CONTACT KEY SKILLS Industry & Company Analysts luyestment Funds & Valuation ‘Asset/Labllty Management orto Management FINI Clent Relationship Management Gient Retention & Lead Generation Als Ariss Investment strategy Fund Generation Capltal Managemeie Hinandal Advisory Naot Research & Trading Strategy Money Management & P&L Monitoring 4+ Staeholder Cammantcation ‘TECHNICAL SKILLS 1+ some sure (Word yee and PomerPeit) [EDUCATIONAL CREDENTIALS ‘+ Mastersin Financial Markets |TTH-IFM, ‘Naw Mumbat | 2007-08 + 1iCom, (Honors) hates Clleye hala, i onan Univers, Balasore, Orissa, India PERSONALSNIPPET + Dateof Birth: 256Nay 1985 4+ Unguistie kills: English Hind, and Oriya orate Securities, Hew Doth India| Associate Vice President Key Result Areas: MAMTA RANI GUPTA WEALTH MANAGEMENT EXPERT Wealth Management 6 Ranking & HFS! Domain Expert Sales & Marketing @ nvestment& Advisory + lent Relationship Bullding # Business Intelligence ~ 15+ years of success roncle~ SUMMARY Dern onstrated experts In financial planing for managing business operations and meeting top/bottanline objectives cininy to achieve dynamic and advorcenentplaced career asa Investment ManagernentPofessional/Alraate ivestventAdnisor a att nvestmenfiri/organtation wich an absolue profsional work envronmet and pen y of career boosting opportunities KEY DELIVERABLES + Experienced fanclonal expert with 15+ years of demorstrated history of success banking financial services, insurance, and wealth management industry, backed by Gales and bucinecs leaders, product and paces management, portolo ‘management, channel management and analytes ficient in developing researched-hased financal and operational solitons and ‘executions, supported by a deep understanding of dees, current matket, tance Trond, and emnpebio's activities + Insight favestmneat Banking Professional with proven abilly to acbleve and surpass all rovenue goals witivn 2 fast-paced and multitasing environmoat, and shils at making investment recommendations, generating new Kanellis ad stratepes,and evaluating lvostment risk ‘Demonstrated sueces in maximizing recur on lvestment and mininzing sk by Conducting comprehensive lwestment research and analysis, due dllgence, ‘valuation asses, and originating parental avestment apportuni ties + Proven trade record of managlee porto of weal astomers and advising onthe lnvestment products such as Mutual Funds, PS, Equity, and Structural Products according othe best ft of thelr requirements + Poseessng acommerca mindset known for consstently delivering revenue growth Dy butting pipeline of actvnty Focused on short, medium, an ongererm revenue ‘opportunites within the assigned accounts Instrumental tn bulding, leading, 2nd mentoning erosetancioal and crassegea ‘winning team of experts and developing thelr care sills to deliver workbclass paformance, qualty services, and brealahreugh results CAREER ABRIDGEMENT. onrum voathnew Deh india Ascot Parner fang 2022- proven fey Result res + Metering portfolio IN and UNS and rendering abso for asset dase ee Equiues, Deb, termi Lavestrent, and Real Este + Generating PSL reports and maintalning MS for cents 4 Truckdngequly markets and devisinginvestnents strategy for che cliente 4 ortuying reitions witha clee group of Preferred NRA HN astomers ty offering ‘exceptional eustomiaed service» accomplish Key Result Areas (RAS) 4 -Agmenting revenuee through iwestmentslution as per acct allactian and risk profiles eliees| + Swering new clits’ acquisition and atalolng targets, while suggesting existing ‘liens on diverse avestment opportusties fi rep 2017 -augzoz + Advised HNond Ultra INE clients a equlty wares, while crosssellgtled-party products “+ Daveloped Pad report and maintained MIS fr diate ‘+ Gollborated with Kotak Wealth RMS 1 ptinize reven from wealth dieets n° Loy. Share DO 00 Tools 0 Mobile View a Edit onPC PDF to DOC