Punit Sheth
MUMBAI
Summary
Result-oriented and strategic Finance Professional with over 10 years of progressive experience across wealth management, equity advisory, and client relations. Proven track record in driving business growth through new client acquisition, specialized Portfolio Management Services (PMS) advisory, and capital mobilization from High-Net-Worth Individuals (HNIs). Adept at translating complex financial modeling and market research into tailored investment strategies that accelerate AUM growth. A recognized top performer and team builder, skilled at navigating high-stress market environments to consistently deliver on revenue targets.
Overview
16
16
years of professional experience
Work History
Manager - PMS
Equentis Research and Ranking
Mumbai
08.2022 - Current
- New Client Acquisition: Drive business growth by identifying, pitching to, and onboarding High-Net-Worth Individuals (HNIs) and Ultra-HNIs for equity Portfolio Management Services (PMS).
- AUM Growth & Capital Mobilization: Strategically present customized PMS strategies and equity investment frameworks to prospective clients, successfully accelerating Assets Under Management (AUM) growth.
- Relationship Management: Cultivate and nurture deep, long-term relationships with institutional and premium retail clients, ensuring retention and driving references for active pipeline building.
- Market & Portfolio Advisory: Act as a trusted advisor, translating complex financial modeling, equity performance data, and macroeconomic trends into actionable portfolio insights for clients.
- Strategic Sales Presentation: Develop tailored investment collateral and present detailed risk-reward profiles of active PMS strategies to align with the unique wealth preservation and appreciation goals of prospective investors.
- Regulatory Compliance: Ensure strict adherence to SEBI guidelines, regulatory compliance standards, and internal risk mitigation protocols during client onboarding and capital allocation.
Sr. Customer Relations Executive
Equitymaster
MUMBAI
02.2016 - 07.2022
- Business Development & Lead Management: Identified new strategic avenues for business growth and designed an efficient lead allocation framework to maximize team conversion rates.
- Revenue Assurance & Account Mapping: Managed comprehensive account mapping and executed high-value upselling strategies to maximize customer lifetime value and drive business revenue.
- Escalation Management & Retention: Directly handled critical customer escalations, ensuring swift resolution, high satisfaction scores, and long-term client retention.
- Talent Development: Spearheaded the training, grooming, and onboarding of newly hired team members to ensure alignment with organizational sales targets and quality standards.
Stock Trader
Self Employed
MUMBAI
04.2012 - 01.2016
Sales Coordinator
Serco
Mumbai
11.2011 - 03.2012
- Job Profile: Handling the client queries over the phone
- Retention of Customers
- Customer Satisfaction
- Upselling
- New customer acquisition
- Addressing the queries by coordination with the right internal teams.
Customer Relationship Executive
Firstsource
Mumbai
06.2010 - 10.2011
- Job Profile: Customer Relationship Management
- Finding new avenues for revenue generation in existing clients
- Creating and adhering to Service Calendar for all clients.
Education
M.B.A - Marketing
Welingkar University
01-2023
B.COM -
Mumbai University
01-2020
H.S.C -
Maharashtra State Board
01-2007
S.S.C -
Maharashtra State Board
01-2005
Skills
- Microsoft Excel
- Microsoft Word
- Power Point
- Communication
- Team Player
- Reliable
- Leadership
Accomplishments
- Achieved "Bestseller on the Floor" status at Firstsource and was formally recognized for securing the highest customer satisfaction score.
- Awarded "Bestseller at Equitymaster" for two consecutive fiscal years (FY 2017 and FY 2019) for exceptional revenue generation.
- Demonstrated strong long-term leadership capabilities by successfully leading the Dahisar Sports Club on multiple competitive tours from 2008 to 2011.
Personal Information
- Place of birth: Mumbai
- Date of birth: 12/31/1988
- Gender: Male
Hobbies and Interests
- Playing and following Cricket
- Listening to Music
- Watching Movies and Web-series
- Travelling
Timeline
Manager - PMS
Equentis Research and Ranking
08.2022 - Current
Sr. Customer Relations Executive
Equitymaster
02.2016 - 07.2022
Stock Trader
Self Employed
04.2012 - 01.2016
Sales Coordinator
Serco
11.2011 - 03.2012
Customer Relationship Executive
Firstsource
06.2010 - 10.2011
M.B.A - Marketing
Welingkar University
B.COM -
Mumbai University
H.S.C -
Maharashtra State Board
S.S.C -
Maharashtra State Board