Meditation and Golfing
Nitin Patnia
Private Wealth Manager
NEW DELHI
Summary
Forward-thinking Senior Executive with proven record of accomplishment in Wealth Advisory during 19-year career. Self Driven professional dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent and Honest in my work, Natural at taking Initiatives, highly compassionate and friendly with all. My shortfalls are lack of cut throat ambition, Out of Rat race but can tolerate all kinds of situations and people
Overview
23
23
years of professional experience
Work History
Sr. Vice President
Edelweiss Wealth Management
New Delhi
10.2017 - Current
- Maintained consistent growth in revenue, contribution margin, operating profit and EBITDA.
- Developed, coached and provided feedback to top-performing teams on Behavioral finance and Stress management
Associate Director
ASK Wealth Advisors P ltd.
NEW DELHI
04.2007 - 07.2017
One of the first employees for ASK group in Delhi. Critical member of the North team. Headed PMS team for first 2 years and then merged with Wealth Advisors.
Cluster Head- Investments
Standard Chartered Bank
NEW DELHI
04.2004 - 06.2007
Driven sales of Investment products to Bank's customers and training and up-skilling Relationship managers for Third Party Investments
Sr. Financial Advisor
ING Vysya Financial Services Ltd
NEW DELHI
02.2003 - 03.2004
Financial Advisor
Way2Wealth Securities P ltd.
NEW DELHI
01.2002 - 03.2003
Education
B.Com - Commerce
Multani Mal Modi College
PatialaPG Diploma On Management - Entrepreneurship
IIPM
DelhiSkills
Natural at Mentoring Newbies
Interests
Timeline
Sr. Vice President
Edelweiss Wealth Management
10.2017 - Current
Associate Director
ASK Wealth Advisors P ltd.
04.2007 - 07.2017
Cluster Head- Investments
Standard Chartered Bank
04.2004 - 06.2007
Sr. Financial Advisor
ING Vysya Financial Services Ltd
02.2003 - 03.2004
Financial Advisor
Way2Wealth Securities P ltd.
01.2002 - 03.2003
B.Com - Commerce
Multani Mal Modi College
PG Diploma On Management - Entrepreneurship
IIPM
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