Nadeem Ansari
Gurgaon
Summary
Dynamic and results-driven Relationship Manager with a proven track record of exceeding revenue targets and driving portfolio growth. With over 2.5 years of experience in strategic financial planning and market analysis, I specialize in identifying investment opportunities and developing tailored wealth management strategies. Skilled in building and nurturing client relationships. Seeking a challenging role to apply my expertise in investment advisory, financial planning, and client relationship management within a dynamic and innovative environment.
Overview
3
3
years of professional experience
Work History
Wealth Management Intern
Prospurts Advisory
01.2025 - 03.2025
- Constructed Financial plan for new clients
- Constructed Portfolio review for high net worth clientele.
- Organized marketing efforts using social media outlets to facilitate opportunities for growth.
- Presented data and report findings to advisory team on assigned topics.
- Upsell and crosssell to existing client through additional investment plan and rebalancing
- Handled new account opening and documentation.
- Enhanced knowledge on Mutual funds, stocks and PMS.
- Leaned more on behavioral finance.
Relationship Manager
Finzoomers Services Private Limited (INDMONEY)
05.2023 - 04.2024
- Recommended the customer to opt from Regular pay to limited pay
- Taken sole responsibility on DIY sales
- Conduct client portfolio reviews and offer strategic insights
- Handled client meetings online for the team and worked as an individual contributor
- Handled HNI leads, helped them in their portfolio review financial plan and suggest product according to their needs
- Converted clients through Term Insurance, Mutual funds, Stocks and other Products
- Work Closely with the other teams to get movement of their sourced policy through medical alignment, and initial documents underwriting
- Manage client query on Mutual funds, stocks and insurance.
- Work closely with various departments, including Marketing, Finance, and Product Development, to ensure alignment and support for Business Operations
Relationship Manager- CRT
Policybazaar Insurance Brokers Pvt. Ltd
03.2022 - 05.2023
- Monitored customer feedback and generated reports to identify areas of improvement
- Exceeded revenue goals through upselling and offering reliable and responsive service
- Recommended the Clients to opt for the Limited Pay instead of Regular Pay
- Implemented company strategy into CRM work, ensuring alignment with company goals
- Built and maintained existing customer relationships, acting as a trusted advisor
- Onboarded New customer through KYC and related documents
- Trained and guided newly hired team members for CRM and motivate them to achieve an organizational Goal
- Scheduled, arranged, and attended meetings with customers to maintain trusting and long-lasting relationships
- Maximized sales opportunities by determining and standardizing best practices
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
Education
B.com - Commerce
Sri Venkateshwara College - University of Delhi
New Delhi06-2021
Intermediate - Commerce
Udaya Public School
Ayodhya,05-2017
High School - General
Udaya Public School
Ayodhya,05-2015
Skills
- Financial Planning
- Portfolio Review
- Relationship Management
- Business Development
- Strategic Planning
- Service Support
- Negotiation skills
- Problem solving
- Team Leadership
- Communication skill
- Operations management
- Sales reporting and analytics
- Strategic Alliances
- Creative thinking
- Email Writing
- MS office 365 with AI
- Data analysis
- Lead Magnet tools
- Conflict resolution
- Active listening
Timeline
Wealth Management Intern
Prospurts Advisory
01.2025 - 03.2025
Relationship Manager
Finzoomers Services Private Limited (INDMONEY)
05.2023 - 04.2024
Relationship Manager- CRT
Policybazaar Insurance Brokers Pvt. Ltd
03.2022 - 05.2023
B.com - Commerce
Sri Venkateshwara College - University of Delhi
Intermediate - Commerce
Udaya Public School
High School - General
Udaya Public School
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