Nirmal Rewaria

Assistant Manager

33000 followers

Mumbai, Maharashtra, India

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Timeline
Skills
Asset Management
Banking
Bonds
Capital Markets
Equities
Finance
Financial Analysis
Financial Planning
Financial Services
Investment Banking
Mutual Funds
Portfolio Management
Relationship Management
Securities
Wealth Management
About me
Seasoned professional with 27 years of experience in Financial Services across Sales, Distribution, Business Development, and Business Leadership roles. Expertise in B2B distribution of financial products, with a strong network spanning manufacturers to investors across India. Have successfully consulted and mentored AMCs, NBFCs, FinTechs, and Wealth Management firms on distribution strategies. Actively involved in mentoring startups and an Angel Investor. Experienced in interfacing with investment product providers, NBFCs, Wealth Managers, FinTechs, and investors through B2B partnerships.
Education
- American Academy of Financial Management, USA
  -
  Chartered Wealth Manager
- Guru Jambeshwar University Hissar Haryana
  1995 - 1997
  Master of Business Administration (MBA) Finance 69 percent
- MBM Engineering College Jodhpur Rajasthan
  1991 - 1995
  B.E. Electronics & Communications 69 percent
- Khandelwal Vashya School Jaipur
  1986 - 1987
  Higher Secondary PCM 80 percent
Experience
- Lloyds Finance Limited
  Apr 1997 - Feb 2000
  Assistant Manager
  Worked in Hire Purchase and responsible for recoveries too.
- Methodex Systems Pvt. Ltd.
  May 2000 - Mar 2001
  Area Sales Executive
  Responsible for selling office automation products plus currency counting machines, document shredders etc. to banks, corporate and instituions
- Way2Wealth Brokers Pvt. Ltd.
  Apr 2001 - Dec 2003
  Area Manager
  Headed three broking branches with additional responsibility of distribution of financial products
- Standard Chartered Securities (India) Ltd.
  Jan 2004 - Dec 2006
  Vice President and Business Head -Distribution
  Instrumental in setting up the distribution business of the company for financial products. Handled a team of 100 people in 25 branches and more than 150 franchisee locations.
- ENAM Securities Ltd.
  Feb 2007 - Nov 2007
  Middle Management
  Was associated with company in distribution of Financial Products like IPOs, MF, Insurance, FD and Bonds
- Edelweiss Financial Services Limited
  Dec 2007 - Feb 2016
  Set up Financial Planning business. Business Head of Retail Syndication department.
  - SVP & Business Head - Financial Planning
    Sept 2011 - Feb 2016
  - SVP & Business Head - Retail Syndication & Distribution
    Dec 2007 - Aug 2011
- My Wealth Protector (Entity Name - Super Centurion Technologies Private Limited)
  Apr 2016 - now
  Founder
  Inheritance Tech Startup
- Arthmate
  Aug 2022 - Oct 2022
  Head - Partnerships & Alliances
- LenDenClub
  Nov 2022 - now
  Chief Business Officer
Licenses & Certifications
- Chartered Wealth Manager (CWM)
  AAFM® (India)
  Jul 2018