Rajnesh Kumar
New Delhi
Summary
Experienced wealth manager with a proven track record in financial advisory and portfolio management. Skilled in building client relationships based on trust and providing customized financial strategies to meet various investment objectives. Experience in asset allocation, risk management and comprehensive financial planning. Strong analytical skills combined with in-depth knowledge of financial markets and products. Dedicated to achieving superior investment results and providing exceptional client service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
SENIOR WEALTH MANAGER
NUVAMA WEALTH & INVESTMENT
09.2023 - Current
- Acquired 25+ new Ultra High Net Worth Individuals (UHNIs) across PAN India and NRIs
- Diversified client assets with risk profiling of clients, increasing portfolio size by ₹20 crores
- Closed 5+ major deals in Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS) in New
- Delhi, enhancing client portfolios by 15% for growth and stability
- Oversaw 10+ client portfolios valued between ₹2 Crores to over ₹10 Crores, driving a 400% increase in
- AUM within 9 months
- Spearheaded strategic campaigns that resulted in 20+ multimillion-dollar deals and strengthened client relationships among Ultra High Net Worth Individuals (UHNIs)
- Led collaboration efforts with zonal and regional heads, PMS, and AIF fund managers, increasing client satisfaction scores by 50%.
WEALTH MANAGER
HDFC BANK WEALTH Kota
06.2022 - 09.2023
- Managed ₹65 crores for 120 UHNIs in Kota within 6 months, overseeing collaboration with HDFC Bank branches and a team spanning 12+ branches in Kota Region
- Acquired 33 new clients from India and NRIs since January 2023, increasing market presence by 5% and expanding client base by 40%, maintaining minimum Turnaround Time (TAT) and rigorous due diligence for onboarding
- Developed 10+ personalized investment strategies aligned with HDFC Bank's model portfolio, focusing on risk management and tax efficiency
- Customizations to match client risk profiles and investment objectives led to a 5% boost in client returns
- Directed cross-functional teams across 24+ branches, including Branch Heads, Imperia RMs, and Preferred RMs, fostering collaboration and market insights via daily morning huddles
- Offered strategic guidance and support to all stakeholders
- Contributed significantly to MDRT campaigns by closing 4+ large deals through effective coordination with Branch
- Heads and RMs
- Enhanced service standards by 20% for UHNI clients and negotiated 10+ multi-million dollar transactions with HDFC Wealth's senior management.
Education
MBA - Finance
IIM
Sirmaur04.2022
B.Tech - Electronics And Communication Engineering
NIT
Jalandhar, India06.2019
Skills
- Wealth Management
- Portfolio Management
- Financial Management
- Risk Management
- Client Relationships
- Managerial skills
- Financial Analysis
- Financial Modelling
- Excel
- Leadership
- Financial Research
- Powerpoint
Certification
NISM XXI A NISM VA IRDA CIEL
KPMG GREEN BELT NISM XV
Timeline
SENIOR WEALTH MANAGER
NUVAMA WEALTH & INVESTMENT
09.2023 - Current
WEALTH MANAGER
HDFC BANK WEALTH Kota
06.2022 - 09.2023
MBA - Finance
IIM
B.Tech - Electronics And Communication Engineering
NIT
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