Shobit Mehra
New Delhi
Summary
I am a highly motivated Investment Analyst with a strong passion for Investment products and a proven track record in client relations. With extensive experience in Financial products. My expertise lies in building strong, trust-based relationships with clients, understanding their unique needs, and offering personalized investment strategies that optimize portfolio growth and risk management. I thrive in environments where delivering exceptional customer service is paramount, and I excel in managing client inquiries, providing clear and concise financial advice, and addressing concerns with professionalism.
Overview
6
6
years of professional experience
Work History
Senior Customer Experience Analyst
ET Money - TIMES INTERNET
03.2022 - Current
- Served as a subject matter expert on company policies, products, and procedures when advising both internal stakeholders and external customers.
- Advised clients on a range of wealth management products including Mutual funds, NPS, fixed deposits and loan against securities, structured financial product while ensuring strict adherence to regulatory compliance and investment advisory standards.
- Prepared high-risk reviews with results and recommendations for customer onboarding (KYC), closure and retention.
- Supported AML investigations by providing accurate and timely information on customers'' financial activities.
- Ensured compliance with regulatory requirements by conducting thorough customer due diligence checks.
- Managed a high volume of client data, maintaining strict confidentiality and adhering to internal policies for information handling.
Business Development Manager
NIRMAL BANG SECURITIES PVT LTD
10.2020 - 10.2021
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
- Strengthened client relationships, conducting regular follow-up meetings to ensure satisfaction and uncover additional needs.
- Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
Investment Consultant
SHAREKHAN LTD, BY BNP PARIBAS
03.2019 - 10.2020
- Developed Investment strategies for high-net worth clients, optimizing portfolio, liquidity and returns.
- Managing end to end process from business development, client acquisition & management
- Increased assets under management through proactive prospecting and relationship-building with new and existing clients.
- A blueprint of what needs to execute on various fronts including liquidity, cash management, risk management and asset allocation
- Inculcate the habit of life stage planning which ultimately help clients in building up corpus for different stages of life
Education
Certified Financial Planning (CFP) -
Financial Planning Standards Board
Financial Market
NATIONAL INSTITUTE OF FINANCIAL MARKETS
09.2018
Bachelor of Commerce -
DELHI UNIVERSITY
High School - Delhi
THE ADARSH SCHOOL
Skills
- Attention to Detail
- Customer service
- Investment Analysis
- Social Media Management
- Problem-solving
- Teamwork and collaboration
- Adaptability
- Friendly, positive attitude
- Client Relationship Management
Accomplishments
- NISM 5 A Certified (Mutual Fund Distributor)
- NISM VIII Certified (Equity Derivative)
- NISM SERIES 1 (Currency Derivative)
- NISM XVI Certified (Commodity Derivative)
Timeline
Senior Customer Experience Analyst
ET Money - TIMES INTERNET
03.2022 - Current
Business Development Manager
NIRMAL BANG SECURITIES PVT LTD
10.2020 - 10.2021
Investment Consultant
SHAREKHAN LTD, BY BNP PARIBAS
03.2019 - 10.2020
Certified Financial Planning (CFP) -
Financial Planning Standards Board
Financial Market
NATIONAL INSTITUTE OF FINANCIAL MARKETS
Bachelor of Commerce -
DELHI UNIVERSITY
High School - Delhi
THE ADARSH SCHOOL
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