Rajiv Sharma
New Delhi
Summary
Seasoned investment professional with 26 years of comprehensive experience in strategic portfolio management within the dynamic stock market environment. Optimizing portfolio performance, navigating market volatility, and ensuring long-term wealth preservation and growth. Adept at leveraging deep market analysis and financial modeling to drive informed investment decisions and exceed client objectives.
Overview
13
13
years of professional experience
Work History
Partner
Aureus Capital (Affiliated with Edelweiss Broking)
New Delhi
10.2013 - 11.2023
- Led investment strategy discussions with stakeholders.
- Analyzed market trends
- Identified opportunities for growth by analyzing current trends in the marketplace and making strategic decisions based on those findings.
- Maintained relationships with key stakeholders, clients to ensure satisfaction with services provided.
Relationship Manager – Private Client Group
Indiabulls Securities Ltd
Gurugram
09.2012 - 04.2013
- Facilitated communication between clients and internal teams for seamless service delivery.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Analyzed customer requirements and recommended efficient investment products.
Relationship Manager - Business Development
SMC Global Securities Ltd
05.2011 - 08.2012
- Managed client relationships to enhance customer satisfaction and loyalty.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Analyzed customer requirements and recommended efficient investment products.
Education
Bachelor of Commerce - Commerce
Delhi University
New Delhi, India04-1996
High School Diploma -
Salwan Public School
New Delhi, India03-1993
Skills
- Market analysis
- Growth identification
- Investment strategy
- Risk assessment
- Knowledge in Mandarin language
Timeline
Partner
Aureus Capital (Affiliated with Edelweiss Broking)
10.2013 - 11.2023
Relationship Manager – Private Client Group
Indiabulls Securities Ltd
09.2012 - 04.2013
Relationship Manager - Business Development
SMC Global Securities Ltd
05.2011 - 08.2012
Bachelor of Commerce - Commerce
Delhi University
High School Diploma -
Salwan Public School