Onboarding high-net-worth channel partners, consistently expanding the distribution network, and driving significant growth in Assets Under Management (AUM).
Working on mutual funds, PMS, AIF (Cat 2 and 3), structured products (MLDs), and fixed income securities (NCDs, bonds, corporate FDs).
Sr. Manager
Kotak Securities Ltd.
Mumbai
11.2024 - 06.2025
Personally, acquiring new IFAs and building relationships with HNI, Ultra-HNI clients to increase AUM.
Ensuring both team and individual contributions toward revenue generation across investment products, such as mutual funds, FDs, insurance, corporate bonds, PMS, and AIF.
Team Manager
Kedia Advisory Pvt Ltd.
Mumbai
01.2022 - 05.2024
Actively seek new clients through networking, referrals, and marketing efforts.
Handling HNI and Ultra HNI clients, whose investment capacity is more than 50 lakhs.
Team Manager
Equentis Wealth Advisory Pvt Ltd.
Mumbai
01.2017 - 12.2021
Conducted comprehensive financial assessments for clients, including risk tolerance, financial goals, and investment objectives.
Built and maintained strong, long-term relationships with clients, acting as their trusted financial advisor.
Retention Advisor
Tech Mahindra
Mumbai
06.2010 - 12.2016
Provided excellent customer service by addressing inquiries, resolving issues, and assisting customers with technical support.
Maintained a comprehensive understanding of broadband service offerings and technical capabilities to effectively educate and assist customers.
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management