GAUTAM MADAAN
Finance professional
New Delhi
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
Work History
Manager
Bajaj Capital
Delhi
09.2024 - Current
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
- Analyzed clients financial situations to develop customized strategies for debt management and wealth accumulation.
Wealth Relationship Manager
IIFL Securities
New Delhi
04.2024 - 09.2024
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances
- Advised clients on investments, retirement and estate planning
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Customer Relationship Officer
Bonds India
Gurugram
06.2022 - 03.2024
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Maintained up-to-date knowledge of product and informed about government policies related to bonds to customers
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
Education
BBA - Commerce
Guru Gobind Singh Indraprastha University
New Delhi 05.2019 - 05.2022
High School Diploma -
CBSE
New Delhi 03.2018 - 04.2019
Skills
Strategic planning
Business development
Decision-making
Time management
Leadership qualities
Portfolio management
Certification
NISM V-A (Mutual fund distributor)
Timeline
Manager
Bajaj Capital
09.2024 - Current
Wealth Relationship Manager
IIFL Securities
04.2024 - 09.2024
Customer Relationship Officer
Bonds India
06.2022 - 03.2024
BBA - Commerce
Guru Gobind Singh Indraprastha University
05.2019 - 05.2022
High School Diploma -
CBSE
03.2018 - 04.2019
NISM V-A (Mutual fund distributor)
Customer service success
Sales marketing B2B
Digital Marketing
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