Looking for a job

Apoorva Sinha

@apoorvasinha

Client-facing professional with over 7 years of experience across Customer Support, Relationship Management, Operations and Project Coordination.

India

Message

What I'm looking for

Client-facing professional with over 7 years of experience across Customer Support, Relationship Management, Operations, Advisory and Project Coordination.

Client-facing professional with over 7 years of experience across Customer Support, Relationship Management, Operations, Advisory and Project Coordination. At VastuNirman Consultants, worked as an Assistant Architect on residential and commercial real estate projects for four years, handling site visits and documentation of site conditions, timeline and deliverable tracking, and coordination with clients, contractors, vendors and statutory authorities. At Angel One, served as the primary point of contact for a high volume of investors across India, resolving queries over phone, email and CRM (Salesforce, Ozonetel) in an SLA-driven environment and contributing to 98% client retention. At SBI Funds Management, Axis Asset Management and The Wealth Company, managed partner relationships end to end, handling onboarding, KYC and documentation, escalations, proactive follow-ups and coordination across multiple stakeholders. Skilled in record keeping, report and presentation preparation, CRM maintenance, template and knowledge-base creation, and process improvement, using MS Office, Google Workspace and AI-assisted tools. Holds a Bachelor of Architecture and is pursuing anMBA in Finance.

Experience

Work history, roles, and key accomplishments

Current

Relationship Manager (Deputy Manager)

Current

The Wealth Company Asset Management Holdings Private Limited

Jul 2026 - Present (3 months)

Managed a network of partners servicing over Rs 12,000 Cr in AUM, providing fund manager insights and performance analytics. Led advisor briefings on asset allocation and resolved partner issues.

Customer Relationship Management Asset Allocation Risk Adjusted Return Alpha Beta Sharpe Sortino Error Tracking CAGR XIRR Rolling Returns Morningstar Value Research Partnership Management AUM Management

Relationship Manager (Assistant Manager)

Axis Asset Management Company Limited

Aug 2025 - Jun 2026 (10 months)

Presented macroeconomic trends and investment committee views to partners servicing over Rs 10,000 Cr in AUM. Positioned PMS and AIFs, built training modules, and streamlined partner servicing workflows.

Macroeconomic Analysis Portfolio Management PMS AIF Product Training Market Insights Regulatory Updates Awareness AI Assisted Research Distributor Onboarding Empanelment Process Improvement

Relationship Manager (Executive)

SBI Funds Management Limited

Nov 2024 - Aug 2025 (9 months)

Led private banking channel relationships across Privilege, Burgundy and Elite Banking programmes, covering partners servicing over Rs 6,500 Cr in AUM. Delivered Investor Awareness Programmes and supported PMS and AIF discussions.

Private Banking Channel Management Investor Awareness Multi Asset Funds Equity Investment Strategies PMS AIF KYC AML FATCA SEBI Compliance Advisorkhoj Stakeholder Management

Executive (Operations) – Wealth Management Services

Angel One Limited

Aug 2023 - Jul 2024 (11 months)

Acted as primary point of contact for high volume of investors, resolving queries via phone, email and CRM, contributing to 98% client retention. Executed transactions through BSE Star MF and curated knowledge resources.

Customer Support CRM Salesforce Ozonetel SIP ELSS Financial Modeling Prep NFO IPO BSE StAR MF SLA Customer Retention CSAT Knowledge Base UI UX Feedback Employee Referrals

Assistant Architect

VastuNirman Consultants LLP

May 2019 - Apr 2023 (3 years 11 months)

Managed timelines and deliverables across multiple residential and commercial projects, conducting site visits and documentation. Developed layouts and design options using AutoCAD, SketchUp, and Adobe Photoshop & InDesign.

Project Management Site visits Site And System Documentation Autocad SketchUp Photoshop InDesign Feasibility Analysis Client Coordination Vendor coordination Regulatory Compliance

Education

Degrees, certifications, and relevant coursework

SVKM's NMIMS, Mumbai

MBA, Finance

2026 -

Pursuing an MBA in Finance with coursework in Corporate Finance, Capital Markets & Portfolio Management, Business Valuation, Financial Derivatives, Investment Banking, International Finance, and Business Analytics & Research Methodology.