DARPAN SINGHVI
AFFLUENT RELATIONSHIP MANAGER
Bangalore
Summary
A versatile, quick learner, and self-driven professional with excellent communication and planning abilities. I am capable of managing tasks such as relationship-building, team building, offering solutions to difficult situations, and meeting consumer needs.
Overview
11
11
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Senior Manager - Nri & Affluent Business
Axis Bank Ltd.
Bengaluru
09.2023 - Current
- Managing 150+ families with an AUM of 200 Cr across SA,TD & Investments.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Acquiring new clients and assisting them in reaching their financial objectives.
- Growing Liability Book of Current and Newly On boarded Clients.
- Increasing Product Per Customer (P.P.C) through a variety of product offerings.
- Generating Revenue through Retail Forex, Investments, and Retail Assets.
Manager - NRI & Affluent Business
Axis Bank Ltd
Bengaluru
04.2022 - 08.2023
Deputy Manager - NRI & Affluent Business
Axis Bank Ltd
Bengaluru
05.2020 - 03.2022
Associate Financial Advisor
Edelweiss Financial Services
Bengaluru
08.2018 - 05.2020
- Acquiring new clients and helping them to meet their financial goals through offering customized investment solutions.
- Portfolio Review of Existing customers.
- Creating partnership ecosystems by onboarding CA's and DSA's and driving business through them to generate additional revenue.
Country Sales Manager
IT's Sambhav Consulting Services
Bengaluru
04.2016 - 04.2018
- Company Overview: IT's Sambhav Consulting Services is a startup that helps niche IT companies to expand in the SEA region by handling their end to end sales activities and building a strong partnership ecosystem in these region.
- Initially focused on Market Research identifying right set of Countries & Segments to be targeted to position our client's offerings
- Later started driving end to end sales activities starting from Lead Generation, Lead Qualification to Closure
- Also helped our clients to setup their partner ecosystem through identifying and managing suitable channel partners in the APAC region which included onboarding the right channel partner, enabling them with our client's offerings and managing the overall sales relationship with them in many countries of APAC.
- After 6 months took over Vietnam & Indonesian markets and use to travel frequently to build the partnership ecosystem and clientele in the region.
Operations Analyst
Goldman Sachs
Bengaluru
08.2014 - 03.2016
- Managing Fixed Income settlement process for EMEA Markets (Europe, Middle East and Africa)
- Project performed to fix a broken process related to SSI's (Standard settlement instructions) in German domestic market.
- Increasing settlement rate of our markets by implementing better rules and procedure to perform the task.
Education
MBA - FINANCE AND MARKETING
JAIN COLLEGE
BengaluruBBM - FINANCE
CENTER FOR MANAGEMENT STUDIES-(JGI)
BengaluruPUC - SCIENCE
ST.JOSEPHS INDIAN COLLEGE
BengaluruSkills
- Good Communication Skills
- Team Person
- Positive Attitude
- Quick learner
Personal Information
- Date of Birth: 11/28/90
- Marital Status: Married
Accomplishments
- 3 times MDRT Qualifier.
- I have been consistently earning Maximum Incentives YoY.
- I have won multiple retail Forex contests at the regional and circle levels.
- I have won few contests for bringing in SA Balances.
- I have got 2 promotions within 3.5 Years for my achievements and attitude at Axis Bank.
Certification
Chartered Institute of Securities - Investment Administration Qualified
Timeline
Senior Manager - Nri & Affluent Business
Axis Bank Ltd.
09.2023 - Current
Manager - NRI & Affluent Business
Axis Bank Ltd
04.2022 - 08.2023
IRDAI SP License
08-2020
Deputy Manager - NRI & Affluent Business
Axis Bank Ltd
05.2020 - 03.2022
NISM V A
08-2018
Associate Financial Advisor
Edelweiss Financial Services
08.2018 - 05.2020
Country Sales Manager
IT's Sambhav Consulting Services
04.2016 - 04.2018
Operations Analyst
Goldman Sachs
08.2014 - 03.2016
Chartered Institute of Securities - Investment Administration Qualified
09-2010
MBA - FINANCE AND MARKETING
JAIN COLLEGE
BBM - FINANCE
CENTER FOR MANAGEMENT STUDIES-(JGI)
PUC - SCIENCE
ST.JOSEPHS INDIAN COLLEGE
Similar Profiles
K Surya PrakashK Surya Prakash
Priority Banking Relationship Manager at Axis Bank Ltd.Priority Banking Relationship Manager at Axis Bank Ltd.
Sharath DSharath D
Asset desk Manager at AXIS BANK LTD.Asset desk Manager at AXIS BANK LTD.
Arshi KhanArshi Khan
Deputy Manager of Operations at Axis Bank Ltd.Deputy Manager of Operations at Axis Bank Ltd.
Jaykumar S. RathodJaykumar S. Rathod
Branch Relationship Officer at Axis Bank Ltd.Branch Relationship Officer at Axis Bank Ltd.
Anil Kumar SawAnil Kumar Saw
Staff Engineer at Altimetrik India Pvt. LtdStaff Engineer at Altimetrik India Pvt. Ltd