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
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