Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

AKASH SAHA

Nirjuli Papumpare AP

Summary

Dynamic professional skilled in relationship management and financial product advisory. Known for building strong client connections, understanding financial goals, and delivering tailored investment solutions to drive customer satisfaction and loyalty.

Overview

2
2
years of professional experience

Work History

Relationship Officer

SBI SECURITIES
Naharlagun
07.2023 - Current
  • Client Acquisition

    Identify and acquire new customers for demat and trading accounts.
    Promote SBI Securities’ products to potential clients (walk-ins, leads from SBI branches, cold calling, etc.).
    Conduct investor awareness and onboarding programs.
  • Relationship Management

    Build and maintain strong relationships with existing clients.
    Understand client financial goals and suggest suitable investment products.
    Regular follow-ups to ensure customer satisfaction and retention.
  • Product Advisory

    Advise clients on a range of financial products:
    Equity and derivatives trading
    Mutual funds
    SIPs (Systematic Investment Plans)
    IPOs
    Bonds and insurance (if applicable)
    Keep clients informed about market trends and opportunities.
  • Cross-Selling & Revenue Generation

    Generate revenue through brokerage and commissions.
    Meet targets for sales and account activations.
    Upsell investment products to increase wallet share.

Education

BBA - Major in Finance And Marketing

GAUHATI UNIVERSITY
GUWAHATI
08-2022

COMMERCE -

VIVEKANANDA KENDRA VIDYALAYA
NIRJULI
03-2017

Skills

  • Client acquisition
  • Financial product advisory
  • Relationship management
  • Cross-selling strategies
  • Customer onboarding
  • Customer relationship management

Accomplishments

  • PAN INDIA TOP 50 FOR WHOLE WORKING TENURE (SBI SECURITIES).
  • TOP RATED EMPLOYEE WITH FULL 5/5 RATING IN EVERY FY

Languages

Bengali
First Language
Hindi
Advanced (C1)
C1
English
Advanced (C1)
C1
Assamesse
Advanced (C1)
C1

Timeline

Relationship Officer

SBI SECURITIES
07.2023 - Current

BBA - Major in Finance And Marketing

GAUHATI UNIVERSITY

COMMERCE -

VIVEKANANDA KENDRA VIDYALAYA

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AKASH SAHA