Dipti S.

Business Development Executive

Noida, Uttar Pradesh, India5 yrs 8 mos experience
Highly Stable

Key Highlights

  • Expert in luxury real estate advisory and wealth management.
  • Proven track record in client acquisition and portfolio expansion.
  • Strong communication and relationship-building skills.
Stackforce AI infers this person is a Wealth Management and Real Estate Advisory professional with a focus on luxury markets.

Contact

Skills

Core Skills

Wealth ManagementReal Estate Advisory

Other Skills

Business DevelopmentClient AcquisitionClient EngagementClient RelationsCompetitor AnalysisCustomer Relationship Management (CRM)Event ManagementFinancial AnalysisFinancial PlanningFinancial SolutionsLead GenerationLeadershipMarket ResearchNew Business DevelopmentPeople Management

About

With more than two years of hands-on experience in sales, client relations, and lead generation, my professional journey began in the dynamic world of event management, where I mastered the art of understanding people, building networks, and creating value-driven connections. Those early experiences shaped my approach to client engagement—always rooted in personalization, trust, and long-term relationships. Today, I bring that same ethos to the world of Real Estate Advisory and Wealth Management, specializing in the luxury and ultra-luxury markets of Delhi NCR and Dubai (DEL–DXB). I don’t just see real estate as property—I see it as a strategic asset class, one that can transform aspirations into realities and portfolios into legacies. I work with investors, HNIs, and aspiring homeowners to deliver: Comprehensive Real Estate Advisory – Tailored strategies to identify the right opportunities Wealth & Portfolio Management – Balancing returns with sustainable long-term growth Risk-Minimized Investments – Helping clients safeguard capital while maximizing upside potential Luxury & Ultra-Luxury Lifestyle Solutions – Curating addresses that define status and aspiration What sets me apart is my ability to merge financial acumen with personalized service. I understand that every client is unique, and so are their investment goals. Whether it’s wealth preservation, portfolio diversification, or owning a statement home, my commitment remains the same: delivering exceptional advisory with integrity, insight, and passion. As a highly motivated professional with a passion for effective communication and collaboration, I thrive in environments where ideas are shared openly, and success is measured not just by numbers but by lasting relationships and tangible impact. Let’s connect and explore how I can assist you in growing your wealth, securing your financial future, and curating the luxury lifestyle you aspire to.

Experience

Invest advise

2 roles

Senior Wealth Manager

Promoted

Jul 2025Present · 8 mos · Noida · On-site

  • As a Senior Wealth Manager at Invest Advise, I focus on building and managing strong client relationships while driving new business development in the domains of wealth management and real estate advisory. My role involves curating personalized investment strategies, aligning them with client aspirations, and ensuring a balance of growth and risk management. With a focus on HNIs and luxury portfolios, I provide end-to-end advisory covering financial planning, real estate investments, and long-term wealth creation.
  • Key Contributions:
  • Spearheading client acquisition and portfolio expansion in luxury and ultra-luxury segments
  • Delivering tailored financial and real estate solutions to maximize returns and minimize risks
  • Strengthening client relationships through consistent advisory, trust, and service excellence
Client RelationsWealth ManagementReal Estate AdvisoryFinancial PlanningRisk Management

Assistant Wealth Manager

Jul 2023Sep 2025 · 2 yrs 2 mos · Noida · On-site

  • In my role as Assistant Wealth Manager, I supported senior leadership in designing and executing wealth strategies for a diverse client base. I was actively engaged in sales, lead generation, and portfolio management, particularly in real estate investments. This role sharpened my ability to identify opportunities, communicate value, and deliver solutions that aligned with both short-term goals and long-term financial security.
  • Key Contributions:
  • Generated and converted leads across multiple wealth segments, contributing to consistent business growth.
  • Assisted in structuring real estate-focused wealth portfolios for clients.
  • Developed expertise in client engagement, financial analysis, and advisory support.
SalesLead GenerationPortfolio ManagementClient EngagementWealth Management

Save vibrant earth foundation

Volunteer

Jan 2023Apr 2023 · 3 mos · Greater Noida West Uttar pradesh · On-site

  • Contributed to environmental awareness initiatives and community engagement programs.
  • Assisted in planning and executing sustainability-driven activities and outreach campaigns.
  • Supported the team in organizing on-site events and documentation of project progress.

Britannia industries limited

Marketing Intern

Jun 2022Jul 2022 · 1 mo · New Delhi, Delhi, India

  • Assisted in market research and competitor analysis to identify growth opportunities.
  • Supported the marketing team in planning and executing promotional strategies.
  • Gained exposure to brand positioning, customer engagement, and distribution channels.
Market ResearchCompetitor Analysis

Amity university

3 roles

HVCO CLUB -MEMBER

May 2022Feb 2023 · 9 mos · Noida, Uttar Pradesh, India · On-site

  • Contributed to various club activities focused on leadership, volunteering, and community initiatives.
  • Strengthened teamwork and collaboration skills while engaging with peers across diverse backgrounds.

PRESIDENT -CULTURAL CLUB ACCF

Promoted

Jul 2021Jun 2023 · 1 yr 11 mos · Noida, Uttar Pradesh, India · On-site

  • Led the university’s Cultural Club, managing events, talent showcases, and inter-college collaborations.
  • Developed strong organizational, leadership, and people management skills by coordinating large-scale student activities.
  • Built networks and enhanced communication skills, which later translated into effective relations in my professional career.
Event ManagementLeadershipPeople Management

CATALYST -FINANCE CLUB OF ACCF-MEMBER

Jun 2020Mar 2023 · 2 yrs 9 mos · Noida, Uttar Pradesh, India · On-site

  • Active member of the finance club, participating in discussions, competitions, and knowledge-sharing sessions on financial markets, investments, and wealth management.
  • Enhanced analytical and problem-solving skills by engaging with case studies and real-time financial scenarios.
Financial AnalysisProblem Solving

Education

Amity University

Bachelor of Commerce - BCom — Pass

Jan 2020Jan 2023

Gd Mother International School

High School Diploma

Apr 2018Mar 2020

Gd goenka International School, Nainital

primary education

Apr 2015Apr 2017

Templeton Academy International, Nanital

Jun 2008Apr 2014

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