Abhishek Chauhan

Business Development Executive

Delhi, India1 yr 4 mos experience

Key Highlights

Expert in wealth management and financial planning.
Proven track record in client relationship management.
Strong analytical skills in financial health assessment.

Stackforce AI infers this person is a Wealth Management professional with expertise in Fintech and financial advisory services.

Contact

Skills

Core Skills

Wealth ManagementFinancial PlanningInvestment AdvisoryFinancial AnalysisFinancial ReportingRisk Assessment

Other Skills

Captial marketCommunicationBondsFuture PlanningCMA reportBudget MonitoringRatio AnalysisFinancial ModelingData VisualizationUnderwritingMortgage UnderwritingSWOT analysisCredit Risk ManagementOperational Risk ManagementRisk Analysis

Experience

1 yr 4 mos

Total Experience

1 yr 4 mos

Average Tenure

1 yr 4 mos

Current Experience

Wealthasia

2 roles

Relationship Manager

Jul 2025 – Present · 10 mos · Delhi, India · On-site

Building and maintaining strong, long-term relationships with clients, understanding their financial goals, and providing tailored investment strategies.
Offering a full suite of financial services including investment advisory, portfolio management, estate planning, and risk assessment.
Collaborating with internal teams and external partners to provide holistic financial planning solutions.
Staying updated with market trends, financial products, and regulatory changes to offer informed guidance to clients.
Achieving and surpassing performance targets through proactive client engagement and strategic planning.

Captial marketCommunicationWealth ManagementFinancial Planning

Management Trainee

Jan 2025 – Jul 2025 · 6 mos · Delhi, India · On-site

Wealth Management-WealthAsia
Asset class- Equity, Debt, Mutual Funds, PMS, AIF, Will & Trust Creation, Fixed Income
Building and managing long-term relationships with HNI and retail clients to help them achieve their financial goals.
Providing end-to-end financial planning services, including goal-based investment strategies for retirement, children’s education, and wealth creation.
Advising clients on portfolio diversification through PMS, AIFs, mutual funds, and other customized investment products.
Conducting regular portfolio reviews and performance tracking to ensure optimal returns and risk management.
Preparing detailed financial models and plans to match each client’s unique risk appetite and objectives.
Coordinating with product teams and partners to deliver tailored solutions.
Staying updated on market trends and investment opportunities to guide clients proactively.
Supporting client onboarding, documentation, and compliance processes to maintain trust and transparency.
Organizing investor awareness sessions and one-on-one meetings to build strong client engagement.

BondsFuture PlanningFinancial PlanningInvestment Advisory

Panacea biotec

Finance Intern

May 2024 – Jul 2024 · 2 mos · New Delhi, Delhi, India · On-site

Project - Analysis of Financial health of the Company
Conducted a comprehensive financial health analysis using ratio analysis techniques, focusing on profitability, liquidity, and solvency indicators.
Assisted in the preparation of the CMA (Credit Monitoring Arrangement) report to evaluate creditworthiness and loan eligibility.
Analyzed company financial statements over a 3-year period and projected financials for 5 years to support funding strategy.
Gained hands-on experience in working capital management, identifying gaps and suggesting improvements.
Collaborated with the finance team to interpret key data from annual reports, BSE, and Moneycontrol for strategic insights.
Created financial dashboards and visualizations using MS Excel and Power BI for management reporting.

CMA reportBudget MonitoringFinancial AnalysisFinancial Reporting