Nishit Nishant
Banking and wealth Management Sales
Greater Noida
Summary
Results-driven professional with 18+ years of experience in sales, marketing, and business development, specializing in client acquisition, portfolio management, and relationship building. Adept at strategic planning, resource optimization, and revenue growth while delivering exceptional client satisfaction. Skilled in negotiating, promoting products, and leading cross-functional teams.
Proactive Banking professional with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
19
19
years of professional experience
1
1
Certification
2
2
Languages
Work History
Relationship Manager
Fermat Prime Enterprises Pvt Ltd
03.2025 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on wealth products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Provided overall portfolio management services including mutual funds , PMS , AIF , investments etc .
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Privileged Relationship Manager – Regius Wealth
Nuvama Wealth and Investments Limited
12.2023 - 09.2024
- Acquired new clients and managed existing client portfolios.
- Specialized in wealth products, including LAS, AIF, PMS, NCD, MLD, Bonds, and Mutual funds.
- Ensured timely overdraft and interest payments, addressing client complaints and queries effectively.
- Strengthened client relationships through cross-selling and generating referrals.
- Leveraged LinkedIn channels to generate leads and drive conversions.
- Successfully managed life and general insurance sales.
Portfolio Manager/Team Leader
DBS Bank India Ltd.
07.2016 - 12.2023
- Strategically identified opportunities for client portfolio growth and deepened relationships.
- Managed large transactions, forecasted trends, and mitigated attrition risks.
- Facilitated trade financing, invoice discounting, and cash management solutions for SMEs and MSMEs.
- Promoted digital banking adoption to increase client engagement.
- Collaborated with product and service teams to deliver customized financial solutions.
- Played a key role in the Tally Accounting Software integration pilot project for payment solutions.
Relationship Manager
RBL Bank Ltd.
12.2013 - 07.2016
- Transitioned to RBL Bank following the acquisition of Royal Bank of Scotland’s (RBS) India operations.
- Continued managing client relationships and business banking portfolios.
Manager Key Accounts – Business Banking
Royal Bank of Scotland N.V.
12.2010 - 12.2013
- Promoted from Business Banker to Key Accounts Manager within two years.
- Managed key business accounts and drove cross-functional banking solutions.
Senior Relationship Partner – Business Banking
YES Bank Ltd.
12.2009 - 12.2010
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Leveraged technological tools for efficient case management, organization, and enhanced client communication.
- Improved overall team productivity by introducing innovative project management tools and techniques.
Sales Manager
ING Vysya Bank
04.2009 - 12.2009
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Associate Manager Client Acquisition
YES Bank Ltd.
01.2007 - 04.2009
- Facilitated smooth account opening processes, making banking more accessible to new customers.
- Streamlined account opening procedures for faster turnaround times without sacrificing accuracy or compliance standards.
- Assisted clients with account opening procedures, collecting necessary documentation and guiding them through the process smoothly.
- Increased sales revenue with consistent upselling and cross-selling of Banking products.
Education
Master of Business Administration (MBA) - International Marketing
University of Wales
Bachelor’s Degree - English (Hons)
Delhi University, Deshbandhu College
Skills
- Sales & Marketing Expertise: Proven ability to drive revenue growth and improve sales performance across various products and services
- Client Relationship Management: Strong skills in building and nurturing client relationships, promoting loyalty, and achieving business targets
- Strategic Planning: Expertise in conceptualizing and executing marketing strategies and promotional activities to achieve organizational goals
- Negotiation & Communication: Exceptional negotiation, presentation, and interpersonal skills for effective collaboration with clients and stakeholders
- Analytical & Problem-Solving Skills: Skilled at identifying business opportunities, mitigating risks, and implementing data-driven solutions
- Team Leadership: Experienced in mentoring and motivating team to achieve high performance and productivity
Certification
AMFI
Travelling , connection with new people
Travelling and connecting with new people
Timeline
AMFI
04-2025
Relationship Manager
Fermat Prime Enterprises Pvt Ltd
03.2025 - Current
Privileged Relationship Manager – Regius Wealth
Nuvama Wealth and Investments Limited
12.2023 - 09.2024
Portfolio Manager/Team Leader
DBS Bank India Ltd.
07.2016 - 12.2023
Relationship Manager
RBL Bank Ltd.
12.2013 - 07.2016
Manager Key Accounts – Business Banking
Royal Bank of Scotland N.V.
12.2010 - 12.2013
Senior Relationship Partner – Business Banking
YES Bank Ltd.
12.2009 - 12.2010
Sales Manager
ING Vysya Bank
04.2009 - 12.2009
Associate Manager Client Acquisition
YES Bank Ltd.
01.2007 - 04.2009
Bachelor’s Degree - English (Hons)
Delhi University, Deshbandhu College
Master of Business Administration (MBA) - International Marketing
University of Wales
Similar Profiles
RODRIGO Nazareth dos SantosRODRIGO Nazareth dos Santos
Vendas at Fermat Industria e comercioVendas at Fermat Industria e comercio
Michelle AcostaMichelle Acosta
EDI Manager at P-1 Enterprises Inc/Beauty Prime LLCEDI Manager at P-1 Enterprises Inc/Beauty Prime LLC
Cristy Mae UyCristy Mae Uy
Marketing Assistant at Prime Luck Enterprises CorporationMarketing Assistant at Prime Luck Enterprises Corporation
Neeraj KumarNeeraj Kumar
Business Head at Supermarket Grocery Supplies Pvt. Ltd (Big Basket)Business Head at Supermarket Grocery Supplies Pvt. Ltd (Big Basket)
LOVEPREET SINGHLOVEPREET SINGH
Senior Executive at Firm-Noida Power Company LimitedSenior Executive at Firm-Noida Power Company Limited