nishant davda

Drove asset growth through strategic channel development and wealth product
distribution across banks, NDs, and MFD networks.
Managed wealth product sales, ensuring maximum penetration of Mutual
Funds, PMS, and AIFs within key distribution channels.
Conducted product training sessions for POS teams, enhancing knowledge,
engagement, and sales effectiveness.
Reinforced stakeholder relationships, collaborating with key decision-makers
to expand market reach and optimize distribution performance.
Cross-Functional Leadership - Collaborated with sales, product, & compliance
teams to streamline investment processes and enhance customer experience.
Regulatory Compliance & Risk Management - Ensured strict adherence to
SEBI regulations, compliance frameworks, and risk assessment protocols.

Drove asset growth through strategic channel development and wealth product
distribution across banks, NDs, and MFD networks.
Managed wealth product sales, ensuring maximum penetration of Mutual
Funds, PMS, and AIFs within key distribution channels.
Conducted product training sessions for POS teams, enhancing knowledge,
engagement, and sales effectiveness.
Reinforced stakeholder relationships, collaborating with key decision-makers
to expand market reach and optimize distribution performance.
Cross-Functional Leadership - Collaborated with sales, product, & compliance
teams to streamline investment processes and enhance customer experience.
Regulatory Compliance & Risk Management - Ensured strict adherence to
SEBI regulations, compliance frameworks, and risk assessment protocols.

Led joint sales calls to drive business growth across Mutual Funds, PMS, AIF,
Bonds, and Fixed Deposits, ensuring seamless execution.
Boosted product penetration & sales productivity by implementing data
driven strategies to target relevant client segments.
Managed AMC relationships, allocating as the key liaison for wealth product
distribution and investment advisory services.
Performed in-depth portfolio analysis, leveraging data analytics to optimize
client investments and regional sales strategies.

Developed MFD networks to drive business growth, increasing market share
across Mutual Funds, PMS, and AIF products.
Executed training programs and engagement initiatives for distributors,
banks, and financial partners to enhance product understanding.
Managed key banking partnerships, driving business from HSBC, Standard
Chartered, Axis, HDFC, Yes Bank, and IndusInd.
Conducted market analysis & product updates, providing real-time insights
to drive sales and strategic decision-making.

Managed private banking relationships, driving mutual fund sales through key
partners like Axis, HDFC, Yes Bank, and their securities divisions.
Executed branch-level engagement programs, training personnel and
conducting huddles to enhance investment product sales.
Increased market shares by identifying new revenue opportunities and
optimizing sales across banking channels.
Developed tailored investment strategies, ensuring alignment with client
needs and regulatory compliance.
Strategic Business Development - Spearheaded initiatives to expand
distribution networks, ensuring sustained revenue growth and market penetration.
High-Net-Worth Client Management - Delivered bespoke wealth solutions
to HNI and UHNI clients, optimizing portfolio performance and risk mitigation.

Worked as a single point of contact for HNI & UHNI investors, offering high
end advisory services on Mutual Funds and PMS investments.
Provided strategic market insights, updating clients on equity and debt
market trends to guide investment decisions.
Optimized client portfolios, aligning investments with financial goals while
ensuring seamless wealth management experiences.
Built long-term client relationships, delivering personalized solutions and
proactive investment strategies to drive portfolio growth.
Sales & Revenue Optimization - Developed and executed sales strategies to drive
higher product adoption, revenue generation, and customer retention.
Competitive Market Analysis - Conducted in-depth research on industry trends,
competitor offerings, and market opportunities to refine investment strategies.