Shubham Pruthi

Business Development Executive

Bangalore Urban, Karnataka, India9 yrs 3 mos experience

Most Likely To Switch

Key Highlights

Expert in wealth management for affluent individuals.
Strong background in financial planning and portfolio management.
Passionate about simplifying investment processes for retail investors.

Stackforce AI infers this person is a Financial Services professional with expertise in investment management and advisory.

Contact

shubham.pruthi@dezerv.in LinkedIn

Skills

Core Skills

Wealth ManagementSalesFinancial PlanningPortfolio ManagementProduct ManagementFinancial Advisory

Other Skills

AMCAccount ManagementAttention to DetailBankingBrandingBusinessBusiness Relationship ManagementCold CallingCross-SellingCustomer RetentionDecision-MakingDigital TechnologyEquity DerivativesEquity InvestmentsEquity Research

About

Working with Dezerv as a Investment Specialist. My interests and research work includes equity investments, Product and investing psychology. I am passionate about the markets and looking for simplifying the investment process for retail investors. Enthusiastic about finance, investments, branding and start-ups.

Experience

Dezerv

Investment Specialist

Feb 2023 – Present · 3 yrs 1 mo · Bengaluru, Karnataka, India · On-site

Building the next gen wealth management experience for the affluent Individuals.

AMCStakeholder ManagementBusiness Relationship ManagementMutual FundsSales Target ManagementWealth Management+1

Insurjo

Product learner

Sep 2022 – Oct 2022 · 1 mo · Remote

Learnt basics to advance of product management, Growth hacks, Retention, gamification in product from leading product manager’s of Industry

Customer RetentionGamificationRevenueGrowth StrategiesProduct Road MappingProduct Management

Indmoney

Financial Advisor

Oct 2021 – Feb 2023 · 1 yr 4 mos · Gurugram, Haryana, India

Helping the user with their Financial Planning.
Detailed analysis of their financial goals.
Portfolio management.
Helping users find the right set of investment instruments based on their risk profile.
Equity research and industry analysis.

AMCStakeholder ManagementBusiness Relationship ManagementInvestmentsMicrosoft ExcelWealth Management+8

Motilal oswal financial services ltd

Financial Advisor

Apr 2021 – Oct 2021 · 6 mos · Ludhiana, Punjab, India

Generating revenue through brokerage of buying and selling of securities.
Helping clients enter the right set of trades.
Selling of third party products.
Currency and equity derivatives.
FNO trades.
Helping clients with portfolio management.

BusinessIdentifying New OpportunitiesCross-SellingPortfolio ManagementFutures TradingDecision-Making+8

Rachit khanna turquoise

Production Manager

Dec 2018 – Oct 2019 · 10 mos · Ludhiana, Punjab, India

Handling production of apparels, designing new samples, attending clients and understanding their requirements, guiding the client for their purchase, suggesting latest looks and designs to the clients, forecasting latest trends in menswear around the globe. Discussing new and innovative ideas in pattern cutting and silhouettes with the master craftsman.

Business