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Ishan Pundit

Wealth Management Professional

Ishan Pundit
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.
Resume created on DoYouBuzz
  • 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.