Offering 10 years of cross-functional experience, I am seeking a position to utilize my skills and abilities in an industry that offers professional growth while being resourceful.Business Partner with fast-growing entrepreneurial experience amplifying and enhancing products and services to deliver solutions to internal and external client and agency partners. Combines broad industry knowledge, communication, analytical abilities and sales expertise to grow products and services. Brings [10]-year executive background developing and executing strategies to deliver business results.
Hi, I’m
Nitish Gupta
Authorised business partner with Motilal Oswal Financial Services Limited
Mumbai,Mahrashtra
Summary
Overview
11
years of professional experience
2014
years of post-secondary education
5
Certificates
Work History
MotilalOswal Financial Services
Authorized Business Partner
09.2019 - Current
Job overview
- We are establishing healthy business relations with clients for securing repeat business & long-term customer loyalty and working towards solving their query resolution and escalations in an effective manner
- Accountable for portfolio revision /guidance, cross-selling Equity SIP, and advising on investment for retail, and HNI clients
- Managing the equity portfolios of individual clients & meeting their day-to-day requirements
- Follow up with the team for lead closer & helping them with client queries related to the equity market & other products
- Analyzing the risk appetite of an individual for providing them apt investment solutions, ensuring that the solutions provided match the risk profile
- Steering business development efforts for a range of products/services including Equity, Derivatives and IPOs
- Resolving queries and complaints of the clients regarding margin shortfalls, ledger, account, and pay-in & pay-out reports in an empathetic manner
- Generation of business leads & arranging meetings with channel partners for the closer
- Provided exceptional customer service to clients, addressing their needs promptly while maintaining a professional demeanor.
- Managed strategic partnership initiatives to drive measurable outcomes and deeper relationships with cross-functional teams.
- Played a crucial role in company growth by identifying new market opportunities and developing comprehensive strategies.
- Delivered insightful data-driven recommendations that informed key decision-making processes within the organization.
- Navigated complex legal and regulatory challenges to ensure compliance across all business operations.
Aditya Birla Sun Life Insurance Company Limited
Senior Agency Partner
08.2021 - 11.2024
Job overview
- Responsible for the recruitment and training of life advisors and their performance review
- Monitored partner performance and provided feedback on areas of improvement.
- Collaborated with colleagues and support staff to maximize team efficiency.
- 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.
- Developed and implemented strategies to enhance partner relations.
HDFC Securities Limited
Assistant Manager - Equity Advisor
11.2017 - 08.2019
Job overview
- Accountable for handling calls, portfolio revision/guidance, cross selling Equity SIP as well as advising on investment for retail, HNI clients
- Handling PGC NRI BANK WEALTH & Corporate clients by providing services related to their portfolio & resolving their queries related to Demat & trading account
- Deftly managing the equity portfolios of individual clients & meeting their day-to-day requirements
- Establishing healthy business relations with clients for securing repeat business & long-term customer loyalty and working towards solving their query resolution and escalations in an effective manner
- Follow up with sales team for lead closer & helping them with client queries related to equity market & other products
- Analyzing risk appetite of an individual for provided them apt investment solutions, ensuring that solutions provided match the risk profile
Religare Securities Limited
Relationship Manager - Dealing
05.2017 - 11.2017
Job overview
- Accountable for handling calls, portfolio revision/guidance, cross selling of Insurance, FD and SIP as well as advising on investment
- Deftly managing the equity portfolios of individual clients & meeting their day-to-day requirements
- Instrumental in identifying the underlying trend based on various price and volume patterns, evaluating Resistance & Support levels for short & medium term which helps in taking a view for the existing portfolio as well as calls for trading, through study of charts, entry & exit based on fundamental and technical analysis
- Preparing financial reports and analysis, which support reporting activities, including pricing, budget development, and profitability related trend analysis and handling C-DAS / EDPM
- Analyzing research reports & trading strategies on daily basis & equity and derivative market for trading recommendations
- Establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and working towards solving their query resolution and escalations in an effective manner
- Performing the functions of assessing creditworthiness of clients and taking adequate steps to ensure receipt of payments and recovery of bad debts
- Monitoring client's portfolio performance, conducted profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels; processing EASI and Easiest Authentication efficiently
- Analyzing risk appetite of an individual for provided them apt investment solutions, ensuring that solutions provided match the risk profile
- Spearheading efforts across analyzing existing market trends, understanding the company's specific investment requirement and ensuring effective investment solutions to ensure maximum profitability
- Steering business development efforts for a range of products/services including Equity, Derivatives & Commodity Trading, Depository Services and IPOs
- Instrumental in preparing and maintaining accounts and reports as per accounting norms within time bound schedule; adept at handling various accounting transactions
Maersk Global Service Centers
Sr Associate for Dispute Resolution Team
08.2016 - 05.2017
Job overview
- Company Overview: Maersk Global Service Centers (India) Pvt
- Ltd
- Logging of disputes received via the email into SAP
- Effective and timely communication with various internal, external and foreign departments for dispute resolution
- Handle dispute case resolution within the specified SLA
- Ensuring the aggrieved party receives adequate notification of their dispute status
- Exception handling Waiver and write off submission
- Carry out other responsibilities or projects given from time- to- time by TL/Manager
- Maersk Global Service Centers (India) Pvt
- Ltd
Accenture India Private Limited
Process Associate
08.2014 - 03.2016
Job overview
- Posting of payments through credit card, cheques etc
- Worked on cash projects (cash hub, Refund)
- Worked on Special projects Like QOD (Que of Determination)
- Forecasting of employees' attendants
- Training client as well team members
- Solving of SR queries
- Conducting telecoms with client and maintaining a liaison with them
- Using coded data to produce and submit claims to insurance companies
- Working directly with the insurance company, healthcare provider, and patient to get a claim processed and paid
- Reviewing and appealing unpaid and denied claims
- Verifying patients' insurance coverage
- Answering patients' billing questions
- Handling collections on unpaid accounts
- Managing the facility's Accounts Receivable reports
Education
University of MumbaiMumbai
Bachelor of Commerce
University Overview
GPA: 63
Skills
Communication and teamwork
Certification
NISM Series XVI Commodity Derivatives
Timeline
Senior Agency Partner
Aditya Birla Sun Life Insurance Company Limited
08.2021 - 11.2024
Authorized Business Partner
MotilalOswal Financial Services
09.2019 - Current
Assistant Manager - Equity Advisor
HDFC Securities Limited
11.2017 - 08.2019
Relationship Manager - Dealing
Religare Securities Limited
05.2017 - 11.2017
Sr Associate for Dispute Resolution Team
Maersk Global Service Centers
08.2016 - 05.2017
Process Associate
Accenture India Private Limited
08.2014 - 03.2016
University of Mumbai
Bachelor of Commerce
01.2014
Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPaid time offWork from home option401k matchStock Options / Equity / Profit SharingPaid sick leaveHealthcare benefitsPersonal development programsTeam Building / Company Retreats4-day work weekQuote
The way to get started is to quit talking and begin doing.
Availability
See my work availability
Not Available
Available
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