Sharad Pratap
Senior Private Banker
Bangalore
Summary
I am a young, passionate and entrepreneurial professional, with over 11 years of experience in Sales and Advisory of Financial Products.
To be an enabler, an Advisor and a Fiduciary, is what drives me every day to further the experience that my clients have. To continually train, learn and perform, as an individual and in a team, in an ethical workspace, to achieve organizational goals consistently and simultaneously with national, societal, and personal objectives, is my work ethic.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
Work History
Senior Private Banker
ICICI Securities Private Wealth Management
2022.07 - Current
- Transitioned my longest serving and most important clients successfully
- Built a diversified, fee earning book comprising of Mutual Funds, DPMS's, NDPMS's, Stock Advisory, Alternates and Margin Funding
- Onboarded one of Bangalore's largest and oldest equity investors, and accelerated wallet share gain to over INR 150 crore in 6 months
- Successfully closed INR 100 Crore of NDPMS, AIF and Managed Equity deals in a year, across 5 clients
- Building strong promoter connects, and in the process of closing another INR 150 crore in Managed Portfolio Advisory
Wealth Manager
IDFC First Bank
6 2019 - 2022.06
- Successfully transitioned my clients to IDFC First Bank and increased wallet share
- Significantly expanded the Investment and Deposit mandates of 3 Marquee, Billion Dollar net worth families
- Generated new business leads through direct customer engagement, referrals and branch networks
- Built one of the largest Deposit books (Demand and Term), among all the Private Bankers at IDFC First Bank.
Wealth Manager
Sanctum Wealth Management (MBO Of RBS Wealth)
2017.05 - 2019.05
- Acquired and managed 14 clients (families and institutions) with >USD 1 million portfolios
- Advised on Estate Planning through efficient management of wills, trusts and inheritances
- Deepened and fostered relationships that began with a cold call to >USD 1 million portfolios
- Generated and converted multiple Real Estate, Estate Planning and Corporate Finance mandates.
Wealth Manager
Ambit Capital
2016.02 - 2017.05
- Made Business Proposals to High Net Worth clients (Families and Corporations) across Bangalore and other cities such as Mysore, Coimbatore and Mangalore
- Represented the company in Corporate Finance, Institutional Equities, Structured Lending and Equity Capital Markets
- Acquired 7 UHNI families within a span of one year with a total portfolio of over INR 50 crore, including 2 marquee families of Bangalore
- Generated and closed a large Family Office transaction and generated 2 Investment Banking Mandates.
Relationship Manager
Aditya Birla Capital
2015.05 - 2016.02
- Increased the market share in every channel through continuous and rigorous engagement and activity
- Managed a wide variety of relationships such as Wealth managers, Family offices, Corporate Distribution houses, Retail distributor channels, High Net Worth families and Corporations.
Branch Head
Aditya Birla Capital
2013.06 - 2015.04
- Set up and managed the branch
- Improved profitability and market share in Ambala, directly and through channels
- Reversed the trend of an eroding Asset book
- Increased Assets of the branch over 7 fold from 7 Crore to 50 Crore in a span of 1 year and 10 months.
Education
Master of Business Administration: Finance -
Sri Sathya Sai Institute Of Higher Learning - Prashanti Nilayam
2011.06 - 2013.05
Bachelor of Commerce (Hons.) -
Sri Sathya Sai Institute Of Higher Learning - Bangalore
2008.06 - 2011.05
Skills
Client Management
Networking
Business Development and Strategy
Team Player
Sales expertise
Enthusiastic learner
Interpersonal Skills
Self starter and self motivated
Half glass full - world view
Hobbies and Interests
- Portraiture and abstract photography
- Writing (currently working on a story inspired by people around me)
- Arts and Sports - Music, Literature, Theatre, Cinema, Badminton and Skating
- Social Service (part of several volunteering groups)
Timeline
Senior Private Banker
ICICI Securities Private Wealth Management
2022.07 - Current
Wealth Manager
Sanctum Wealth Management (MBO Of RBS Wealth)
2017.05 - 2019.05
Wealth Manager
Ambit Capital
2016.02 - 2017.05
Relationship Manager
Aditya Birla Capital
2015.05 - 2016.02
Branch Head
Aditya Birla Capital
2013.06 - 2015.04
Master of Business Administration: Finance -
Sri Sathya Sai Institute Of Higher Learning - Prashanti Nilayam
2011.06 - 2013.05
Bachelor of Commerce (Hons.) -
Sri Sathya Sai Institute Of Higher Learning - Bangalore
2008.06 - 2011.05
Wealth Manager
IDFC First Bank
6 2019 - 2022.06
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