Rishabh Sharma

Background

About Rishabh Sharma

Suryoday Small Finance Bank Senior Relationship Manager Managed a portfolio of high-net-worth clients, achieving and increase in customer satisfaction and retention rates. Developed and executed personalized financial plans, resulting in growth in assets under management. Successfully cross-sell banking products, generating an additional million in revenue. Conducted comprehensive risk assessments and ensured compliance with all regulatory requirements. Leveraged CRM software to maintain accurate client records and streamline communication processes. Organized and hosted financial seminars and workshops, enhancing client engagement and knowledge. ICICI Securities Solution Manager Maintained comprehensive knowledge of financial products, including equities, mutual funds, bonds, and derivatives, ensuring optimal service support. Analyzed and recommended suitable financial products to clients based on their individual needs, risk tolerance, and market trends. Managed high net worth clients' portfolios, providing strategic investment advice aligned with market conditions, including stock market trends and economic indicators. Assisted clients in building and developing their investment portfolios, incorporating a mix of securities to achieve diversification and optimal returns. Conducted in-depth market research and technical analysis to inform clients of potential investment opportunities and risks. Monitored market movements and executed trades on behalf of clients to capitalize on market opportunities. Provided regular updates and reports on portfolio performance, making adjustments as necessary to align with clients' financial goals. Effectively handled client issues, providing timely and practical solutions, including resolving trading discrepancies and addressing market-related queries. Bajaj Allianz Life Insurance Pvt Ltd Exicutive Manager Team building (recruited 25 people of team). Developed and maintained relationship with current customers. Providing Services to clients through digital platform. Cross Selling of new products to the existing clients. Providing financial support to clients in fulfilling their future financial goals into reality. Generate Business for the organization. Identified potential clients with the provided leads.