Private wealth
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Motivated and client-focused professional with a foundation in finance and a strong passion for private wealth management. Currently working with HNI clients at Vervene AMC, supporting Mutual Fund, PMS, and Structured Product sales through insightful presentations and performance reports. . Seeking a role where I can deepen client relationships and drive investment product sales in the private wealth space.
At Vervene Asset Management, I successfully managed a ₹15 crore existing client portfolio, driving consistent sales growth through proactive engagement. I actively sourced new sales in mutual funds and PMS, contributing to business expansion. Through personalized consultations, I effectively communicated the benefits of Vervene AMC’s products, converting prospects into clients.
I also identified cross-selling opportunities and tailored investment strategies to enhance portfolio value, improving client satisfaction and retention. My role involved building strong client relationships while leveraging my understanding of financial products to deliver exceptional service and drive results.
CFA L1 , NISM Modules
