Padmanabh Shandilya

About Padmanabh Shandilya

With a strong foundation in wealth management, my role as Associate Director at Client Associates enables me to leverage expertise in understanding the intricacies of managing significant relationships and investment solutions.The experience garnered from my past roles at 360One Wealth & Axis Bank as Investment Specialist honed my skills in cultivating key relationships and navigating various investment solutions, which are now instrumental in my current capacity.

Experience

1. Associate Director

   Client Associates

   Aug 2025 — Present · Gurugram, IN

Education

• National Institute of Securities Markets (NISM)

  NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification

• St. John's School, Kota

  High School, Business/Commerce, General

• Maharishi Dayanand Saraswati University, Ajmer

  Bachelor of Commerce - BCom

• Indira School of Management Studies, Pune

  PGDBM, Marketing, Finance

  2003 — 2005

• National Institute of Securities Markets (NISM)

  NISM-Series-V-A: Mutual Fund Distributors Certification Examination

Skills

• Financial Planning
• Team Leadership
• Sales Operations
• Business Strategy
• Business Relationship Management
• Leadership
• Marketing Strategy
• Cross Selling
• Financial Services
• Customer Relationship Management (Crm)
• Teamwork
• Banking
• Team Management
• Sales
• Corporate Sales Management
• Relationship Management
• Analytical Skills
• Business Development
• Wealth Management
• Business Analysis
• Strategy
• Investments
• Sales Management
• Business Planning
• Retail Banking
• Key Account Management
• Channel Partners
• Portfolio Management
• Online Sales Management
• Finance