MITHUN POOJARY
Bangalore
Summary
Experienced Wealth Manager skilled in portfolio management and strategic financial planning. Specializes in creating tailored investment strategies for high net worth clients and navigating complex financial environments. Builds strong client relationships to help individuals achieve their financial goals through smart investment decisions. Proven track record of driving growth for employers and delivering strategic wealth management advice.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Private Wealth Manager
ICICI Securities Ltd
Bangalore
04.2022 - Current
- Advised UHNI clients on diverse investment opportunities, ensuring optimal returns across various asset classes like stocks, mutual funds, PMS, alternative investment funds.
- Advised and managed a total book of 1000 crores in investments.
- Provide them with investment products and services basics of their goals, objectives, and risk appetite, and increase their wallet share with the company.
- Acquiring new clients through references and other sources, and growing the overall relationship.
Burgundy Relationship Manager
Axis Bank Ltd
Bangalore
10.2021 - 04.2022
- Acquire, retail, deepen portfolio to maximize sales performance, and achieve revenue targets through liability product and wealth management products.
- Act as a dedicated one point of contact to over 200 customers.
- Review individual relationships to identify banking and investment needs of the client.
- Offer investment advice and risk profile of the customer by customer engagement, and ensure top levels of service.
Imperia Relationship Manager
HDFC Bank Ltd
Mumbai
11.2019 - 10.2021
- Managed a portfolio of total net worth of Rs 264 crores
- Achieved an existing portfolio growth of 600% over March 2020.
- Largest income target in the zone for the financial year 2020-2021, and achieved the same in December 2020 itself.
- Achieving the business targets assigned in terms of cross-selling, enhancing, and upgrading the high net worth relationships.
- Mentored fresh Relationship Managers with portfolio management and sales pitches.
Preferred Relationship Manager
HDFC Bank Ltd
Mumbai
05.2018 - 11.2019
- Managed a portfolio with a total net worth of 57 crores.
- Achieving the target of the portfolio in 8 months and promoted to Imperia Relationship Manager in FY 2019-20.
- Managed business targets and was involved in business development for the portfolio across products.
- Ranked no. 1 in the region for newly joined Relationship Managers for the year 2018-2019.
Faculty and Test Administrator
Edwise International LLP
Mumbai
06.2015 - 05.2016
- Involved in training students and professionals for their qualifying exams.
- Faculty for Quantitative Aptitude, Logical Reasoning, and Data Interpretation for GRE, GMAT, and SAT.
- Trained students, as well as professionals, for IELTS, TOEFL, and PTE.
- Conducted training for newly recruited faculties.
- Coordinated with universities for organization of education fairs.
Education
MBA - Retail Management
Post Graduate Diploma in Management
Mumbai04-2018
Bachelor of Engineering - Mechanical Engineering
North Maharashtra University
Jalgaon06-2015
Skills
- Wealth Management
- Investment Advisory
- Financial Planning
- Client Engagement & Persuasion
- Compliance
Accomplishments
- Qualified for International Study Tour, Thailand in 2022
- Qualified for Million Dollar Round Table 2019 Malaysia along with qualifiers of more than 500 companies across 69 countries
- Top 10 in PAN India performance of income targets during COVID 19 pandemic times for the month of April and May
Positions Of Responsibility
- President – Enactus Somaiya Social Cell at KJ Somaiya Institute of Management Studies and Research
- Zonal Coordinator for Robotryst, IIT Delhi, 2015
- Conducted workshops for ITI and Diploma colleges in Basics of Mechanical Design of Robots
Certification
- Certified Private Wealth Manager - CIEL
- NISM XXI A - Portfolio Management Services Certified
- NISM VA - Mutual Fund Distributers Certified
Timeline
Private Wealth Manager
ICICI Securities Ltd
04.2022 - Current
Burgundy Relationship Manager
Axis Bank Ltd
10.2021 - 04.2022
Imperia Relationship Manager
HDFC Bank Ltd
11.2019 - 10.2021
Preferred Relationship Manager
HDFC Bank Ltd
05.2018 - 11.2019
Faculty and Test Administrator
Edwise International LLP
06.2015 - 05.2016
MBA - Retail Management
Post Graduate Diploma in Management
Bachelor of Engineering - Mechanical Engineering
North Maharashtra University
- Certified Private Wealth Manager - CIEL
- NISM XXI A - Portfolio Management Services Certified
- NISM VA - Mutual Fund Distributers Certified
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