CHETAN GILL
WEALTH MANAGEMENT
Summary
Experienced financial services professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
Overview
24
24
years of professional experience
2
2
Languages
Work History
Mutual Fund Distributor
Proprietorship Concern
CHANDIGARH, INDIA
04.2017 - 05.2023
- Discussed financial options with clients and provided informed suggestions.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
AVP (SALES)
DSP BLACKROCK INVESTMENT MANAGERS PVT LTD
LUDHIANA, PUNJAB ( INDIA)
01.2010 - 03.2017
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Distinguished best, average and potential referral partners to build up [Type] pipeline.
- Collaborated with VPs in order to grow business partners through prospecting, [Type] and follow-up activities.
Chief Manager
KOTAK MAHINDRA BANK (INDIA)
CHANDIGARH, INDIA
07.2006 - 12.2009
- Managing the Non Resident (NR) Department for the Bank for Punjab Region for a year
- Being the first Investment Counselor for the Bank and the Region - handling and motivating the team of Relationship Managers and Relationship Officers to promote investment product and solutions to the client
Investment Advisor (Wealth Management)
Standard Chartered Bank
Chandigarh, India
09.2004 - 06.2006
- Established key procedures for teams preparing documentation, models and presentations.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Investment Advisor (Equities & Private Banking)
HDFC BANK
CHANDIGARH, INDIA
04.2003 - 09.2004
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Contacted potential clients to pursue sales and gather funds.
- Presented financial plans and investment recommendations to clients.
- Updated clients on changes in tax laws and other regulations affecting investments.
Mutual Fund Distributor
Proprietorship Concern
Chandigarh, India
07.1999 - 03.2003
- Discussed financial options with clients and provided informed suggestions.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Education
LL.B (BACHELOR OF LAWS) - LAW
DEPARTMENT OF LAWS , PANJAB UNIVERSITY
CHANDIGARH , INDIA 07.1999 - 2002.04
Bachelor of Commerce - Commerce ,Accountancy, Economics
GGDSD COLLEGE (PANJAB UNIVERSITY)
CHANDIGARH ,INDIA 07.1996 - 1999.04
Skills
Wealth Management , Knowledge of markets and investment products in local market (India) , interest in financial markets , quick learner
undefinedTimeline
Mutual Fund Distributor
Proprietorship Concern
04.2017 - 05.2023
AVP (SALES)
DSP BLACKROCK INVESTMENT MANAGERS PVT LTD
01.2010 - 03.2017
Chief Manager
KOTAK MAHINDRA BANK (INDIA)
07.2006 - 12.2009
Investment Advisor (Wealth Management)
Standard Chartered Bank
09.2004 - 06.2006
Investment Advisor (Equities & Private Banking)
HDFC BANK
04.2003 - 09.2004
Mutual Fund Distributor
Proprietorship Concern
07.1999 - 03.2003
LL.B (BACHELOR OF LAWS) - LAW
DEPARTMENT OF LAWS , PANJAB UNIVERSITY
07.1999 - 2002.04
Bachelor of Commerce - Commerce ,Accountancy, Economics
GGDSD COLLEGE (PANJAB UNIVERSITY)
07.1996 - 1999.04
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