Prashant Mishra
Mumbai
Summary
Dynamic financial professional with a proven track record at Dezerv, generating over ₹20 crore in revenue. Expert in wealth management and client relationship management, delivering tailored investment strategies. Adept at analyzing risk and fostering client satisfaction, leveraging strong negotiation skills to drive business growth and enhance portfolio performance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Financial Partner
Dezerv
Mumbai
03.2024 - 11.2025
- Acquired HNI and UHNI clients through cold calling and system-generated leads, targeting minimum investments of 50 lac.
- Delivered tailored wealth management strategies to improve client satisfaction.
- Generated over 20 crore in revenue during tenure at DEZERV.
- Developed personalized investment strategies for diverse client portfolios.
- Analyzed client's risk tolerance level and offered customized investment advice accordingly.
Sales Wealth Counsellor
Research & Ranking
Bengaluru
01.2023 - 01.2024
- Onboarded clients for investment advisory services, collecting upfront fees of 2.5 lacs.
- Achieved over 90% client satisfaction through strategic relationship management.
- Generated revenue exceeding ₹2 crores from advisory fees within one year.
Performance Manager
BYJU'S
Bengaluru
02.2022 - 10.2022
- Drove revenue exceeding ₹3 Cr by managing GATE and UPSC sales teams effectively.
- Led a team of over 25 sales associates, enhancing performance through targeted training and strategies.
- Conducted weekly sales meetings to review goals, challenges, and key performance metrics.
- Trained and mentored sales team on best practices and comprehensive product knowledge.
Senior Business Development Associate
BYJU'S
Mumbai
01.2020 - 01.2022
- Drove business growth through client acquisition and product demonstrations.
- Generated revenue exceeding ₹1 Cr within 1.5 years.
- Managed call lists and tracked interactions utilizing CRM software.
- Followed up on leads from marketing campaigns to enhance sales opportunities.
Activation Officer
Bharti Airtel
Mumbai
12.2015 - 04.2017
- Facilitated SIM activation and customer onboarding as Activation Officer.
- Managed daily operations, ensuring compliance with company policies and procedures.
- Coordinated team activities to enhance workflows and boost operational efficiency.
- Developed training materials to improve staff skill sets and knowledge retention.
Education
Bachelor of Science (B.Sc.) -
Jai Hind College, University of Mumbai
01.2015
Skills
- Wealth management
- Portfolio management
- Sales and negotiation
- Strategic planning
- Market analysis
- Business analysis
- Cold outreach
- Edtech sales
- Mutual funds
- Bonds and fixed income strategies
- Client acquisition and retention
- Customer relationship management
- Portfolio diversification and asset allocation
- Investment strategy and advisory
- Risk assessment
- Team leadership
- Effective communication
- Time management
- Performance monitoring of portfolios
- Alternative investments and family office services
Certification
- NISM XA
- NISM XXI A
- NISM VA
Hobbies and Interests
- Bike Riding
- Traveling
- Sports
Languages
- Hindi
- Marathi
- English
- Gujarati
Timeline
Client Financial Partner
Dezerv
03.2024 - 11.2025
Sales Wealth Counsellor
Research & Ranking
01.2023 - 01.2024
Performance Manager
BYJU'S
02.2022 - 10.2022
Senior Business Development Associate
BYJU'S
01.2020 - 01.2022
Activation Officer
Bharti Airtel
12.2015 - 04.2017
Bachelor of Science (B.Sc.) -
Jai Hind College, University of Mumbai