RUPANSHI RAJRISHI
Private Wealth Manager
Summary
A seasoned Financial Planner offering over 8 years of robust experience in devising personalized investment strategies, retirement and financial plans for diverse client portfolios. Possess solid expertise in comprehending financial markets and risk management, coupled with proven abilities in fostering and nurturing profitable client relationships within a fast-paced setting.
Overview
8
8
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Senior Manager
Nuvama Wealth and Investments Ltd
New Delhi, India
11.2017 - Current
Nuvama Wealth & Investments Limited is a technology driven securities company in India that offers a wide range of financial service including broking services, distribution of financial products etc.
- Promoted Senior Manager at Nuvama wealth in November 23.
- Developed strong client relationships and managed 70 UHNI client portfolios
- Achieved 10-15x revenue with investment products like Mutual Funds, AIFs, PMS etc and achieved an AUM of 100 Cr.
- Generated new business, increased client base, supervised stock trades
Personal Banker
HDB FINANCIAL SERVICES LTD
New Delhi, India
05.2016 - 08.2017
HDB Financial Services Limited is a non-banking financial company and provides financing, collection, and insurance services in India on behalf of HDFC Bank
- Provided banking services to High Net Worth HDFC Bank customers
- Drove revenue through managing a portfolio of 821 customers having a liability of 30.1 Cr through 35 products.
- Built client trust by tailoring product benefits to diverse financial circumstances.
Education
Post Graduate Diploma - Banking & Finance
Symbiosis School of Distance Learning
11.2021 -
B.A. Hons - Economics
University of Delhi
07.2013 - 05.2016
Skills
Wealth Management
Risk and Portfolio ManagementMarket Research and AnalyticsMutual fund investing
Public speaking and collaborative team playerEngaging leadership style
Certification
NISM V-A: Mutual Fund Distributors Certification Examination
Timeline
Post Graduate Diploma - Banking & Finance
Symbiosis School of Distance Learning
11.2021 -
Senior Manager
Nuvama Wealth and Investments Ltd
11.2017 - Current
Personal Banker
HDB FINANCIAL SERVICES LTD
05.2016 - 08.2017
B.A. Hons - Economics
University of Delhi
07.2013 - 05.2016