Brijesh Pandey
Sr. Manager
Badlapur East
Summary
Dynamic and result-oriented Wealth Management Professional with 18+ years of experience in private wealth servicing, client acquisition, revenue growth, and team leadership across leading financial institutions. Skilled in cross-selling financial products, developing HNI relationships, driving sales strategy, and managing high-performance RM teams. Recognized multiple times for excellence and top performance in the financial services sector.
Overview
19
19
years of professional experience
3
3
Certifications
1
1
Language
Work History
Manager
Finwizard Technology Pvt. Ltd. (FISDOM)
09.2023 - Current
- Managing and servicing HNI and private wealth clients.
- Driving cross-sales across mutual funds, insurance, and unlisted shares.
- Generating business via bank channel partnerships and branch manager relations.
- Client retention, portfolio growth, and service excellence.
- Preparing sales plans, assigning targets, and monitoring RM performance.
- Supporting franchisee development and promotional business activities.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Manager
Arham Wealth Management Pvt. Ltd.
10.2019 - 08.2023
- Acquired new clients, and maintained long-term relationships.
- Delivered consistent revenue growth through structured sales strategies.
- Conducted sales reviews and coordinated with RM teams.
- Led promotional campaigns for business acquisition.
Senior Sales Manager
Arham Share Consultants Pvt. Ltd.
05.2016 - 09.2019
- Led and motivated a team of Relationship Managers.
- Recruited, trained, and developed new RMs.
- Increased revenue and achieved consistent target deliveries.
- Conducted corporate promotional events for new business sourcing.
Team Leader
SW Capital Pvt. Ltd.
10.2014 - 04.2016
- Led client acquisition and relationship-building initiatives.
- Increased branch revenue through aggressive sales execution.
- Oversaw RM performance and daily sales reporting.
Senior Relationship Manager
RTG Share Broking Ltd.
03.2013 - 09.2014
- Client acquisition and servicing for revenue growth.
- Sales planning and daily tracking of RM performance.
- Strengthened client relationships and expanded customer base.
Assistant Relationship Manager
Way2Wealth Brokers Pvt. Ltd.
07.2009 - 02.2013
- Led and trained a team of RMs.
- Delivered business targets and improved team performance.
- Conducted promotional activities for client acquisition.
Relationship Manager
Religare Securities Ltd.
03.2007 - 06.2009
- Client acquisition, servicing & retention.
- Executed sales strategies for consistent business growth.
- Generated new business via corporate tie-ups.
Education
B.Com - Financial Management
Mumbai University
Mumbai, India01.2006
HSC - Commerce
Maharashtra Board
Mumbai, India01.2002
SSC - Secondary Education
Maharashtra Board
Mumbai, India01.2000
Skills
HNI & Private Wealth Client Servicing
Accomplishments
- Qualified for Dubai – Best Manager Category FISDOM.
- consecutive 2 quarter Spirit of Fisdom Award – Outstanding Performance in Broking Segment.
- Best Sales Manager – Pan India (Goa Qualifier) – Arham Share Consultants
- 6-Month Continuous Incentive Winner – Religare Securities
- Best ARM – Pan India (Singapore Qualifier) – Religare Securities
- Best Newcomer Nominee – Way2Wealth Brokers
Certification
NISM – Derivatives
Interests
Hobbies: Cricket, Music, Chess, People Interaction
Timeline
Manager
Finwizard Technology Pvt. Ltd. (FISDOM)
09.2023 - Current
Manager
Arham Wealth Management Pvt. Ltd.
10.2019 - 08.2023
Senior Sales Manager
Arham Share Consultants Pvt. Ltd.
05.2016 - 09.2019
Team Leader
SW Capital Pvt. Ltd.
10.2014 - 04.2016
Senior Relationship Manager
RTG Share Broking Ltd.
03.2013 - 09.2014
Assistant Relationship Manager
Way2Wealth Brokers Pvt. Ltd.
07.2009 - 02.2013
Relationship Manager
Religare Securities Ltd.
03.2007 - 06.2009
B.Com - Financial Management
Mumbai University
HSC - Commerce
Maharashtra Board
SSC - Secondary Education
Maharashtra Board
PERSONAL DETAILS
- Date of Birth: 22 April 1985
- Strengths: Positive Attitude, Team Spirit, Punctual, Highly Dedicated