Rohan Gandhi

Business Development Executive

Mumbai, Maharashtra, India1 yr 6 mos experience

Key Highlights

  • Led marketing for events with over 10,000 attendees.
  • Experience in wealth management for high-net-worth clients.
  • Published author and recognized LinkedIn Top Voice.
Stackforce AI infers this person is a Wealth Management and Finance professional with a focus on AI integration.

Contact

Skills

Core Skills

Wealth Management ServicesFinancial PlanningResearch MethodsCommunicationSalesNegotiationMarketing StrategyCustomer Relationship Management (crm)LeadershipTeam ManagementManagement ConsultingFinancial AnalysisManagerial Finance

Other Skills

Personal Financial PlanningWealth Preservation PlanningWealth AccumulationInvestment Advisory ServicesRetirement PlanningFamily Wealth ManagementPrivate Wealth ManagementMarket ResearchDocument ReviewLiterature ReviewLead GenerationInterpersonal SkillsWealth TransferPersonal FinanceOffline Marketing

About

After exploring marketing, startups & everything a college student could do, I found my true passion Finance. Here's a snapshot of my journey: Age 18 - Marketed brands grossing 2M + impressions. Age 19 - Led E-Cell and Consulting Society, hosting 5+ events, 10+ brand collabs and a Pro-Bono Project. Age 20 - Worked in Wealth Management and learnt that numbers mean nothing without trust. Age 21 - Working with HNIs and UHNIs as a wealth manager . Beyond this, I’ve been a LinkedIn Top Voice, a published author, and a gym rat. Each experience adding a layer of learning, discipline and perspective that I bring to everything I do. Today, I’m also exploring AI in finance, using LLM insights to optimize portfolios, improve decision making, and deliver better outcomes for clients while making AI do the laborious work. I’m looking to connect with people who are into Finance, AI or anyone curious about how human insight and AI can create smarter financial strategies. Feel free to Dm or connect via mail - work.rohangandhi@gmail.com

Experience

A d naik wealth

Relationship Manager

Nov 2025Present · 4 mos · Mumbai, Maharashtra, India

  • AD Naik Group is a wealth management firm based out of Mumbai with 36 years of experience in managing ₹ 4,200 Crore for 9,000+ families.
Financial PlanningPersonal Financial PlanningWealth Management ServicesWealth Preservation PlanningWealth AccumulationInvestment Advisory Services+3

O.p. jindal global university (jgu)

Research Assistant

Jun 2024Dec 2024 · 6 mos · Hybrid

  • I was RA for a paper on "Benefits of Government schemes on SC/ST people in the districts of Haryana".
  • I read 50+ articles on the topic of Technical and Vocational Education and Training (TVET), Vocational Education, Vocational Education and Employment. I did the preliminary research creating a vault of information.
  • My next task was to procure original scheme documents from government archives, we analyzed the scheme. This documents were regarding the current government's focus on Vocational Education.
  • Then I tried to connect the scheme with the larger picture of the rural job market and how this scheme benefits the masses.
CommunicationMarket ResearchDocument ReviewResearch MethodsLiterature Review

Epic ventures

Insurance Sales Representative

Jun 2024Jul 2024 · 1 mo · Vadodara, Gujarat, India · On-site

  • 6 policies sold via targeted calling and follow ups.
  • 4 policies converted from client meets.
NegotiationSalesCommunication

Shree rama international

Relationship Management Intern

Jun 2023Jul 2023 · 1 mo · Kolkata metropolitan area, West Bengal, India · On-site

  • Sheee Rama International is a financial planning company which aims to bridge the market with human psychology of investing. They help in diversifying portfolio, managing assets, analysing the market and reducing financial risk. Their proven investment strategies help you reach your financial goal faster.
  • 1)Learning Day to Day operations of a finance company and the back end work to start, end, switch funds, SIPs, SWPs, STPs.
  • 2) Calling clients and potential leads for follow up and business. Understanding human psychology of investors of every age.
  • 3) Communication and how finance is more of a psychological game. Ideating and making investors pitches directly targeting the psychology of an Indian Investor.
  • 4) Portfolio Management Client visits and studying behaviour of businessmen’s. Meeting high profile HNIs and interacting with them.
Lead GenerationCustomer Relationship Management (CRM)Financial AnalysisInterpersonal SkillsSalesWealth Management Services+5

Jgu entrepreneurship club

Marketing Director

May 2023Mar 2024 · 10 mos

  • Entrepreneurship Club's aims to create a channel for students to access entrepreneurial resources and network with neighbourhood entrepreneurs.
  • 1) Led a team of 25+ students.
  • 2) Marketed event with a footfall of 10,000+
  • 3)Oversaw and coordinated 15+ brand collabs.
CommunicationLead GenerationMarketing Strategy

Catalyst jgu - the management consulting society

2 roles

Senior Associate

Promoted

Jan 2023Jun 2023 · 5 mos · Delhi, India

  • Catalyst JGU is the Management Consulting Society of JGU which is student run. They provide consulting service to MSMEs / SMEs and start ups.
  • Formulating strategies for the society.
  • Planning events and helping the Board.
  • Managing the team and helping them with tasks.
LeadershipCommunicationTeam Management

Associate

Oct 2022Jan 2023 · 3 mos · Delhi, India

  • Planning the yearly calendar for posting on various applications.
  • Marketing of the business fest.
  • Ideating and Innovating in the field of Management Consulting
CommunicationOffline MarketingMarketing StrategyManagement Consulting

Tinplate company

Finance Intern

Jan 2023Feb 2023 · 1 mo · Kolkata, West Bengal, India · On-site

  • TATA Tinplate is a subsidiary of TATA Steel. TCIL has been the largest tinplate supplier in India for more than 100 years being the country’s first tinplate producer. They have a 40% domestic market share and 60% prime tinplate market share.
  • Understanding the heritage of a 120 year old company that had been the backbone of Tinplate manufacturing for India since a century.
  • In this internship I’m learning how a listed company works, it’s corporate governance and the in-depth financial working and analysis of the company.
Managerial FinanceFinancial ModelingFinancial Analysis

Education

O.P. Jindal Global University (JGU)

Bachelor of Commerce - BCom — Investments and Securities

Delhi Public School, Ruby Park

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