ROHIT GUPTA
MUMBAI
Summary
With 5 years of experience in the financial sector, I have developed a robust skill set in sales, client relationship management, and investment advisory services, focusing on Insurance, stocks and mutual funds. My expertise lies in understanding client financial goals, recommending suitable investment products, and providing ongoing support to ensure optimal portfolio performance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Manager
ICICI SECURITIES
Mumbai
09.2022 - Current
- My responsibilities encompassed a wide range of functions aimed at driving business growth and ensuring exceptional client service.
- Client Relationship Management: Day-to-day operation of the diverse portfolios of more than 500 high-net-worth individuals and retail clients, ensuring their needs, objectives, and proactive engagement to enhance client satisfaction and loyalty.
- Business Growth and Advisory Services, which include analyzing market trends, identifying investment opportunities, and recommending suitable investments to clients to optimize returns while managing risk.
- Resolving advisory in equity, mutual funds, bonds, and loans.
Sales Manager
HDFC LIFE
Mumbai
11.2019 - 09.2022
- Pitching HDFC Life investment plan to customers.
- Understanding requirements and handling existing investments of the customers.
- Acquisition and retention of the client.
Education
P.G.D.M - Finance
Durgadevi Saraf Institute of Management Studies
Mumbai05-2018
Bachelor of Commerce - COMMERCE
MAHARSHI DAYANAND COLLEGE
MUMBAI05-2015
Skills
- Portfolio management
- Investment strategy
- Client relationship management
- Risk assessment and Market analysis
Accomplishments
- Promoted as a wealth manager (M1)
- Secured 3rd position in the wealth creation category at ICICI Securities
- Achieved the first rank across the Mumbai region in mutual funds
- Promoted as chief assistant manager at HDFC Life
- Achieved second rank in Mumbai region for life insurance premium
Certification
- NISM V-A certification – mutual funds distributor
- IRDA certification for insurance
- MSCIT certification
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Intermediate (B1)
B1
Timeline
Wealth Manager
ICICI SECURITIES
09.2022 - Current
Sales Manager
HDFC LIFE
11.2019 - 09.2022
P.G.D.M - Finance
Durgadevi Saraf Institute of Management Studies
Bachelor of Commerce - COMMERCE
MAHARSHI DAYANAND COLLEGE
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