Mandar Pujari
Portfolio Architect
Nashik
Summary
Results-driven marketing professional with over 22 years of experience in banking, insurance, and telecom industries. Proven expertise in client acquisition, wealth management, and strategic planning. Adept at managing high-net-worth individual (HNI) clients, achieving organizational goals, and driving revenue growth. Skilled communicator with strong leadership, analytical, and problem-solving abilities. Currently serving as a Freelancer in Investments, Banking, and Real Estate focusing on financial planning and portfolio services for ultra-HNIs.
Overview
22
22
years of professional experience
2006
2006
years of post-secondary education
Work History
Investigation Specialist
Investments Advisory
08.2024 - Current
- Servicing Existing Clients for Mutual funds.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Portfolio Review and Suggestion according to Client Profile
- Providing Market Insight on Various Investments as per Client Risk Apetite
- Alternate Investment Solutions on Real Estate
- Solutions on Banking products (Working Capital, Loan against Securities, Loan Against Property)
- Assisting in Estate & Succession Planning
- Providing investment solutions on AIF & PMS
- Assisting clients on BONDS & REITS Solutions
Vice President - Partner First Private
IDFC First Bank Ltd
08.2023 - 07.2024
- Acquired clients with an investible surplus of ₹1 crore or more.
- Developed tailored financial plans and executed portfolio strategies for ultra-HNI clients.
- Managed Private Wealth, including AIFs, PMS, and disciplined asset allocation.
- Delivered customized MIS reports and ensured client satisfaction through proactive engagement.
- Contributed to revenue growth through disciplined execution of financial plans.
DVP Wealth Manager
Emkay Wealth (Emkay Global Financial Services Ltd)
10.2022 - 07.2023
- Successfully onboarded clients with an investible surplus of ₹2 crore.
- Focused on wealth management, AIF, PMS, and transaction execution.
- Delivered high-quality MIS reports and aligned asset allocation with client goals.
- Achieved significant growth in Assets Under Advisory (AUA) and revenue generation.
Private Banking Relationship Manager
ICICI Bank Ltd
11.2021 - 10.2022
- Conducted in-depth analysis of client portfolios to meet 360-degree financial needs.
- Strengthened relationships with existing HNI clients, enhancing revenue through cross-selling.
- Maintained high levels of customer satisfaction by providing professional, customized solutions.
- Actively acquired large prospective customers through targeted sales calls and referrals.
Exclusive Relationship Manager (AVP)
IndusInd Bank Ltd
09.2019 - 10.2021
- Built and deepened relationships with HNI customers to increase the share of wallet.
- Achieved cross-sell targets and ensured 'best-in-class' productivity in the sales process.
- Delivered exceptional customer service to ensure high retention rates.
Relationship Manager - Imperia Banking
HDFC Bank Ltd
01.2011 - 09.2019
- Analyzed and fulfilled the financial needs of HNI customers through appropriate products.
- Actively sourced loan business and generated client references to drive portfolio growth.
- Collaborated with credit teams to ensure smooth sanction and disbursal of loans.
Senior Sales Manager
MetLife India Insurance Co. Ltd
10.2007 - 12.2010
- Managed HNI client portfolios in bancassurance with leading banks like Axis Bank and Barclays.
- Activated new channel partner branches and achieved 270% sales targets.
- Successfully qualified multiple channel partners for major contests.
Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd
12.2005 - 10.2007
- Led operations in North Maharashtra/Vidarbha for bancassurance and asset products.
- Achieved a 60% sales penetration and consistently delivered premium collections of ₹30 lakh per month.
Operations Officer
HDFC Standard Life Insurance Co. Ltd
05.2005 - 11.2005
- Handled branch operations and reduced proposal rejections through enhanced coordination.
Zonal Executive
Reliance Infocom Ltd
07.2003 - 05.2005
- Oversaw franchisee operations and risk management for North Maharashtra.
- Coordinated collections and customer verification to ensure operational efficiency.
Education
PGDBM - Finance
University of Pune
Master's in Commerce - Business Law, Taxation, Auditing
University of Pune
Bachelor of Commerce - undefined
University of Pune
HSC - Commerce
Maharashtra Board
SSC - undefined
Maharashtra Board
Skills
- Strategic Planning & Execution
- Client Acquisition & Retention
- Wealth & Portfolio Management
- Revenue Generation
Personal Information
Date of Birth: 01/07/80
Achievements Highlights
- Achieved 270% sales targets at MetLife.
- Ranked 3rd nationally for sales target achievement at ICICI Prudential.
- Consistently delivered double-digit growth and high client satisfaction rates.
- Successfully activated and managed new market channels across urban and rural areas.
Timeline
Investigation Specialist
Investments Advisory
08.2024 - Current
Vice President - Partner First Private
IDFC First Bank Ltd
08.2023 - 07.2024
DVP Wealth Manager
Emkay Wealth (Emkay Global Financial Services Ltd)
10.2022 - 07.2023
Private Banking Relationship Manager
ICICI Bank Ltd
11.2021 - 10.2022
Exclusive Relationship Manager (AVP)
IndusInd Bank Ltd
09.2019 - 10.2021
Relationship Manager - Imperia Banking
HDFC Bank Ltd
01.2011 - 09.2019
Senior Sales Manager
MetLife India Insurance Co. Ltd
10.2007 - 12.2010
Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd
12.2005 - 10.2007
Operations Officer
HDFC Standard Life Insurance Co. Ltd
05.2005 - 11.2005
Zonal Executive
Reliance Infocom Ltd
07.2003 - 05.2005
Master's in Commerce - Business Law, Taxation, Auditing
University of Pune
Bachelor of Commerce - undefined
University of Pune
HSC - Commerce
Maharashtra Board
SSC - undefined
Maharashtra Board
PGDBM - Finance
University of Pune