Gautam Kumar
Dombivli (east)
Summary
Dynamic financial professional with a proven track record at Nuvama Wealth & Investment Limited, excelling in client relationship management and investment strategy. Adept at driving sales growth and portfolio optimization, I leverage strong analytical skills and team-building expertise to deliver tailored financial solutions, achieving significant client satisfaction and asset growth.
Overview
8
8
years of professional experience
Work History
Manager
Nuvama wealth & Investment Limited
Mumbai
10.2024 - Current
- Client Relationship Management:
Built and managed relationships with high-net-worth individuals (HNWIs) and institutional clients.
Provided personalized financial advice to clients, including investment strategy, retirement planning, and estate planning.
Conducted regular portfolio reviews and rebalanced investments based on client goals and market conditions. - Investment Strategy & Planning:
Developed and implemented customized investment strategies.
Analyzed client portfolios and recommended diversification techniques to mitigate risk and maximize returns.
Led due diligence on investment products and market trends, ensuring clients made informed decisions about their financial futures. - Sales & Business Development:
Acquired X new clients through referrals, networking, and strategic outreach, contributing to increase in assets under management (AUM).
Worked closely with the marketing team to design targeted campaigns that attracted high-net-worth clients. - Financial Products & Solutions:
Advised clients on a broad range of financial products, including mutual funds, stocks, bonds, and alternative investments.
Coordinated with internal teams to offer estate planning, tax optimization, and insurance products tailored to clients' specific needs.
Maximized client portfolios by recommending tax-efficient investment solutions.
Assistant Manager
Tata Aia Life Insurance Company
Mumbai
06.2022 - 09.2024
- Generating LI leads from bank Relationship Manager and going on appointments and closing the sales & over the calls also
- Analysis the customers need, explore the customers financial goals
- Strong target & deadline orientation with management skills and good exposure and knowledge of full suite of product
Deputy Relationship Manager
Aditya Birla Life Insurance Company
Mumbai
06.2022 - 06.2024
- Handling calls of Insurance and sell the insurance policy over the call
- Sale the product TERM INSURANCE, TRADITIONAL PLANS, ULIP PLAN
- Work on Cross selling data
Senior Relationship Manager
Edelweiss Tokio Life Insurance Company
Mumbai
06.2017 - 11.2021
- Explained features, advantages, and disadvantages of various policies to promote the sale of insurance plans over the call
- Sales Team Building Problem Solving Decision Making
- Got Promoted from Relationship Executive to Sr
- Relationship Executive
- Got Promoted from Sr
- Relationship Executive to Relationship Manager
- Got Promoted from Relationship Manager to Sr
- Relationship Manager
- Highest Premium Collection (10-11lakhs) & Number of Policies (105) in JFM (financial year 2018-2019)
- Highest Premium Collection (14lakhs) & Number of Policies (97) in JFM (financial year 2019-2020)
- Superstar nomination employee award in 2018-2019 & 2019-2020
Education
B.Tech -
04.2025
12th -
01.2011
10th -
01.2009
Skills
- Financial analysis
- Investment strategy
- Client relationship management
- Sales development
- Portfolio management
- Market research
- Team building
Timeline
Manager
Nuvama wealth & Investment Limited
10.2024 - Current
Assistant Manager
Tata Aia Life Insurance Company
06.2022 - 09.2024
Deputy Relationship Manager
Aditya Birla Life Insurance Company
06.2022 - 06.2024
Senior Relationship Manager
Edelweiss Tokio Life Insurance Company
06.2017 - 11.2021
B.Tech -
12th -
10th -
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