Pragya Prakash
Private Wealth Management Professional | HNI & UHNI Client Advisor | Portfolio Strategy & Financial Planning
NEW DELHI,DELHI
Summary
Experienced in cultivating and managing client relationships within a fast-paced financial setting, honed communication, strategic planning, and personalized service skills. Eager to transition into a new field and apply transferable skills to drive success and growth in a dynamic environment. Proven track record of engaging clients and delivering exceptional financial services as a professional relationship manager. Expertise lies in building strong client relationships and achieving results through strategic planning and execution. Excels in team collaboration, effective communication, and adapting to evolving business needs. Renowned for reliability, consistently delivers high-impact solutions in fast-paced environments.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
Work History
Priority Relationship Manager
Standard Chartered Bank
GURGAON
10.2023 - Current
- Maintained up-to-date knowledge of industry trends, regulations, products, and competitor offerings to stay ahead in the market.
- Built strong referral networks through community involvement and professional partnerships, driving new business growth. Doing 75 meeting a month consistently over last 20 months.
- Conducted comprehensive reviews of client accounts to identify areas for improvement or potential risks.
- Coordinated with product specialists to offer tailored solutions for complex client requirements with an AUM of 87 Crores across 30 families.
- Developed sales strategies for targeted client segments, resulting in increased revenue and customer satisfaction.
- Managed a portfolio of high-value clients, ensuring their needs were met and expectations exceeded.
- Provided exceptional customer service, addressing concerns promptly and resolving issues effectively.
- Fostered long-term trust with clients by proactively addressing their needs, resolving issues promptly, and providing transparent communication.
- Strengthened customer relationships by providing personalized financial advice and solutions.
- Negotiated favorable terms for clients on loans, mortgages, or other financial products by leveraging strong rapport with partner institutions.
- Identified cross-selling opportunities by understanding each client''s unique financial situation and recommending appropriate products or services.
- Delivered informative presentations to educate clients on investment strategies, market trends, and wealth management options.
- Activated new accounts and issued customer identification numbers.
Relationship Manager
IIFL Securities PReMIA
NEW DELHI
05.2023 - 10.2023
- Worked towards acquiring clients and helped them in creation of an optimal portfolio and provided satisfactory services to existing clients in order to retain them
- Provided products and services for revenue generation and to cater to client's financial needs by analyzing their risk profile and return expectations
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Account Manager
Anand Rathi Private Wealth Ltd
NEW DELHI
07.2021 - 05.2023
- Managed over 30 HNI and Ultra HNI clients with a combined portfolio of more than 150 crores, generating Jenson's alpha of over 3-4%
- Constructed portfolios based on Markowitz efficient frontier theory to create maximum return at minimum possible risk
- Determining asset allocation plans consisting of Equity Mutual Fund, Debt Mutual Fund and Market-linked Debentures
- Coordinating with the product team to solve client inquiries, monitoring and providing portfolio recommendations
Finance Intern
Share khan, By BNP Paribas
NEW DELHI
06.2018 - 07.2018
- Assisted my Manager and Team Lead in meetings related to Investments and Demat Account opening and presentations on the same
- Learnt basics about Stock Market, Trading, Investments and other Market related financial products
- Presented a project on equity research
Education
MBA - Finance
International Management Institute
KOLKATA 07.2019 - 03.2021
BBA - Business Management
Institute of Innovation in Technology And Management, GGSIPU
NEW DELHI 08.2016 - 05.2019
Some College (No Degree) - CBSE
St. Paul's School
NEW DELHI 05.2015 - 03.2016
Some College (No Degree) - CBSE
St. Paul's School
NEW DELHI 05.2013 - 03.2014
Skills
Summer Internship
- Vardhan Consulting Engineers, Project Finance and Valuation, 06/20 - 07/20, Learnt about basic concepts of project finance and the real estate industry., Presented a project on Financial Modeling using DCF model and Analysis of 50 flats housing projects in Gurgaon, Haryana.
- Big Clout, Revidly, Financial Valuation & Modeling, 04/20 - 05/20, Completed a project on Financial Valuation for a social media start-up using Relative valuation method., Analysed Ratios involved in building the financial model., Read and Analyzed about Covid-19 impacted industries and presented a report on the same.
- Share khan, By BNP Paribas, Finance Intern, 06/18 - 07/18, Assisted my Manager and Team Lead in meetings related to Investments and Demat Account opening and presentations on the same., Learnt basics about Stock Market, Trading, Investments and other Market related financial products., Presented a project on equity research.
Industrial Live Project
Pladis Global (McVities), Shopper/ Customer Engagement, 2019, Understood the mind set of customers towards a particular brand, while shopping. Being on the field, learning and applying the various marketing and selling techniques used to attract customers towards a product/ brand.
Achievements And Extra Curricular
Certified Course on Excel, GRS Academy, Nashik, 2020, Certified course in Udemy's The Complete Investment Banking Course, 2020, Certified course in Bloomberg's Core Concepts Course, 2019, Runners-Up of “The Knight with a Living Debt”, Finance Club, IMI-K, 2020, Participated in “MUN”, Business Club, IMI-K, 2020, Participated in “Ideation 2.0”, Institution's Innovation Council, IMI-K, 2020, Winner of “Basketball Tournament”, Conducted by IITM, 2018
Positions Of Responsibility
- IMI, Kolkata, Member of Placement Committee, 2020-2021
- IMI, Kolkata, Internship Coordinator, Institution Innovation Council, 2020-2021
- IITM, GGSIPU, Head Sports Coordinator, 2018-2019
Accomplishments
- Selected to represent the organization at an international conference in the UK, in recognition of exceptional performance and surpassing Net Sales Targets.
- Awarded for consistently achieving Net Investments of ₹2 Crore month-on-month, ranking among the Top 4 performers in the North Zone.
- Recognized for the highest loan disbursement amount in a given period.
- Honored for recording the highest number of health insurance cases in a single month.
- Received two awards for exceeding Life Insurance sales targets.
- Acknowledged for surpassing Foreign Exchange (FX) revenue targets.
- Earned six awards for consistently overachieving Net Investment targets
Timeline
Priority Relationship Manager
Standard Chartered Bank
10.2023 - Current
Relationship Manager
IIFL Securities PReMIA
05.2023 - 10.2023
Account Manager
Anand Rathi Private Wealth Ltd
07.2021 - 05.2023
MBA - Finance
International Management Institute
07.2019 - 03.2021
Finance Intern
Share khan, By BNP Paribas
06.2018 - 07.2018
BBA - Business Management
Institute of Innovation in Technology And Management, GGSIPU
08.2016 - 05.2019
Some College (No Degree) - CBSE
St. Paul's School
05.2015 - 03.2016
Some College (No Degree) - CBSE
St. Paul's School
05.2013 - 03.2014
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