Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
Generic

Aashay Saxena

Banker
Gurgaon

Summary

An enthusiastic & high energy-driven professional; targeting assignments in the field of Financial Analysis with a growth-oriented organization to best utilize knowledge & skills acquired.

Performed risk profile assessments and created model portfolios; examined client behaviour and market activities; prepared regular investment reports

Overview

11
11
years of professional experience
2
2
Languages

Work History

Private Relationship Manager

ICICI Bank
10.2022 - Current
  • Managing client portfolios, keeping client plans up-to-date
  • Contacting clients periodically to determine any changes in their financial status
  • Preparing or interpreting for client's information such as investment performance reports, financial document summaries, or income projections
  • Recruiting and maintaining client bases
  • Explaining to clients the personal financial advisor's responsibilities and the types of services to be provided
  • Investigating available investment opportunities to determine compatibility with client financial plans.
  • Guiding clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills
  • Conducting market research including qualitative & quantitative research on investment products

Preferred Relationship Manager

HDFC
06.2022 - 09.2022
  • Profiling customers and providing financial products to meet customer needs
  • Ensuring the highest levels of service to the High Net Worth customers
  • Providing various reports to fund managers on prospective investment avenues to diversify their portfolios, including research in a range of asset classes

Wealth Manager

ICICI Bank
05.2019 - 05.2022
  • Monitored & addressed HNI clients banking and investment requirements
  • Used financial acumen & investment expertise to review a client's profile
  • Aligned clients' needs through superior service and seamlessly aligned service delivery for enhanced experience; thereby helping the client reach short-term and long-term investment goals
  • Focused on business development across liabilities, assets & fee to sustain & achieve growth in relationship value, revenues & improved client stickiness
  • Achieved product-wise targets, cross-selling products as per the demographic, lifestyle, and risk profiling

Sales Support Coordinator

Fujitsu Consulting India Private Limited
03.2018 - 05.2019
  • Provided business information and data management through a comprehensive set of products by using (Discover Org, LinkedIn) for accounts, leads and campaign
  • Drove sales driven campaigns for digital business, servers & mobility solutions
  • Led/contacted/uploaded/assigned/reassigned to Inside Sales Rep & Client Executive into Salesforce.com
  • Fetched information from secondary sources and by using business directories
  • Managed claim's verification for partner invoices
  • Performed discount calculation based on sales done by partner

Internship

Adoroi Tech Venture
03.2017 - 06.2017
  • Managed project scoping and pre-sales activities
  • Executed content writing for new software
  • Performed market analysis and research on competition prevailing in the industry
  • Mapped Corporate Accounts - Segmenting, Qualifying & Prospecting

Journal of Clinical & Diagnostic Research
02.2014 - 05.2016
  • Led online and offline marketing
  • Created awareness among target audience
  • Performed customer onboard activities

Education

MBA - Marketing, Finance

Institute of Management Technology
Hyderabad, India
04.2001 - 01.2018

B.Tech. - IT

Maharishi Arvind Institute of Engineering and Technology

Management Essentials -

Indian School of Business
Hyderabad, India
04.2001 -

Skills

  • Digital Banking Product Management
  • Bank & Account Reconciliations
  • Financial Performance Reporting
  • Risk Assessments
  • Client Relationship Management
  • Private Equity Funds
  • Investor Queries
  • Digital & Fintech Partner Engagement
  • Communicator
  • Collaborator
  • Motivator
  • Team Leader
  • Change Agent
  • Analytical
  • Logical
  • Data Research
  • Data Mining
  • Reports generation on Salesforce tool
  • MS Excel
  • MS Word
  • MS PowerPoint
  • Elementary knowledge of HYSYS

Personal Information

Date of Birth: 12/26/91

Timeline

Private Relationship Manager

ICICI Bank
10.2022 - Current

Preferred Relationship Manager

HDFC
06.2022 - 09.2022

Wealth Manager

ICICI Bank
05.2019 - 05.2022

Sales Support Coordinator

Fujitsu Consulting India Private Limited
03.2018 - 05.2019

Internship

Adoroi Tech Venture
03.2017 - 06.2017

Journal of Clinical & Diagnostic Research
02.2014 - 05.2016

MBA - Marketing, Finance

Institute of Management Technology
04.2001 - 01.2018

Management Essentials -

Indian School of Business
04.2001 -

B.Tech. - IT

Maharishi Arvind Institute of Engineering and Technology
Aashay SaxenaBanker