Client Financial Partner @ Dezerv | Family Wealth Management | SEBI Certified

Bengaluru

Bengaluru, Karnataka, India


Bengaluru, Karnataka, India

Bangalore Urban, Karnataka, India

Mumbai


Andheri, Mumbai, Maharashtra, India





Bachelor of Business Administration - BBA, Business Administration and Management, General
H.R. College Of Commerce & Economics
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Helping Indians to grow their next generation wealth. Managed high performing teams. Onboarded High talent to drive business from 1x to 10x.
Bengaluru
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Client Financial Partner at Dezerv, May 2025 - Present · 1 yr 5 mos, Bengaluru, Acquired 30+ clients with AUM of 60Crs Engaging with HNIs and UNIs to guide them in their asset management. Tax planning and Management Will Making Estate planning
People and Culture Manager at Dezerv, Nov 2023 - May 2025 · 1 yr 7 mos, Bengaluru, Karnataka, India, Leading a team in the mission to hire India’s top private bankers for Dezerv Spearheaded the largest campus hiring drive seen in any series B start-up of 80 management trainees. Designed the training system for new hires at small scale.
Central Category Manager at Urban Company, Dec 2022 - Nov 2023 · 1 yr, Driving Inside sales launch at Urban Company. Moving sales conversion by standardisation of processes. After successfully achieving our 0 - 1 journey, we are in the process of 1-10x journey where my team will be the pillar to this growth of the category. Driving the highest ticket value business vertical in Urban Company.
City Category Manager | Large Home Projects at Urban Company, Nov 2021 - Dec 2022 · 1 yr 2 mos, Bengaluru, Karnataka, India, Worked in building category’s new business model and was responsible to research and launch the new model in Bangalore. The results from the launch was NPS movement from -15 to +40, revenue of the city increased by 28% and more retention of contractors on the platform. Bangalore was the highest contributor to the category which was lead by my team.
Business Development Associate at Urban Company, Mar 2021 - Nov 2021 · 9 mos, Bangalore Urban, Karnataka, India
Business Development Intern at Urban Company, Jan 2020 - Apr 2020 · 4 mos, Mumbai, As an intern in an rapidly growing start-up company,I was managing customer quarries, actively involved in interviewing new professionals for the category and delt with all their needs to keep and issues . I learned people management in an holistic approach.
Social Work at Atal Incubation Centre @ Banasthali Vidyapith, Oct 2019 - Mar 2020 · 6 mos, Social Impact challenge , an initiative by Atal Incubation center-BIMTEC for developing a rural connect amidst students with the urge for social development. Every student group were assigned one entrepreneur from the rural india and the aim was to uplift his business, traditional problems with modern solution. This was a 6 month program and was widely participated by 20 colleges.
Marketing Strategist at LocalHi, May 2019 - Dec 2019 · 8 mos, Andheri, Mumbai, Maharashtra, India, LocalHi is a travel advisory start-up company with a team of 5 people on board.Our motive is to build a travel community platform with all the information you need to travel to and explore an unfamiliar place, the catch here is, the information will be uploaded by fellow travelers by their past experience, this is the root for the community center
Bachelor of Business Administration - BBA, Business Administration and Management, General, H.R. College Of Commerce & Economics