Hi, I’m
Sai Naik
PORVORIM
Summary
Wealth Management in Wide Variety Products and Stock Broking Experse.
AIF/PMS also being part of Portfolio
Previously Also Managed AUM of 602 Crores as Preferred Relaonship Manager with Hdfc Bank. Also Worked in Agency Sales with Bajaj Allianz Life with 32 Active Agents and Agency Sales Offices.
Overview
8
years of professional experience
Work History
Nuvama Wealth & Investment LimitedPanaji
Senior Wealth Manager
03.2024 - Current
Job overview
- Arn Transfers and Bringing New Mutual Funds
- Stock Broking
- AIF/PMS
- Structured Products
- Life Insurance Sales
- Listed Bonds(NCDs)
- Sub Fees
Hdfc BankPanaji
Preferred Relationship Manager
08.2023 - 03.2024
Job overview
- Handling Of HNW Customers with AUM of 602 Crores
- Managing and Handling Customer Related Queries and Generation of New Business In form of New to Bank Customers
- Maintaining Relationships with the Client and generating Referral Business through them
Bajaj Allianz Life Insurance Co LtdPANAJI
Senior Business Development Manager
03.2018 - 08.2023
Job overview
- Agency Sales, Handled 32 Active Agents with 1 MDRT Agent, Along With Agency Sales Officers
HDFC LIFEPANAJI
Sales Development Manager
12.2016 - 03.2018
Job overview
- Worked At HDFC Bank For 1 year 3 months as Sales Development Manager, Bankassurance Channel
Education
GOA UNIVERSITYPanaji, Goa
M.COM
01.2016
GOA UNIVERSITYPanaji, Goa
B.COM
01.2014
GOA BOARDPorvorim, Goa
HSSC
01.2011
GOA BOARDPorvorim, Goa
SSC
01.2009
Skills
- Sales
- Wealth Management
- Broking
- Customer Relationships
- Portfolio management
- Financial analysis
- Tax optimization
Hobbies and Interests
- Learning
- Music
- Punctuality
- Hard working
- Willingness to learn
- Positive attitude
- Interest in playing outdoor games
- Listening to music
- Learning about new technologies
- Exploring new places
Languages
- English
- Konkani
- Hindi
- Marathi
Personal Information
- Date of Birth: 04/27/94
- Nationality: India
- Marital Status: Married
- Visa Status: Pending
Languages
English
Proficient
C2
Hindi
Advanced
C1
Marathi
Advanced
C1
Timeline
Senior Wealth Manager
Nuvama Wealth & Investment Limited
03.2024 - Current
Preferred Relationship Manager
Hdfc Bank
08.2023 - 03.2024
Senior Business Development Manager
Bajaj Allianz Life Insurance Co Ltd
03.2018 - 08.2023
Sales Development Manager
HDFC LIFE
12.2016 - 03.2018
GOA UNIVERSITY
M.COM
GOA UNIVERSITY
B.COM
GOA BOARD
HSSC
GOA BOARD
SSC
Similar Profiles
Gautam KumarGautam Kumar
Manager at Nuvama wealth & Investment LimitedManager at Nuvama wealth & Investment Limited
SOHAM SHARMASOHAM SHARMA
Senior Manager at Nuvama Wealth and Investment LimitedSenior Manager at Nuvama Wealth and Investment Limited
PRAVIN KURADEPRAVIN KURADE
QA Test Engineer at Nuvama Wealth and Investment LimitedQA Test Engineer at Nuvama Wealth and Investment Limited