Vidhi Dama

• Delivered comprehensive wealth management and financial planning solutions to HNI and NRI
clients.
• Designed diversified portfolios across asset classes including Mutual Funds, PMS, AIFs, LAS,
and equity markets.
• Conducted regular portfolio reviews and asset rebalancing to optimize performance and manage
risk exposure.
• Advised clients on wealth preservation, tax-efficient strategies, and succession planning.
• Recommended innovative investment opportunities based on market research and
macroeconomic trends.
• Partnered with clients to establish sustainable investment roadmaps, balancing capital protection
with wealth generation.
• Onboarded and managed NRI as well as HNI clients, ensuring seamless account setup and
compliance.
• Engaged with clients through regular virtual/physical meetings and calls to build rapport and
deliver premium service.

• Developed personalized investment portfolios by assessing client needs and financial objectives.
• Engaged with clients through regular virtual/physical meetings and calls, strengthening
relationships and delivering premium service.
• Identified new business opportunities through referrals, networking, and relationship-driven
strategies.
• Educated clients on equities, derivatives, ETFs, SGBs, mutual funds, and PMS.
• Conducted one-on-one interactions with clients to enhance trust and deliver customized financial
solutions.

• Oversaw branch operations and compliance, ensuring smooth functioning and client service.
• Facilitated account opening for NRI & PMS clients, managing payouts and operational
processes.
• Acquired and onboarded new clients through lead conversion and relationship-building
strategies.
• Cross-sold investment products such as SIPs, SWPs, and lump-sum mutual fund investments.
• Prepared detailed MIS reports (daily, weekly, and monthly) to support branch performance.
• Mentored and trained team members, driving operational excellence.
• Conducted training programs for business partners, enhancing their understanding of financial
products.
• Monitored and resolved margin violations in client accounts to maintain compliance.
• Managed business partners by providing regular service, timely updates, and trainings while
addressing operational and advisory queries.