ANIRUDDHA MAHAJAN
Kalyan
Summary
Seasoned Wealth Advisor accomplished at managing asset acquisitions. Successful at sourcing and maintaining client relationships and creating detailed financial goals for clients. Educated in all market-related theories, including technical, fundamental, and behavioral analysis.
Since 2011, I am in Sales development & training of Wealth Planning, Retirement Planning, Financial Goal Planning. Expertise in Bond Market, Capital Market, ETF, Mutual Fund, Life Insurance, PMS & AIF Instruments. Capable of working independently or as part of a team.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Wealth Specialist
Axis Bank Ltd
Mumbai
06.2022 - Current
- Company Overview: www.axisbank.com
- Handholding 10 relationship managers to generate revenue through various third party products
- Conducting periodical review of client portfolio
- Asset allocation and rebalancing the portfolio as per market conditions
- Help support pipeline development, sourcing, and training relationship managers to generate revenue business through ETB and NTB
- Www.axisbank.com
Investment Counselor
STATE BANK OF INDIA
Mumbai
11.2018 - 06.2022
- Company Overview: www.sbi.co.in
- Information gathering, risk profiling, managing and advising client portfolios
- Conducting periodical review of client portfolio
- Asset allocation and rebalancing the portfolio as per market conditions
- Handles a team of 9 relationship managers and handhold them to generate revenue
- Conduct training sessions on various modules like wealth creation, wealth management, retirement planning, financial goal planning etc for internal employees as well as various institutions
- Www.sbi.co.in
Investment Manager- Privilege Banker
ICICI BANK LTD
Nasik
11.2016 - 10.2018
- Company Overview: www.icicibank.com
- Handling a region and team of 20 privilege bankers and generate revenue
- Help support pipeline development, sourcing, and training privilege bankers to generate revenue business through managed account base
- Conduct training and development modules on various products launched by bank and other financial institutions like AMCs
- Add value to existing portfolio companies, including strategic advisory support on operations, introductions to investors, potential partners, and actively partnering to help companies raise subsequent rounds of funding through various products like LAS
- Www.icicibank.com
Relationship Manager
RELIANCE MUTUAL FUND
Nasik
05.2010 - 11.2016
- Company Overview: www.reliancemutual.com
- Develop business plans for the Retail, corporate & emerging institute
- Identify and initiate training, development and counseling needs within the channel and ensure the same is met
- To develop, retain and expand the branch business as well Remote Location Business by developing and maintaining excellent relationship with Business associate
- Driving business and increase market share through Banking channel, National Distributors and IFAs.
- Www.reliancemutual.com
Acquisition Manager
HDFC BANK
Kolhapur
03.2007 - 04.2010
- Company Overview: www.hdfcbank.com
- Managing Team of 2 Team Leaders, 16 Sales Executives, 2 Tele caller for CANI Department
- Achieve volume and revenue goals via the combination of customer acquisition and relationship management.
- Recruit a team and train as well as motivate them
- Planning strategies to hit the target market, qualifying the leads, Pre-Sales Activity, Deal Finalization.
- Www.hdfcbank.com
Associate Sales Manager
YES Bank
Pune
04.2006 - 02.2007
- Company Overview: www.yesbank.in
- Managing various Sales promotional activities to be carried on to increase the sales and making people aware of the bank as well as its products
- A part from CASA also taking care of the Investment products like Life & General Insurance & Mutual Funds
- www.yesbank.in
Skills
- Mutual funds expertise
- Investment strategies
- Retirement planning
- Investment planning
- Financial goal setting
Languages
- English
- Hindi
- Marathi
Scholasticcredentials
- MBA (Marketing), Pune University (Sinhgad Institute of Management)
- B.Sc. (Defense Studies), Bhonsala Military College, Nasik
- H.S.C, Bhonsala Military College, Nasik
- S.S.C, Vidya Prabodhini School, Nasik
Personal Information
- Age: 43
- Hobbies: Dealing in shares, Travelling, Swimming, Certified Pranic Healer
- Date of Birth: 05/09/81
- Gender: Male
- Marital Status: Married
Certification
- NISM XXI A (PMS)
Timeline
Wealth Specialist
Axis Bank Ltd
06.2022 - Current
Investment Counselor
STATE BANK OF INDIA
11.2018 - 06.2022
Investment Manager- Privilege Banker
ICICI BANK LTD
11.2016 - 10.2018
Relationship Manager
RELIANCE MUTUAL FUND
05.2010 - 11.2016
Acquisition Manager
HDFC BANK
03.2007 - 04.2010
Associate Sales Manager
YES Bank
04.2006 - 02.2007
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