Looking for a job

shubham singh

@shubhamsingh29

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I grow high-value wealth portfolios through client engagement, risk insights, and targeted outreach.

India

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What I'm looking for

I'm looking to grow client relationships and wealth portfolios through financial planning, risk management, targeted outreach, and cross-selling opportunities.

At Dezerv, I manage over 150 high-intent inbound clients monthly and was recognized as a Top Performer in Q1. I achieved ₹600 Cr in client asset meetings in a single quarter.

I've added ₹20 crore in AUM within six months through a 40% conversion rate, personalized risk-management insights, and targeted outreach. My work increased cross-selling opportunities by 25% and contributed to ₹10 crore in annual revenue.

Previously at Fincart Finvest, I designed financial plans around client goals and risk tolerance, conducted portfolio reviews, and collaborated with Commercial Banking and Asset Management teams. I also increased referrals and new business by 15% through targeted communication campaigns.

My experience also includes business development at Zuooa and employee engagement, compliance research, and E-Safety training at Tata Steel. I'm an MBA graduate and NISM-certified PMS Fund Distributor and Mutual Fund Distributor.

Experience

Work history, roles, and key accomplishments

Current

Sales Development Representative

Current

Dezerv

Dec 2024 - Present (1 year 10 months)

Recognized as a Top Performer in Q1 for exceptional results and client management. Achieved ₹600 Cr in client asset meetings in a single quarter and managed a portfolio of over 150 high-intent inbound clients monthly.

Salesforce Ozonetel WorkPoint Retool KekaHR Google Sheets Microsoft Office Superset Slack Customer Relationship Management Portfolio Management Risk Management Cross Selling

Wealth Manager

Fincart Finvest Pvt Ltd

Jul 2024 - Nov 2024 (4 months)

Designed and implemented customized financial plans based on client goals and risk tolerance. Conducted quarterly portfolio reviews and rebalancing to ensure optimal performance and risk management.

Financial Planning Portfolio Management Risk Management Customer Relationship Management Communication Skills

Human Resource Intern

Tata Steel

Jun 2023 - Aug 2023 (2 months)

Revitalized employee engagement initiatives by organizing successful team-building events. Assisted in the development and delivery of an interactive E-Safety online training module, achieving 100% completion.

Employee Engagement Training Research Analysis

Business Development Associate

Zuooa Pvt.

Feb 2023 - May 2023 (3 months)

Managed and grew key accounts by developing strong client relationships and effective sales strategies. Supported the senior sales team in generating leads and closing deals with prospective customers.

Customer Relationship Management Sales Lead Generation