Suraj Jaiprakash Singh
Kalyan
Summary
Dedicated and results-driven financial professional with a successful track record in client relationship management, portfolio handling, investment advisory, and team leadership. Seeking to leverage expertise in digital sales and partnerships to drive business growth and exceed organizational goals.
Overview
12
12
years of professional experience
3
3
Languages
Work History
Cluster Manager
Chola Securities
01.2025 - 05.2025
- Acquiring New Authorized and Digital Partner.
- Driving New Clients Acqisition and generating Brokerage revenue from them.
- Helping Partners to build AUM in Third party products like AIF/PMS/IAP/Bonds/MF.
- Led Training Initiatives that enhanced Partners skills, knowledge base.
- Conducting regular seminars for Partners through National Trainers.
Digital Partnership Senior Manager
Nuvama Wealth & Investment LTD
04.2023 - 01.2025
- Led a team of 8 professionals to acquire new retail digital partners, onboard them, and provide ongoing service
- Oversaw Lead generation and conversion, achieving consistent month-on-month targets
- Achieved 22% brokerage revenue growth in the last fiscal year through an expanded partner network
- Categorized partners based on their revenue from wealth products such as AIF, PMS, SP, NCD, MF and Insurance
- Conducted meetings with partners to update them on contest details, encouraging participation and engagement
- Managed partner MIS reports and payouts, ensuring accuracy and timeliness
- Maintained high partner satisfaction scores and implemented training programs for partner upgradation
Senior Team Leader
Nuvama Wealth & Investment LTD
04.2021 - 03.2023
- Led a high-performing team of 8 financial professionals, exceeding sales targets
- Responsible for meeting new client acquisition target and 1st product penetration
- Achieved 120% in FY22 and 112% in FY23
- Achieved 76% on onboarding completion of NCA which include client profiling, risk profile assessment etc
- Achieved 35% 1st Product Penetration like, Mutual Fund, Corporate FDs, NCD, Sub fees etc
- Consistently meeting quality parameters of the team like- Call quality index, AHT, sales process adherence, maintenance of account opening TAT
- Nurtured and coached team members to achieve their individual target while maintaining quality parameters
Assistant Manager
Nuvama Wealth & Investment LTD
04.2016 - 03.2021
- Company Overview: Erstwhile Edelweiss Broking LTD
- Recognized as the insurance contest winner for 2017-18 and qualified for an all-expenses-paid trip to Bangkok
- Achieved the title of insurance contest winner for 2018-19, qualifying for a prestigious trip to Dubai
- Developed and executed strategic plans to drive business growth
- Conducted in-depth financial analysis and risk assessments
- Gained valuable insights into the financial services industry
- Erstwhile Edelweiss Broking LTD
Preferred Relationship Manager
Nuvama Wealth & Investment LTD
09.2013 - 03.2016
- Company Overview: Erstwhile Edelweiss Broking LTD
- Managed a portfolio of high-net-worth clients, providing tailored investment advice
- Built and nurtured strong client relationships, providing personalized financial planning basis his investment needs and risk appetite
- Achieved 100% of sales target for the period of FY14, FY15
- Scored consistently 85% on inputs parameters which include sales pipeline, client ratings, on time query resolution
- Promoted to Senior Relationship Manager based on exceptional client relationship management skills
- Erstwhile Edelweiss Broking LTD
Education
Bachelor in Management Studies -
Laxman Devram Sonavane College
HSC - undefined
Saket College of Arts, Commerce And Science
SSC - undefined
National English High School
Skills
- Adaptability
- Time Management
- Management Skills
- Team Leader
- Work Under Pressure
- Communication Skills
- Collaboration
- Positive attitude
- Business planning
- Self motivation
Personal Information
- Place of Birth: Kalyan
- Date of Birth: 10/13/90
- Nationality: Indian
Timeline
Cluster Manager
Chola Securities
01.2025 - 05.2025
Digital Partnership Senior Manager
Nuvama Wealth & Investment LTD
04.2023 - 01.2025
Senior Team Leader
Nuvama Wealth & Investment LTD
04.2021 - 03.2023
Assistant Manager
Nuvama Wealth & Investment LTD
04.2016 - 03.2021
Preferred Relationship Manager
Nuvama Wealth & Investment LTD
09.2013 - 03.2016
HSC - undefined
Saket College of Arts, Commerce And Science
SSC - undefined
National English High School
Bachelor in Management Studies -
Laxman Devram Sonavane College
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