Deepak Singh

Experience

1. Senior Manager

   Coinage Capital

   Oct 2017 — Present · Gurugram, IN

   Over 3 year of experience in Business Development, Operations, Portfolio Management and Advisory Services in the financial services. Currently designated as Senior Manager with Coinage Capital and engaged in managing complete range of investment services. Proficient in managing Relationship with clients through value added services. Significant experience in managing a team of professionals for driving business.The Key Responsibilities:Acquisition/Portfolio Management/ Advisory Services/ Business Development• Managing day-to-day administration of the HNI customer’s portfolios; providing advisory services to them, ensuring high ROI through various investment products like equity, commodity, currencies and various collective investment schemes.• Analysing the financial capabilities of clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk.• Developed and managed day-to-day administration of account portfolios for clients including equity, insurance, mutual funds, currency investments and mortgages.• Resolving critical issues pertaining settlement of trades and timely reporting of trades thereby ensuring maximum customer satisfaction level.• Implementing competent strategies with a view to penetrate new accounts and expand existing ones, meeting pre-determined business objectives.