Ronak Mehta
WEALTH MANAGER AT MIRAE ASSEST SHAREKHAN
- Role
- Wealth Manager at Mirae Asset Sharekhan
- Location
- Rajkot, GJ, IN
- LinkedIn followers
- 500 followers
About Ronak Mehta
Experienced Manager with a demonstrated history of working in the banking industry. Skilled in Photography, Microsoft Excel, Microsoft Word, C++, and Microsoft Office. Strong professional with a Bachelor of Engineering (B.E.) focused in Computer Science from V.V.P Engineering college Rajkot.
Experience
Wealth Manager
Feb 2026 — Present · Rajkot, IN
Asset Gathering & AUM Growth — Responsible for mobilizing assets into products like mutual funds, PMS (Portfolio Management Services), AIFs (Alternative Investment Funds), corporate FDs, structured productsRevenue Targets — Achieving goals for brokerage income, AUM addition, SIP book growth, insurance premium,Investment Advisory — Providing personalized recommendations, creating investment strategies, analyzing client portfolios, rebalancing, and guiding on market opportunities/volatility.Cross-Selling — Pushing SIPs, insurance products, PMS activation, and other revenue-generating items to increase overall wallet share.
Education
Vidhyaniketan
VVP Engineering college, Computer Science
2010 — 2012
V.V.P Engineering college Rajkot
Bachelor of Engineering (B.E.), Computer Science
2012 — 2017
Skills
- C
- C++
- Microsoft Powerpoint
- Photography
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Html
- Networking
- Computer Hardware
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