MAYANK PADIA
Investment Management Professional
Mumbai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills.
Ability to handle multiple projects simultaneously with a high degree of accuracy.
Hardworking and passionate job seeker, eager to help team achieve company goals.
Overview
20
20
years of professional experience
17
17
years of post-secondary education
Work History
Senior Partner
360 ONE Wealth ( IIFL Wealth)
03.2013 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Collaborated with clients to develop customized investment portfolios. Presented financial plans and investment recommendations to clients.
- Researched and evaluated potential investment products for clients. Educated clients on potential risks and rewards associated with various investments.
- 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 and estate planning. Educated clients on all financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Helped clients make informed decisions about financial future.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Partner
Edelweiss Global Wealth Management Limited
Mumbai
11.2007 - 02.2013
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Consistently been the top performing RM in the firm since he new platform was built since 2010; Largest Revenue contributor
- Manage Family Office clients with robust investment advisory and regular asset allocation advise; effectively closed large transactions/big-ticket deals, along with building strong annuity flow income
- Engaged the client across various lines of business within the organization to deepen client relationships
- Worked on several Investment Banking opportunities, large lending deals, debt syndication, asset reconstruction, distressed assets
- Have been advising clients on Direct Equity, Bonds, Debt Funds, Mutual funds, Structured Products, Commodities, Estate Planning, Real Estate advisory and other primary and third-party offerings
- Developed Competency in Key Functions like Client Acquisition, Investment Advisory, Portfolio services and building impregnable relationships clients.
Relationship Manager
ICICI BANK Limited, ICICI Bank UK PLC
London
09.2005 - 11.2007
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Strategically developed client relationships, increasing AUMs by generating fresh business of $20 million
- Managed an asset base of $95 Mio, generating revenue of $300,000 in the year
- Products advised on include Deposits, Forex, Home Loans, Bonds, Structures, Private Equity, PMS, Mutual Funds (Domestic & International) and Real Estate investments
- Forged introducer agreements to widen potential client base and increase client acquisition
- Advised clients on various offshore investment opportunities for effective tax planning.
Relationship Manager
ICICI Bank Limited
Mumbai
04.2004 - 09.2005
- International Private Banking
- Successfully cultivated a new market from zero-base, creating market reputation and recall for the products and services amongst Uganda’s NRI & PIO (Private Banking) Population
- Garnered an AUM of $15 million, 125% of AUM targets; Net Revenue Contribution amounting to $270,000 (155% of Revenue targets); establishing 40 New Clients
- Received a Secondment to the UK after a satisfactory performance in the very first year of my banking career
Business Development - Assistant Manager
Beehive Systems Limited
Noida
04.2003 - 04.2004
- Beehive Systems is India’s largest broadcast technology company focusing on media and entertainment as a vertical
- Customers across the globe include Star TV, CNBC, Sony, MTV, ESPN, DD and TV-Today
- Key Responsibilities: Sales & Marketing, Key Account Management and Brand Management.
Education
MBA - Finance & Marketing
Indian Institute of Foreign Trade
New Delhi. India 06.2001 - 04.2003
Bachelor of Science - Economics
St.Xavier’s College
Kolkata, India 08.1998 - 05.2001
WBHSE - Economics Statistics Mathematics
St.Xavier’s College
Kolkata, India 07.1996 - 06.1998
ICSE - Science Education
St.Xavier’s Collegiate School
Kolkata, India 06.1986 - 06.1996
Skills
Experienced Financial Investment Specialist
Affiliations
Certified Financial Investment Adviser (CF–21) by the FSA, UK
Certified Mutual Fund Advisor – AMFI
Who am I
Melophile ; can play any Sport anytime ; Traveller; Food aficionado, avid reader of Finance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Partner
360 ONE Wealth ( IIFL Wealth)
03.2013 - Current
Partner
Edelweiss Global Wealth Management Limited
11.2007 - 02.2013
Relationship Manager
ICICI BANK Limited, ICICI Bank UK PLC
09.2005 - 11.2007
Relationship Manager
ICICI Bank Limited
04.2004 - 09.2005
Business Development - Assistant Manager
Beehive Systems Limited
04.2003 - 04.2004
MBA - Finance & Marketing
Indian Institute of Foreign Trade
06.2001 - 04.2003
Bachelor of Science - Economics
St.Xavier’s College
08.1998 - 05.2001
WBHSE - Economics Statistics Mathematics
St.Xavier’s College
07.1996 - 06.1998
ICSE - Science Education
St.Xavier’s Collegiate School
06.1986 - 06.1996
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