Ravindra Pratap Singh

· Manage a team of senior Investment Analytics catering to UHNI clients

• Portfolio Management: Oversee and manage investment portfolios, ensuring alignment with clients' objectives, risk tolerance, and regulatory guidelines. Develop and implement investment strategies, asset allocation models, and portfolio construction techniques to optimize returns and manage risk.
• Investment Analysis: Conduct thorough investment analysis, including fundamental research, financial modeling, and valuation. Evaluate potential investment opportunities across asset classes, considering factors such as market trends, economic indicators, and industry analysis.
• Risk Management: Implement risk management strategies to protect clients' investments and minimize downside risks. Monitor portfolio performance, analyze risk exposures, and adjust asset allocations as necessary to maintain a balanced and diversified portfolio.
• Client Relationship Management: Build and maintain strong relationships with clients, providing regular updates on portfolio performance, market trends, and investment strategies. Understand clients' financial goals and risk appetite, offering personalized investment advice and recommendations.
• Market Research and Analysis: Stay informed about market trends, economic indicators, and regulatory developments. Conduct market research and analysis to identify potential investment opportunities, assess market conditions, and develop investment theses.

ICICI Investment Management Company Limited (IIMCL) , SEBI Registered Investment Advisor (RIA) & Subsidiary of ICICI Bank Ltd , Mumbai

April 2012 – June 2020 : Investment Specialist | Wealth Management - ICICI Bank Mumbai

• Managed Family Office as well as Investment Advisory Clients of ICICI Bank - Private Banking.
• Designing Investment Policy Statement (IPS)
• High quality advice through Direct Mutual Fund, Discretionary PMS,Direct Equity Advisory through Non Discretionary PMS (NDPMS), Structure Products, AIFs,Bonds , Unlisted Equities, Overseas Investments . Also Advise on Succession Planning/Estate Planning and Retirement Solution.
• Recommending appropriate model / customized portfolios based on the client’s risk profile and investment objective by assisting the Private Bankers
• Identifying the prospective clients, generating business from new accounts; acquiring, developing & servicing long-term relationships with High Net Worth Individual (HNI) clients for achieving targeted business
• Provide guidance and training across the region and mapped wealth manager on house views, portfolio construction and rebalancing concepts.
• Ensuring higher wallet share of client by providing best of investment advisory and services.
• Ensuring growth in business on all parameters of AUM, gross sales, net sales, revenue and market share.