DHANANJAY KUMAR SINGH
Jharia
Summary
Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
21
21
years of professional experience
Work History
Senior Wealth Manager
SMIFS Ltd.
Dhanbad, Jharkhand
07.2025 - Current
- Monitored and updated financial plans to comply with client goals.
- Educated clients on potential risks and rewards associated with various investments.
- Studied financial documents to identify potential areas needing improvement.
- Researched and evaluated potential investment products for clients.
MANAGER
INDIA INFOLINE FINANCIAL SERVICE LTD
Dhanbad
04.2024 - 06.2024
- Aquisition of new clients.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
ASSISTANT MANAGER ADVISOR
MOTI LAL OSWAL FINANCIAL SERVICES LTD
Dhanbad
06.2023 - 01.2024
- Focusing New Demat & Trading account.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
- Created reports detailing the progress of each client's portfolio over time.
SENIOR EQUITY ADVISOR
EDELWIESS BROKING LTD
Dhanbad
07.2018 - 06.2023
- Focusing New Demat and Trading account.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Reviewed existing customer portfolios and recommended suitable modifications for enhanced returns.
- Conducted detailed analysis of client portfolios to identify opportunities for improvement.
DEPUTY MANAGER
RELIGARE SEC LTD
Dhanbad
01.2014 - 07.2018
- Focusing New Demat a/c ,New customer acquisition.
- Assessed potential investments using fundamental and technical analysis techniques.
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Advised clients on risk management strategies to mitigate losses from volatile markets.
DEALER
GEOJIT BNP PARIBAS FINANCIAL SERVICES LTD
Dhanbad
01.2012 - 01.2014
- Focusing New clients aquisition.
- Order placement.
- Interacting with the customers regarding their queries and generate leads there off from those customers.
- Cross sell (Life Insurance, Mutual Funds etc).
DEALER
KOTAK SECURITIES LTD
Dhanbad
01.2010 - 01.2011
- Making portfolio of Wealth Management Client.
- Order placement and cross selling of wealth products.
- Aquisition.
BRANCH INCHARGE
SHRIRAM INSIGHT SHARE BROKERS LTD
Ahmednagar Maharashtra
01.2005 - 01.2009
- Responsible for franchisee opening maintaining branch operations, prepare MIS and co ordinate with area office and zonal office.
- Focusing New Demat a/c opening, New customer acquisition.
- Deliver presentations in different corporate regarding investments and opening of Demat accounts.
- Interacting with the customers regarding their queries and generate leads there off from those customers.
- Cross sell (Life Insurance, Mutual Funds etc.)
- Developed strategies to increase customer satisfaction and loyalty.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
Education
B.COM (HONS.) -
V.B.U Hazaribagh
01.2003
I.Com. -
Bihar Intermediate Education Council
Patna01.2000
10th -
Bihar Secondary Examination Board
Patna01.1998
Skills
- Microsoft Word
- Client acquisition
- Portfolio management
- Financial analysis
- Investment strategies
- Market research
Personal Information
- Date of Birth: 08/15/83
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Father's Name
DEEP NARAYAN SINGH
Additional Skills And Achievements
English, Hindi, Microsoft Word (expert), Photoshop (expert), PowerPoint (expert), Qualifies the contest and got award for it on best relationship management., Got appreciation letter from VP for Outstanding performance., Qualifies the contest for Active traders service., True, Driving, Social, Friendly, Co-operative, Highly adaptable, Compromising human beings
Languages
English
Upper Intermediate
B2
Hindi
Proficient
C2
Timeline
Senior Wealth Manager
SMIFS Ltd.
07.2025 - Current
MANAGER
INDIA INFOLINE FINANCIAL SERVICE LTD
04.2024 - 06.2024
ASSISTANT MANAGER ADVISOR
MOTI LAL OSWAL FINANCIAL SERVICES LTD
06.2023 - 01.2024
SENIOR EQUITY ADVISOR
EDELWIESS BROKING LTD
07.2018 - 06.2023
DEPUTY MANAGER
RELIGARE SEC LTD
01.2014 - 07.2018
DEALER
GEOJIT BNP PARIBAS FINANCIAL SERVICES LTD
01.2012 - 01.2014
DEALER
KOTAK SECURITIES LTD
01.2010 - 01.2011
BRANCH INCHARGE
SHRIRAM INSIGHT SHARE BROKERS LTD
01.2005 - 01.2009
B.COM (HONS.) -
V.B.U Hazaribagh
I.Com. -
Bihar Intermediate Education Council
10th -
Bihar Secondary Examination Board
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