Ram Singh

Business Development Executive

Bengaluru, Karnataka, India10 yrs 10 mos experience

Key Highlights

Expert in delivering tailored financial strategies.
Proven track record in wealth advisory services.
Certified by IRDA and AMFI for financial management.

Stackforce AI infers this person is a Financial Services expert with a strong focus on wealth management and client relationship strategies.

Contact

ramsingh.rajpurohit259@gmail.com LinkedIn

Skills

Core Skills

Wealth AdvisoryFinancial Strategy

Other Skills

AMFI CertifiedIRDA CertifiedPmsStructured productsPortfolio management servicesFixed income derivativesNon-convertible debenturesSystematic investment plansBankingOperations ManagementStrategic PlanningMarket ResearchProject PlanningNew business developmentMarketing

About

Currently serving as a Senior Relationship Manager at India,Certified by IRDA and AMFI, the focus is on delivering tailored financial strategies that align with clients' unique goals and requirements. Employee Banking. Previously at Nuvama Wealth, supported clients through diverse offerings, including structured products, portfolio management services (PMS), fixed income derivatives (FID), non-convertible debentures (NCD), and systematic investment plans (SIP). Dedicated to empowering clients with comprehensive financial solutions to achieve lasting prosperity.

Experience

10 yrs 10 mos

Total Experience

1 yr 9 mos

Average Tenure

Current Experience

Nuvama wealth

Senior Privileged Relationship Manager

Sep 2023 – Dec 2025 · 2 yrs 3 mos · Bengaluru, Karnataka, India · On-site

ESOP Funding and Wealth Advisory:
We specialize in providing ESOP (Employee Stock Ownership Plan) funding solutions and comprehensive wealth advisory services. Our approach involves understanding the unique requirements and financial goals of our clients, and designing a diversified wealth platform that takes all factors into consideration.
Product Offerings:
Our product offerings encompass a range of options, including structured products, portfolio management services (PMS), fixed income derivatives (FID), non-convertible debentures (NCD), and systematic investment plans (SIP)

AMFI CertifiedIRDA CertifiedPmsWealth AdvisoryFinancial Strategy