Vice President Operations

• Aug 2021 - Present

Financial wellness has become the subject of immense importance especially during and post Covid. Delivering it at corporate level through a comprehensively packaged service program and platform including webinars on specific and pointed personal finance subjects to setting up a team of CFPs to deliver one to one counselling and customized solutions to the employee force to running open a basic financial planning tool for developing the right approach to planning one's finances is what I specialize in. At its nascence just like financial planning was when I chose to specialize in it about 17 years back, I deeply believe that customized and financial planning oriented solutions are the need of the hour at all levels of corporate engagement with definite, positive and multiplier effect on company profitability. Boils down to something as simple as having a plan and works at all levels specially for our finances. Set your financial goals right and tight, that is all you need. Rest, we are here to cover. Show less

SEBI Registered Investment Advisor

• Jul 2019 - Present

Head - Financial Planning & New Initiatives

• Aug 2014 - Jun 2019

Sr. Manager

• Jul 2013 - May 2014

Involved in setting up 'Fee Only' Business for Bajaj Capital in parallel business space - a. Market Research b. Product Development c. Process Set up d. Building Value Proposition Initiated and further carried on all the above functions towards launching the parallel vertical. Past experience of launching key projects for Bajaj Capital and being a Certified Financial Planner were key boosters to playing the role successfully that involved great deal of internal & external co-ordination & partnership, Show less

Sr. Manager - Tele Investment Advisory

• Apr 2011 - Jun 2012

Leading the Tele Investment Advisory Unit of Bajaj Capital. The unit has been created to enable financial planning for inactive Bajaj Capital Clients over the phone & enable implementation through a well described documentation process. Leading the Tele Investment Advisory Unit of Bajaj Capital. The unit has been created to enable financial planning for inactive Bajaj Capital Clients over the phone & enable implementation through a well described documentation process.

Senior Manager, Financial Planning & Investment Advisory

• May 2008 - Mar 2009

- Manage online business division of Bajaj Capital, ‘Just Trade’ -Involved in launch program of ‘Just Trade’- Engage around 5000 clients of Just Trade by managing a team of financial planners & advisors- Increase client wallet share through Financial Planning & Investment Advisory in stocks, mutual funds and other financial products.- Co-ordination with allied units as marketing, product management, client care teams towards launching investor education / awareness programs.- Involved in web marketing through content & tool development for justtrade.in as a part of retaining existing clients and developing new prospects.- Set up tight processes for tracking and addressing client response / feedback / complaints / suggestions to ensure client retention & delight. - Mass communication programs (product focused & generic) for regular client engagement- Sending newsletters / investment journals / Market Outlook on a regular basis to the Just Trade Client Base.- Product Updates sent on a daily basis.- Research Content as Fund Barometer, Stock Tips, Economic Outlook, NFO / Fund Upadates and other such publications shared with clients on a daily basis.- Acquiring new clients through referrals and engaging them through robust client service model - Devise personal financial plans / investment plans for MNI & HNI clients of ‘Just Trade’:- Execute plans by sourcing financial products to meet different client needs alongwith sales team members.- Portfolio / Plan review process designed towards increasing revenue per client and improving product distribution. Show less

Manager - Financial Planning

• Apr 2007 - Apr 2008

To make Financial Plans- Preparing Personal Comprehensive Financial Plans for MNI & HNI Client Segment for the La premier and Branch units.Joint Calls with Branches – Going on Joint Calls with the Wealth Management Group and Branches.Generating Business by acquiring clients through the Financial Planning mode.Analysis of Branch Performance: Major responsibility included analysis of branch financial performance and determining the margin targets as well as determining incentive to be given to a particular headcount of the branch on the basis of its past trends.Special Projects - Developing tools such as Financial Calculators for smoothening the Financial Planning Process across all levels in the company. This involves working in close coordination with the IT team.Process Improvement & Up gradation - Preparing Plan review and Portfolio review formats for taking Financial Planning to another level.Preparing and conducting Financial Planning Presentations for new joinees and Branch Personnel.Marketing - Assisting Chairman’s office in preparing Financial Planning literature. This included writing Financial Planning Book and designing SIP Booklets to make Financial Planning concepts such as Systematic Investment Plans, Power of Compounding, Financial Goals, etc understandable to laymen.Research on economic outlook with regard to interest rate movement, Currency movement and such other macro elements to gauge the effect of these developments on the performance of the different asset classes of debt, equity, liquid, gold, etc.Website Improvement / Development -Content development for the company’s Website Show less