SARWAN SINGH
PREFERRED RELATIONSHIP MANAGER
Bengaluru
Summary
Your investment, my expertise. I believe wealth is created by investing early. Leveraging my years of experience and strong client returns, I offer professional advisory and hand holding to make the investment journey easier. My priority is to minimize your risk and maximize your profits in a shorter span of time.
Overview
11
11
years of professional experience
3
3
Certificates
2
2
Languages
Work History
Wealth Manager HNI Sales
Anand Rathi Share and Stock Brokers Limited
02.2025 - Current
- Managing a diversified HNI portfolio and AUM book.
- Providing professional advisory and portfolio optimization leveraging equity research and market insights.
- Delivering consistent portfolio growth, focusing on risk mitigation.
- Cross-selling mutual funds, insurance, and other financial products based on client requirements.
- Enhanced KPIs related to portfolio returns, brokerage growth, and product penetration.
- Built and strengthened long-term relationships with HNI clients.
Wealth Manager HNI Sales
Bajaj Broking
02.2024 - 10.2024
- Delivered topline results from an AUM book of 50+ crore, servicing a diverse clientele of 100+ individuals.
- Fostered and maintained strong relationships with HNI clients, managing their wealth portfolios.
- Recommended stocks and optimized equity portfolios through technical and fundamental analysis.
- Cross-sold financial instruments like mutual funds and insurances.
- KPIs: Portfolio return, brokerage, product penetration.
Wealth Manager
Nuvama Wealth Management
08.2022 - 02.2024
- Managed HNI client relationships and provided customized investment strategies.
- Focused on portfolio optimization and cross-selling financial instruments.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
Relationship Manager / Research Analyst
ProfitKart
08.2018 - 06.2022
- Built client relationships and managed risk effectively.
- Conducted derivatives trading and provided knowledge on investment products.
Sales Executive
Way to Wealth
04.2015 - 06.2018
- Onboarded new clients and activated accounts across equity and F&O segments.
- Managed equity portfolios to generate alpha and cross-sold third-party products.
Education
Master of Business Administration -
Madhuraj Kamraj University
01-2013
Bachelor of Arts -
Chandra Mohan Jha University
01-2009
Skills
KPI-focused (returns, brokerage, product penetration, L&D) Financial Planning and Advisory
Certification
DIFM Certification
Timeline
Wealth Manager HNI Sales
Anand Rathi Share and Stock Brokers Limited
02.2025 - Current
Wealth Manager HNI Sales
Bajaj Broking
02.2024 - 10.2024
Wealth Manager
Nuvama Wealth Management
08.2022 - 02.2024
Relationship Manager / Research Analyst
ProfitKart
08.2018 - 06.2022
Sales Executive
Way to Wealth
04.2015 - 06.2018
Master of Business Administration -
Madhuraj Kamraj University
Bachelor of Arts -
Chandra Mohan Jha University
Languages
Hindi
English