Harsh Sharma
Delhi
Summary
Client-focused professional with a strong foundation in financial advisory and relationship management, now pursuing opportunities aligned with a passion for planning, discovery, and cultural experiences. Skilled in understanding client needs, delivering personalized solutions, and managing details with care. Brings a natural enthusiasm for creating seamless, memorable experiences through clear communication, and thoughtful organization. Eager to bring these strengths into a new industry that thrives on personalization, discovery, and meaningful client engagement.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Mutual Fund Distributor
Self-Employed
07.2024 - Current
- Offer personalized mutual fund advisory tailored to individual risk profiles and long-term financial goals.
- Cultivate strong relationships with clients through consistent follow-up and trust-based engagement.
- Stay updated with market trends to optimize portfolio performance.
Relationship Executive
ICICI Prudential Mutual Fund
01.2024 - 07.2024
- Spearheaded client acquisition and provided investment recommendations aligned with financial goals.
- Conducted investor awareness programs and presented financial solutions to corporate clients.
- Advised clients on mutual funds, NPS, and tax-saving instruments.
- Surpassed sales KPIs despite market volatility.
Wealth Advisor
Elite Wealth Ltd.
05.2023 - 12.2023
- Delivered end-to-end wealth advisory, including stock market, mutual funds, and portfolio structuring.
- Implemented acquisition strategies for high-net-worth individuals (HNIs).
- Ensured long-term client satisfaction through transparent communication and consistent follow-up.
- Collaborated on business development and growth initiatives.
Education
MBA – Business Management - Business Management
Narsee Monjee Institute of Management Studies (NMIMS)
MUMBAI06-2027
Bachelor of Arts (B.A.) -
Delhi University
Senior Secondary (12th) -
S.B.B.M.G.S.V.
Matriculation (10th) -
A.G.D.A.V. C.P. School
Skills
- Financial Advisory & Investment Planning
- Mutual Funds & Equity Markets
- Sales & Business Development
- Client Relationship Management
- Communication & Negotiation
- Presentation & Public Speaking
- Conflict Resolution & Problem Solving
- Empathy
- Active Listening
- Teamwork
Travel And Personal Interests
Avid traveler with experiences across six countries—Oman, Egypt, Indonesia, Vietnam, Sri Lanka, and the UAE. Passionate about planning detailed travel itineraries and managing logistics independently. Holder of a U.S. visa and well-traveled across India. Skilled at organizing efficient, budget-friendly, and culturally rich travel experiences.
Certification
- NISM Series V-A: Mutual Fund Distributors
- NISM Series VIII: Equity Derivatives
Languages
- English, Fluent
- Hindi, Fluent
Timeline
Mutual Fund Distributor
Self-Employed
07.2024 - Current
Relationship Executive
ICICI Prudential Mutual Fund
01.2024 - 07.2024
Wealth Advisor
Elite Wealth Ltd.
05.2023 - 12.2023
MBA – Business Management - Business Management
Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Arts (B.A.) -
Delhi University
Senior Secondary (12th) -
S.B.B.M.G.S.V.
Matriculation (10th) -
A.G.D.A.V. C.P. School
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