MANOJ KUMAR AGARWAL
Investment Consultant
Bengaluru,KA
Summary
Top-notch administrator, leader and project manager. Proactive Investment Officer with 15 years of experience building 80cr AUM portfolios for 200+ clients. Adept in analyzing data from previous investments and making reliable recommendations for future successes. Excellent leadership and decision-making skills.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Investment Manager
Heuristic Financial Services
Bengaluru, Karnataka
08.2015 - Current
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Managed and evaluated activities of 2 outside investment advisors.
- Maximized returns from 20% investments by Asset Allocation based on portfolio weight.
- Handled financial transactions worth over Rs 800 Million AUM
- Increased returns for clients by 50% annually.
Relationship Manager
HDFC BANK LTD
Bengaluru, Karnataka
02.2014 - 07.2015
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Worked with clients to address and respond to client and partnership management issues.
- Used effective sales strategies to convince clients to accept proposals, resulting in increase of revenue.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Networked with business leaders and executives to identify clientele within local community.
- Managed portfolio of 200 high net worth (HNW) clients with $50MM in total assets.
Investment Specialist
Lakshya Financial Services
Bengaluru, Karnataka
07.2007 - 01.2014
- Held meetings with customers to review and update accounts.
- Met with customers and clients to update accounts and reports.
- Supervised reporting staff of 2 people.
- Developed new investment plans for the company and product developments.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Expanded customer base through community outreach and strategic business partnerships.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Relationship Manager
STANDARD CHARTERED BANK
Guwahati, Assam
05.2006 - 06.2007
- Worked with clients to address and respond to client and partnership management issues.
- Educated customers about Investment options and processed purchases.
- Reviewing High Value transaction
- Key custodian and active participation in client facing.
- Resolving client issues on priority.
Education
MBA - Finance & Marketing
MATS Institute of Management & Entrepreneurship
Bengaluru 07.2003 - 02.2005
Bachelor of Commerce - Accounting And Finance
Gauhati Commerce College
Guwahati 06.2000 - 05.2003
Skills
Asset Management
Investment theme development
Equity markets
Relationship building and management
Strategic and financial planning
Sales professional
Global Equity portfolio management
Certification
CHARTERED WEALTH MANAGER
Timeline
CHARTERED WEALTH MANAGER
09-2017
Investment Manager
Heuristic Financial Services
08.2015 - Current
Relationship Manager
HDFC BANK LTD
02.2014 - 07.2015
Investment Specialist
Lakshya Financial Services
07.2007 - 01.2014
Relationship Manager
STANDARD CHARTERED BANK
05.2006 - 06.2007
MBA - Finance & Marketing
MATS Institute of Management & Entrepreneurship
07.2003 - 02.2005
Bachelor of Commerce - Accounting And Finance
Gauhati Commerce College
06.2000 - 05.2003