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Associate Wealth Manager with 8+ years in Equity Market & Financial Advisory
PCG Equity & Derivatives Trader for Motilal Oswal with 3 years and Kotak Priority & Wealth team with 4.5 years of experience in equity market channel business. Managing 20 Priority RMs for client acquisition for trading, financial analysis, investment analysis, and capital market dealing for onboarded clients. Co-ordinates with Regional Heads & Cluster Managers for management discussion. Builds relationships with clients & educates them about investments. Accelerates client base, individually handling clients with book size of 25 lacs & above. Creates revenue & activates clients through effective advisor handling of queries & complaints and solves them within TAT. Acquires new clients & retains old clients by periodic meetings. Profiles clients by conducting in-depth reviews of their financial requirements, analyzing.
Institute for Technology and Management (ITM)
MBA/PGDM
August 1, 2018 – June 30, 2018
West Bengal State University, Kolkata
B.Tech / B.E.
August 1, 2015 – June 30, 2015
Motilal Oswal Financial Services (MOFSL)
Associate Vice President
August 1, 2023 – Present
India
Kotak Securities
Senior Equity Manager
May 1, 2018 – August 1, 2023
India
Cloudxchange.io technologies Pvt ltd
Digital Marketing Intern
April 1, 2017 – August 1, 2017
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Survey Campaign
June 1, 2026 – Present
Success story of Ashirbad aata in health segment
NISM derivatives 8
Unknown
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's experience across two prominent financial services firms (Motilal Oswal and Kotak Securities) indicates adaptability to different corporate cultures within the financial sector. Their focus on HNI/Ultra HNI clients and diverse investment products (Equity, Derivatives, MF, AIF) suggests a broad understanding of wealth management, aligning well with a role requiring diverse client engagement and product knowledge. The MBA/PGDM education further supports a professional and structured approach to business.
Soft Skills & Operational Fit
The candidate demonstrates strong client-facing skills, problem-solving abilities (quantitatively analyzing stock data), and strategic business development initiatives. Their experience in managing client relationships, understanding investment behavior, and driving revenue indicates a good operational fit for a client-centric wealth management role. The descriptions suggest a proactive approach to client acquisition and retention.