Ankan Paul
Mumbai
Summary
Results-driven leader specializing in transforming executive strategies into impactful operational initiatives. Skilled in stakeholder engagement and strategic planning, with a proven ability to develop scalable operations that boost productivity and efficiency. Expertise in operational management, financial oversight, and team leadership, emphasizing effective communication and problem-solving.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Vice President
NUVAMA WEALTH
MUMBAI
07.2025 - Current
- Directed investment strategy development for diverse client portfolios, enhancing investment returns.
- Developed key performance indicators to assess and drive business performance.
- Managed budgeting, forecasting, and financial analysis to maintain fiscal health.
Assistant Vice President
NUVAMA WEALTH
MUMBAI
06.2024 - 06.2025
- Increased annual revenue by 14 crore, driving significant financial growth over the fiscal year.
- Grew monthly business revenue from 40 lakh to an average of 1.7 crore, demonstrating strong market demand.
- Scaled team size to 30 relationship managers, enhancing client engagement and service delivery.
- Cross-sold products, developing a diverse portfolio of over 100 crore in AIF, PMS, and structured products.
Cluster Head
NUVAMA WEALTH
MUMBAI
04.2022 - 06.2023
- Increased monthly revenue from 20 lakhs to 40 lakhs within one fiscal year.
- Scaled team size and net revenue, achieving significant growth.
- Established Equity Desk to support ESOP Financing initiatives.
Senior Manager
Edelweiss Wealth Management
Mumbai
04.2020 - 05.2022
- Administered yearly budget of 16 crore efficiently, ensuring optimal resource allocation.
- Monitored digital communications and managed daily production for three teams, focusing on workflow and targets.
- Managed team productivity by analyzing product life cycle stages and recommending process improvements.
- Enhanced online campaigns and webinars to educate clients effectively.
- Collaborated with business partners for successful onboarding and integration.
Manager
Edelweiss Wealth Management
Mumbai
05.2019 - 03.2020
- Controlled costs and optimized productivity of team involved in distribution of financial products.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Conducted monthly reviews and expanded business from 25l per month to 50 lakhs per month in 12 months.
- Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement both people and process.
Assistant Manager
Edelweiss Wealth Management
Mumbai
05.2018 - 05.2019
- Developed loyal and high performing team through proactive management of team building strategies.
- Strengthened Employee Work Satisfaction and lowered attrition
- Helped with planning monthly Targets and delegating assignments to meet the monthly targets.
- Achieved recognition for contribution by winning PEOPLE TITAN Award, which is Edelweiss Group Awards for Leadership
Associate
Edelweiss Wealth Management
Mumbai
01.2016 - 06.2018
- Managed portfolio of 4,000 clients, providing tailored support and enhancing client satisfaction.
- Educated clients on market trends and facilitated active portfolio management, ensuring compliance with regulations.
- Mentored and coached team members to achieve daily sales targets, fostering a collaborative sales environment.
- Provided Advisory to clients for purchase of Financial products
Education
MBA - Finance
Rizvi School of Management & Research
Mumbai04.2016
Bachelor of Arts - Economics
Banaras Hindu University
Varanasi05.2013
High School Diploma -
St Mary's English High School
Jamshedpur03.2010
Skills
- MS Excel and budgeting
- Sales and business development
- Cost management
- Portfolio and asset allocation
- Financial products and services
- Investment strategy
- Team leadership
- Employee mentorship
- Training and mentoring
- Results-driven
- Revenue cycle management
Accomplishments
Top performer at Individual Level for q2, q3 , q4 for FY 2017-2018, 2018-19
Won TITAN Award People for Leadership
Received Awards for best performance FTY 2018,2019 at Dubai and Pattaya
Won TITAN Award People for Leadership
Received Awards for best performance FTY 2018,2019 at Dubai and Pattaya
Certification
NISM 4 & 5
Certifications
01-2017
Personal Information
Title: Vice President
Languages
English
Proficient (C2)
C2
Bengali
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Affiliations
Corporate Cricket Team Captain
Timeline
Vice President
NUVAMA WEALTH
07.2025 - Current
Assistant Vice President
NUVAMA WEALTH
06.2024 - 06.2025
Cluster Head
NUVAMA WEALTH
04.2022 - 06.2023
Senior Manager
Edelweiss Wealth Management
04.2020 - 05.2022
Manager
Edelweiss Wealth Management
05.2019 - 03.2020
Assistant Manager
Edelweiss Wealth Management
05.2018 - 05.2019
Associate
Edelweiss Wealth Management
01.2016 - 06.2018
MBA - Finance
Rizvi School of Management & Research
Bachelor of Arts - Economics
Banaras Hindu University
High School Diploma -
St Mary's English High School