Avinash Tripathi, CFA

Client Relationship Management and Business Development

• Coverage responsibility for several UHNWI and HNWI clients across the region with AUM of approx. $ 300 Mn (Portfolio ranging from $ 500K to $ 20 Mn)
• Managing 6 Senior Relationship Managers, 4 Relationship Managers and 3 Junior RMs.
• Meeting frequently with clients to review the portfolio, present investment Ideas and increase the share of the wallet.
• Interface between Relationship Managers and Product Teams/third party fund managers.

Investment Consulting, Portfolio Management and Analytical Skills

• Educating Clients on Investments in relation to Risk and Returns.
• Built Portfolios in line with market outlook and trends, asset allocation principles and client profile.
• Analyze and select securities across all the asset classes: Fixed Income, Mutual Funds, Structured Products, Local Equities, Global Equities, ETFs and Certificate of Deposits.
• Monitor and rebalancing portfolios on a regular basis, comparing against benchmark and peers.
• Having fair knowledge of Regulatory and Legal Framework.
• Comply With Ethics Standards always.

• Provide bespoke wealth management services and investment solutions across all the asset classes.
• Monitoring and re-balancing the portfolio as personal needs and market conditions warrant
• Extremely high focus on client service with an endeavor to provide delightful customer service experience.
• Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
• Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.

• Continuously and consistently exceeding revenue, AUM and Insurance targets by providing investments and Insurance solutions
• Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.
• Maximized client retention rates by consistently delivering superior customer service experiences across all touchpoints.
• Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.

• Ensuring book building through personal and company savings and current accounts, fixed deposits and investment revenue in accordance with the bank’s regulatory requirement
• Assisted UHNWI and HNWI clients in establishing relationships with corporate banking teams
• Secured referrals from existing clients through exceptional service delivery and relationship-building efforts.
• Exceeded annual revenue targets through proactive business development initiatives and strong account management skills.

• Managing investment portfolio for a set of Privy clients and acquisition of new clients to meet investment targets.
• Recommended and implemented successful strategies to maximize revenue.
• Extremely high focus on client service with an endeavor to provide delightful customer service experience
• Focused on new business through a referral system from existing clients.
• Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.

• Educating client on the need of financial planning and conducting regular portfolio reviews.
• Developed strong rapport with clients through consistent follow-up and attention to detail.
• Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
• Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
• Assessed client needs and developed plans to adequately address current and future objectives.

• Responsible for generating revenue, increasing AUM and achieving Insurance targets by providing investments and Insurance solutions
• Helping clients to adopt 360-degree approach to financial planning and conducting regular portfolios reviews and rebalancing them to ensure they are in line with client’s risk attitude, aptitude and long-term objectives
• Establishing strong client relationships by regularly meeting with them.