RAVI SHEKHAR SINGH
Wealth Manager
New Delhi
Summary
Senior Wealth Management professional with 16+ years of experience across Private Banking, Wealth Management, Branch Banking and Financial Advisory. Experienced in managing HNI and UHNI client relationships, portfolio advisory, asset allocation, PMS, mutual funds, structured products, bonds, insurance and lending solutions. Strong track record of revenue generation, client acquisition, team leadership and relationship management.
Overview
6
6
Certifications
18
18
years of professional experience
Work History
Assistant Vice President – Wealth Manager
J M Financial Services Ltd.
04.2025 - Current
- Managing 50+ HNI/UHNI client portfolios and providing holistic wealth management solutions.
- Advising clients on Mutual Funds, PMS, AIFs, Bonds, Structured Products and Asset Allocation.
- Driving new client acquisition and deepening existing relationships.
- Working with research and product teams to deliver customized investment strategies.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
Private Banker
ICICI Securities Ltd. (PWM)
04.2023 - 03.2025
- Managed investment portfolios of HNI/UHNI clients with AUM exceeding ₹400 Crore.
- Provided advisory across mutual funds, PMS, direct equity, bonds, loans and structured products.
- Delivered portfolio reviews, financial planning and cross-sell revenue growth.
- Analyzed client portfolios regularly to ensure alignment with market trends and regulatory changes, enhancing performance.
- Cultivated strong relationships with high-net-worth clients to understand financial goals and provide tailored solutions.
Deputy Branch Manager
Kotak Mahindra Bank
04.2021 - 04.2023
- Managed branch operations, profitability, customer service and team performance.
- Led relationship, service and asset teams and drove business growth.
- Led team in achieving sales targets through effective coaching and performance management strategies.
- Managed cross-selling initiatives that expanded existing customer relationships while bringing onboard new clientele, contributing to the overall growth of the branch.
- Increased customer satisfaction with personalized service strategies and superior problem-solving skills.
Relationship Manager
Kotak Mahindra Bank
12.2016 - 03.2021
- Provided wealth advisory and investment solutions to affluent clients.
- Achieved strong performance across investments, insurance and banking products.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
- Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
Personal Banker
HDFC Bank
03.2015 - 11.2016
Financial Partner
YES Bank
07.2010 - 01.2015
Business Development Executive
Axis Bank
06.2008 - 07.2010
Education
MBA - Marketing & Finance
GSBA
Greater Noida, India04.2008
Bachelor of Science - Chemistry Hons.
Vinoba Bhave University
Hazaribagh, India08.2004
Skills
Effective relationship building
New business pursuits
Market analysis
Risk management
Financial planning
Relationship building
Customer relations
Financial analysis and planning
Business planning
Accomplishments
- Managed HNI/UHNI investment portfolios exceeding ₹400 Crore.
- Achieved 250% of value targets during FY 2020-21.
- Achieved 130% of asset targets and 200% of life insurance targets.
- PAN India Rank #1 in Olympiad Contest (Life Insurance).
- Winner of multiple national and international performance contests including Dubai and Bangkok trips.
Certification
NISM Series V-A – Mutual Fund Distributors
Timeline
Assistant Vice President – Wealth Manager
J M Financial Services Ltd.
04.2025 - Current
Private Banker
ICICI Securities Ltd. (PWM)
04.2023 - 03.2025
Deputy Branch Manager
Kotak Mahindra Bank
04.2021 - 04.2023
Relationship Manager
Kotak Mahindra Bank
12.2016 - 03.2021
Personal Banker
HDFC Bank
03.2015 - 11.2016
Financial Partner
YES Bank
07.2010 - 01.2015
Business Development Executive
Axis Bank
06.2008 - 07.2010
MBA - Marketing & Finance
GSBA
Bachelor of Science - Chemistry Hons.
Vinoba Bhave University