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Ishan Pundit

Wealth Management Professional

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Ishan Pundit
40 years old
Delhi (110032) India
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Professional Status
Entrepreneur
Open to opportunities
About Me
Dynamic, results-oriented leader and entrepreneur with a strong track record of performance in turnaround and high-paced organizations. Utilize keen analysis and insights and team approach to drive organizational improvements and implementation of best practices. Superior interpersonal skills, capable of resolving multiple and complex (sales, human resources, legal, financial, operational) issues and motivating staff to peak performance.

My extensive experience of over 16 years, includes:

Over 9 years of extensive experience in Banking / Business Development / Financial Planning / Loans / Equity Broking / Margin Funding / Financial services in Assets, HNI, Retail, Investment Counselling, Portfolio Management, and Wealth Management along with a Solutions-oriented approach with excellent relationship management skills, successfully and consistently delivering the responsibilities of Revenue Generation, Profitability, Market Share and Customer Satisfaction.

Over 4 years of experience in Complete management and turn-around of business operations & logistics for a leading Laundry Services Startup, Dry Cleaners’ Business Ownership, Business Management, and Business Expansion.

Over 3 years of experience in Client Relationship Management, Sales & Marketing, Business Development and Team Management.
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Experiences
  • A well networked and highly successful branch manager with extensive customer service experience and of working to set schedules and deadlines.
  • Expert in trading equities, options, and futures for client accounts with an extraordinary proven track record of success offering great analytical skills and ability to manage a high-value portfolio and outperform colleagues in revenue and profits.
  • Strong communication skills with an ability to deal with all levels in a confident and professional manner.
  • Having the commercial and visual awareness to drive sales, manage profit and loss and ultimately increase branch profitability.
  • Proven record of providing outstanding customer service thanks to in-depth knowledge of financial services and capital markets.
  • Recruiting, training & mentoring the senior relationship managers to ensure efficiency & effectiveness in sales of the branch and meeting of individual & branch targets.
  • Managing Sales through thorough man mapping of Preferred Financial Advisors/Sr. Preferred Financial Advisors/Equity Advisors in terms of New Client Acquisition and Net Revenue generation.
  • Coaching and developing branch staff by offering constructive feedback and taking interest in their long-term career growth.
  • Partner development for more business generation from the branch.
  • Advising clients on Direct Equity, Mutual Funds, ETFs, Bonds, Derivatives, Structured Products, Alternate Investment Funds, Life and Health Insurance and Loan and Funding products.
  • Investment advisory services with specific study of research reports and with the help of Fundamental and Technical analysis.
  • Managing Retail and corporate portfolios and their risk.
  • Creating, implementing, and continually reviewing financial plans that include strategies designed to help clients pursue their long-term goals and short term goals.
  • Focused on achieving customer acquisition, retention and cross sales.
  • Developing branch staff through strong communication and constructive feedback with an eye towards employees' long-term career growth.
  • Motivating staff through leading by example and being consistent with expectations.
    • KEY SKILLS AND COMPETENCIES
    • Implementing change effectively.
    • Strong People Management skills.
    • Proven ability to win new business.
    • Excellent mentoring and motivational skills.
    • Extensive product knowledge.
    • Financially and commercially aware.
    • Key Achievements:
    • Nominated for Nakshatra Awards under Top Branch Manager Pan India category for 2 consecutive years.
    • Achieved ACER Awards consecutively for FY 2019-20 and 2020-21.
Learn more
  • Bull's Eye Investment Advisors is a start-up portfolio management firm focused on constructing all-weather, high yielding equity portfolios by effecting employing superior fundamental and technical analysis tools and hedging portfolio risks using various Futures & Options strategies.
  • I am currently enacting the role of a Managing partner focused on acquiring new client accounts and conducting market research to identify profitable opportunities essential for constructing healthy investment portfolios.
  • Delivered leadership in establishing deep client relationships and delivering high levels of service to clients.
  • Designed an All-Weather Asset Allocation strategy that delivered returns better than the Nifty-50 index at a fraction of the volatility and draw-downs in both back-tested and real-world performance.
  • Hedged portfolio risk by balancing sector betas and asset quality.
  • Prepared budgets and reviewed clients' profit and loss statements.
  • Conducted stock research through analysis of macro-economic factors and trend, industry opportunities, and company fundamentals, and stock selection based on fundamentals and valuation, and growth.
  • Managed over 30 accounts with a total market value of over INR 240 million.
  • Interfaced and regularly communicated with clients, discussing how the investment services of the firm suited their unique circumstances; developed and proposed investment strategy to clients.
  • Conducted equity research on companies to discover undervalued investments with reasonable prospects for long term sustainable growth.
  • Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
  • Presented investment and financial planning seminars to clients and prospective clients.
  • Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor.
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
  • Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
  • Achieved a 139.80% return on Hedged Portfolio Strategy, compared to a measly 28.59% return on the Nifty-50 during the same period.
  • Developed valuation models utilizing discounted cash flow, economic value added, relative multiple and fundamental multiple analysis.
  • Headed the Operations & Logistics divisions at Laundry Boy.
  • Focused on creating a culture and organization that places the utmost importance on compliance and customer service.
  • In my tenure Laundry Boy's revenues grew at a rate of over 30% per month and customer base had expanded at above 10% per month.
  • Provided the leadership, management and vision that was necessary to ensure that the company had proper operational controls, administrative procedures, reporting procedures and people systems in place to effectively grow the company and to ensure financial strength and operating efficiency.
  • Managed 4 direct reports and 150 full time employees.
  • Extensive capital investment and planning. Sourced / secured appropriate equipment, space and capital to produce new volume as well as develop and institute implementation plan for on loading new business.
  • Reduced operating costs.
  • Negotiated contracts, controlling costs.
  • Researched / negotiated for energy saving equipment, saving millions of rupees.
  • Established and maintained operating standards, regulatory compliance and total quality management.
  • Refined organizational structure to consolidate, streamline and delineate necessary functions.
  • Led Divisions from months of operating losses to positive earnings, delivering significant improvements every month.
  • Core Competencies include:
    Multi-Unit P&L Analysis / Expense Control
    E-Commerce, Wholesale & Retail Sales
    Site Selection / Real Estate
    Recruiting / Hiring / Training / Retention
    Turnarounds / Change Management
    Expansion / New Market Development
    Concept Branding / Marketing
    Global Purchasing / Contract Negotiations
Learn more
  • Conceptualized and launched a Dry Cleaners business, single handedly expanding it from a two person operation to five collection outlets with more than twenty employees and several high profile clients.
  • Effectively interview, hire, train, schedule, direct, and evaluate team members, with a strong focus on the delivery of quality customer service.
  • Hold full P&L and financial reporting responsibility through floor-to-ceiling expense control management.
  • Focused on higher margin business.
  • Accountable for all aspects of sales, marketing, and business development.
  • Developed and operated a multi-unit Dry Cleaners Collection business. Composed detailed business plan and self financed the entire project.
  • Negotiated property lease, construction, and physical development in less than 30 days for each outlet.
  • Led all aspects of operations, including the development of people, sales, and profits for all five collection centres and Rupees 7.50 million in annual revenue.
  • Initiated and managed logistics, supply and labour costs to meet annual operating budgets.
  • Performed monthly financial analysis to evaluate financial position and to clearly communicate expectations and actions to maximize outlets' financial performance.
  • Drove dry cleaning sales and profitability through innovative and successful marketing campaigns.
  • Fostered alliances with various stakeholders, including dry cleaning plant owners, dyeing plant owners, darning experts, and roll polishing craftsmen.
  • Developed business solutions to sustain profitability in an economic downturn.
  • Coached and supported branch managers, relationship managers, customer services managers and various other sales channels across 22 branches with all aspects of the Investments business ensuring that all budgets
    and targets are met and exceeded for sales performance, service delivery and operational soundness.
  • Oversee investments’ sales by branch staff as well as meeting top clients and prospective clients outside of the branch in order to expand existing relationships and generate new relationships.
  • Managed the profitability of the branches by driving sales of Mutual Funds along with Broking products and coaching to relationship selling for an improved market share.
  • Synergized with internal partners such as Acquisition, NRI Channel and Business Banking across the organization to drive business results.
  • Led weekly sessions to coach and motivate staff at all levels, supervisors, sales and ops teams on a wide range of investment vehicles, including equities, structured products, alternate investments, and derivatives.
  • Trained the wealth managers to develop tactical portfolios, to allocate asset properly and recommend feasible solutions to their clients.
  • Support relationship managers to gather customer data and engage in client meetings, write investment policy statements, model and develop workable customer solutions.
  • Increase assets under management through effective business development.
  • Research competitive offerings and product trends, assess new opportunities, and manage and track new product initiatives, including examining performance and risk attribution of investment vehicles.
  • Deliver updates on product initiatives to senior management.
  • Draft and update regional business plans monthly.
  • Spoke with product specialists and portfolio managers to ensure clear messaging and understanding of investment strategies.
  • Liaise between company’s investment decision-making management and various Asset Management companies.
  • Successfully managed over 60 accounts of high-net worth individuals whose combined assets exceeded INR300million.
  • Profitably achieved revenue and customer acquisition goals while increasing client profitability through relationship building, outstanding service delivery, cross selling and referral development.
  • Secured numerous new accounts at RBS, and revived many quiescent relationships thereby catapulting division’s overall revenue.
  • Developed a rapidly growing brokerage clientele of 150 accounts – products included mutual funds, life insurance, general insurance, portfolio management services, structured products, real estate, private equity, art investments, bullion, exchange traded funds, equities, commodities and offshore investments.
  • Initiated regular client mailings to solicit feedback and maintain high client satisfaction.
  • Efficiently managed several seven-figure diversified portfolios that have experienced at least 40% of annualized growth over the course of time.
  • Consistently attained zero adverse comments in all sales quality audits for six months in a row.
  • Recognized with the ‘Branch Super Star’ award on achieving a 100% score in Financial Planning in Mystery Shopping audits consistently for three months in a row which was a record in the whole cluster.
  • Continuously outperformed all the older set of SDM’s in the branch.
  • Made all the new consultants qualify for Young Star and Super Star, the criteria for which the Young Star for 2 cases in 07 days, and Super Star for 4 cases in 14 days.
  • Created a record among other SDM’s by recruiting a team of 40 consultants in just two months of joining.
  • Created a record among all other SDMs by logging in 12 cases on single day in the first month of joining.
  • Promoted the sales (circulation), hence the readership of the spearhead brand, The Indian Express along with a wide portfolio of publications, including Jansatta, The Financial Express and the unique Bollywood weekly 'Screen' in a given territory through various reader and trade related schemes.
  • Achieved the highest number of subscriptions from the respective area which resulted in an overall sales hike of The Indian Express by 15%.
  • Effectively evaluated and reduced returns to lead to greater profits and efficiency for the company and less work for dealers.
  • Successfully achieved corporate/institutional sales goals along with collection of circulation revenues from particular institutions.
Skills

Entrepreneurship, Financial Services, Sales

  • Equity trading, Option Writing, Structured Products, Alternate Investment Funds, Dynamic Hedging
  • Laundry Services, Entrepreneurship, Turn Around Management, Corporate Sales Management, Logistics Management, Operations Management, Business-to-Business (B2B), B2C, New Business Set-up
  • Portfolio Management, Team Management, Banking, Wealth Management, Relationship Management, Mutual Funds, Strategy, Insurance, Equities, Financial Planning, Retail Banking, Strategic Financial Planning, Bancassurance, Investment Advisory, Circulation

Equity Research

  • Value Investment Portfolios
Education

Master of Business Administration

Sikkim Manipal University

August 2007 to January 2010

Bachelor of Business Administration

IASE University

July 2004 to July 2007

Diploma in Electronics Engineering with specialization in Digital Electronics and Microprocessor System Design

Ambedkar Institute Of Technology, Delhi

July 1999 to July 2002
Interests

Reading

Music

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