Sanyam Pasricha

Co-Founder

Hyderabad, Telangana, India3 yrs 11 mos experience

Most Likely To Switch

Key Highlights

Proven expertise in Wealth Management and Financial Advisory.
Strong background in leveraging technology for financial services.
Recognized for top performance in client acquisition and portfolio growth.

Stackforce AI infers this person is a Fintech professional with strong expertise in Wealth Management and Portfolio Management.

Contact

Skills

Core Skills

Portfolio ManagementClient Relationship ManagementWealth ManagementInvestment Portfolio ManagementEquity ResearchFrontend Development

Other Skills

Client AcquisitionPortfolio Management ServicesFinancial InsightsCross-functional CollaborationInvestment StrategiesRisk ManagementFinancial PlanningRetail BankingFinancial AnalysisCommunicationBusiness DevelopmentStrategic PlanningTeam ManagementAccountingTechnical Analysis

About

A Finance Professional with a Techno-Managerial Specialisation in MBA Technology Management - Finance & B-Tech Computer Engineering from NMIMS Mumbai. I am passionate about leveraging the use of technology for the improvement of the Global Financial Markets. With proven experience in multiple facets of Finance, Technology, Sales & Marketing. I am also zealous in developing industrial-level proficiency in the domain of Finance & Business Intelligence and would welcome the opportunity to contribute to a growing environment.

Experience

3 yrs 11 mos

Total Experience

1 yr 3 mos

Average Tenure

2 yrs 3 mos

Current Experience

Dezerv

Client Financial Partner - Founding Team

Feb 2024 – Present · 2 yrs 3 mos · Hyderabad · On-site

Part of the founding team at Dezerv, actively driving client acquisition and establishing core processes for growth in the region.
Collaborate closely with product, operations, and investment teams to deliver Dezerv’s unique PMS (Portfolio Management Services) offerings in mutual funds, tailored to meet client financial goals.
Consistently recognized as a top performer in lead conversions, contributing to overall team success and client portfolio growth.
Engage clients through personalized financial insights, helping them navigate the benefits of PMS for wealth creation and risk management.
Build strong cross-functional relationships to enhance client onboarding and retention, ensuring a high-quality, seamless experience throughout their journey with Dezerv.
Focus on educating clients on mutual fund PMS benefits, enhancing client confidence and understanding in Dezerv’s unique investment offerings.

Client AcquisitionPortfolio Management ServicesFinancial InsightsCross-functional CollaborationPortfolio ManagementClient Relationship Management

Icici bank

Relationship Manager - Wealth Management

Sep 2023 – Feb 2024 · 5 mos · Noida, Uttar Pradesh, India · On-site

Wealth Manager at ICICI Bank - Wealth, providing comprehensive financial advice and services to high-net-worth individuals and families.
Expertise in managing investment portfolios, assessing risk tolerance, investment objectives, and time horizon to create customized strategies aligned with clients' goals.
Conduct thorough research and analysis to identify suitable investment opportunities across various asset classes such as stocks, bonds, mutual funds, real estate, and alternative investments.
Responsible for implementing and monitoring portfolios, executing trades, rebalancing assets, and staying updated on market trends and economic indicators.
Provide guidance on tax planning, retirement planning, estate planning, and insurance analysis to optimize clients' overall financial picture and minimize risks.
Build strong relationships with clients by understanding their unique needs, preferences, and values, and ensuring regular communication and proactive engagement.
Collaborate with a team of professionals including tax advisors, attorneys, and insurance specialists to provide comprehensive financial planning.
Strong understanding of financial markets, investment strategies, and risk management.
Excellent communication and interpersonal skills to build trust and maintain long-term client relationships.
Played a crucial role in helping individuals and families achieve their financial objectives and secure their financial future.

Wealth ManagementInvestment StrategiesRisk ManagementFinancial PlanningInvestment Portfolio Management

Hdfc mutual fund

2 roles

Assistant Manager

Jun 2023 – Sep 2023 · 3 mos

Retail Banking

Management Trainee

Jun 2022 – Jun 2023 · 1 yr

Financial AnalysisCommunicationBusiness DevelopmentStrategic Planning

Steam house india

Risk and Financial Advisory

Sep 2021 – Oct 2021 · 1 mo · Surat

Team ManagementAccountingFinancial AnalysisStrategic Planning

Finlatics

Equity Research and Portfolio Management

Dec 2020 – Jan 2021 · 1 mo · Mumbai, Maharashtra, India

● Forecasted returns of equity by allocating resources and building a portfolio based on fundamental and technical analysis using Top Down approach which outperformed BSE 500 Index. Portfolio gained returns of 13% over the time horizon of 2 months.

Equity ResearchTechnical AnalysisPortfolio Management