Hemantt Verma

Experience

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  IAM Capital

  May 2009 - Jul 2010

  Wealth Advisor

  Client Acquisition: Acquisition of the new client for the organization. Team Management: Manage the team of the Customer relationship executives.Wealth Advisory: Advised wealth clients to invest as per their risk profile.

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  ASD & Company

  Apr 2012 - Jun 2013

  Junior Financial Advisor

  RESPONSIBILITIES:• Financial Reporting: Prepare the report of the balance sheet and other financial statement on the basis of the inputs provided by the seniors.• MIS Preparation: Publish a regular MIS of the quantum of work done by each individual.

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  FinAtoZ.com- RightFocus Investments Pvt Ltd.

  Feb 2015 - Feb 2016

  Investment Manager

  RESPONSIBILITIES: • Financial Planning: Prepared over 350 comprehensive financial plans, which includes long term financial goals, short term financial goals, requisite health and term insurance, retirement planning etc. • Investment Analysis: Calculation of IRR, XIRR, Beta of the portfolio, Sharpe’s Ratio of the fund vs Benchmark. • Content Writing: Prepared articles, blogs and slides on different topics of financial awareness like MF vs ULIPs VS FD, Need of Risk Profiling, Best Time to initiate the Investments etc. • Marketing Activities: Organized awareness activities on the topics like “Know Your Risk Appetite”, “ULIP- Units Lost in Plan”, “Need of Financial Planning” etc.KEY ACHIEVEMENTSAchieved an overall conversion rate of 90%+ (i.e. 320 Clients) of the financial plans prepared.Led various business development activities to increase the client base by over 100% (from 450 to 1000+).Worked closely with the CEO for upgradation of FinAtoZ Timing Model (FTM) from version 2.0 to 3.2, based on which all the investments were made. Show less

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  Standard Chartered Bank

  Apr 2016 - Sept 2017

  Business Development Manager

  • Client Acquisition: Acquisition of HNI/Priority clients (portfolio size Rs. 30 Lacs+) for the Bank.• Marketing: Led multiple marketing and business development activities (Indian Medical Association, Golf Courses etc) to ramp up the acquisition rate• Business Development: Cross sold various investment product like Mutual Funds, LAP, BIL, Structured Products, Credit Card etc.• Relationship Building: Portfolio Management of the acquired clients based on their risk profiling.KEY ACHIEVEMENTS: Awarded as 2 (Very Good) on a scale of 5 for performance on business metrics and soft skills. Consistently rated in Top 2 in a team of 16 members on business goal achievements for all 15 months.Achieved the funds under management (FUM) criteria of 30 Lacs for over 93% clients.Led the team in the absence of line manager (Associate Director) and drove the charge of team targets.Acquired over 100 HNI/Priority clients (portfolio size Rs. 30 Lacs+) for Standard Chartered Bank in 1 year.Continuously surpassed the revenue targets, overall performance being 150% of the targets. Show less

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  Purnartha SEBI Registered Equity Investment Advisor

  Oct 2017 - Jul 2018

  Assistant Vice President- Relationship Manager

  • Team Management: Led a team of 8 relationship managers to track and enhance their performance.• Equity Research: Analyse the performance and number such as the volume growth, sales number, operating cash flow, promoter’s stake etc of the portfolio companies.• Reporting: Writing organized, structured coverage reports, sector reports and thematic reports.• Business Development & Marketing: Closed maximum deals in Delhi Region as team and individual (On the basis of deal size). Also steered market activities to enlighten the clients on the difference between advisory and execution. Channel Partner Management: Managed channel and referral partners from Delhi, Punjab and Gujarat. KEY ACHIEVEMENTS:Felicitated by the Chairman & Head Fund Manager as “The Most Promising Talent in Delhi”. Over 100% achievement of the team during the tenure.Continuous over achievement of personal targets. Show less

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  State Bank of India

  Aug 2018 - Jul 2024

  • Team Management – Manage a team of wealth relationship managers, service managers and customer relationship executives to enhance the overall productivity in sales and operational parameters.• Training & Induction - Regular training for the professional development of the relationship managers, service managers and customer relationship executives.• Relationship Management - Manage/maintain relationships with ultra-high net worth individuals, diplomats, bureaucrats and understand their banking needs.• Wealth Management - Keep a close watch at the market and sieving through information and providing perspective and act as an advisor to clients by getting them acquainted with the best possible tools and avenues to enable best RoI of their investments.• Risk Profiling - Design and map customer risk profile by optimizing risks as per customer aspirations and goals• Review & Reporting - Quarterly client portfolio review to access performance and credibility of the portfolio design.Key Achievement:Awarded as Best Team Lead in Delhi Circle for FY 23-24.Pan India Rank 2 Team Lead in Udaan Campaign 2023-24, with an over achievement of over 100% and maximum team members qualified.Among only 2 Team Lead to qualify League of Excellence SBI Life Campaign in Delhi Circle.Pan India Rank 1 Team Lead in Take Off Campaign, 2023 (SBI Life Insurance), with an overall team achievement of over 275%. Pan India Rank 3 Team Lead in R.A.C.E. Campaign, 2023 (For New Activation), with an overall team achievement 110%. Pan India Rank 1 Team Lead in R.U.S.H. Campaign, 2023 (For Incremental AUM), with an overall team achievement of over 182%. Pan India Rank 2 Team Lead in Wealth Superstar Campaign, 2022 (For Incremental AUM), with an overall team achievement of 181%. Show less • Relationship Management - Manage/maintain relationships with ultra-high net worth individuals, diplomats, bureaucrats and understand their banking needs. Co-ordinate around with internal teams to provide best in class service to the HNI clients.• Financial Planning - Designing of well researched, customized plans as per client requirements and market behavior • Investment Assistance - Keep a close watch at the market and sieving through information and providing perspective and act as an advisor to clients by getting them acquainted with the best possible tools and avenues to enable best RoI of their investments.• Risk Profiling - Design and map customer risk profile by optimizing risks as per customer aspirations and goals• Review & Reporting - Quarterly client portfolio review to access performance and credibility of the portfolio design • Market Research & Analysis - Deep understanding of the industry (IT, Chemical, Automobile) behavior patterns in terms of equity research – volume growth, operating cash flow, sales growth, • Business Development/Marketing - Conducted marketing activities in numerous organizations like ONGC, SAIL, MOF, Indian Coast Guard, DFS.KEY ACHIEVEMENTS:Felicitated by Managing Director- SBI for achieving 180+% in R. U. S. H. Campaign 2021.Felicitated by Managing Director- SBI Mutual Funds for over achieving the targets in Balanced Advantage Fund NFO. Overachieved the planned budget targets, with overall performance being over 100% of the given targets.Got the Certificate of Appreciation from the Chief General Manager. Show less

  • Deputy Vice President- Team Lead

    Apr 2022 - Jul 2024

  • Assistant Vice President- Relationship Manager

    Aug 2018 - Mar 2022
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  Fisdom Private Wealth

  Aug 2024 - now

  Vice President- Regional Head

  Team Management – Manage a team of cluster/wealth heads, private bankers, wealth relationship managers, service managers and customer relationship executives to enhance the overall productivity in sales and operational parameters.Wealth Management - Keep a close watch at the market and sieving through information and providingperspective and act as an advisor to clients by getting them acquainted with the best possible tools and avenues to enable best RoI of their investments.Training & Induction - Regular training for the professional development of the relationship managers, service managers and customer relationship executives. Show less