Open to opportunities

Shebin Shashi

@shebinshashi

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Seasoned Wealth & Investment Specialist with 12 years of experience.

India

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What I'm looking for

I am looking for a stable role in a growth-focused firm that values strategic thinking and long-term client success.

As a seasoned Wealth & Investment Specialist with over 12 years of progressive experience, I have honed my skills in wealth management, fintech, and investment advisory. My expertise lies in managing HNI/UHNI client relationships and structuring investment solutions across diverse asset classes. I am known for my client-centric approach, deep product knowledge, and an execution-driven mindset that ensures successful outcomes for my clients.

In my current role as a Senior Investment Specialist at Nucleo, I lead the end-to-end investment onboarding process for high-net-worth clients into early-stage startups and alternative assets. My responsibilities include coordinating with fund managers for deal evaluations and presenting private market investment opportunities. I have a proven track record of advising and onboarding over 100 HNI/UHNI clients, executing investments totaling over ₹52 Cr across various markets, and collaborating with stakeholders to enhance client engagement and satisfaction.

Throughout my career, I have consistently focused on optimizing client experiences and aligning investment strategies with their goals. I am eager to bring my strategic thinking and long-term vision to a growth-focused firm that values innovation and client success.

Experience

Work history, roles, and key accomplishments

Current

Senior Investment Specialist

Current

Nucleo

Oct 2023 - Present (1 year 8 months)

Lead end-to-end investment onboarding for HNI & UHNI clients into early-stage startups and alternative assets. Coordinate with fund managers for deal evaluation and investor queries. Present private market investment opportunities and assist in wealth team strategy.

Fund Manager Coordination Wealth Team Strategy Due Diligence Event Planning

Senior Product Consultant

ABC Quant

Nov 2022 - Mar 2024 (1 year 4 months)

Acted as a bridge between product development and institutional clients for custom portfolio analytics. Delivered product demos and implemented reporting tools while collaborating with internal research teams to enhance risk advisory solutions.

Product Demos Reporting Tools Risk Advisory Solutions Hedge Fund Modules Product Positioning

Assistant Manager – Risk & Operations

Zerodha

Jun 2020 - Apr 2022 (1 year 10 months)

Managed daily risk operations and reconciliations for equity and derivatives trades. Monitored compliance controls and customer trade behaviors while ensuring smooth trade execution for HNI clients.

Risk Operations Compliance Monitoring HNI Client Service Trade Execution

Deputy Manager – Wealth Advisory

Kotak Securities

Sep 2017 - Jan 2020 (2 years 4 months)

Managed portfolios for HNI clients investing in mutual funds, PMS, and bonds. Oversaw the complete investment lifecycle from KYC to transaction tracking and portfolio reviews, ensuring client goals were met.

Portfolio Management PMS KYC HNI Client Coordination

Associate Analyst – Investment Advisory

EY (Ernst & Young)

Jun 2015 - Aug 2017 (2 years 2 months)

Conducted financial and market research for investment banking and advisory assignments. Supported risk analysis and due diligence for institutional clients, contributing to investment reports.

Market Analysis Risk Analysis Due Diligence Advisory

Senior Investment Advisor

Geojit Financial

May 2013 - Jun 2015 (2 years 1 month)

Managed retail and emerging HNI clients across mutual funds and equities. Focused on SIP growth, client retention, and converting new leads into long-term investors.

Client Management Equities SIP Lead Conversion