Aditya Awasthi
Lucknow
Summary
Regional Head with 8 years of experience in Equity market. Expert in promoting Our product offering to bank alliances and partner. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Cluster Head
Yes Securities India Limited
Agra
01.2026 - Current
- Responsible for driving investments product revenue (Equity,MF, Unlisted, AIF,etc) through assigned bank branch Partnership.
- Developed strategic plans to improve service delivery across multiple branches in Agra, Mathura and Aligarh.
- Coordinated training programs for staff to elevate service quality and efficiency.
Regional Head
ICICI Direct Ltd
Lucknow
08.2022 - 08.2025
- Led a team for sourcing business through ICICI Bank branches
- Developed and implemented business strategies to drive growth and revenue.
- Mentored and guided team members to achieve sales targets
- Regional Sales Manager (August 2022 - June 2024)
- Coordinated with UP and Uttarakhand bank alliance branches for 3-in-1 account opening.
- Built and maintained strong relationships with bank branches and stakeholders.
Senior Preferred Relationship Manager
Edelweiss Broking Ltd
Lucknow
09.2021 - 06.2022
- Handling client's equity portfolio of more than 45 Crore
- Responsible for providing stock, Mutual fund and Recommendations
- Acquiring New Corporate, Franchise partners and responsible for providing service to them
- Revenue Generation for company through cross sell of financial Products like Mutual Fund, Bonds, NCD, PMS, AIF and Debentures
Deputy Manager- HNI Sales
Karvy Stock Broking Ltd.
Lucknow
10.2018 - 03.2019
- Monitoring client's equity and mutual fund portfolio and rendering sustained advisory services for securing high ROI
- Maintaining profitability targets by ensuring good IRR and cross sell
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information
- Discussed financial options with clients and provided informed suggestions
Relationship Manager - Premia Sales
India Infoline Ltd.
New Delhi
09.2017 - 09.2018
- Corporate And HNI Client Acquisition
- Handling client's equity portfolio of more than 20 Crore and Responsible for providing stock and mutual funds Recommendations
- Sourcing Business in market through Network / Cold calling/ Corporate Seminar
- Increased revenue by identifying new business opportunities and closing high-value deals
Senior Relationship Manager
Edelweiss Broking Ltd.
New Delhi
02.2016 - 09.2017
- Acquired new Corporate and Responsible for conducting Financial product awareness session in Corporate
- Revenue Generation for company through cross sell of financial Products like Dmat, NCD and mutual funds
- Understanding client requirement and then customizing product as per their need
Education
MBA - Marketing
Fortune Institute Of International Business
New Delhi06.2016
Skills
- Team management
- Strategic marketing
- Staff training and development
- Portfolio management
- Manage Banka Channel
- Investment analysis
Certification
- NISM Series 5-A
- NISM Series 8
Timeline
Cluster Head
Yes Securities India Limited
01.2026 - Current
Regional Head
ICICI Direct Ltd
08.2022 - 08.2025
Senior Preferred Relationship Manager
Edelweiss Broking Ltd
09.2021 - 06.2022
Deputy Manager- HNI Sales
Karvy Stock Broking Ltd.
10.2018 - 03.2019
Relationship Manager - Premia Sales
India Infoline Ltd.
09.2017 - 09.2018
Senior Relationship Manager
Edelweiss Broking Ltd.
02.2016 - 09.2017
MBA - Marketing
Fortune Institute Of International Business