Summary
Overview
Work History
Education
Skills
Timeline
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SUJIT KUMAR TIWARI

Faridabad

Summary

Accomplished Senior Manager in Wealth Management & Retail Banking With 14 Years of Experience Specializing in both Retail & Institutional Investment Management. Proven Expertise Overseeing diverse portfolios, and Delivering exceptional client service in fast-paced, high-volume environments. Committed to Continuous professional growth and providing strategic financial guidance to Clients while ensuring long-term Success and Satisfaction.

Overview

15
15
years of professional experience

Work History

Wealth Manager - Senior Manager

Incred Premier
10.2024 - 06.2025
  • Creating personalized financial plans for client.
  • Managing Investment Portfolios, Including asset allocation and selection.
  • Providing guidance on risk management, Insurance and estate planning.
  • Optimizing tax strategies for Clients.
  • Helping Clients plan for retirement and manage pension assets.
  • Regularly Reviewing and re balancing Client portfolios.
  • Keeping Clients informed about market developments and portfolio Performance.

Wealth Manager - Senior Manager

Nuvama Wealth and investment Limited
09.2023 - 10.2024
  • Creating personalized financial plans for client.
  • Managing Investment Portfolios, Including asset allocation and selection.
  • Providing guidance on risk management, Insurance and estate planning.
  • Optimizing tax strategies for Clients.
  • Helping Clients plan for retirement and manage pension assets.
  • Regularly Reviewing and re balancing Client portfolios.
  • Keeping Clients informed about market developments and portfolio Performance.
  • Ensuring adherence to regulatory requirements and industry standards.
  • Building relationships with professionals like attorneys, accountants and others advisors.
  • Developing strategies for families with special needs individual, Including trusts and estate planning.
  • Identify client financial goals and objectives Creating personalized financial plans for client.

Current Account Manager - Senior Manager

Rbl Bank Ltd
02.2023 - 05.2023
  • High Value Current Account Manage
  • Trade Forex
  • Manage Excellent Relationship with Clients
  • HNI & Ultra Hni Clients Onboarding
  • Third Party Products Like - Life Insurance, General Insurance, Loans
  • Products…

Branch Sales Manager (Team Management) - Manager

Axis Bank Ltd
02.2012 - 01.2023
  • Manager - Branch Sales Manager -Retail Liability Banking from 1st April 2021 to 18th Jan 2023
  • Deputy Manager - Branch Sales Manager - Retail Banking from 1st April 2018 to 31st March 2021 (Team Leader & Team Management)
  • Business Development Manager From 1st April 2015 to 31st March 2018
  • Assistant Manager From 1st Feb 2014 to 31st March 2015
  • Office Sales From 1st April 2013 to 31st March 2014
  • Business Development Executive From 04th Feb 2012 to 31st March 2013
  • New to bank Customers acquisition and successfully opened the highest numbers of CASA Accounts FY 2020-23.
  • Achieved annual YOY budget consecutively for 5 years driving revenue through CASA Accounts, Life Insurance, Term deposit, CASA Value Products & Third Party Products.
  • Managed multiple products Team leading team Motivation Team Incentives Every Team Resource earn incentive Month or Month.

Sales Excutive - Corporate Sales Excutive

Hdfc Bank Ltd
02.2010 - 12.2011
  • On-boarding New Corporate Clients for Staff Salary Account
  • Maintain Good Clients Relationship for Salary Account
  • Cross Sell Third Party Products
  • Genarate Leads for Cross sell from Open Market
  • Demonstrated good understanding and implementation of sales of diversified financial products and services such as Liability Products, Assets Products and cross selling of wealth Management and insurance.
  • Demonstrated good knowledge of Banking industry CASA Liability & all types of Accounts Money & Financial Markets etc.
  • Responsible for increasing Liabilities of relationship VIA Balance in accounts of existing CASA Customers and enhancing customer profitability by capturing larger share of wallet.
  • Maintained and boosted current clients pipeline through high touch client engagement.

Education

Graduation - Bsc -

Niilm University
Kaithal, Haryana, India
09.2017

Skills

  • Client Relationship Management
  • Financial Planning and Analysis
  • Team Leadership & Development
  • Risk Management & Compliance
  • Estate and tax Planning
  • Excellent communication and interpersonal skills

Timeline

Wealth Manager - Senior Manager

Incred Premier
10.2024 - 06.2025

Wealth Manager - Senior Manager

Nuvama Wealth and investment Limited
09.2023 - 10.2024

Current Account Manager - Senior Manager

Rbl Bank Ltd
02.2023 - 05.2023

Branch Sales Manager (Team Management) - Manager

Axis Bank Ltd
02.2012 - 01.2023

Sales Excutive - Corporate Sales Excutive

Hdfc Bank Ltd
02.2010 - 12.2011

Graduation - Bsc -

Niilm University

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SUJIT KUMAR TIWARI