Aastha Rastogi

Dynamic Senior Manager with extensive experience at Citibank N.A. now Axis Bank, excelling in wealth management and financial planning. Proven track record in sales strategy and relationship management, achieving high customer satisfaction. Adept at training and mentoring teams, leveraging strong communication skills to drive results and enhance client engagement.

Date of Birth: 01/09/82

• Citibank N.A., Gurgaon, Gurgaon, Haryana, Senior Manager, 12/01/13, Present, Providing wealth management services to Premium portfolio clients to suit their needs and help them to achieve their financial goals., Providing financial planning services and portfolio designing., Investments (Mutual Funds, Equity, Insurance, Deposits, Need Based Investment Product)., Cross sell all banking products (Loans, Acquisition)., Responsible for providing Quality services to the clients for Forex & Trade services., Coordinating with different units and ensuring timely resolutions to the customers pertaining to their banking needs., Serving a one-point of contact to provide different banking solutions to the assigned customers., Provide professional customer service to achieve a high percentage of customer satisfaction and retention., Have a complete understanding of client segment in regards with generating business revenues from the client., Excelled in my current role and have also won number of PAN India insurance contests and have been rewarded with monetary incentive, certificates and domestic and international trips.
• Bajaj Capital, Assistant Manager – Financial Planning, 06/01/11, 12/01/13, Served the existing clients of the organization to understand their present/ future investment potential and recommend a customer specific suitable investment plan based on their income, expenses, risk tolerance, insurance coverage, tax status using my professional knowledge and expertise., Analyzing the data gathered from the client., Drafting complete financial plan for the client including cash flow reports, net worth reports, loan schedule., Research the market to continually update self and look for good investment opportunities in the market knowing the budget of the clients., Discussing and Implementing the investment opportunities and risks related to the particular investment with the clients., Training and mentoring new joinees with reference to product knowledge and sales techniques.
• Karvy iTrust Financial Advisors, Gurgaon, Gurgaon, Haryana, Investment Planner (Mutual Funds), 11/01/09, 05/01/11, Resolved only mutual fund related queries of the customers across 6 branches pan India.
• Fidelity Business Services India Pvt. Ltd, Gurgaon, Gurgaon, Haryana, Customer Service Associate, 09/01/08, 01/01/09, Seek customer satisfaction with regard to their queries related to products, client services, investments in mutual funds.
• Birla Sun Life Insurance, Delhi, Delhi, Delhi, Executive (Training Department), 09/01/06, 09/01/07, Provided Query Resolution / Support to the entire Sales Team of Delhi and state of U.P. (RM, ASM, SM etc.) and our Channel Partners with respect to our product suite., Included comprehensive & comparative analysis of all available Competitors Products and supporting the team with respect to matters related to Underwriting, Premium Calculation, Taxation laws etc.

• Qualified multiple insurance contests -Domestic and Abroad
• Qualified MDRT