AAKASH SHARMA
A1-72, Vijay Enclave, New Delhi
Summary
Highly-motivated with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Sales Manager(LAS)
STANDARD CHARETERED CAPITAL Ltd.
02.2023 - Current
- Analyze potential markets to develop new lending prospects
- Oversee end-to-end loan origination processes, ensuring compliance with the regulatory guidelines & internal policies
- Manage channel partners & DSA for promoting LAS business
- Ensure timely customer communication on requests and concerns raised
- Achieve profitable & sustainable growth on existing asset base.
- Managed all aspects of the sales process from lead generation to closing deals.
- Identified opportunities for growth within existing accounts as well as new markets.
- Responsible for meeting or exceeding monthly revenue targets set by senior management.
Preferred RM
HDFC Bank Ltd.
07.2019 - 02.2023
- Responsible for managing Preferred HNW portfolios and helping individual clients in order to balance financial risks and returns
- Acquisition of new clients & CASA build-up
- Selling financial products and providing world class services to the potential clients
- Acquiring NTB Clients and providing them solutions for enhancement of portfolio
- Generating leads for wholesale & retail assets from existing & new customers
- Ensure timely customer communication on requests and concerns raised.
Relationship Manager
YES Bank Ltd.
06.2018 - 07.2019
- Responsible for managing HNW portfolios and helping individual clients in order to balance financial risks and returns
- Selling financial products and providing world class services to the potential clients
- Acquiring NTB Clients and providing them solutions for enhancement of portfolio
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Manager
KOTAK SECURITIES Ltd.
08.2017 - 05.2018
- Responsible for managing HNW portfolios and helping individual clients in order to balance financial risks and returns
- Selling financial products and providing world class services to the potential clients
- Acquiring new clients and customize the products to fit the customer's needs
- Providing excellent customer service in a professional manner to valued customers.
Senior Advisor
ICICI SECURITIES Ltd.
01.2013 - 08.2017
- Providing excellent customer service in a professional manner to valued customers
- Managing Super HNI Client’s Portfolios
- Selling financial products and providing world class services to the potential clients
- Acquisition of new clients
- Providing training to centre sales team and persuading them to source new accounts and converting the leads generated by them.
Intern
SHAREKHAN Ltd
- Analysing Currency derivatives market
- · Acquisition of new clients
Education
Post Graduation Degree in Business Management - Finance & Marketing
Apeejay School of Management
01-2013
B.B.A - Accounting And Finance
Y.M.C.A
01-2010
Skills
- Client Relationship Management
- Work under Pressure
- Customer Satisfaction & Servicing
- Adaptable
- Responsible
- Punctuality
- Team Mnagement
Accomplishments
HDFC BANK Ltd
- December to Remember, December, 21 : Achieved Life Insurance target of 20L in December Month, an initiative by Zonal Head
- LI Objective Q2(2021) : Qualified for LI Objective Q2 with conversion of 30L of LI
- NTB Liability Champion An Initiative by ZH (2021) : New to Bank account sourced with Fresh Funds of 4 Cr
- Commercial Vehicle Certification(2022) : Converted Commercial Vehicle leads & felicitated with certification by ZH
YES Bank Ltd
- Qualified for Life Insurance Contest - Jaipur (2018) : Achieved LI target of 4L in a month
- Qualified for Holi Celebration contest(2018) : Achieved LI target of 5L
ICICI Securities Ltd
- Qualified for Offshore trip - THAILAND(2014) : Achieved Q3 revenue target of 12 lacs
- NTB Champion(2015) : Opened maximum number of accounts in a month
Certification
- IRDA & NISM(Series VA) Certification
- Y.M.C.A Certificate in Sales Management
LANGAUGES
- ENGLISH
Full Professional Proficiency
- HINDI
Professional Working Proficiency
PERSONAL DETAILS
30/07/1990
Married
Disclaimer
I declare that the information given above is true to the best of my knowledge
Timeline
Senior Sales Manager(LAS)
STANDARD CHARETERED CAPITAL Ltd.
02.2023 - Current
Preferred RM
HDFC Bank Ltd.
07.2019 - 02.2023
Relationship Manager
YES Bank Ltd.
06.2018 - 07.2019
Manager
KOTAK SECURITIES Ltd.
08.2017 - 05.2018
Senior Advisor
ICICI SECURITIES Ltd.
01.2013 - 08.2017
Intern
SHAREKHAN Ltd
Post Graduation Degree in Business Management - Finance & Marketing
Apeejay School of Management
B.B.A - Accounting And Finance
Y.M.C.A
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