Navneet Singh
Deputy Vice President Wealth Management, Portfolio Advisory, and Financial Planning @Nuvama Wealth
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WORK HISTORY
Deputy Vice President Wealth Management, Portfolio Advisory, and Financial Planning @Nuvama Wealth
Delhi, IN
Key accomplishments include:* Spearheaded comprehensive portfolio advisory services for HNI clients with portfolios exceeding USD 1M, achieving a remarkable ₹8.5 Crore AUM growth within just 6 months of tenure.* Enhanced diversification and risk-adjusted returns by leading advisory services on NCDs, MLDs, and Structured Products tailored to client-specific financial goals and market conditions.* Exceeded annual growth targets by an impressive 200%, consistently recognized as a Top Performer through exceptional client relationship management and strategic investment planning.* Developed personalized investment strategies that aligned with clients\' long-term financial objectives, resulting in increased client satisfaction and retention rates across the portfolio.Skills: Wealth Management, Portfolio Advisory, Financial Planning, Client Relationship Management, Risk Mitigation.
ABOUT NAVNEET SINGH
I build large, loyal HNI and UHNI books — and I do it through a combination of deep…
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