced detailed asset allocation models and generated financial statements.

Cluster Manager

Fintoo
Gurugram
08.2021 - 05.2022
  • Took challenge to develop north region ( NCR ) with zero Client base and successfully implemented
  • Single handed handled the all operations activity to set the cluster in North. it includes Acquisition of clients, Marketing, Creation of team, Branding and Expanding.
  • Managing complete cluster operations with key focus on top line and bottom line profitability by ensuring optimal utilization of available resources.
  • Analyzed sales data to manage cluster performance and make informed financial decisions.
  • Handling All Traditional and Non Traditional financial Instruments - Woking as cluster manager and responsible to manage P/L for North Cluster
  • Analyzing latest marketing trends and tracking competitors’ activities and providing valuable inputs for fine tuning sales & marketing strategies.

Branch Manager

Fintoo
MUMBAI
01.2018 - 05.2021
  • Designing and implementing a strategic business plan that expands its customer base and ensures its strong presence.
  • Instrumentally setting up new initiatives, developing business through a strategic market plan, & market research within relevant markets
  • Assuring and upholding high levels of customer satisfaction through excellent sales service.
  • Maintaining deep knowledge of the company's product offering and value proposition.
  • Identifying and mapping business strengths and customer needs.
  • Researching business opportunities and viable income streams

Sr. Relationship Manager

Bajaj Capital
MUMBAI
12.2016 - 01.2018
  • Handle customer Portfolio and resolve complaints, evaluate customer needs and recommend the most appropriate products and services.
  • Handling portfolio of 110 customers with an overall book size of 25 crore.
  • Managed and maintained client investment portfolios in line with their needs and desired achievements.
  • Maintained in-depth knowledge of KYC Norms and other investment compliances issued by SEBI.
  • Cross-sell Financial products and services based on customer needs.

Sr. Financial Planner

Fintoo
MUMBAI
05.2014 - 12.2016
  • Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, Investment Estate Planning, and other allied services.
  • Manage and review current portfolios of existing clients with a focus on customer satisfaction.
  • Preparation of Financial Plan based on the risk appetite, goals, and time horizon of clients.
  • Enhancement of Book size by acquiring new HNI & UHNI clients.
  • Identifying potential segments, and building relations with new HNI & UHNI clients.

Education

Bachelor of Commerce -

Mumbai University
Mumbai
05.2011 - 03.2014

Skills

    Analytical Skill

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Accomplishments

JAS Goa Contest - 2021 ( Fintoo- Quarterly Contest )

Master Blaster Contest - 2020 ( Quarterly Contest )

OND Dubai Contest - 2019 ( Fintoo-Quarterly Contest )

JAS Goa Contest - 2019 ( Fintoo- Quarterly Contest )

JFM Thailand Contest - 2019 ( Fintoo- Quarterly Contest )

JAS Dubai Contest - 2018 ( Fintoo- Quarterly Contest )

JFM Goa Contest - 2018 ( Fintoo- Quarterly Contest )

JFM Employee of the Month - Rising Stars - Bajaj Capital 2017

Employee of the Month - MAY 2016- Fintoo

Certification

CWM Level-1

Interests

Travelling

Listing Poetry

Sports

Timeline

CWM Level-1

03-2023

NISM -XA

03-2023

Assistant Vice President- Wealth

Fintoo
06.2022 - Current

Cluster Manager

Fintoo
08.2021 - 05.2022

Branch Manager

Fintoo
01.2018 - 05.2021

Sr. Relationship Manager

Bajaj Capital
12.2016 - 01.2018

Sr. Financial Planner

Fintoo
05.2014 - 12.2016

Bachelor of Commerce -

Mumbai University
05.2011 - 03.2014

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Anilkumar vermaPrivate Wealth Manager / Financial Planner