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.
Chief Manager - Investments
IndusInd Bank Limited
October 2011
to August 2012
Full-time
Bangalore, Karnataka
India
- 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.
