GAURAV MITTAL
Delhi
Summary
Accomplished Senior Wealth Manager with a proven track record at Nuvama Wealth Management, enhancing client portfolios through expert asset allocation and retirement planning. Skilled in social media marketing and relationship selling, I boosted sales by 120% by securing high-net-worth accounts and fostering strong client relationships. Demonstrates exceptional team handling and portfolio management capabilities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Wealth Manager
Nuvama Wealth Management
Delhi
07.2024 - Current
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Researched the various markets in order to provide timely advice on how best to manage a client's assets.
- Advised clients on different types of insurance products available to them based on their needs.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
Corporate Sales Manager
Rishi Computers
Delhi
02.2023 - 06.2024
- Grew businesses by adopting a market expansion strategy to serve different customer needs.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Self-motivated, with a strong sense of personal responsibility.
- Expanded business consistently by adding 3 to 4 new corporate clients every month.
- Some of the biggest acquired clients are Hamdard Laboratories, Siemens, IIFCO Kisan, Toshiba, and DS Group.
- Learned and adapted quickly to new technology and software applications.
- Experienced in marketing coordination and creation.
Strategic Alliance Manager
Buzz09
Delhi
11.2019 - 02.2023
- Monitored online trends, conversations, and innovations in optimizing strategies.
- Led projects to redesign web pages, diversify strategies, and revitalize social media presence.
- Analyzed website data, such as traffic, interactions, conversions, and goals, to find areas of improvement.
- Created customized marketing materials to increase product awareness.
- Strengthened brand communication with in-depth analyses of competitors, the market, and economic changes.
- Strategic alliances and partnerships.
Key Account Manager
Edelweiss Broking Limited
Delhi
07.2018 - 08.2019
- Secured high-net-worth (HNI) accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Successfully convinced HNI and Ultra HNI clients to purchase instead of leasing, to minimize losses to competitors, and to extend individual client investments.
- Met with existing customers to review need-based current services, and expand sales opportunities by cross-selling and up-selling.
- Built a diverse and consistent, need-based portfolio.
- Supported sales and reporting for large and medium-sized accounts.
- Increased sales volume by adding 5 to 10 accounts in the Delhi NCR region on a monthly basis.
- Developed customer relationships and increased overall sales by 120%.
- Met with HNI customers to discuss and ascertain needs, tailor solutions, and close deals
Sr. Relationship Manager
Monarch Networth Capital Ltd.
New Delhi
03.2016 - 06.2018
- Educated customers about Demat accounts, mutual funds, S.I.P., bonds, NCDs, long-term investment options, and processed purchases.
- Utilized prospecting techniques to identify potential clients and create opportunities to upsell and cross-sell.
- Increased sales volume by adding 2 to 5 accounts in the Delhi NCR region on a monthly basis.
- Developed customer relationships and increased overall sales by 60%.
- Built and maintained relationships with new and existing clients while providing a high level of expertise.
- Actively listen to customers, as well as team members, and handle concerns quickly by providing relevant solutions to problems.
- Maintained energy and enthusiasm in a fast-paced environment.
- Collaborated with team members to achieve target results.
Division Manager
India Infoline Limited
Noida
09.2013 - 02.2016
- Managed a team of 25+ employees, focusing on training and professional growth for employees.
- Supervised daily planning, call quality, and duration of calls for maximum results.
- Developed customer relationships and increased overall sales by 170%.
- Exercised independent judgment in nurturing, training, and motivating team members to maximize performance.
- Increased sales volume and expanded product line to existing customers.
- Achieved sales goals and service targets by cultivating and securing new customer relationships (Pan India).
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Participated in team-building activities to enhance working relationships.
Education
Bachelor of Arts -
SHOBIT UNIVERSITY
Meerut, UP03.2015
XII -
S.M.P. Sr. Secondary School
New Delhi03.2008
CBSE -
New Oxford Public School
New Delhi, DL03.2006
Skills
- Social Media Marketing
- Email marketing
- Rational problem-solving
- Relationship selling
- Lead prospecting
- Sales acumen
- Team handling
- Content writing
- Fundamental analysis
- Portfolio management
- Retirement planning
- Trust services
- Asset allocation
Certification
- Certification in Google Ads, Google, 01/01/22
- Certified Digital Marketer, Google, 11/01/21
- NISM-Series-VIII (Equity and Derivatives), 05/01/21
Accomplishments
- Wealth Manager of the Year 24-25 - Nuvama Wealth Management - Digital
- Promoted from Privilege Manager to Senior wealth Manager - Nuvama Wealth Management - Digital
- Qualified International Insurance Contest for 5 quarters in a row. Nuvama Wealth Management - Digital.
- Dependable manager of the year award, Buzz09, 2021, For consistent business.
- Advisor of the month, Edelweiss Broking Limited, 01/01/19 to 03/01/19, Won for 3 consecutive months.
- International trip, Edelweiss Broking Limited, 03/01/19, Won for the highest individual cross-selling revenue.
- Best KAM north, Edelweiss Broking Limited, 02/01/19, Won for the highest individual alternate investment.
- Advisor of the year, Monarch Networth Capital Ltd., 2018, For best Relationship Manager north.
- Dependable manager of the year award, India Infoline Limited, 2016, For consistent business.
- Dependable manager of the year award, India Infoline Limited, 2015, For consistent business.
Languages
- English
- Hindi
Timeline
Senior Wealth Manager
Nuvama Wealth Management
07.2024 - Current
Corporate Sales Manager
Rishi Computers
02.2023 - 06.2024
Strategic Alliance Manager
Buzz09
11.2019 - 02.2023
Key Account Manager
Edelweiss Broking Limited
07.2018 - 08.2019
Sr. Relationship Manager
Monarch Networth Capital Ltd.
03.2016 - 06.2018
Division Manager
India Infoline Limited
09.2013 - 02.2016
Bachelor of Arts -
SHOBIT UNIVERSITY
XII -
S.M.P. Sr. Secondary School
CBSE -
New Oxford Public School
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