BNI (Business Network International)

As a Vice President in Business Networking International (BNI) assists the President in running the chapter smoothly. 

Responsibilities include supporting the President, running meetings, recruiting new members, engaging current members, organizing training sessions, fostering leadership succession, handling communications, and promoting BNI in the community.

Vice President

FinBuddys.com

1. **Client Assessment:** Conducting thorough financial assessments to understand clients' objectives, risk tolerance, and financial situations.

2. **Financial Planning:** Developing comprehensive financial plans tailored to clients' goals, considering aspects like retirement, education, and estate planning.

3. **Investment Management:** Creating and implementing investment strategies based on risk profiles and market conditions, utilizing various financial instruments.

4. **Portfolio Monitoring:** Regularly reviewing and adjusting investment portfolios to align with clients' changing needs, market trends, and economic conditions.

5. **Risk Management:** Assessing and mitigating potential risks associated with investment strategies, ensuring alignment with clients' risk tolerance.

6. **Market Research:** Staying updated on financial markets, economic indicators, and investment products to provide informed advice.

7. **Client Education:** Educating clients on financial matters, investment options, and the rationale behind recommended strategies to empower them in decision-making.

8. **Relationship Management:** Building and maintaining strong relationships with clients, addressing their concerns, and providing ongoing support and guidance.

9. **Regulatory Compliance:** Ensuring compliance with financial regulations and industry standards to maintain the integrity of financial services.

10. **Collaboration:** Working collaboratively with other financial professionals, such as tax advisors and estate planners, to offer holistic financial solutions.

Vice President, Team Lead-Wealth

SEGURO

Associate Vice President

Sr. Wealth Manager

- Monitor and address HNI clients banking and Investment requirements 

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals 

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness 

- Achievement of product-wise targets 

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio 

- Conduct risk profiling of all mapped clients for better advisory on investment needs 

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems 

- Regular contact with all mapped clients through weekly / monthly calls 

- Resolution of queries of all mapped clients within TAT specified 

- Ensuring need based product approach towards clients and regular reporting of product penetration 

- Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling) 

Key Skills: 

- Ability to manage relationships to improve relationship value of existing customers 

- Ability to build and maintain long term relationships, deepening relationship and growing revenues 

- Ability to provide seamless and superior service delivery 

- Ability to ensure compliance with key regulatory and bank level requirements

Wealth Manager- Investment & Advisory

ICICI Securities

Job Responsibilities (Sales of various financial products): 

- Was involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI Group. Like Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, PMS, Bonds, IPO, Direct Stocks, Perpetual Bonds, and other investment products.

- To manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources. 

- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.

Assistant Manager

Amul (GCMMF)

I worked with Marketing team for promotional and marketing activities, and also did branding activities for the company.

Management Trainee

As the Vice President and Team Lead-Wealth at FinBuddys, I lead a group of talented wealth managers who provide customized and holistic financial solutions to high net worth individuals (HNI) across the globe. 

We leverage our deep market knowledge, analytical skills, and social networking abilities to offer the best investment and advisory services to meet our clients' needs, goals, and risk appetite.


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