Naveen Babu
Relationship Manager | Wealth Management Services
- Role
- Relationship Manager at Religare Broking Ltd
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Naveen Babu
I’m a results-driven Investment Consultant with over 7 years of experience in financial advisory, portfolio management, and client relationship management. At MANMOHAN (Business Associate of Axis Securities), I grew my client base from 20 to over 80 and Assets Under Management (AUM) from ₹2 crore to over ₹10 crore—a 400%+ increase—in just 3 years, delivering 20% average annual returns. I specialize in crafting tailored investment strategies for high-net-worth individuals (HNIs) and retail clients, leveraging expertise in equity, derivatives, and mutual funds. My strengths include market analysis, risk mitigation, and ensuring 100% compliance with SEBI and IRDA standards. Currently, I’m seeking Wealth Manager or Private Client Group (PCG) roles in banking to drive wealth strategies and build lasting client partnerships. Let’s connect to explore opportunities!
Experience
Relationship Manager
May 2025 — Present
Education
Dr. A.P.J. Abdul Kalam Technical University (AKTU), Lucknow
Engineer's degree, Electrical and Electronics Engineering
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