Experience

Fermat Prime Enterprises Pvt. Ltd.

• India
• Financial Services
• 1 - 100 Employee

• Partner

  • Jun 2020 - Present

  Fermat Prime - Investing Simplified! Fermat Prime, founded in 2012, is dedicated to you and your financial goals. We demonstrate determination, skill, and dedication; our optimum practices simplify, and organise, your journey towards financial freedom (and optimum financial planning) while remaining conscious of every nuance life throws at you. Fermat Prime - Investing Simplified! Fermat Prime, founded in 2012, is dedicated to you and your financial goals. We demonstrate determination, skill, and dedication; our optimum practices simplify, and organise, your journey towards financial freedom (and optimum financial planning) while remaining conscious of every nuance life throws at you.



MOTILAL OSWAL WEALTH MANAGEMENT LIMITED

• India
• Financial Services
• 100 - 200 Employee

• Vice President

  • Aug 2017 - Jun 2020

  (Financial Advisor) - Managing UHNIs, Promoters, family offices, CEOs and corporate treasury money directly. - Building customise portfolios for clients according to specific asset allocation models. - Working closely with influencers and industry associations to build wealth reference model. - On boarded first 1500 cr advisory client and a few big family offices of NCR for the firm - Actively working with few boutique fund managers to provide customised solutions for large investors - Providing treasury management solutions to SME segment and building long term annuity based trail book



DSP Mutual Fund

• India
• Financial Services
• 500 - 600 Employee

• Vice President

  • Jan 2016 - Aug 2017

  - Handling distribution of mutual funds through private banking counters, direct clients, UHNIs, independent financial advisors, national distributors, and corporates- Managing a team of assistant managers and executives- Managing relationships of IIFL wealth, Kotak wealth and ICICI Securities wealth- Developed strategies for events like F1 and IPL for Wealth Advisors and Clients in north India basis to increase our penetration and brand recall.- Interactions with CFO ad treasury officers of mid and small size corporates

• Assistant to Vice President

  • Jun 2008 - Dec 2015



Kotak Life

• India
• Insurance
• 700 & Above Employee

• National Relationship Manager

  • Jun 2007 - Jun 2008

  - Handling few national distributors and banks for expansion of business nationally along with corporate Sales. Handling SPA and Religare nationally taking care of all Verticals of SPA and Religare such as securities, Insurance, Mutual fund and wealth - Devising strategies in terms on product selection, target segment selection and contest promotion to achieve goal. • Assisting the channel partners by making joint calls to super HNI and corporate clients to ensure satisfactory financial solution.



Kotak Life

• India
• Insurance
• 700 & Above Employee

• Manager

  • Nov 2005 - Mar 2007

  - Number one manager pan India in 06-07 - Key part of the group insurance business - Handling employer/employee schemes in life insurance which include both fund and risk businesses - Presentation to mid and small size corporates for handling their gratuity, supper annuation as well as term insurance - Advising Corporates for the management of their retirement and pension funds and making them aware on various investment avenues available in the market. - Interaction with key decision makers including Managing Director, CFO, Director Finance, Treasury heads and VP Finance



PNB MetLife India Insurance Co. Ltd

• India
• Insurance
• 700 & Above Employee

• Manager

  • Apr 2005 - Nov 2005

• Managment trainee

  • May 2004 - Mar 2005