Aman Singh

Experience

• 

  NJ Group

  Jun 2021 - Jul 2021

  Business Development Intern

  1. Acquiring clients through Networking, database, market intelligence, or reference from existing clients2. Formulating strategies for expanding the client base by providing investment advice to the clients.3. Providing major role in expansion of the network by providing the leads and value packs4. Getting more understanding about the present scenario of market and investor prospects5. Experiencing the practical and theoretical exposure of the financial market

• 

  Nuvama Wealth

  Feb 2022 - Mar 2023

  Wealth Manager

  • Understands client's financial goals, and ensure that the appropriate suite of products and solutions are offered to the customers• Track and execute the transactions of clients under the guidelines and compliance with the regulatory and organization.• Provided clients and management with updated and relevant information regarding stock market analytics for sound decision making.• Resolved problems, improved operations, and provided exceptional service• Sales of Edelweiss's products Equities, MFs, AIFs, PMSs, FDs, Bonds, NCD Structured Products, Insurance and Unlisted shares.• Delivering Secondary monthly targets and Gross Revenue growth. Show less

• 

  Aditya Birla Capital

  May 2023 - Mar 2024

  Relationship Manager

  • Develop new and existing Relationships with Business Partners and Clients. (B2B & B2C)• Managed investment portfolios for more than 300+ clients with over 15cr in assets under care.• Successfully initiated and managed two comprehensive Financial Awareness Programs per month, demonstrating a proactive commitment to enhancing the financial literacy of Aditya Birla Group's workforce.• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients.• Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix.• Researched and evaluated potential investment products for clients.• Advised clients on investments, retirement and estate planning.• Ensure Compliance with Bank’s Policies and regulatory requirements, in particular with regards to the KYC responsibilities and duties.• Deals in Aditya Birla Capital – Wealth’s products of Protecting (Insurance), Investing (MFs, Digital Gold, Wealth, PMSs, etc.), Financing (Home Finance, Personal Finance, SME Finance, Mortgage Finance, etc.) and Advising (Money for Life Planner). Show less

• 

  JM Financial Ltd

  Apr 2024 - now

  Manager | Retail Wealth (IFD)-Sales

  The role involves identifying & empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors with company.Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFO’s, IPO’s, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.)Training and driving IFDs to achieve sales of financial products on ongoing basis.Organizing events to develop the Business of IFDs.Acquiring new IFDs & advising them on primary market products. Show less