Sales professional with over 6 years of experience, specializing in Relationship Management while working in the BFSI sector, with a focus on NRI clients. I am outgoing and detail-oriented, proficient at building and maintaining client relationships.
Hi, I’m
Ashutosh Sahni
Delhi
Summary
Overview
7
years of professional experience
1
Certification
Work History
Bajaj Capital LimitedNew Delhi
Senior Relationship Manager
07.2024 - Current
Job overview
- Helping customers in Wealth Creation and Financial Planning through need based solutions and service excellence.
- Achieving income targets through products like Life Insurance, Mutual Funds, General Insurance, Capital Gains Bonds, PMS etc.
- Building and growing the assigned portfolio of clients.
- Cultivate relationships with customers by participating in meetings onsite and at client locations.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
HDFC Bank LimitedNew Delhi
NR Personal Banker
01.2022 - 07.2024
Job overview
- Relationship building with HNI clients through servicing and ensuring client retention.
- Achieving MTD and YTD Revenue Targets.
- Increasing the value/book size of the assigned portfolio in terms of CASA balances, AUM, product holdings etc.
- Achieving Top Line targets for products like Life Insurance, Mutual Funds, etc.
- Enhancing client's CTG(Customer to Group) level and ensuring that customer group profitability is achieved.
- Settling customer's remittances and processing both inward and outward remittances in a timely manner ensuring a hassle-free experience for the customer.
Indusind Bank LimitedGurgaon
Select Relationship Manager
03.2020 - 01.2022
Job overview
- Relationship building with HNI clients through servicing and ensuring client retention.
- Analysing adequate information so as to recommend efficient investment regime.
- Building and maintaining book size of clients assigned, in terms of CASA balances, AUM of the client.
- Acquiring and onboarding new premium clients.
- Cross selling products- Premium Credit cards, Mutual Funds, Life & Health Insurance, Loans etc.
- Building long-term relationships with HNI clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Aditya Birla CapitalNew Delhi
Associate Private Banking Manager
03.2019 - 03.2020
Job overview
- Relationship building with RMs & SRMs of HDFC Bank's Private Banking Group and NR Channel.
- Cross selling Aditya Birla Sunlife Insurance products.
- Maximising ABSLI's mindshare while working in an open architecture model.
- Analysing the financial needs of super HNI clients and advising on investments accordingly.
Angel BrokingNew Delhi
Relationship Manager-Wealth Management Services
01.2018 - 02.2019
Job overview
- Cross-Selling life insurance, general insurance, PMS & MF products to clients as per business plan.
- Working closely with the assigned team of dealers/brokers and assessing their training needs.
- Meeting the clients through leads generated by brokers during their telephonic interaction.
- Achieving the assigned quarterly revenue targets.
- Identifying leads by researching trends in the market to determine customer needs.
Education
Maharaja Agrasen Institute of TechnologyNew Delhi
Master of Business Administration from Marketing
05.2016
University Overview
Grade: First Division (70.99%)
Maharaja Surajmal InstituteNew Delhi
Bachelor of Business Administration from General Studies
05.2013
University Overview
Grade: First Division with Distinction (76.18%)
D.L.D.A.V. Model SchoolNew Delhi
XII Standard from Commerce
03.2010
University Overview
Grade: First Division with Distinction (76.20%)
D.L.D.A.V. Model SchoolNew Delhi
X Standard
03.2008
University Overview
Grade: First Division (66.67%)
Skills
- Achieving client loyalty through quality, productivity, service and proactive management
- Building long term relationships with clients by offering need based solutions
- Portfolio Management and growth
- Superior verbal and written communication skills
- Excellent analytical and problem-solving skills
- Cross-selling abilities
- Software Skills- MS Excel proficiency, MS PowerPoint, MS Word etc
Awards and Achievements
Awards and Achievements
- Aug 2023: MDRT Malaysia - Qualified for MDRT Malaysia held in Oct-Nov 22 for achievement in Life Insurance Business.
- Jul 2023: BBH Life Insurance Initiative/Domestic Trip - Qualified for BBH Life Insurance Initiative held in Mar 23 and awarded for my performance in Goa.
- Apr 2023: Award of Excellence - Awarded by HDFC Bank Channel Partners for exceeding Insurance Targets in FY 2022-23.
- Apr 2023: Award of Excellence - Awarded by HDFC Bank for 2x Income Achievement in FY 2022-23.
- Feb 2021: Certificate of Appreciation, Multiple Trophies - Awarded by Care Health Insurance for outstanding performance in health insurance business in Oct 20, Dec 20, Jan 21 and Feb 21.
- Oct 2021: Plaque of Honour - Awarded by Tata AIG for my performance in health insurance business in August 2020.
- Jan 2019: Certificate of Appreciation/Foreign Trip - Awarded for my performance in 'Angel Gold Rush Contest' for JAS'2018 in Dubai.
Certification
- IRDA Specified Person for Corporate Agent Certified.
- AMFI/NISM Series - V-A: Mutual Funds Distributor Certified.
Languages
Hindi
First Language
English
Advanced
C1
Punjabi
Elementary
A2
Date of Birth
Date of Birth
17th May 1992
References
References
- Sumit Chadha (Branch Head - HDFC Bank), Ph: +919350013292
- Yamnish Nagpal (Regional Head - Indusind Bank), Ph: +917982931352
- Gagan Duggal (Director of Training - Bajaj Allianz), Ph: +919540999966
- Nitin Kapur (Senior Manager - Bajaj Capital), Ph:+918383052042
Timeline
Senior Relationship Manager
Bajaj Capital Limited
07.2024 - Current
NR Personal Banker
HDFC Bank Limited
01.2022 - 07.2024
Select Relationship Manager
Indusind Bank Limited
03.2020 - 01.2022
Associate Private Banking Manager
Aditya Birla Capital
03.2019 - 03.2020
Relationship Manager-Wealth Management Services
Angel Broking
01.2018 - 02.2019
Maharaja Agrasen Institute of Technology
Master of Business Administration from Marketing
Maharaja Surajmal Institute
Bachelor of Business Administration from General Studies
D.L.D.A.V. Model School
XII Standard from Commerce
D.L.D.A.V. Model School
X Standard
- IRDA Specified Person for Corporate Agent Certified.
- AMFI/NISM Series - V-A: Mutual Funds Distributor Certified.
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