Mohit Sharma
Nagpur
Summary
Seasoned Wealth Manager with background in both portfolio management and strategic financial planning. Strengths lie in developing customized investment strategies for high net worth individuals, as well as navigating complex financial landscapes. Proven ability to build, maintain and leverage client relationships; adept at helping clients achieve financial goals through sound investment decisions. Made significant impact by driving growth for previous employers and providing clients with strategic wealth management advice.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Pioneer Relationship Manager-Affluent Banking
IndusInd Bank Ltd
Nagpur
02.2025 - Current
- Managed client portfolios by assessing financial objectives and investment strategies.
- Analyzed market trends to deliver informed investment recommendations.
- Collaborated with internal teams to create customized financial solutions for clients.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
Current Account Relationship Manager
HDFC Bank Ltd
Wardha
04.2021 - 02.2025
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Analyzed customer data and developed strategies to increase revenue growth.
- Performed market analysis to identify new business opportunities.
- Conducted regular meetings with clients to review progress and discuss future goals.
Service Delivery Manager
IndusInd Bank Ltd
Nagpur
05.2019 - 03.2021
- Led daily bank transaction processing and reconciliation
- Oversaw compliance with banking regulations and policies
- Collaborated with teams to resolve complex banking issues
Client Relationship Manager
Yes Bank Ltd
Nagpur
06.2018 - 04.2019
- Managed client accounts and addressed inquiries promptly.
- Developed and maintained strong client relationships through regular communication.
- Coordinated meetings between clients and internal departments for service alignment.
Assistant Manager
Axis Bank Ltd
Wardha
05.2015 - 02.2018
- Acquisition and business development with different strategies for the organization.
- Managed procurement processes, ensuring compliance with company policies and regulations.
- Managed post-acquisition integration processes.
Education
Bachelor of Engineering - Electrical, Electronics And Communications Engineering
DMIETR
Wardha07-2014
Skills
- Portfolio management
- Wealth management
- Investment strategies
- Revenue growth
Certification
- IRDA
- NISM-V
Accomplishments
- Multiple accomplishments and honors throughout the career
Timeline
Pioneer Relationship Manager-Affluent Banking
IndusInd Bank Ltd
02.2025 - Current
Current Account Relationship Manager
HDFC Bank Ltd
04.2021 - 02.2025
Service Delivery Manager
IndusInd Bank Ltd
05.2019 - 03.2021
Client Relationship Manager
Yes Bank Ltd
06.2018 - 04.2019
Assistant Manager
Axis Bank Ltd
05.2015 - 02.2018
Bachelor of Engineering - Electrical, Electronics And Communications Engineering
DMIETR
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