Cricket
Ashwini Singh
Manager
Pune
Summary
Motivated Manger with 5+ experience in advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Wealth Manager
ICICI BANK
Pune
12.2021 - 06.2023
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client?s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling.
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio.
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Managing and Handling Bill of Entry (BOE)
- Handling Advance Payment Process (SMI)
- Effective team member and management skills to process trade transactions with accuracy.
- Ensuring compliance with regulatory guidelines while processing trade transactions.
- Effective stakeholder and team management. Coordination with multiple stakeholders within the Bank to facilitate a smooth transaction processing.
- Handle centralized operations.
Corporate Relationship Manager
KOTAK MAHINDRA BANK
Pune
10.2018 - 11.2021
- Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
- Ensures high levels of customer service orientation and application of bank policy.
- Cross sells existing bank products to customers.
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction.
Senior Financial Service Manager
ICICI PRUDENTIAL
Pune
09.2017 - 03.2018
- Calling company’s existing customer database and fixing appointments for financial planning.
- Generating fresh leads and acquiring clients through references to shore up the clientele.
- Working on pre-fixed appointments and closing the call.
- Profiling of customers and provide them investment plans and financial advice to HNI/Ultra HNI clients
- Executing monthly sales plan to acquire HNI/UHNI clients and ensure regular contact
with all mapped clients through regular calls and building relationship.
Senior Sales Executive
Top Makaan Properties
Pune
04.2014 - 08.2017
- Analyzed market trends in consumer industries to implement appropriate marketing and sales methods.
- Utilized multiple marketing strategies to improve profitability.
- Developed relationships with high-profile clientele by successfully employing sales techniques.
- Employed effective problem-solving techniques, increasing client satisfaction ratings.
- Facilitated relationships with target accounts through implementation of proven networking methods.
- Managed digital marketing initiatives in accordance with consumer targets and needs.
- Demonstrated products and features to customers, answered questions and overcame objections.
- Created prospect rapport by approaching leads and cultivating strong business relationships through sales.
Education
Master in Marketing Management -
MIT
Pune 03.2012 - 03.2014
Bachelor of Commerce -
Symbiosis International University
Pune 05.2007 - 05.2010
Skills
Wealth Management
Finacle
Stakeholder Management
Portfolio & Product Analysis
Service Delivery
B2B Sales & B2C Sales
Portfolio Management
CRM Next
Certification
NISM
Interests
Music
Travelling
Software
MS Word
MS Excel
MS PPT
Accomplishments
- Jan 2020 Nominated for “Top Performer in Corporate Salary” in Demat a/c in pan India level.
- July2019 Nominated for “Brunch with Business Head” in the Life Insurance category in Kotak Bank.
- Jan2019 Demat qualified and Hospicash (KGI) qualification at PAN INDIA level.
- 2007-08 Represented for Maharashtra Ranji Team in T20 Tournament (BCCI)
- 2007-08 Represented for Maharashtra in the Cooch-Behar Tournament (U-19)
- 2006 -07 Represented for Maharashtra in the Vijay Merchant Trophy (U-17)
Timeline
Wealth Manager
ICICI BANK
12.2021 - 06.2023
NISM
05-2020
IRDA
03-2019
Corporate Relationship Manager
KOTAK MAHINDRA BANK
10.2018 - 11.2021
Senior Financial Service Manager
ICICI PRUDENTIAL
09.2017 - 03.2018
Senior Sales Executive
Top Makaan Properties
04.2014 - 08.2017
Master in Marketing Management -
MIT
03.2012 - 03.2014
Bachelor of Commerce -
Symbiosis International University
05.2007 - 05.2010