Dushyant Patel
Surat
Summary
Accomplished Wealth Relationship Manager at Sharekhan Limited with expertise in investment advising and portfolio management. Excelled in developing strategic partnerships and enhancing client satisfaction. Leveraged market research to drive business growth, achieving a 20% increase in client acquisition. Strong communicator with a proven track record in building and maintaining high-value client relationships.
Seasoned Wealth Relationship Manager with comprehensive background in managing and growing high net worth client portfolios. Demonstrated strength in building and maintaining strong relationships, providing strategic financial advice, and developing personalized wealth management strategies. Proven record of driving client satisfaction through exceptional service and performance outcomes.
Overview
16
16
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Wealth Relationship Manager
Sharekhan limited
Surat
04.2022 - Current
- Assisted clients in understanding investment options and financial products.
- Supported senior managers in developing tailored wealth management strategies.
- Conducted research on market trends to inform client recommendations.
- Maintained records of customer interactions using a customer relationship management system.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
Business Development Executive
Sharekhan limited
Surat
04.2016 - 03.2022
- Developed strategic partnerships with financial institutions to enhance service offerings.
- Conducted market research to identify new business opportunities and client needs.
- Collaborated with marketing teams to create targeted campaigns for customer acquisition.
Sales Executive
Sharekhan ltd
Surat
01.2010 - 03.2016
- Developed strong relationships with clients to understand their needs and preferences.
- Conducted market research to identify new sales opportunities and trends.
- Presented product features and benefits to potential customers effectively.
- Trained junior sales staff on best practices for customer engagement.
- Used cold calling and networking to sell products and services.
Education
Master of Commerce -
Veer Narmad South Gujarat University
Surat, India 03.2010 - 04.2012
Skills
- Investment advising
- Portfolio management
- Financial analysis
- Risk assessment
- Market research
- Alternative investments
- Wealth allocation
Accomplishments
- Increased client portfolio performance by 15% through strategic investment recommendations.
- Successfully navigated regulatory changes ensuring 100% compliance across all clients accounts.
- Recently achieved Titan of Insurance contest and awarded at Mirae asset HQ in Seoul.
Certification
- NISM PMS CERTIFIED
- NISM MF CERTIFIED
References
References available upon request.
Timeline
Wealth Relationship Manager
Sharekhan limited
04.2022 - Current
Business Development Executive
Sharekhan limited
04.2016 - 03.2022
Master of Commerce -
Veer Narmad South Gujarat University
03.2010 - 04.2012
Sales Executive
Sharekhan ltd
01.2010 - 03.2016