Vishal Singh Pal
Financial Strategist | Skilled in Asset Allocation & Client Advisory
Noida,UP
Summary
Results-driven Financial Planning and Investment Associate with over 4 years of experience specializing in portfolio management, equity research, and comprehensive financial advisory services, including life insurance and risk management. Adept at developing tailored investment strategies that optimize returns while mitigating risk, and providing clients with holistic wealth management solutions encompassing retirement, estate, and insurance planning. Proven ability to increase client portfolio performance, enhance financial security through insurance products, and maintain strong client relationships with a focus on transparency and regulatory compliance.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Sales Manager
Aditya Birla Capital (Deutsche Bank Channel)
07.2023 - Current
- Manage investment portfolios across equities, fixed income, and alternative assets.
- Leveraged Morningstar, Money control, and Excel to assess investment products and risk exposure.
- Conduct in-depth market and financial analysis to inform strategic asset allocation decisions.
- Collaborate with senior advisors to develop tailored financial plans for high-net-worth individuals (HNWIs).
- Improved client portfolio performance by 20-25% through strategic rebalancing and tax-loss harvesting.
- Prepare quarterly investment reports and present performance summaries to clients.
Sr. Corporate Manager
HDFC Life Insurance (HDFC Bank Channel)
06.2021 - 07.2023
- Created comprehensive financial plans addressing retirement, insurance, estate planning, and tax optimization.
- Supported Bankers in managing portfolios, rebalancing, and investment strategy development.
- Increased client retention by 45% through enhanced financial communication and plan personalization.
- Developed strategic partnerships with external stakeholders to drive business growth and market share expansion.
Education
MBA -
04.2001 -
Bachelor of Science -
04.2001 -
Skills
Investment portfolio management
Certification
Financial Market
Technical Skills
- Bloomberg Terminal
- Morningstar
- Excel (VLOOKUP, PivotTables)
Soft Skills
- Analytical Thinking
- Communication Skills
- Client Relationship Management
- Adaptability
- Collaboration
Timeline
Sales Manager - Aditya Birla Capital (Deutsche Bank Channel)
07.2023 - Current
Sr. Corporate Manager - HDFC Life Insurance (HDFC Bank Channel)
06.2021 - 07.2023
G L BAJAJ INSTITUTE OF MANAGEMENT AND RESEARCH - MBA,
04.2001 -
CITY MODEL COLLEGE - Bachelor of Science,
04.2001 -
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