MS Dinesh
Bangalore
Summary
Dynamic professional with comprehensive expertise in portfolio management and risk assessment. Demonstrated success in transforming high-intent clients into investments while cultivating enduring relationships and elevating client satisfaction through strategic communication.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Investment Specialist
Dezerv Investments
Bangalore
06.2023 - Current
- Conducted pre-scheduled video meetings with potential clients to review portfolio holdings exceeding ₹50L.
- Converted high-intent inbound clients into investments in portfolio products.
- Leveraged market knowledge to enhance client conversations and investment strategies.
- Evaluated customer requirements and asset distribution to align with financial goals.
- Initiated proactive communication to ensure understanding of client wealth management objectives.
- Cultivated strong relationships with existing clients to encourage additional investments in offered products.
Investment Manager
NoBroker Technologies Solutions
Bangalore
09.2021 - 06.2023
- Educated investors on fractional ownership, AIF, asset leasing, and revenue-based models to foster long-term relationships.
- Managed a team of investment consultants to generate high-quality leads.
- Collaborated with operations and backend teams to facilitate seamless onboarding of investors.
- Conducted seminars, workshops, and business activities to enhance investor engagement.
Premier Relationship Manager
Bajaj Allianz Life Insurance
Bangalore
09.2019 - 12.2020
- Executed premium collection strategies to enhance product mix and expand customer base.
- Managed resources to ensure business consistency and promote future growth.
- Oversaw micro-management of HNI clients while implementing macro-management for customer satisfaction.
- Focused on relationship building to retain AUM and ensure persistence management.
Senior Business Development Manager
Edelweiss Tokio Life Insurance
Bangalore
11.2018 - 09.2019
- Managing resources for business consistency and future growth.
- Establish, develop, and maintain positive business and customer relationships.
- Help promote and maintain a positive company image.
- Create and enforce plans that will help meet the needs of customers.
Senior Financial Service Manager
ICICI Prudential Life Insurance
Bangalore
10.2016 - 11.2018
- Understand customer needs, and develop plans to address them.
- Resolve customer complaints quickly and effectively.
- Up-selling and cross-selling opportunities from potential clients.
- Promote high-quality sales, supply, and customer service processes.
- Aim to preserve customers, and renew contracts.
Education
Bachelor of Technology - Electronics And Communications Engineering
Gandhi Institute of Industrial Technology
Berhampur, Odisha04-2013
Intermediate -
University Higher Secondary School
Berhampur, Odisha04-2009
Matriculation -
University Higher Secondary School
Berhampur, Odisha04-2007
Skills
- Portfolio management
- Investment analysis
- Risk assessment
- Market research
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
- NISM-Series-XXI-A: Portfolio Management Services(PMS) Certification Examination
Timeline
Investment Specialist
Dezerv Investments
06.2023 - Current
Investment Manager
NoBroker Technologies Solutions
09.2021 - 06.2023
Premier Relationship Manager
Bajaj Allianz Life Insurance
09.2019 - 12.2020
Senior Business Development Manager
Edelweiss Tokio Life Insurance
11.2018 - 09.2019
Senior Financial Service Manager
ICICI Prudential Life Insurance
10.2016 - 11.2018
Bachelor of Technology - Electronics And Communications Engineering
Gandhi Institute of Industrial Technology
Intermediate -
University Higher Secondary School
Matriculation -
University Higher Secondary School