AMOL KANTHE

Key Responsibilities:

• Client Relationship Management: Cultivated and managed relationships with high-net-worth individuals (HNWIs), delivering personalized financial advisory services to meet their unique wealth management needs.
• Investment Strategy Development: Designed and implemented customized investment strategies, including Portfolio Management Services (PMS), Mutual Funds, Insurance, and Fixed-Income products, aligning with clients' financial goals.
• Portfolio Optimization: Regularly reviewed and rebalanced client portfolios to ensure optimal asset allocation, maximizing returns, while managing risk.
• Cross-Selling and Upselling: Identified opportunities to cross-sell and upsell banking products such as credit cards, loans, and digital banking services, enhancing product penetration per client.
• Client Acquisition and Retention: Proactively acquired new clients through referrals and networking, while ensuring high levels of client satisfaction to retain existing relationships.
• Compliance and Risk Management: Ensured strict adherence to regulatory requirements and internal policies, mitigating risks, and maintaining the bank's reputation.

Key Achievements:

• Consistently achieved and exceeded sales targets, contributing to significant revenue growth for the wealth management division.
• Qualified for the prestigious Insurance Contest, recognizing top performers in insurance sales and client engagement.
• Featured in the Positive Book, an internal recognition for consistently exceeding sales targets, and demonstrating exceptional client relationship management.

Key Responsibilities:

• Client Portfolio Management: Managed and serviced a dedicated base of clients, focusing on both equity and non-equity products, including Mutual Funds (MF), Fixed Deposits (FD), Fixed Income securities, Insurance, Loans, and Equities.
• Product Upselling and Cross-Selling: Engaged in upselling and cross-selling initiatives for MF, Fixed Income products, and equities, including New SIPs, NFOs, Corporate FDs, Sovereign Gold Bonds (SGB), Bonds, and Equity investments.
• Equity Advisory: Provided personalized equity advisory services, assisting clients in making informed investment decisions based on their risk profiles and financial goals.
• Margin Trading Facility (MTF): Advised clients on leveraging the MTF platform to purchase stocks by paying a small margin, with the remaining amount funded by ICICI Securities. Managed MTF positions, including monitoring expiry dates and facilitating the conversion of positions to delivery (CTD) when required.
• Lead Conversion: Followed up on digital leads from the website and app, converting dropped leads into active clients through strategic engagement.
• Client Outreach: Conducted daily outreach to approximately 70–80 clients, providing personalized financial solutions and addressing client queries.
• Client Activation: Activated new clients in various equity and non-equity products, enhancing the client base and contributing to revenue growth.
• Performance Metrics: Evaluated and rated performance based on annual goal sheets, ensuring alignment with organizational objectives.

Key Achievements:

• Consistently met and exceeded monthly targets for new SIP activations, Fixed Deposit acquisitions, loan referrals, and equity investments.
• Recognized for exceptional client engagement, leading to a high client retention rate and positive feedback.
• Played a pivotal role in onboarding new clients through digital channels, contributing to the expansion of the client base.
• Achieved top rankings in both International and Domestic Contests, demonstrating excellence in financial advisory and client relationship management.

Key Responsibilities:

• Client Portfolio Management: Counseled a diverse clientele, including 150+ High Net-Worth Individuals (HNIs) and retail clients, offering personalized investment solutions across a wide range of financial products.
• Product Expertise: Provided in-depth guidance on various investment avenues such as Mutual Funds, Stocks, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Life Insurance, Real Estate Deals, and Bonds.
• Client Relationship Building: Cultivated and strengthened client relationships through regular meetings, personalized financial planning, and proactive communication, ensuring high levels of client satisfaction and retention.
• Business Development: Identified and pursued new business opportunities, expanding the client base and contributing to the growth of the company's market share.
• Market Insight and Strategy: Kept abreast of market trends and economic developments, providing clients with timely and relevant information to aid in their investment decisions.
• Compliance and Reporting: Ensured adherence to regulatory requirements and company policies, maintaining transparency and integrity in all client interactions.

Key Achievements:

• Successfully managed and expanded a diverse portfolio of clients, consistently meeting and exceeding sales targets.
• Recognized for exceptional client service and relationship management, leading to a high rate of client referrals and repeat business.
• Achieved top rankings in both International and Domestic Contests, demonstrating excellence in financial advisory and client relationship management.