Gaurav Shandilya
Wealth Manager
Noida
Summary
To be an outright professional in today’s dynamic business environment by Developing, nurturing, and strengthening myself and organization by evolving management practices and innovative thoughts in order to accomplish growth and goal.
Being a post graduate in Marketing and finance with prime focus on Finance & marketing, I aspire to gain proficiency in financial products and want to excel my career in financial sector. I have a work experience of 13+ years in Banking & Investments and looking for a challenging role in Financial industry.
Overview
14
14
years of professional experience
6014
6014
years of post-secondary education
Work History
Intern
Motilal Oswal
01.2010
Intern
Future Group
01.2010
Wealth Manager
Nuvama Wealth and Investment Ltd
08.2024 - Current
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management of almost 60 Cr. which comprises mainly PMS & AIF of 10 Cr and remaining 50 Cr across MF, Unlisted shares and Insurance.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
Senior Manager
HDFC Bank
07.2021 - 08.2024
- Imperia Relationship Manager
- Managing a portfolio of Around 400 Cr including PMS, MF, Fixed Deposits and CASA.
- All types of banking services along with portfolio Management and building Bank book around 15% Annually.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Qualified for 3 MDRT's during my tenure.
Manager – ll
ICICI Bank
04.2011 - 07.2021
- Senior Privilege Banker
- Managing a portfolio of Around 180 Cr
- All types of banking services along with portfolio Management and building Bank book around 15% Annually
- Visit for HNI sales closure and post sales service
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Improved marketing to attract new customers and promote business.
Education
MBA - Finance & Marketing
Bharati Vidyapith Deemed University
01.2009 - 01.2011
B.com -
Bikaner University
12th -
Ajmer Board
10th -
Ajmer Board
Skills
Willingness to learn new concepts
Ability to work in new and challenging environment
Good presentation skill
Sales & marketing skill
Strategic thinking
Breakthrough thinking
Ability to analyze data effectively
Influencing skill
Networking skill
Teamwork and collaboration
Fast learner
Accomplishments
- Qualified in 7 national level contest and 2 times MDRT for Life Insurance
- Qualified 3 national level contest for Health Insurance
- Rated among Top 10 Imperia RM's in 2022-23 on YTD march basis.
- Increased CASA book by 20% in FY 2022-23
- Increased Portfolio size by 40% in FY 2023-24
- Got 1 Rating with Promotion in ICICI BANK for F.Y. 2013-14 (promoted to D.M.-II) as well as in F.Y.2014-15.
- Got promoted to Manager Grade in 2 Years time in April 2016
- Rated among Top 10 Privilege Bankers in F.Y. 2013-14 on YTD march basis.
- Qualified in 2 national level contest and 5 Zonal level contest in F.Y. 2013-14.
Activities
- Won Business Quiz competition in Intra Class Competition in MBA twice (in 2009 as well as 2010)
- Participated in Intra College Competition for Business Quiz in Bharati Vidyapith Campus twice (in 2009 as well as 2010)
Mailingaddress
T-702, 7th floor, Tower-T, Adore Happy Homes Exclusive, Near Accord Hospital, Sector-86, Faridabad, Haryana - 121002
Personal Information
- Father's Name: Dr. Satya Narayan Shandilya
- Nationality: Indian
- Marital Status: Married
Timeline
Wealth Manager
Nuvama Wealth and Investment Ltd
08.2024 - Current
Senior Manager
HDFC Bank
07.2021 - 08.2024
Manager – ll
ICICI Bank
04.2011 - 07.2021
Intern
Motilal Oswal
01.2010
Intern
Future Group
01.2010
MBA - Finance & Marketing
Bharati Vidyapith Deemed University
01.2009 - 01.2011
B.com -
Bikaner University
12th -
Ajmer Board
10th -
Ajmer Board
Similar Profiles
Atharva BajpaiAtharva Bajpai
Intern at Motilal OswalIntern at Motilal Oswal
VISHAL KANOJIAVISHAL KANOJIA
Management Trainee at Motilal OswalManagement Trainee at Motilal Oswal
SURYA TEJA PENTAKOTASURYA TEJA PENTAKOTA
Assistant Manager-ADVISOR at Motilal Oswal PCGAssistant Manager-ADVISOR at Motilal Oswal PCG
Yamini GuptaYamini Gupta
Authorized Business Partner at Motilal Oswal Financial ServicesAuthorized Business Partner at Motilal Oswal Financial Services
Himanshu JainHimanshu Jain
Architect at CognizantArchitect at Cognizant