Dhairya Nagdev

Educated and trained sales teams and 100+ financial advisors on investment funds and strategies across the global Private Bank platform.

Managed high volumes of inquiries (mailbox management) from financial advisors and streamlined communication protocols, reducing advisor response times by 20% and improving accuracy of responses.

Developed automated reporting templates, accelerating report generation by 50% and minimizing manual work.

Collaborated with Portfolio Managers and the Chief Investment Office to draft portfolio commentary on market trends, strategies, and risks for client-facing materials.

Assisted in the creation of marketing materials and presentations for both internal meetings and client-facing events.

Contributed to the successful rollout of new investment strategies across the Private Bank platform.

Coordinated with cross-functional teams to execute regulatory updates and technology initiatives, ensuring seamless implementation.

Monitored the investment portfolios of 35 HNI clients worth ₹80+ crores, devising personalized strategies aligned with client objectives and executing trades to optimize returns.

Acquired 6 HNI clients through relationship building, driving a 30% increase in AUM (~₹25 crores) for my Relationship Manager.

Achieved an average alpha of 2–3% for clients by implementing customized, client-specific portfolio strategies.

Facilitated holistic wealth management, including estate planning, tax harvesting, and retirement planning, enhancing client satisfaction.

Delivered regular performance reports on asset allocation and IRR, reinforcing client trust and transparency.