Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Certification
Timeline
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Arvind Thakur

Arvind Thakur

Pune

Summary

Systematic, logical product wealth manager with 4+ years of experience growing revenue through effective sales and product management.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Relationship Manager

Right Horizons Financial Services Pvt Ltd.
Pune
01.2024 - Current
  • Financial Planning.
  • Systematic wealth generation solutions for retirement.
  • Create investment strategies of client goals with comfort.
  • Regular review of the investment portfolio and responsible for acquisition & maintaining relations with HNI & UHNI clients.
  • Responsible for identifying customer needs, assessing their risk appetite and providing them with investment options.

Wealth Manager

Purnartha Investment Advisers PVT LTD
Pune
11.2021 - 12.2023
  • Managing an IA portfolio of over 220 customers and a book size of 58 crore, cutting across various customer segments.
  • Building and strategizing the product roadmap, and aligning the vision of the product with the vision of the company. Collaborate extensively with finance in developing budgets, portfolio forecasting, and analysis.
  • Driving analytics based campaigns on social media for existing customer cross-sell and targeting new to purnartha customers.
  • Build Relationship with various stakeholder (i.e.- Pre-Sales, Sales Marketing, Compliance, On-boarding, clients service, operations) on a day to day basis.
  • Responsible for putting up Roadshow, Successfully completed 5 across all geographies throughout india.
  • Create and report on key portfolio metrics as well as ad-hoc- reporting on portfolio trends and related industry comparisons including market share analysis.
  • Monitor Customer complaints, identify trends, and develop corresponding action plan to maintain high service quality standards
  • Responsible for bringing Assets under management (AUM) worth 20crs generating revenue of worth 36 lakhs for the company.
  • Responsible for managing relationship and wealth of 38cr for over 47 high net worth clients.
  • Responsible for identifying customer needs, assessing their risk appetite and providing them with investment
  • Build a seamless, quick online onboarding agreement for the clients. Previously, physical onboarding was followed.
  • Partnered with smallcase for execution of trade, which reduced 70% of time for Upload team, Client Service Teamand to clients.

Priority Relationship Manager

Axis Bank Ltd
Noida
05.2021 - 11.2022
  • Deals in Home loan, Loan against property, Personal loan, Business loan, SME & Insurance utilize.
  • Portfolio management to lower attrition and maximize the revenue to achieve sales target.
  • To build the business deepen relationship and managing key and potential customer.

Motilal Oswal Financial Services LTD
01.2021 - 05.2021
  • Deals in equity, Mutual fund, IAP, PMS, Life and General Insurance.
  • Cross selling products to clients.

Education

Master in Business Administration -

Savitribai Phule University
Pune

B.COM (H) - Accounting And Finance

Kanwar Singh College
Darbhanga

Skills

  • Sales
  • Product Management
  • Business Strategy and Planning
  • Budgeting and Finance
  • Client Relationship Management
  • MS Excel
  • Risk assessment
  • Portfolio management
  • Customer relationship management
  • Market analysis
  • Problem solving

Languages

English, Hindi, Maithili

Hobbies and Interests

Swimming, Cricket, Trekking

Certification

  • NISM21A
  • NISM5A

Timeline

Senior Relationship Manager

Right Horizons Financial Services Pvt Ltd.
01.2024 - Current

Wealth Manager

Purnartha Investment Advisers PVT LTD
11.2021 - 12.2023

Priority Relationship Manager

Axis Bank Ltd
05.2021 - 11.2022

Motilal Oswal Financial Services LTD
01.2021 - 05.2021

Master in Business Administration -

Savitribai Phule University

B.COM (H) - Accounting And Finance

Kanwar Singh College

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Arvind Thakur