AKSHAY SINGH RAWAT
DEHRADUN
Summary
Results-driven professional specializing in client engagement and event management. Expertise in strategic development and operational oversight, enhancing customer satisfaction and loyalty. Skilled in financial planning and delivering tailored solutions that foster strong relationships and drive outcomes.
Overview
14
14
years of professional experience
Work History
Managing Partner
Innovation Decorators
Dehradun
05.2023 - Current
- Established entrepreneurial journey while managing family responsibilities.
- Engaging with customers through effective interpersonal skills developed over 11 years.
- Serving as vendor to multiple wedding planners and designers in B2B sector.
- Developed comprehensive solutions for destination weddings and corporate events in northern India.
- Managed on-site operations during events, ensuring adherence to planned agendas.
- Trained and supervised staff to enhance efficiency and performance on-site.
- Conducted post-event evaluations to gather feedback and refine planning processes.
- Built strong relationships with planners to understand their vision and preferences.
Sr. Relationship Manager
IDFC First Bank Ltd.
Dehradun
04.2020 - 05.2023
- Cultivated strong client relationships, resulting in increased customer satisfaction and loyalty.
- Collaborated with internal teams to resolve complex issues efficiently.
- Analyzed client needs to recommend suitable banking solutions.
- Educated clients on financial products and services, enhancing their understanding and informed decision-making.
- Conducted regular follow-ups to maintain client engagement and support.
- Facilitated meetings with customers to discuss needs and provide tailored solutions.
- Prospected and partnered with interested parties to develop investment plans as a financial management advisor.
- Developed strategic plans for client outreach and communication, improving engagement and responsiveness.
Relationship Manager, YES First
YES Bank Ltd.
Gurugram
05.2019 - 04.2020
- Managed NRI clients within Gurgaon cluster, focusing on wealth segment banking needs.
- Facilitated daily banking assistance and proactively cross-sold third-party products.
- Generated significant revenue through regular client interactions and relationship building.
- Guided clients in digital remittance services and other financial offerings.
- Oversaw product portfolio including mutual funds, AIFs, PMS, and insurance solutions.
Relationship Manager, Priority Banking
Standard Chartered Bank Ltd.
Dehradun
08.2018 - 05.2019
- Worked as a Relationship Manager for the Wealth Clients in Dehradun Region as well as nearby locations
- Assessed customer needs through comprehensive interviews to deliver tailored solutions.
- Developed customized banking solutions for high-net-worth individuals.
- Prepared detailed reports on customer feedback and performance metrics for management review.
- Collaborated closely with other departments to ensure smooth operations of Priority Banking service delivery.
NRI Relationship Manager, Affluent Business
Axis Bank Ltd.
Dehradun
06.2016 - 07.2018
- Transitioned to Relationship Manager - NRI Clients in new geographic location of Dehradun.
- Onboarded new NRI clients to expand client base and increase book size.
- Identified service gaps and improved client understanding of offered products.
- Cultivated a strong client relationship to enhance their satisfaction and loyalty towards the bank.
- Specialized in investment products including equity mutual funds, portfolio management services, and lending solutions.
Private Banking Relationship Manager, PBC
Deutsche Bank AG
Mumbai
10.2015 - 03.2016
- It was a part of my learning phase where i was assigned a portfolio for Private & Business Clients in Mumbai Region.
- Managed more than 100 Private Banking Clients with a base of 120 cr.
- Prime focus was on the investments of existing Private Banking clients and also analyzing client portfolios to identify new financial needs and preferences.
- Coordinated with internal teams to deliver comprehensive wealth management solutions.
Sr. Relationship Manager, Wealth Management
Aditya Birla Money Mart Ltd.
Mumbai
02.2015 - 09.2015
- Gained in-depth knowledge of equity and debt products to better understand market functions.
- Developed a strong understanding of financial instruments that enabled the delivery of tailored investment solutions to clients according to their risk profiles.
- Discussed client financial options to provide clarity on transactions and enhance customer engagement.
- Processed client-requested transactions and completed sales order tickets to ensure timely execution.
- Managed diverse product range including direct equity, derivatives, mutual funds, and portfolio management services.
Deputy Manager, Retail Banking Channel
HDFC Bank Ltd.
South Mumbai
05.2012 - 01.2015
- Served as Relationship Manager and Business Developer in South Mumbai Region, fostering client connections and business growth.
- Acted as the primary contact for corporate and HNI clients in that region.
- Achieved specific targets for new client acquisitions through strategic business development.
- Delivered high-quality service, enhancing client retention and fostering growth of existing relationships.
- Led daily operations for branch efficiency and customer satisfaction.
- Enhanced customer relationships through effective communication and problem-solving.
- Implemented process improvements, streamlining service delivery workflows for increased efficiency.
Education
PGDM - Marketing
ITM Business School
Navi Mumbai01-2012
B.B.A. - Oil & Gas
University of Petroleum & Energy Studies
Dehradun01-2010
Class XII - CBSE
Asha Modern School
Saharanpur01-2007
Class X - CBSE
Rainbow School
Saharanpur01-2005
Skills
- Event management
- Event planning
- Operational oversight
- Financial planning
- Client engagement
- Customer relationship management
- Strategic development
Scholastic Record
- PGDM (Marketing), ITM Business School, Navi Mumbai, 2012, 2.40/4
- B.B.A. (Oil & Gas), University of Petroleum & Energy Studies, Dehradun, 2010, 2.82/4
- Class XII (CBSE), Asha Modern School, Saharanpur, 2007, 66.6%
- Class X (CBSE), Rainbow School, Saharanpur, 2005, 63.4%
Leadership Roles
- Chief Coordinator of HR Conference 2010, ITM, Responsible for carrying out all publicity activities for participation from all MBA institutes of Mumbai, efforts directly lead to over 50 colleges from Mumbai and other regional centres participating in the event.
- Volunteer, Habitat for Humanity, India, Assisted in 'Build'-Volunteer Program focus on providing habitable living conditions to weaker sections of society.
Hobbies and Interests
- Exploring New Avenues
- Playing Badminton
Projects
Prepared a project for a detailed TVC for the Commonwealth Games 2010 and also promotional strategy for 'Boost'.
Summer Internships
- Modi Group REVLON, New Delhi, 05/01/11, 06/01/11, Carried out a comprehensive analysis of consumer and retailer perceptions. Constructed the road map for the organisation with a view towards product placement in the market.
- Indian Oil Corporation Ltd., New Delhi, 02/01/09, 03/01/09, Direct sales for Xtra Reward card at Retail outlet of IOCL. Understood customer behaviour on their expenses against fuel and did sale of 284 cards.
Personal Information
- Age: 37
- Gender: Male
Timeline
Managing Partner
Innovation Decorators
05.2023 - Current
Sr. Relationship Manager
IDFC First Bank Ltd.
04.2020 - 05.2023
Relationship Manager, YES First
YES Bank Ltd.
05.2019 - 04.2020
Relationship Manager, Priority Banking
Standard Chartered Bank Ltd.
08.2018 - 05.2019
NRI Relationship Manager, Affluent Business
Axis Bank Ltd.
06.2016 - 07.2018
Private Banking Relationship Manager, PBC
Deutsche Bank AG
10.2015 - 03.2016
Sr. Relationship Manager, Wealth Management
Aditya Birla Money Mart Ltd.
02.2015 - 09.2015
Deputy Manager, Retail Banking Channel
HDFC Bank Ltd.
05.2012 - 01.2015
PGDM - Marketing
ITM Business School
B.B.A. - Oil & Gas
University of Petroleum & Energy Studies
Class XII - CBSE
Asha Modern School
Class X - CBSE
Rainbow School