Sushant Srivastava
Summary
Strategic Wealth Management Professional experienced in advising High Net Worth Individuals and delivering outcome-focused financial solutions. Drove revenue growth through personalized wealth planning and aligned client goals with comprehensive investments across various financial instruments. Leveraged fintech platforms to enhance client experiences and contribute to organizational success.
Overview
10
10
years of professional experience
Work History
Priority Wealth Manager
INDMONEY
05.2023 - Current
- Managed HNIs / Priority clients, delivering tailored recommendations across mutual funds, direct funds, US equities, fixed income, and PMS.
- Conducted portfolio reviews in collaboration with research and product teams, delivering timely market updates and recommending optimized asset rebalancing.
- Leveraged INDMONEY’s Priority advisory offerings to inform clients with robust wealth insights and product access Reddit.
- Communicated client feedback and market trends to leadership, contributing to the refinement of product features and improvement of client experience.
- Ensured strict regulatory compliance, including KYC, documentation, and process adherence.
Corporate Communication Executive
Koenig Solutions Pvt Ltd
03.2019 - Current
- Converted leads into customers through effective communication.
- Conducted regular follow-ups with potential prospects to convert them into customers.
- Research accounts, identify key players and generate interest.
- Identified and addressed customer needs and requirements.
Deputy Manager
AXIS BANK
03.2021 - 05.2023
- Consistently ranked among the top-performing VRMs in terms of revenue generation, cross-sell ratio, and customer satisfaction scores.
- Managed a portfolio of high-value customers, ensuring personalized banking solutions and strengthening long-term relationships.
- Facilitated inbound and outbound interactions to effectively cross-sell banking products (CASA, loans, credit cards, insurance, investments).
- Provided end-to-end financial advisory support over digital/telephonic channels, improving customer engagement and retention.
- Coordinated with branch and product teams to implement digital banking solutions, enhancing overall customer experience.
- Ensured 100% compliance with KYC, AML, and internal audit guidelines, minimizing risk and maintaining operational integrity.
- Mentored new hires on CRM tools and customer engagement best practices, fostering team readiness and performance.
Assistant Manager
HDFC Bank
06.2016 - 03.2019
- Routinely assessing and meeting the financial needs of various high net worth customers.
- Focused on applying knowledge of financial products and investment packages to offer to existing and new customers.
- Providing sound financial advice and making recommendations for customers considering various banking products.
- Ensured customer delight with continuous engagement and coordination between different bank departments.
- Focused on customer engagement and customer delight by accessing the profile of the customer to obtain appropriate information and understand the key requirements of the customer for quick assistance.
- Increasing opportunities of future business by providing customized services and investment advice to customers.
- Promoting digital banking services for a superior customer service experience.
- Remained updated on all available banking and financial products.
- Ensuring customer retention and maintaining confidentiality of customers.
- Working on different software of the bank and guidance and knowledge dissemination to the customers.
Education
MBA -
Management Education and Research Institute
New Delhi01-2016
BBA -
Banarsidas Chandiwala Institute of Professional Studies
01-2014
HSC -
General Raj’s School
01-2011
SSC -
General Raj’s School
01-2009
Skills
- Relationship management for HNI and UHNIs
- NISM certifications: V-A and XXI-A
- Portfolio structuring: mutual funds, equity, PMS, US equities
- Financial and investment planning
- Cross-selling and revenue growth
- Regulatory compliance and KYC documentation
- Fintech client solutions
- Strong communication, negotiation, and presentation skills
- Market insights and research collaboration
- Wealth advisory
Technical Strength
- MS-Office (MS-Word, MS-Excel, MS-PowerPoint, MS-Outlook)
- CRM
- Finone
- Flexcube
- RMS
Summer Training And Projects
- Sales and marketing analyzer, AMUL GCMMF LTD, 07/01/15, Analysis and Feedback of Amul Milk in Badarpur Region
- Sales & Marketing Trainee, Dexter Retail & Distribution Pvt. Ltd, 06/01/13, The Sales and Marketing Analysis of Dexter Limited
Awards
- Achieve an award for 'Abhi Active Campaign' for the month of 05/18.
- Achieve an award for 'Sabhi Active Campaign' for the month of 06/18.
- Awarded with a trophy for highest contribution in 'Assets' for Qtr. 1 i.e. 04/18-06/18.
Personal Information
- Date of Birth: 07/03/93
- Gender: Male
- Marital Status: Married
Timeline
Priority Wealth Manager
INDMONEY
05.2023 - Current
Deputy Manager
AXIS BANK
03.2021 - 05.2023
Corporate Communication Executive
Koenig Solutions Pvt Ltd
03.2019 - Current
Assistant Manager
HDFC Bank
06.2016 - 03.2019
MBA -
Management Education and Research Institute
BBA -
Banarsidas Chandiwala Institute of Professional Studies
HSC -
General Raj’s School
SSC -
General Raj’s School