TARUN RUSTAGI

Highly skilled professional with over 15 years including over 1 year of entrepreneurial experience in Sales / Business development, Wealth Management, Financial Planning & Analysis and Risk Mitigation across various portfolios like Private Credit, Debt, Equity, Mutual Funds, long-term and short-term investments, and so on. Consummate professional with keen business acumen in understanding financial requirements coupled with adequate experience in establishing risk mitigation and internal control policies for effective risk management. Gained experience in preparing sales strategies and contributing towards enhancing business volumes & growth and achieving revenue and profitability norms. Skills in breaking new avenues & driving revenue growth and proactively conducting opportunity analysis by keeping abreast of market trends/ competition moves to achieve market-share metrics. Successful in maintaining business relationship with clients to achieve service norms by resolving service related critical issues. Possess good interpersonal, communication and organizational skills with abilities in team management & customer relationship management.

• Certified Financial Planner (CFP), FPSB Board, India
• NISM Certified in Series XXI-A: PMS Distributors Certification Exam
• AMFI Certified.
• IRDA Certified.

• English
• Hindi
• Marathi
• Telugu

• Developing existing business and forecasting prospective targets as well as executing them in a given time frame thus enhancing clientele.
• Provided expert advice to the clients on long-term and short-term investments in national markets with portfolio including Private Equity, PMS, Mutual Funds, Insurance & Bonds/FD’s.
• Judiciously advised HNI’s & Retail clients about the equity investments & facilitating them to manage their portfolio.
• Interacting with the customers to gather their feedback regarding the product satisfaction.
• Mapped client’s requirements & providing expert advisory services to select the right investment product.
• Managed in the market to develop sales and business across the region while achieving business targets.
• Planned & implemented effective and robust strategies to promote the company brand image and creating awareness among the mass and customers.
• Identifying & networking with prospective clients generating business from existing accounts and achieving profitability and increased business growth.
• Managing network of channel partners across assigned territories for deeper market penetration & reach.
• Managing customer centric operations along with ensuring customer satisfaction by achieving delivery & service quality norms.
• Attending clients’ complaints and undertaking steps for resolving them.