Suraj Tank

Experience

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  Real Dance Radio

  Jul 2016 - May 2022

  Resident Disc Jockey
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  Beats Radio

  May 2018 - now

  Resident Disc Jockey

  Host of own radio show

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  Edelweiss Wealth Management

  Jun 2019 - Nov 2020

  Client Service:Extensive communication with clients.Ability to discuss investment performance, economic and market trends.Presentations to clients on financial and tax planning options and opportunities.Client meeting planning, facilitation and presentation.Financial Planning:Develop a knowledge of the client’s entire financial and family situation and be able tostructure a goals based investment and financial plan.Understand and coordinate income tax planning and work closely with client taxadvisors.Seek to establish a level of trust and confidence with the client so that any financial issuecan be addressed and solutions offered.Investment Management:Ability to establish client investment objectives including risk tolerance, asset allocation,and cash requirements.Implementation of investment plans.Translate investment policy to individual investment objectives.Monitor manager performance versus benchmarks and develops insights for clientsregarding key contributors and detractors.Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates needto rebalance.Reviews portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) quarterly.Present alternative investment ideas to clients.Manage investment transition for new clients.Provide recommendations to individuals and family foundations enabling them to fulfilltheir goals related to mission/impact investing.Evaluate large holdings for performance relative to the overall portfolio and planstrategies for diversification.Develops an investment policy statement (IPS) with each client based on their goals,objectives and risk tolerance. Annually reviews IPS with client. New Business Development and Marketing:Develops leads and referrals from current clients and outside contacts.Seek to increase current accounts through additions to AUM.Offer value-added fee-based services.Participate in sales meetings with prospective clients. Show less Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premisesConducting in-depth reviews of clients' financial circumstances, current provision and future aimsAnalysing information and preparing plans best suited to individual clients' requirementscompleting risk analysesResearching the marketplace and providing clients with information on new and existing products and servicesDesigning financial strategiesAssisting clients to make informed decisionsResearching information from various sources, including providers of financial productsReviewing and responding to clients changing needs and financial circumstancesPromoting and selling financial products to meet given or negotiated sales targetsNegotiating with product suppliers for the best possible ratesLiaising with head office and financial services providersCommunicating with other professionals, such as estate agents, solicitors and valuersKeeping up to date with financial products and legislationProducing financial reportsContacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsMeeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Show less Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.Answered clients' questions about the purposes and details of financial plans and strategies.Recommended to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.Analysed financial information obtained from clients to determine strategies for meeting clients' financial objectives.Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.Managed client portfolios, keeping client plans up-to-date.Contacted clients periodically to determine any changes in their financial status.Prepared or interpreted for clients information such as investment performance reports, financial document summaries, or income projections.Recruited and maintained client bases.Explained to clients the personal financial advisor's responsibilities and the types of services to be provided.Investigated available investment opportunities to determine compatibility with client financial plans.Guided clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.Monitored financial market trends to ensure that client plans are responsive.Recommended financial products, such as stocks, bonds, mutual funds, or insurance.Met with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.Devised debt liquidation plans that include payoff priorities and timelines. 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  • Wealth Management Advisor

    Jan 2020 - Nov 2020

  • Investment Advisor

    Sept 2019 - Jan 2020

  • Wealth Management Intern

    Jun 2019 - Sept 2019
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  Ladderup Wealth Management Private Limited

  Jul 2022 - Dec 2022

  Wealth Manager
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  Bajaj Capital Ltd

  Dec 2022 - Apr 2023

  Manager