Khushbu Singh
Thakur Village, Mumbai
Summary
I am passionate about finance, investment strategies, and data analysis, with a strong enthusiasm for working with numbers and making informed financial decisions. Eager to deepen my understanding of financial markets, and apply this knowledge to drive effective sales, marketing strategies, and identify profitable investment opportunities.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Wealth Manager Sales
Purnartha Investment Advisers
mumbai
03.2025 - Current
- Analyzed investment products and provided suitable recommendations to channel partners, aligned with client investment goals.
- Identified diverse investment opportunities for channel partners through Purnartha’s research framework and investment philosophy.
- Recommended and offered equity-based investment products, including PMS and advisory portfolios, aligned with Purnartha’s research philosophy.
- Provided periodic portfolio performance updates and market insights to clients.
- Explained investment strategies, associated risks, fees, and product features effectively to clients and channel partners.
Area Sales Manager
Motilal Oswal Financial Services
10.2023 - 12.2024
- Researching information from various sources, including providers of financial products.
- B2B sales of investment products, PMS, AIF, and IAP.
- Empanelment of IFAs based on eligibility criteria designed by the company.
- Supporting IFAs in terms of joint calls, training programs, etc. for driving sales and meeting the revenue target from the mapped IFAs.
- To research, investigate, and update themselves on available investment opportunities and financial market trends to determine whether they fit into client portfolios.
Relationship Executive
ICICI Prudential AMC
06.2022 - 10.2023
- In-depth knowledge of effective sales and negotiation tactics.
- Acquire and build business relationships with new customers and maintain good relationships with existing ones.
- Understand customer needs and develop plans to address them.
- Sound Knowledge of the company’s products and offerings, Share valuable and understandable information on products and services, convey large and complex information in a simple and easy way.
Jr Para Planner
Plan Ahead Wealth Advisors
02.2021 - 06.2022
- Investment analysis and portfolio management skills.
- Undertake comparative research in preparation of client recommendations.
- Complete technical research as part of the existing arrangement review process.
- Ensure all client queries are appropriately investigated and accurate responses given.
- Analyzed and evaluated client reports using IW Software.
Assistant Manager
AnandRathi Financial Services
07.2019 - 11.2019
- Financial Planning Services and Investment advice.
- Based on objective and risk profile, identify opportunities, and prepare customized asset allocation suggestions.
- Successfully explained financial products to clients.
- Understanding of wide range of investment vehicles, including equities, structured product, mutual funds.
- Developed asset allocation models diversifying risk by researching funds using analysis.
- Answered RM’s questions about the purposes and details of financial plans and strategies.
Education
Masters - Financial Planning
International College Of Financial Planning
Mysore01.2020
Bachelor of Engineering - IT
Thakur College of Engineering and Technology
Mumbai01.2017
Skills
- Microsoft PowerPoint
- Microsoft Excel
- Financial management
- Sales ability
- Analytical skills
- Decision making
- Team leadership
- Cooperation skills
- Portfolio analysis
Certification
- NISM Series V A: Mutual Fund Distributors Certification Examination, 01/01/22
- Investment Adviser -X-A / Investment Adviser -X-B, 01/01/21
- Capital Market (Dealers) Module (CMDM), 01/01/21
- Portfolio Management Services (PMS), 09/01/23
Timeline
Wealth Manager Sales
Purnartha Investment Advisers
03.2025 - Current
Area Sales Manager
Motilal Oswal Financial Services
10.2023 - 12.2024
Relationship Executive
ICICI Prudential AMC
06.2022 - 10.2023
Jr Para Planner
Plan Ahead Wealth Advisors
02.2021 - 06.2022
Assistant Manager
AnandRathi Financial Services
07.2019 - 11.2019
Masters - Financial Planning
International College Of Financial Planning
Bachelor of Engineering - IT
Thakur College of Engineering and Technology