Jayesh Rodge
Wealth Manager
Shahapur
Summary
Dedicated financial professional with over 6 years of experience specializing in wealth management and investment strategies for high-net-worth individuals (HNI/UHNIs). Demonstrated excellence in relationship management, portfolio optimization, and delivering long-term wealth creation. Recognized for client-centric approach, leveraging deep understanding of market trends to maximize returns and mitigate risks.
Overview
6
6
years of professional experience
4
4
Certifications
3
3
Languages
Work History
AVP - Equentis Private Wealth Group
Equentis Wealth Advisory Services Ltd.
06.2023 - Current
- Company Overview: Equentis Research & Ranking is a SEBI registered IA, advising a multitude of clients based on their investment milestones and strategies.
- Successfully onboarded clients with an overall AUM of > 145 Cr. in a period of 24 months. This includes the amount invested with the advisory of Equentis plus other assets held by the client where the advisory is availed.
- Increased active book size from 75 Cr. to 500 Cr. (6.6x) in a span of 24 months post-onboarding.
- Advised clients on various asset classes like direct equity (Listed and Unlisted), Mutual Funds, Bonds, Gold, Physical assets, etc. Advised Mutual Funds investments worth 120 Cr.+ with ongoing SIP.
- Advised clients on financial planning, asset allocation and risk management strategies, investments in start-ups, and unlisted space.
- I curated special deals in the unlisted space by integrating dealer networks to ensure the best price wherever required by clients on my book. Successfully sold 15 Cr. worth of well-researched unlisted stocks to existing clients and new clients.
- Advised on and delivered a successful fundraising round for Equentis, through an existing client network. This was a round of 300 Cr., out of which my clients invested about 15%, or 45 Cr. I curated the deal, handled the operations of this from start to end, and pitched my brand as a torchbearer of its ethos.
- Advised clients to invest in various alternative investments - CAT.1 - GrowX AIF that focuses on investing in deep-tech companies with a unique technological moat. Raised 24 Cr. in overall AUM for GrowX CAT-1 VCF (2) in a period of 12 months.
- Played a pivotal role in delivering detailed financial planning for clients on my book that involved cross-functional Liaoning with financial planners & estate planners, trusteeship services, etc. This detailed financial plan included asset allocation (Debt Equity), Insurance, Mutual Funds, AIF, PMS etc. It delivers a 360 degree view of all holdings of a client.
- Worked on integrating all of the clients' existing holdings into our next-gen internal asset mapping software called Eque-Connect, which plays a pivotal role in shaping how wealth managers interact with and service their HNI clientele.
- Equentis Research & Ranking is a SEBI-registered IA, advising a multitude of clients based on their investment milestones and strategies.
Senior Wealth Manager
FINPEG
02.2021 - 06.2023
- Collaborated with cross-functional teams to execute alternative investment plans, boosting client satisfaction.
- Managed AUM of ₹350 Cr.
- Developed and implemented alternative investment strategies, raising ₹205 Cr in new AUM within two years.
- Achieved a 60% growth in overall portfolio value by designing innovative financial strategies tailored to client needs.
- Delivered consistent results, exceeding quarterly revenue targets by 10X.
- Boosted client satisfaction through personalized advisory services and proactive relationship management.
- Established a robust client referral network, resulting in a 15% increase in client acquisition.
- Designed integrated financial solutions by collaborating with tax advisors, legal experts, and investment teams to address client needs comprehensively.
- Conducted detailed portfolio reviews and market analyses, ensuring clients remained informed about market trends and opportunities.
- Achieved a 90% client retention rate by maintaining regular touchpoints and offering bespoke financial solutions.
- Successfully closed ₹5 Cr worth of deals in the unlisted equity space, creating exclusive opportunities for clients.
- Created actionable insights for clients by analyzing macroeconomic trends, resulting in better investment timing.
- Boosted revenue by 25% through effective cross-selling of banking products, including insurance and loans.
- Enhanced SIP volumes by 50% in 18 months, ensuring steady cash flow for long-term investments.
Wealth Manager
HDFC Bank
06.2019 - 02.2021
- Successfully managed a diverse portfolio of HNI clients with investments in mutual funds, ULIPs, fixed deposits, and pension schemes.
- Increased SIP (Systematic Investment Plan) contributions by 40%, driving a significant rise in recurring revenue.
- Acquired 30+ new HNI clients through targeted relationship-building strategies, boosting portfolio size by 25%.
- Conducted personalized financial planning sessions, aligning investment solutions with client goals and risk profiles.
- Advised clients on tax-saving investment options, enhancing portfolio efficiency and compliance.
- Improved cross-selling rates by 20% by identifying opportunities for additional banking products, such as insurance and loans.
- Provided regular portfolio performance updates, earning client trust and strengthening long-term relationships.
- Implemented portfolio rebalancing strategies, improving portfolio performance by 12%.
- Provided market insights and regular updates, boosting client confidence during volatile markets.
- Maintained a 95% client retention rate by offering exceptional service and proactive advisory.
- Expanded portfolio diversification through alternative investments, including REITs and bonds.
Education
MBA - Finance
Narsee Monjee Institute Of Management Studies
Mumbai, India 04.2001 -
Skills
- Wealth Management
- Private Banking
- Private Wealth Management
- Stock Market
- Financial Services
- HNI Sales
- Wealth Management
Certification
NISM Mutual Fund Certification (5A)
Timeline
AVP - Equentis Private Wealth Group
Equentis Wealth Advisory Services Ltd.
06.2023 - Current
Senior Wealth Manager
FINPEG
02.2021 - 06.2023
Wealth Manager
HDFC Bank
06.2019 - 02.2021
MBA - Finance
Narsee Monjee Institute Of Management Studies
04.2001 -
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