Harsh Darira

4/4,2ND FLOOR, ATUR PARK, CHEMBUR, MUMBAI, S.T ROAD-400071

harshdarira63@gmail.com
+91 9920 837 809

PROFESSIONAL EXPERIENCE (48 MONTHS)

Organization Aditya Birla Asset Management Company Duration June 2018 - Present
Designation Assistant Manager Key Role AMC -RM
Responsibilities and Achievements:
 Maintaining an AUM -2000 cr and generating business through banks like ICICI wealth , HSBC , SCB , Deutsche , DBS
 Understanding the client requirements and suggesting them with digital solutions for the same.
 Establishing healthy business relations with distributors for securing repeat business & long term loyalty.
 Managing wealth channels of Banks across Mumbai region while ensuring to focus on productivity across the asset classes.
 Monitoring and analysing the market trends contribute effectively to the overall business strategy of the company
 Focus on increasing Market share on continuous basis across Wealth channels
 Having one to many sessions (Morning presentations) and one to one meetings with distributors and wealth bankers
 Co-ordinationg with the sales, product, business development team to get the client requirements fulfilled.
Organization HDFC Bank Duration June 2017- June 2018
Designation Deputy Manager Key Role Preferred RM
Responsibilities and Achievements:
 Portfolio management of HNI clients by analysing their profile on the basis of their risk appetite, time horizon, specific goal
achievements and market scenario by recommending them with wealth products like equity & Debt funds , equity scripts,
Portfolio management services, tax planning and retirement products , insurance.
 Solving client’s queries and servicing them by making their requirements more convenient through digital platform
 Handling more than 30 banking products and services like mutual funds, equities, and insurance.
 Handling foreign exchange transactions of the branch, inward-outward remittance, foreign currency, travel card etc.
 Working in the biggest branch of India (HDFC BANK-FORT BRANCH) among 4500 branches and 70K employees in India &
handled portfolio of more than 90 CR
 Creating business & generating revenue for the bank through banking assets and liabilities and investments products
Organization Axis Securities Ltd (subsidiary of Axis Bank) Duration 13 months
Designation Executive- Retail broking Key Role Dealing Desk – Equity & Mutual Funds
Responsibilities and Achievements:
 Financial Planning & Investment Advisory- Advising HNI clients with regard to their investments in Equities market by
analysing the global financial markets & providing market insights & industry trends based on research reports
 Risk profiling & Asset Allocation- Identifying customer needs, their risk appetite and providing them with Investment products
spread across Stocks, Bonds, Mutual Funds, Corporate FDs, Debentures & Insurance etc.
 Business Development- Relationship Management, client servicing and strategy formulation for increasing trading
penetration, client activation & revenue Generation through cross selling of third party products
 Actively co-ordinating with the risk, product, research, strategy & operations team for new Idea generation.
 Manage customer escalations and branch queries & opening of Demat accounts for broking customers
ACADEMIC PROFILE

Degree Institute / School Board Year Results

PGDM Chetana’s Institute of Management & A.I.C.T.E. 2017 66 %
Research
B.F.M SIES College of Commerce & Economics University of Mumbai 2014 56 %
HSC H.R College of Commerce & Economics Maharashtra State 2011 65 %
Board
SSC O.L.P.S High School Maharashtra State 2009 80 %
Board

Internships/Certifications:
 Summer Internships- Karvy Stock Broking ltd & Bharat Petroleum Corporation Limited
 NISM :1) National Institute of Securities Markets-AMFI (Mutual Funds) & IRDA: Insurance