Tarun Gera

Background

About Tarun Gera

Versatile and dynamic professional with 10 years of experience with expertise in the areas of Investment Advising, Wealth Management, Financial Planning, Relationship Management & Training in Banking, Asset Management and Financial service sectors. Professional Summary- Started career with ICICI Bank in Wealth Management vertical managing portfolio of mapped HNI & NRI clients by doing their risk profiling,analysing financial position,risk tolerance limit and cross selling need based financial products and credit solutions, educating customers, providing relevant insight and expert advice so client can meet there financial goals.Then moved to Yes Bank as a Senior Financial Advisor managing credit risk of portfolio and assisting clients in creating, growing and diversifying their net worth and income stream & Responsible for leads generation and selling high level financial products like Equity shares, mutual funds, portfolio management services, alternative funds and fixed income instruments & Consulted clients on hedging strategies like combining foreign currencies term deposits with forwards, various combinations of exotic options, futures or forwards to create hedge or bullish/bearish positions as per client’s requirements; Then promoted to Investment Specialist with additional responsibility of Financial Analysis in Investments Products domain. As an Investment Counsellor heading Investments for Delhi and NCR markets, we build strategies to increase efficiency on investments as products. Ensure compliance and training in place for branches and relationship managers with diverse vintage. Enable team interactions on fund manager calls and increasing revenues for the bank on investment products. Regular tracking of World Markets and India markets across all asset classes of Equity, Debt and Alternate Asset Class Advisory. Regular portfolio analysis and direct equity analysis. Managing risk profile and relevant compliant fund option proposals. Managing and Growing Investment AUM across Branches and Relationship Management Teams. I am a quality-oriented professional who has been consistently praised as hard-working by my coworkers and management. I love to dig into customers problems and solve them promptly. I focus on delivering key outcomes, building amazing client experience, building trust and quickly adapting to new learning.