
Omang Khurana
Business Development Manager

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About me
Sr. Partner- Private Wealth @IIFL | Chartered Wealth Manager: CISI, London | NISM Certified Research Analyst & Portfolio Manager | Tax Efficient Customized Financial Planning
Education

R.N.Podar School
-Non-Medical SciencesDirector of Street Play on Child Labor in Yuvana 2010 performed publically on Carter Road, Bandra West and at Infinity Mall, Andheri West in Mumbai.Member of Students Security Council in Yuvana 2011 and Panache 2012

University of Pune - D. Y. Patil College Of Engineering
2012 - 2016Bachelor of Engineering (BEng) Mechanical Engineering First Class
The University of Sheffield
2016 - 2017Master of Science (M.Sc.) Engineering and Business Management MeritActivities and Societies: International Student Ambassador for The University of Sheffield M.Sc. Academic Representative and Faculty Representative for Engineering and Business Management Department
Experience

Ryponse Emporia Pvt. Ltd.
Apr 2013 - Jan 2016Business Development ManagerI managed end-to-end sales and marketing operations for the start up franchise of Angloinfo UK in India, managed by Ryponse Emporia Pvt. Ltd. Angloinfo - India is city web-portal for the expat community living in Mumbai. Angloinfo has a global network covering 160+ major cities around the globe and helps the local expat community in all cities explore the best services in their localities.Tasks:- B2B Sales and Lead management- Commercial negotiations- Networking- Tele and digital marketing- Brand building.Results:- Achieved breakeven in the 2nd year of business.- Boosted social media followers to 2,000+ in the 1st year of business.- Identified and converted the construction business as a new target clientele. Show less

Gabriel India Limited
Nov 2014 - Dec 2014Mechanical Engineering InternIn-Plant training on the production and working of shock absorbers was given.Also an Improvement Project was assigned to me where I had to identify and improve the problem causing the hard stroke in the Bajaj 3-wheeler model which was successfully completed and the solution was implemented on the production line before the given time limit.

Robertshaw
Oct 2015 - Apr 2016Mechanical Engineering InternAlong with being the leader of a group of 4 Interns, the project involves automation of the production lines producing thermostats. The mission of automation is to reduce labor and to make the manufacturing more efficient by majorly improving the production cost, time cycle and ergonomics of the line while considering various other factors too.The project involved studying and analyzing the production for the application of automation, separately for each machine as well as the whole process and I was successful in finding out suitable vendors for the application of the automated systems which were to be used in the factory and thus my Leadership Qualities and Communication Skills were appreciated. Show less

Apconic Software Pvt Ltd
Apr 2018 - Sept 2019Successfully re-branded the company for improved results. Promoted to Head-Marketing in October 2018 from Business Development Manager.1. Marketing Department Management2. Technology Strategy, Business Planning and Strategies3. Business expansion, Strategic tie ups and New market penetration4. Increasing revenue and sales generation via distributor and direct end user tie ups5. Managing a network of authorised vendors for products and services6. Digital Marketing Strategy7. Marketing events, advertisement and promotional activities management.8. Pricing strategy9. Competitor Analysis10. Product portfolio management Target Markets: Australia, Middle East, Africa and India. Show less Along with a strong engineering business development vision in the target international market, the following is a brief of my responsibilities for Apconic and Arucom Electronics group of companies:1. Increasing international sales and lead generation.2. Managing a network of authorised vendors for products and services.3. Designing and approving technical solutions and commercial proposals for clients based on international client site visits.4. New product development strategies for international business development.5. Digital Marketing.Target international market: Middle East and Africa Region.Apconic Software Pvt. Ltd. is India's leading company for provision of end-to-end logistics management and transportation management solutions for its clients. Show less
Head Of Marketing and Business Development
Oct 2018 - Sept 2019Business Development Manager
Apr 2018 - Sept 2018

DeVere Group
Oct 2019 - Jul 2020Wealth Manager and Financial ConsultantdeVere Group is the world's largest independent wealth and financial consultancy with 93,000+ clients across the globe and having USD 12 Billion+ under its management in offshore investments segment. As a Wealth Manager at deVere, my aim was to help my clients develop, maintain and grow their wealth through personal financial planning that makes sense to each individual client. I helped my clients make the best use of their financial assets by matching their individual goals with a flexible strategy that is personally tailored to help them achieve all their goals.Additionally, I offered in-depth quarterly reviews, regular face to face meetings and offer investments that have investor protection back-ups of the highest standards in the world. Show less

WealthOK
Jul 2020 - Sept 2021Chief Wealth ManagerOne of India's 1st Multi-Asset Class, Multi-Country & Multi-Currency Customized Wealth Management & Financial Planning organization for Sustainable Net-Worth Growth of its clients.Business Acquired.

ICICI Bank
Sept 2021 - Apr 2022Wealth ManagerWorking with ICICI Bank Ltd. as a Wealth Manager (Personal & Business Banking) to extend 360° view Customized Wealth Management, Financial Planning & Banking services tailor-made to suit our esteemed client's needs.Please feel free to get in touch on my official email: omang.khurana@icicibank.com

Axis Bank
Apr 2022 - Apr 2024Wealth Manager (Burgundy & Priority- Affluent Division)Working with Axis Bank Ltd. as a Burgundy Division Wealth Manager (Affluent Banking) at the Indore (Strategic Office) to extend Customized Wealth Management, Financial Planning & Banking services for the HNI/UHNI segment clients.

IIFL Securities
Apr 2024 - nowSenior Partner (Wealth- Private Clients)Working with IIFL Securities Ltd. as Senior Wealth Partner (Private Clients) at the Indore to extend 360° view Customized Wealth Management & Financial Planning services tailor-made to suit the needs of our esteemed HNI/UHNI segment clients.Please feel free to get in touch on my official email: omang.khurana@iifl.com
Licenses & Certifications
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NISM-Series-XV: Research Analyst Certification Examination
National Institute of Securities Markets (NISM)Mar 2021.webp)
NISM Series XXI-A: Portfolio Management Services
National Institute of Securities Markets (NISM)Sept 2022.webp)
Wealth & Investment Management (India)
The Chartered Institute for Securities & Investment (The CISI)Sept 2019.webp)
NISM-Series-VIII: Equity Derivatives Certification Examination
National Institute of Securities Markets (NISM)Feb 2024.webp)
NISM- Series V-A Mutual Fund Distributor
National Institute of Securities Markets (NISM)Oct 2021.webp)
International Certificate in Wealth & Investment Management
The Chartered Institute for Securities & Investment (The CISI)Sept 2019
Languages
- frFrench
- puPunjabi
- maMarathi
- enEnglish
- hiHindi
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