ROHAN NAIR
Summary
Strategic financial services professional with 5 years of experience in client relationship management and investment advisory. Specializes in translating financial insights into actionable strategies that enhance client engagement and drive business growth. Recognized for acquiring high-value clients and strengthening existing relationships while ensuring compliance and quality service.
Overview
8
8
years of professional experience
Work History
Business Associate / Financial Consultant
Leprechaun Credence LLP
Mumbai
2026.06 - Current
- Assisted in establishing and scaling the firm's wealth management and insurance advisory business during its early growth phase.
- Developed client acquisition strategies, sales processes, and relationship management frameworks to enhance business growth.
- Identified and onboarded prospective HNI and retail clients through targeted networking, referrals, and business development initiatives, increasing client base.
- Collaborated with leadership team to expand distribution channels and strengthen strategic partnerships, fostering business development.
- Conducted client financial needs analysis and recommended suitable insurance and investment solutions and generated new business opportunities.
Manager II - Branch Relationship Manager
Equitas Small Finance Bank
Pune
2024.09 - 2025.08
- Turned around ₹5Cr portfolio deficit to ₹3Cr surplus within 7 months through strategic customer acquisition & OTB funding.
- Drove acquisition and growth of CASA and term deposit portfolios, increasing customer base and deposit levels.
- Managed diverse retail and HNI client base, providing tailored banking solutions that met individual needs.
- Cross-sold investment, insurance, and loan products to enhance fee-based revenue streams.
- Onboarded a cooperative bank fixed deposit worth ₹3 Cr, demonstrating strong institutional relationship building and deal conversion skills.
- Promote digital banking adoption while ensuring compliance with operational standards.
Director - Business Development
Miklens Bio Private Limited
Bengaluru
2023.03 - 2024.07
- Identified and capitalized on new market opportunities, establishing alliances that directly enhanced top-line performance.
- Spearheaded the development and management of strategic partnerships across B2B and B2C segments, driving sustainable business growth.
- Led a high-performing team of 12 sales officers, setting clear KPIs, coaching for success, and ensuring achievement of individual and team targets.
- Designed and executed development plans with sales forecasting and growth strategies aligned with organizational objectives, driving business alignment.
- Leveraged data-driven insights and marketing channels to identify and target high-potential markets, enhancing market positioning.
- Held full P&L responsibility, ensuring operational efficiency, superior customer service, and a consistent focus on delivering high-quality client experiences.
- Delivered annual revenues of ₹10 Crore with blended profit margins of 30%, surpassing benchmarks and contributing significantly to overall business performance.
Deputy Manager in RB-BB, RL & Products
Axis Bank Limited
Bengaluru
2022.09 - 2023.01
- Managed a high-value portfolio of ₹28 Cr across 315+ HNI clients, delivering bespoke wealth and banking solutions.
- Drove portfolio growth through client acquisition and cross-selling, increasing wallet share across assets, liabilities, and insurance.
- Achieved a 85% average Triumph Quality Score, outperforming peers on revenue, product penetration, and client engagement metrics.
- Conducted financial profiling and risk assessments, recommending tailored investment, insurance, and wealth management products to enhance client portfolio performance.
- Delivered portfolio insights through regular MIS reporting and client reviews, facilitating informed long-term wealth planning.
- Ensured strict compliance with regulatory and internal risk frameworks while maintaining high service standards.
Sales & Marketing Manager
Miklens Bio Pvt. Ltd
Bengaluru
2020.09 - 2022.07
- Oversaw sales, marketing, and business development goals, resulting in increased market penetration.
- Established full-scale sales operations, building relationships with customers and distributors and securing necessary government approvals.
- Strategized with senior management for new geographic and product launches, aligning quarterly campaigns with sales budgets.
- Implemented systems to measure sales and marketing effectiveness, leading to measurable productivity improvements.
- Achieved 21% increase in operational profits.
Wealth management intern
Banyan Tree Advisors
Bengaluru
2019.05 - 2020.02
- Collaborated with Financial Advisors to audit and review high-net-worth client portfolios, ensuring transaction accuracy, regulatory compliance, and risk exposure.
- Analyzed client risk profiles to ensure appropriate investment solutions were proposed.
- Assisted financial advisors in preparing client investment portfolios and strategy documents.
- Conducted market research to support asset allocation and investment recommendations.
Audit intern
Borkar & Mazumdar, Chartered Accountant
Bengaluru
2018.07 - 2019.01
- Analyzed account statements, generated financial reports, managed invoice processing, supported internal audit processes to ensure data accuracy and compliance.
- Assisted in preparing audit documentation and financial statements for client review.
- Conducted preliminary assessments of financial records for compliance with regulations.
- Supported senior auditors in identifying discrepancies during audit engagements.
Education
Bachelor in Business Administration - Finance and Accounting
2018-05
Pre-University - Commerce
2018-05
Class 10 - IGCSE
2013-04
Skills
- Wealth Management
- Financial Analysis
- Client Acquisition
- Client relations
- Stakeholder Management
- Strategic development
- Networking
- Negotiation
- Presentation
- Team leadership
- Microsoft Office (Excel, Powerpoint)
Timeline
Business Associate / Financial Consultant
Leprechaun Credence LLP
2026.06 - Current
Manager II - Branch Relationship Manager
Equitas Small Finance Bank
2024.09 - 2025.08
Director - Business Development
Miklens Bio Private Limited
2023.03 - 2024.07
Deputy Manager in RB-BB, RL & Products
Axis Bank Limited
2022.09 - 2023.01
Sales & Marketing Manager
Miklens Bio Pvt. Ltd
2020.09 - 2022.07
Wealth management intern
Banyan Tree Advisors
2019.05 - 2020.02
Audit intern
Borkar & Mazumdar, Chartered Accountant
2018.07 - 2019.01