KUMUDINI TORAWANE
Pune
Summary
Dynamic and results-oriented Wealth Manager with nine years of experience in providing tailored financial solutions to high-net-worth clients. Proven track record of developing and executing comprehensive investment strategies that consistently achieve portfolio growth and align with clients' financial goals. Expertise in risk assessment, tax planning, and estate planning, complemented by strong analytical skills and a deep understanding of market trends. Committed to fostering lasting client relationships through exceptional communication and personalized service, ensuring clients feel informed and confident in their financial decisions. Adept at collaborating with cross-functional teams to deliver holistic wealth management solutions that address diverse client needs.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Wealth Relationship Manager
Motilal Oswal Private Wealth Ltd
08.2023 - Current
- Client Relationship Management: Cultivated and maintained strong relationships with high-net-worth clients, ensuring personalized service and tailored financial strategies to meet their unique needs.
- Investment Strategy Development: Analyzed market trends and client portfolios to create and implement customized investment strategies, resulting in an average portfolio growth of 15% annually.
- Risk Assessment: Conducted comprehensive risk assessments and developed mitigation strategies, helping clients safeguard their assets while maximizing returns.
- Financial Planning: Developed holistic financial plans, encompassing retirement, estate, and tax planning, which improved clients’ financial stability and long-term wealth accumulation.
- Performance Monitoring: Regularly reviewed and adjusted client portfolios based on market conditions, achieving client satisfaction scores of over 90%.
- Business Development: Identified and pursued new business opportunities, leading to a 20% increase in the client base through referrals and network
WEALTH COUNSELOR
Citibank, NA
07.2021 - 03.2023
- Established and maintained high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products.
- Implemented exit strategies for clients to transition out of investments.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Advised clients on investments, retirement planning.
SENIOR RELATIONSHIP MANAGER
IIFL
08.2015 - 06.2021
- Discussed financial options with clients and provided informed suggestions.
- Created and implemented strategic trading approaches.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
Education
MBA - Finance
Sinhgad Institutes of Management
Pune04.2015
BBA - Cost And Works Accounting
K.T.H.M College
Nasik, Maharashtra04.2013
Skills
Proficient in portfolio management, asset allocation, and investment strategy development
Knowledgeable in tax strategies and regulations to optimize clients' tax situations
Exceptional ability to build and maintain strong relationships with high-net-worth clients
Effective communicator with the ability to simplify complex financial concepts for clients
Skilled in negotiating financial products and terms to benefit clients
Strong analytical and problem-solving abilities to address client challenges and optimize strategies
Skilled in utilizing financial software and tools to analyze data and generate reports
Certification
- NISM
- IRDA
- AMFI
Mba
Marketing and finance, July 2021-TILL DATE
Awards
- Winner - Best cross sell performance 2017 & 2019
- Received Best performer award for HDFC EOF NFO Launch with highest Collection ROM
Internship
MAX LIFE INSURANCE, Fundamental analysis of Max Life Insurance policies, 2014
Timeline
Senior Wealth Relationship Manager
Motilal Oswal Private Wealth Ltd
08.2023 - Current
WEALTH COUNSELOR
Citibank, NA
07.2021 - 03.2023
SENIOR RELATIONSHIP MANAGER
IIFL
08.2015 - 06.2021
MBA - Finance
Sinhgad Institutes of Management
BBA - Cost And Works Accounting
K.T.H.M College
- NISM
- IRDA
- AMFI
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