Ganesh Rewale, CFP®
Mumbai
Summary
Experienced Professional with 7 years of expertise in comprehensive financial planning, investment management, and portfolio optimization. Proven track record of delivering personalized financial solutions to high-net-worth clients. having skillset in Finance + quantitative analytics mainly in creating Portfolio for HNI client. Seeking a senior-level position to leverage my skills in wealth management and contribute to the success of a dynamic financial firm.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Wealth Manager
Bank Of Baroda
Mumbai
03.2022 - Current
- Providing investment advisory services to client with honesty and taking care to edhere proper ethical practices and maintained professionalism.
- Providing personalized financial planning services to high-net-worth individuals and families.
- Develop and implement customized investment strategies aligned with client goals and risk tolerance.
- Conduct regular portfolio reviews, rebalancing, and performance analysis to optimize investment outcomes.
- Collaborate with Investment councillor team to ensure comprehensive wealth preservation
- Cultivate and maintain strong client relationships through effective communication and tailored financial advice.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Joint calls with Branch manager across mapped region to close big ticket size business deal in PMS or AIF
Relationship Manager FNO
Sharekhan
Mumbai
06.2017 - 03.2022
- Developed and maintained strong relationships with clients in Investment and portfolio management area
- Conducted regular client meetings to assess progress in investment portfolio , discuss opportunities for growth along with risk management
- Handling Team of 7 Relationship Executive
- Collaborated with internal Research teams to develop derivative strategies that would increase customer engagement levels.
- Provided training sessions for Team on best practices related to relationship management.
- Ensured compliance with relevant laws and regulations when dealing with customers.
- Used hedging to mitigate portfolio risk
Education
Bachelor in Accountancy And Finance - Accounting And Finance
Gokhale College
Mumbai05.2017
Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Portfolio Optimization
- Estate Planning
- Taxation
- Risk Management
- Client Relationship Management
- Python
- Advance Quantitative Portfolio Management
- Special Need Financial Planning
Languages
Hindi, Marathi, English
First Language
English
Upper Intermediate
B2
Affiliations
- Awarded by head of wealth management for exemplary performance in NFO business till dec 22
- Awarded by head of baroda radiance on exemplary performance in insurance business till oct 22
Certification
- CFP®
- NISM MUTUAL FUND
- IRDAI
- NISM 21A
Timeline
Wealth Manager
Bank Of Baroda
03.2022 - Current
Relationship Manager FNO
Sharekhan
06.2017 - 03.2022
Bachelor in Accountancy And Finance - Accounting And Finance
Gokhale College
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