Experience

INNOVATE FINANCIAL SERVICES

• India
• Financial Services
• 1 - 100 Employee

• Founder & Director

  • Apr 2022 - Present

  I am the founder of Innovate Finserv (www.innovatefinserv.com), a Wealth Management company. Company's core competencies are in the areas of Wealth Management , Investment management, Financial Planning. We also provide a range of Investment Products to serve a broad spectrum of client need. Innovate Finserv relies on its in-depth domain expertise and understanding of diverse regulatory frameworks to identify value creating opportunities. Our goal is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions through the alignment of their wealth and what matters most. Our mission is to create investment solutions that serve the best interests of clients.



VERACITY INVESTMENT MANAGEMENT

• India
• Financial Services
• 1 - 100 Employee

• Head Of Wealth Management

  • Jun 2016 - Mar 2022

  Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people. Our services range from wealth management services, retail broking and financial products distribution catering to a hugely diverse customer base. Our services are patronized by corporates, financial institutions as well as successful high net-worth individuals & other retail investors. Veracity Investment Management is an integrated distribution firm that specializes in offering a varied bouquet of customized services to people. Our services range from wealth management services, retail broking and financial products distribution catering to a hugely diverse customer base. Our services are patronized by corporates, financial institutions as well as successful high net-worth individuals & other retail investors.



IIFL (India Infoline Group)

• India
• Financial Services
• 700 & Above Employee

• Cluster Head

  • Oct 2015 - Jun 2016

  #Managing Distribution Team #Team of 4 Unit Managers & 25 Relationship Managers #Revenue generation from Third Party Products along with equity broking. # Client Acquisition for wealth management # Responsible for AUM growth #Managing Distribution Team #Team of 4 Unit Managers & 25 Relationship Managers #Revenue generation from Third Party Products along with equity broking. # Client Acquisition for wealth management # Responsible for AUM growth



Reliance Capital | Reliance Group

• India
• Financial Services
• 700 & Above Employee

• Area Head

  • Oct 2012 - Oct 2015

  Key Responsibility (As an Area Head) :- *Looking after Team of Territory Managers & RM's *Managing Distribution and Acquisition both vertical of RMSL *Responsible for entire business/P&L for Location *Responsible for Team Recruitment/Training/Development *Business development and Channel Management *Responsible for entire operations of the Branch, Customer care *Distribution of Targets & Monitoring the progress *Meeting all the Audit and Compliance norms of the location *Monitoring sales channels in various segments and ensuring the Targets/Revenue/Budgets are achieved as per the organizations budget. *Monitoring Business Intelligence and competitor market analysis



ICICI Securities Ltd

• Motor Vehicle Manufacturing
• 1 - 100 Employee

• SENIOR BRANCH MANAGER

  • Dec 2009 - Oct 2012

  *Handling a Team of 6 Relationship Managers. *Responsible for revenue generation, profit making & taking care of assets of the assigned branch. *Maintaining relationship with channel partners. *Responsible for implementing the strategies made by upper management *Take care of compliance, company protocol. *Revenue generation from online as well as offline(Distribution Products). *A customer centric approach that generates goodwill for organization. *Coordination with Marketing team for Brand penetration through various activities like(Handwriting analysis, Puppet show, Health & wealth, Service camp etc..). *Making successful of all the new product launch through Mass Messaging/Mailing/Activity. *Providing services like Financial Planning/Portfolio Evaluation/will drafting to all the HNI. *Making ICICI direct as an unique Solution for all the financial transactions. *Maintaining 5'S' at the Branch.



Bharti Axa Life Insurance

• India
• Insurance
• 700 & Above Employee

• Financial executive

  • Feb 2008 - Dec 2009

  Direct sales of Life insurance products. Generating leads & conversion for the company. Appointing the Retailers(Partners) for the company. Maintaining relationship with Airtel Relationship Centre & generating Business through them. Direct sales of Life insurance products. Generating leads & conversion for the company. Appointing the Retailers(Partners) for the company. Maintaining relationship with Airtel Relationship Centre & generating Business through them.