Prashant Sharan
Wealth Management Professional
Bengaluru
Summary
With over 8 years of experience in banking and financial services, my role as Associate Director at Standard Chartered India focuses on private banking, investment management, and delivering tailored wealth management solutions. My expertise lies in aligning financial strategies with clients' objectives and risk profiles to support their wealth growth. At Standard Chartered, I work with cross-functional teams to enhance client relationships and identify market opportunities. My commitment to providing strategic financial solutions drives organizational goals in a dynamic market environment.
Overview
12
12
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Associate Director
Standard Chartered India
10.2024 - Current
- I successfully drove substantial growth in AUM and strengthened client relationships at Standard Chartered India.
- Achieved a remarkable 200% growth in Assets Under Management through targeted investment strategies.
- Built and nurtured strong relationships with affluent and HNI clients, enhancing overall satisfaction.
- Partnered with internal teams to create customized wealth solutions aligned with regulatory guidelines.
Senior Wealth Manager
Standard Chartered Bank
08.2022 - Current
- I successfully managed a diverse portfolio of clients, consistently exceeding revenue expectations.
- Designed customized investment strategies based on thorough risk assessments and financial goals.
- Conducted in-depth portfolio reviews to identify market opportunities and provide actionable insights.
- Strengthened client relationships through disciplined follow-ups and transparent advisory practices.
Manager
ICICI Bank
04.2022 - 08.2022
- I effectively led a team of privilege bankers, prioritizing their development and performance.
- Fostered a supportive environment that encouraged professional growth and achievement of revenue targets.
- Implemented coaching strategies tailored to individual team members, enhancing overall team performance.
- Conducted regular performance reviews to ensure alignment with organizational goals and objectives.
Senior Deputy Manager
ICICI Bank
05.2020 - 04.2022
- Managed assets exceeding 50 crore, ensuring optimal performance and client satisfaction.
- Nurtured relationships with affluent clients, actively onboarding new accounts to expand the client base.
- Conducted regular portfolio reviews to align investments with market fluctuations, enhancing client trust and engagement.
Deputy Manager
ICICI Bank
07.2017 - 05.2020
- Managed assets exceeding 50 crore, ensuring optimal performance and client satisfaction.
- Nurtured relationships with affluent clients, actively onboarding new accounts to expand the client base.
- Conducted regular portfolio reviews to align investments with market fluctuations, enhancing client trust and engagement.
Internship
GAIL (INDIA)
06.2014 - 07.2014
- Industrial training at GAIL (INDIA), on HEATING VENTILATION & AIR-CONDITIONING SYSTEM
Education
Post Graduate Diploma - Banking & Finance
Manipal Academy of Banking & Finance
Bengaluru, India08-2017
Post graduation - Tool Engineering
Central Tool Room & Training Centre
Bhubaneswar05-2016
Bachelor's Degree - Mechanical Engineering
SHIATS
Prayagraj, India 04.2001 -
Skills
- Wealth Management
- Investment Advisory
- Analytical & Problem-Solving Skills
- Regulatory & Compliance Knowledge
- Strategic & Business Development Skills
Certification
Portfolio Management Services
Timeline
Associate Director
Standard Chartered India
10.2024 - Current
Senior Wealth Manager
Standard Chartered Bank
08.2022 - Current
Manager
ICICI Bank
04.2022 - 08.2022
Senior Deputy Manager
ICICI Bank
05.2020 - 04.2022
Deputy Manager
ICICI Bank
07.2017 - 05.2020
Internship
GAIL (INDIA)
06.2014 - 07.2014
Bachelor's Degree - Mechanical Engineering
SHIATS
04.2001 -
Post Graduate Diploma - Banking & Finance
Manipal Academy of Banking & Finance
Post graduation - Tool Engineering
Central Tool Room & Training Centre