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gurugram, india
It's currently 3:21 PM here
Joined November 23, 2021
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Sunil H.
@sunil4466
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gurugram, india
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Partner NJ Wealth
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Experience
Partner
Jan 2017 - Nov 2021 (4 years, 10 months)
Client Acquisition and servicing the clients
Complete Financial Planning for Clients
Managing risk for client through Asset Allocation
Multiple Product basket offering: Mutual Fund, PMS, Bonds, NCS. Equity, IPO, SGB
Managing more than 250 Clients Portfolio`s
Advise on the basis of risk appetite of client
Proper Counselling of client before starting Equity mutual fund portfolio
Presentation to Group of people for acquiring clients
Senior Manager Institutional Sales & Marketing
May 2016 - Dec 2016 (7 months, 1 day)
Created new relationship with large Institutional clients including Corporate, SME and HNI.
Work directly with companies senior management to assess market trends, examine new product Lines and implemented strategic marketing and sales program
Organised Investment seminars to acquire new contacts.
Regular meeting with key clients, sharing with them opportunities available in market for investment to get larger pie of business.
Assistant Manager Institutional Sales & Marketing
Jul 2009 - Dec 2015 (6 years, 5 months)
Promoted to Assistant Manager Institutional Sales & Marketing
Opening New and Activating existing key Institutional Accounts,SME and HNI Accounts.
Guiding Institutional Client on Interest Rate movement and on various changes in Indian and International market condition.
Market Intelligence.
Regular interaction with key clients sharing client feedback and specific product requirement with fund management.
Managing successful product launches
Education
Master of Arts Economics
(2 years)
Bachelor of Arts Economics
(3 years)
Qualifications
Direct Life and General Insurance Broker
NIA Pune
2020
Certification for Insurance Broking business
NISM V A Mutual Fund Distributor Certification
NISM
2020
Prescribed certification for Mutual Fund Business
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