Vaibhav Sharma

• Developed customized financial plans for small business owners, addressing unique challenges such as succession planning and cash flow management.
• Managed risk by diversifying investments across various sectors and asset classes.
• Lead sales strategy development- Formulate and execute comprehensive sales strategies to drive growth and client acquisition for Discretionary portfolio management services.
• Performance Monitoring and reporting - Oversee sales performance metrics preparing regular reports for seniors management to track progress, identify area of improvement and implement corrective action as needed.

• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
• Established key procedures for teams preparing documentation, models and presentations.
• Met with clients to generate new business and negotiate contracts.
• Recommended specific investments to help clients meet financial goals.
• Studied portfolio to identify potential areas needing improvement.
• Studied financial documents to identify potential areas needing improvement.
• Educated clients on financial topics and best practices.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Educated clients on potential risks and rewards associated with various investments.
• Monitored and updated financial plans to comply with client goals.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

Investment Counselor – Pune team, Covering the market of Kolapur, Nasik, Nagpur and Pune NRI team .

• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Educated clients on financial topics and best practices.
• Collaborated with clients to develop customized investment portfolios.
• Expertise in advising Clients on Mutual Funds, Structured Products, Debt Products, Life insurance and various Structural product

• Building relationship with channel partner and achieving sales numbers of branch
• Managing team of 4 in Banking and ND.
• Developed strong communication and organizational skills through working on group projects.
• Proven ability to learn quickly and adapt to new situations.
• Demonstrated a high level of initiative and creativity while tackling difficult tasks.
• Demonstrated creativity and resourcefulness through the development of innovative solutions.