Ishan Pundit
Wealth Management Professional
40 years old
Delhi (110032) India
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.
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.
Branch Manager
Edelweiss Broking Limited
June 2018
to December 2021
Full-time
Delhi
India
- 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 SKILLS AND COMPETENCIES
- 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.
- Key Achievements:
Company Description
The Edelweiss Group is one of India's leading diversified financial services company providing a broad range of financial products and services to a substantial and diversified client base that includes corporations, institutions and individuals. Edelweiss's products and services span multiple asset classes and consumer segments across domestic and global geographies. The group has sizeable presence in large retail segment through its businesses such as Life Insurance, Housing Finance, Mutual Fund and Retail Financial Markets including Stock Broking.
Company website
