Watching and Playing Cricket
Bikram Pratap Choudhary
Senior Banking Partner- Affluent Banking
New Delhi
Summary
Personable wealth advisor committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
21
21
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Senior Banking Partner
IndusInd Bank Ltd
New Delhi
11.2002 - Current
- Provided outstanding service to all clients in banking and wealth management related solutions.
- Increasing book value including AUM growth for the bank.
- Specialist in managing the portfolio of HNI's and advising Alternate Investments, PMS, Mutual Funds etc.
- Acquisition of NTB client base for the bank through house-holding and references.
- Banking Products- CASA, Liability, Assets, TFx etc.
- Utilized CRM software to manage client relationships.
- Cross-sold insurance products to existing clients to reach sales targets.
Senior Relationship Manager
Bajaj Capital Limited
New Delhi
10.2016 - 10.2022
- Recommended investment products like mutual funds, PMS, LI, GI, Bonds, FD etc and services suitable for clients based on objectives, resources and risk profiles.
- Recommended specific investments to help clients meet financial goals.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Generated leads through cold-calling, networking and other outreach methods.
- Facilitated portfolio performance review and implemented new strategies.
Sr. Business Acquisition Specialist
Easy Policy Web Aggregators Pvt. Ltd.
Noida
08.2014 - 10.2016
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Cross-sold insurance products to existing clients to reach sales targets.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
Education
Bachelor of Technology - Mechanical Engineering
West Bengal University of Technology
Durgapur 06.2009 - 05.2013
Class XII -
CBSE
New Delhi 03.2006 - 03.2008
Class X -
CBSE
New Delhi 03.2005 - 03.2006
Skills
Verbal and written communications
Equity markets
Portfolio Management
AIF, PMS, Mutual Funds
Specialist: Life Insurance, General Insurance
Banking Products: Liability, Assets, CASA
Accomplishments
- More than 9 years of experience in sales and servicing of financial products like mutual funds, life insurance, general insurance, fixed deposits, bonds etc including one year experience in managing affluent clients with banking products and alternate investments, PMS etc.
- Rewarded in R&R ceremony at Bajaj Capital Ltd.
.
Certification
Certified with NISM- Series V-A: Mutual Fund Distributors Certification.
Interests
Listening to Music
Cooking
Timeline
Senior Relationship Manager
Bajaj Capital Limited
10.2016 - 10.2022
Sr. Business Acquisition Specialist
Easy Policy Web Aggregators Pvt. Ltd.
08.2014 - 10.2016
Bachelor of Technology - Mechanical Engineering
West Bengal University of Technology
06.2009 - 05.2013
Class XII -
CBSE
03.2006 - 03.2008
Class X -
CBSE
03.2005 - 03.2006
Senior Banking Partner
IndusInd Bank Ltd
11.2002 - Current