Sunny Jaiswal
Mumbai
Summary
Experienced in managing and growing client investment portfolios, with knack for identifying market opportunities and providing tailored financial advice. Track record of building strong client relationships and delivering consistent results through strategic planning and market analysis. Equipped with deep knowledge of financial products and investment strategies. Skilled at motivating and guiding team to achieve collective goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Manager - Wealth
Nuvama Wealth & Investment Ltd
Mumbai
07.2024 - Current
- Delivered comprehensive quarterly and annual reports to clients, detailing portfolio performance and strategic adjustments.
- Led client meetings to review financial goals, investment performance, and adjust strategies as needed.
- Developed tailored investment strategies for high-net-worth clients, maximizing returns, and minimizing risks.
- Achieved more than 4 lacs monthly income utilizing brokerage, investment strategies, and insurance.
Branch Relationship Manager
IDFC First Bank Ltd
Mumbai
04.2023 - 06.2024
- Overseeing liability and investment portfolios totaling 150 Cr for a diverse client base exceeding 250.
- Analyzed client financial situations to offer customized banking solutions, enhancing client satisfaction and loyalty.
- Led a team of junior bankers, providing training and guidance to improve service standards and achieve targets.
- Delivered customized presentations to prospective clients, highlighting the benefits of various insurance products.
Relationship Manager
HDFC Bank Ltd
Mumbai
10.2019 - 10.2022
- To exclusively handle Preferred and Imperia clients, schedule equivalent experience profiles from other competitors.
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Achieved over 6 Lacs+ monthly revenue through investments, insurance, assets, and other financial products.
Relationship Manager
Kotak Mahindra Bank Ltd
Mumbai
06.2018 - 10.2019
- To exclusively handle wealth and privy outbound calls, schedule equivalent experience profiles from other competitors.
- Executed cross-selling with a mapped customer base.
Education
Bachelor of Engineering - Computer Science
Visvesvaraya Technological University
Bangalore06-2016
Intermediate - Science
Sec Delhi Public School
Gaya06-2011
10th Grade - Science
A.V.N English School
Patna05-2009
Skills
- Financial analysis
- Risk assessment
- Decision-making strength
- Wealth management
- Investment counseling
- High Net Worth client management
- Negotiation tactics
- Team management
Accomplishments
- Got "Certificate of appreciation" & "Rewards" in performance appraisals at Kotak Mahindra Bank & HDFC Bank.
- Received Awards on overachieving the target in Life Insurance and general Insurance
Certification
- IRDA & NISM-Series-V-A
Languages
Hindi
First Language
English
Proficient (C2)
C2
Affiliations
- Travelling
- Cooking
- Interacting with people
Timeline
Senior Manager - Wealth
Nuvama Wealth & Investment Ltd
07.2024 - Current
Branch Relationship Manager
IDFC First Bank Ltd
04.2023 - 06.2024
Relationship Manager
HDFC Bank Ltd
10.2019 - 10.2022
Relationship Manager
Kotak Mahindra Bank Ltd
06.2018 - 10.2019
Bachelor of Engineering - Computer Science
Visvesvaraya Technological University
Intermediate - Science
Sec Delhi Public School
10th Grade - Science
A.V.N English School
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