Nirav Masrani

Cofunction with different business verticals within the organization thereby augmenting valuation efficiently and effectively. Drive business for the organization by synergizing the portfolio mix of varied investment avenues. Deliver results as a player-coach; building and leading a team of managers to achieve or exceed annual business goals through individual and team performance. Manage direct reports, including ongoing professional development and performance management; coach and develop, hire and promote internal team. Maintain open communication platform with the internal management, which can include daily review of the sales numbers or an end of day e-mail market-wrap including information on calls for literature follow up, meetings, conference or seminar requests and any other topics of relevance. Provide unbiased, customized wealth planning guidance to Domestic & NRI investors, providing a high-touch client experience. Introduce Domestic & NRI clients to investment independent strategies and work closely to develop a bespoke financial plan using appropriate guidance tools depending on specific requirements. Exceed the expectations of clients by displaying creativity in formulating integrated solutions through the use of a wide range of products and services (including asset diversification, investment management, wealth planning, banking operations, wealth assets transfer). Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach and risk profiling. Conduct weekly meetings to review the past week and outline initiatives for the coming week. Initiate and close sales of complex investment products. Varied expertise with in-depth knowledge of Direct Equity, Mutual Funds, Unlisted Equity NRI Investments, Fixed Income, Structured Products, and Alternatives.