Neeraj Sharma
Wealth Relationship Manager
New Delhi
Summary
Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
Accomplished Wealth RM skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Wealth RM position. Ready to help team achieve company goals.
Experienced Wealth RM with over 2 years of experience in Banking. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Wealth Relationship Manager
ICICI Bank
Delhi
06.2020 - Current
- Managing AUM of ₹10Cr across HNI s, Family offices and Cooperates generating a topline of ~₹16Cr Generating customized, low risk and high reward propositions with cross product teams.
- Creating cash flow simulations to assess product suitability for clients based on future cash flows.
- Developing comprehensive portfolio reports, now also being used by others branches for all large clients.
- Analyzing client's need & risk profile and recommending solutions to suit individual clients.
- Explaining benefits of mutual fund products, suggesting best mutual fund as per requirements accruing new clients, generating revenue through sales of mutual fund and achieving funds.
Operations Manager
Ise Learning OPC Pvt Ltd
10.2016 - 05.2019
- Identified opportunities, maintain customer potential customer data base.
- Handling of daily and monthly MIS reports, Reconciliation
- Understood company goals and recommended corresponding best business practices.
- Owned the responsibility of managing critical business processes that impacted the top line.
Education
B.com (Hons.) - Commerce
Govt. Co-ed Sr. Sec. School
Dwarka 05.2012 - 05.2015
PGDB - Banking And Financial Support Services
Manipal Academy of Higher Education
Bangalore 08.2018 - 08.2019
Skills
Investment planning
Financial planning
Insurance decisions
Mutual funds
Retirement needs
Stock market understanding
Savings accounts
Active Listening
Dependable and Responsible
Flexible and Adaptable
Certification
IRDA
Timeline
Financial Analyst & Investing
05-2021
Wealth Relationship Manager
ICICI Bank
06.2020 - Current
AMFI
12-2019
IRDA
11-2019
PGDB - Banking And Financial Support Services
Manipal Academy of Higher Education
08.2018 - 08.2019
Operations Manager
Ise Learning OPC Pvt Ltd
10.2016 - 05.2019
B.com (Hons.) - Commerce
Govt. Co-ed Sr. Sec. School
05.2012 - 05.2015