Summary
Overview
Work History
Education
Communication Address
Timeline
Generic

Ajitem Sarangle

NAVI MUMBAI

Summary

Senior Wealth Manager with over 20 years of experience in providing comprehensive financial planning and investment strategies to high-net-worth individuals. Proven track record of delivering outstanding results and exceeding client expectations. Skill in relationship management and building long term partnerships. Strong knowledge of wealth management products and services. Committed to delivering personalized solutions to help client achieve their financial goals.

Overview

21
21
years of professional experience

Work History

Client Partner

ICICI SECURITIES LTD
01.2024 - Current
  • Client Partner for managing wealth program and sourcing High Value Accounts and advisory to clients for achieve financial goals
  • Key Responsibilities:-
  • Managed 300 Clients investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long term as well as short term investments goals to devise personalized financial plan
  • Cultivated and strengthened relationships with new clients through executing through on-boarding process
  • Worked with corporate customers to understand requirements and provide exceptional satisfactory service.

Relationship Manager

INDUSIND BANK LTD
01.2023 - 01.2024
  • For managing wealth program and sourcing High Value accounts and achieve branch target of numbers
  • Key Responsibilities:-
  • Managing Excluive / Pioneer customers
  • Maintaining client relationships and generate AUM from clients
  • Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the HNI/Ultra HNI segment in the market for new client acquisition, to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
  • To coordinate with product and research team for taking investment decision for the clients
  • To conduct and assist in organizing seminars, workshops and other business development activities
  • Please find below a brief write up on the same.

Preferred Relationship Manager

06.2017 - 01.2023
  • Worked as ABM for sourcing High Value current accounts and achieve branch target of numbers
  • Working as Personal Banker for sourcing HNI clients and cross selling financial products
  • Working as Preferred Relationship Manager for sourcing HNI clients and cross selling financial products
  • Key Responsibilities:-
  • Handling Preferred / Premium customers
  • Maintaining client relationships and generate AUM from preferred clients
  • Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the HNI/Ultra HNI segment in the market for new client acquisition, to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
  • To coordinate with product and research team for taking investment decision for the clients
  • To conduct and assist in organizing seminars, workshops and other business development activities
  • Please find below a brief write up on the same.

Branch Sales Manager, Retail Sales

AXIS BANK LTD
11.2008 - 08.2012
  • Manager for sourcing High Value current accounts, saving acccounts and achieve branch target of numbers
  • Key Responsibilities:-
  • Accounted for, , New Business Acquisition & Growth for CASA, Life Insurance, Online Trading Accounts and Mutual Fund
  • Building & maintaining relationship with existing accounts to improve the customer service level by ensuring complete customer satisfaction
  • Handling Sales team of 5 Business development Executives for retail liability products and leading them in achieving the assigned targets
  • Accounted for Recruiting, Training, managing a sales team and driving them for new business development
  • Leading and monitoring the performance of Team members to ensure efficiency in operations and meeting of individual and group targets.

11.2008 - 07.2010
  • Work as Cluster Head for sourcing corporate salary accounts and achieve branch target of numbers in cluster
  • Key Responsibilities:-
  • Building & maintaining relationship with top management of existing accounts to improve the customer satisfaction level
  • Managing corporate base of 5 branches and providing prompt service in coordination with subordinates
  • Attending problems & issues faced by corporate clients and resolving the same by coordinating between them & concerned branches
  • Preparing sales strategy for retail liability products and leading the team in achieving the assigned targets.

Sales Officer, Relationship Sales Officer

Standard Chartered Bank
04.2008 - 10.2008
  • In Commercial Banking Unit as Relationship, in Corporate Payment Solution Cell, Responsible for Managing Existing portfolio in the corporate payment solution cell
  • Key Responsibilities:-
  • Handling existing portfolio for an account opening
  • Referring of Wealth Management Product to the individual customers as per need of them .i.e
  • Mutual funds or life insurance( Bajaj Allianz)
  • Achieving the given sales target within specific time
  • Tracking of portfolio growth for salary account opening as well as exploring relations with corporate as well as individual customers
  • Worked with IDBI Ltd in Commercial Banking Unit as Outsource Executive in Clearing

10.2004 - 03.2006
  • ECS Clearing of Mumbai Branch, Key Responsibilities:-
  • Tally return cheques received in different zones by IDBI BANK and reconciling internal accounts on daily basis
  • To ensure smooth functioning and better customer satisfaction
  • Processing of Debit /Credit ECS Transactions as a destination bank:
  • This involves verifying the correctness of the data received in ECS file downloaded from RBI server and identifying ECS Credit/Debit with Account No
  • Name mismatches for returning the same within RBI deadlines.

Education

PMS Certification in -

NISM
NAVI MUMBAI
05-2025

Successfully completed NISM Certification in -

01.2019

Successfully completed IRDA Certification in -

01.2018

Bachelor of Commerce -

Kirti College
01.2003

Higher Secondary -

Kirti College
01.2000

Secondary School Certification Examination -

Sane Guruji Vidyalaya
01.1998

Communication Address

A/1201, Maitri Planet NX Chsl, Plot No. 10-11, Sector 35-I, Near Ganesh Mandir, Kharghar, Navi Mumbai - 410210

Timeline

Client Partner

ICICI SECURITIES LTD
01.2024 - Current

Relationship Manager

INDUSIND BANK LTD
01.2023 - 01.2024

Preferred Relationship Manager

06.2017 - 01.2023

Branch Sales Manager, Retail Sales

AXIS BANK LTD
11.2008 - 08.2012

11.2008 - 07.2010

Sales Officer, Relationship Sales Officer

Standard Chartered Bank
04.2008 - 10.2008

10.2004 - 03.2006

PMS Certification in -

NISM

Successfully completed NISM Certification in -

Successfully completed IRDA Certification in -

Bachelor of Commerce -

Kirti College

Higher Secondary -

Kirti College

Secondary School Certification Examination -

Sane Guruji Vidyalaya

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Ajitem Sarangle