Anchal Wadhawan
Delhi
Summary
Results-driven Regional Business Manager with extensive experience in employee benefits solutions, specializing in B2B fund management solutions, and achieving ₹400 Cr in AUM. Demonstrated expertise in financial strategy and client retention, recognized for exceptional performance and awarded for outstanding customer service. Proficient in engaging with CXO-level executives and developing effective regional sales strategies.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Regional Business Manager (Deputy Chief Manager)
Aditya Birla Sun Life Insurance
New Delhi
08.2020 - Current
- Managed B2B fund management solutions for gratuity, superannuation, and leave encashment across Delhi (NCR), J&K, Punjab, Himachal, and UP.
- Acquired over 20 corporate clients, generating ₹400 Cr in AUM and adding an additional ₹100 Cr through account deepening.
- Secured first corporate investment in J&K, significantly enhancing market presence.
- Advised corporates on financial strategy and fund planning to optimize investment returns.
- Drove regional sales strategy, achieving 25% YoY growth in AUM through high-value relationships.
Key Accounts Manager
HDFC Life
06.2019 - 03.2020
- Soliciting business for Insurance Products like NPS and Annuities from Corporate and PSU Clients.
- Managing a team to grow business from Nodal Officers of various central PSUs.
- Maintaining business relationship with corporate clients to achieve repetitive business.
- Responsible for end to end customer service for mapped clients.
Business Development Executive
JARO Education
10.2018 - 05.2019
- Achieving enrolment targets (End to End Sales).
- Lead generation through cold calling.
- Meeting & Counselling prospective students (mostly working executives in various industries).
Audit and Tax
Dawar Mathur and Sons
New Delhi
02.2014 - 03.2017
- Conducted statutory audits and prepared income tax returns for diverse clients.
- Ensured TDS compliance and filed service tax returns accurately.
- Managed tax audits to identify discrepancies and ensure compliance.
- Prepared balance sheets for companies and partnership firms efficiently.
Education
PGDM -
Institute of Management Studies
Ghaziabad, UP01.2019
B.Com -
School of Open Learning, University of Delhi
New Delhi01.2016
Chartered Accountancy (Inter) -
Institute of Chartered Accountants of India
05.2015
10+2 CBSE -
DAV Public School, Shrestha Vihar
New Delhi01.2012
10th CBSE -
DAV Public School, Shrestha Vihar
New Delhi01.2010
Skills
- B2B sales and relationship management
- Financial strategy and planning
- Fund management
- Client retention
- Regional sales strategy
- CXO engagement
- Collaborative synergy
- Synergy
Personal Information
- Father's Name: Mr. Brijesh Wadhawan
- Mother's Name: Mrs. Anita Wadhawan
- Date of Birth: 12/15/93
Accomplishments
- Recognized with Exceptional Achievement Awards for two consecutive years for delivering impactful performance.
- Nominated twice for ABSLI Awards for Customer Centricity, recognizing excellence in client-first approach and service delivery.
- Was awarded the ABC Inspiration Award 2024 under the Outstanding Awards category.
Certification
- NCFM
Timeline
Regional Business Manager (Deputy Chief Manager)
Aditya Birla Sun Life Insurance
08.2020 - Current
Key Accounts Manager
HDFC Life
06.2019 - 03.2020
Business Development Executive
JARO Education
10.2018 - 05.2019
Audit and Tax
Dawar Mathur and Sons
02.2014 - 03.2017
PGDM -
Institute of Management Studies
B.Com -
School of Open Learning, University of Delhi
Chartered Accountancy (Inter) -
Institute of Chartered Accountants of India
10+2 CBSE -
DAV Public School, Shrestha Vihar
10th CBSE -
DAV Public School, Shrestha Vihar
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