Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Total Work Experience
Timeline
Generic

Rananjay Singh

PUNE

Summary

Private Wealth Advisor with over 13 years of experience advising high-net-worth and ultra-high-net-worth clients on their investment matters. Managed and grown total portfolio book of 110 Crs by devising sophisticated, multi-generational wealth transfer, and estate planning strategies. A recognized leader in the field, skilled in navigating volatile markets, and providing expert guidance on a wide range of topics, trust services, and business succession planning. Known for a client-first approach and a track record of exceeding financial targets.

Overview

14
14
years of professional experience

Work History

Asst Vice President-Wealth

Purnartha Investment Advisers Pvt Ltd
Pune
10.2020 - Current
  • Managing a total AUM of 110 Crs, including PMS, AIF, and investment advisory, with a total 120 clients.
  • I will be primarily responsible for selling equity-based investment products.
  • Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
  • Responsible for achieving targets, as assigned by the organization, on a monthly basis.
  • Provide regular updates to immediate superiors as needed.

Relationship Manager Priority Banking

Axis Bank LTD
Pune
12.2017 - 09.2020
  • Handling a portfolio of 350 HNI Individuals wherein I was responsible for deepening the existing relationships and acquisition of new to bank relationships.
  • One point contact for all solutions and services to be provided to the HNI Individuals with cross sell of Investment Products.
  • Deepening the ETB CDAB as well adding to the NTB CDAB portfolio.
  • Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.
  • Primarily responsible for providing financial solutions to the Priority customers and ensure value added services.

Relationship Manager Preferred Banking

HDFC Bank Ltd
Pune
11.2013 - 12.2017
  • Managing and Acquisition of High Net Worth customers for the Bank.
  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
  • Profiling Customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to the High Net Worth customers.
  • Providing financial planning & Investment Advise.
  • Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
  • One Point Contact for all the Clients in Portfolio.

Assistant Sales Manager

Kotak Mahindra Life Insurance Ltd
08.2011 - 10.2013
  • Implementing strategies and taking care of targets for Insurance.

Business Development Executive

  • Accountable for Achieving the branch target for insurance.
  • Lobby management and generating leads.

Education

MBA/PGDM -

Pune University
01.2011

B.Sc -

Lucknow University
01.2007

Skills

  • Salesforce
  • Team Management
  • Business Development
  • Client Relationship Management
  • Business Process Improvement

Accomplishments

  • Qualifier in MDRT 2016 LI International Contest
  • Qualifier in BBH Inner Club 2016 and 2017
  • Qualifier in Mutual fund League 2019
  • Qualifier in TATA Focused Equity Fund NFO
  • Qualifier in Axis Retirement Fund NFO
  • Qualifier in Kotak Focused Equity Fund NFO
  • Qualifier in Axis ESG Fund NFO
  • Qualifier in LI Contest 2019

Personal Information

  • Date of Birth: 06/06/86
  • Gender: Male
  • Marital Status: Married

Total Work Experience

13 years 06 month

Timeline

Asst Vice President-Wealth

Purnartha Investment Advisers Pvt Ltd
10.2020 - Current

Relationship Manager Priority Banking

Axis Bank LTD
12.2017 - 09.2020

Relationship Manager Preferred Banking

HDFC Bank Ltd
11.2013 - 12.2017

Assistant Sales Manager

Kotak Mahindra Life Insurance Ltd
08.2011 - 10.2013

Business Development Executive

MBA/PGDM -

Pune University

B.Sc -

Lucknow University

Similar Profiles

CREATE PROFILE
Rananjay Singh