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ANOOP TRIVEDI
Contact: +91670 44250 | E-Mail: [открыть контакты](см. выше в блоке «контактная информация») | Location: Mumbai
LinkedIn: [открыть контакты](см. выше в блоке «контактная информация») | Skype: anoop.trivedi
VICE PRESIDENT | WEALTH MANAGEMENT | FINANCIAL SERVICES
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•Seasoned and highly acclaimed professional with over two decades of accelerating experience in Wealth Management Corporate Sales, Relationship Management, and Key Account Management
•Adept in utilizing sales acumen and investment expertise to review a client's investments data, aligning clients’ requirements by using superior service procedures and seamlessly aligning service delivery for the enhanced experience, thereby helping the clients to reach thier short term and long-term investment goals
•Demonstrated excellence in researching trends within the distribution channel universe by staying well-informed of industry developments, regulatory changes and the implications for clients’ portfolios
•Deft in overseeing and participating in key client meetings and resolving the queries of stakeholders
•Proficiency in applying knowledge about business, product and process to identify opportunities and build depth in the functions
•Innate ability in on-boarding of High-Net-worth and corporate clients through the relevant due diligence and processes and monitoring client reporting schedules
•Skillful in understanding existing and new client relationships, their asset allocation preferences and aid them through reviews and presentations
Global Exposure & Experience:
•Gained exposure to global culture by working with diversified clients and teams in the UK

Corporate Sales Key Account ManagementInvestment Management
Client Relationship ManagementStrategy DevelopmentRisk Management
Wealth ManagementTeam Management & LeadershipPresentation Skills
Asset ManagementSales CycleNegotiation
EquitiesMutual FundsInvestment Advisory
Portfolio ManagementStrategic Financial PlanningPrivate Banking
PROFESSIONAL BACKGROUND
Nov 2020 - Ongoing | Vice President (Wealth Management) | Systematix Shares & Stocks (I) Ltd., Mumbai, India
DEFINING ATTRIBUTES: Business Development & Growth | Client Relationship Management | Portfolio Management | Mentoring

•Handling and enhancing relationships with existing clients and recommending them regarding portfolio changes
•Collaborating with Head of Research
•Hiring and mentoring Assistant Relationship Managers and guiding them to become high-performing individuals
•Providing guidance and direction to various teams on wealth management across products
•Interacting regularly with Mutual Fund, PMS and AIF providers for product selection and reviews

Jun 2019 - May 2020 | Vice President (Wealth Management) | Anand Rathi Wealth Services Limited, Mumbai, India
DEFINING ATTRIBUTES: Financial Strategies | Investment Techniques | Inflation-Proof Returns | Wealth Management | Estate Planning Solutions

•Designed and implemented financial strategies and assessed them periodically for client requirements
•Possessed sound cognizance on present investments and suggested crystal-clear goal-oriented strategies to attain inflation-proof and risk-proof returns
•Employed consultative approach and thus simplified the clients' investment portfolios
•Presented holistic goal-oriented wealth management and estate planning solutions to High-Net-worth Individual Families
•Ensured consistency and process efficiencies across the team and identified opportunities for process improvements
•Led and acted as the catalyst for change as priorities shift as we progress from planning to execution
Achievement:
•Established and enhanced relationship with a new large direct client the first 3 months of joining

Feb 2016 - Jun 2019 | Regional Sales Head (Wealth Management) | J. R. Laddha Financial Services Pvt. Ltd., Mumbai, India
Jul 2007 – Feb 2016 | Senior Vice President | Systematix Group, Mumbai, India
Jul 2006 – Jun 2007 | Sales Coordinator | Central Ticketing Ltd, United Kingdom
Aug 2004 – Jun 2006 | Assistant Vice President | Anand Rathi Securities Ltd, India
Mar 2002 – Jul 2004 | Relationship Manager (Group Sales) | HDFC Standard Life Insurance Co. Ltd, India
May 2000 – Feb 2002 | Assistant Manager | Centrum Finance Ltd, India
SCHOLASTICS & CERTIFICATIONS
•2000Master of International Business from University of Delhi
•1997Bachelor of Business Studies from University of Delhi
Certification:
•2007Investment Management Certificate, UK
•2019German Language (A2 Level)