Himanshu Jaggi
Katni
Summary
Dynamic and results-driven Wealth Manager with extensive experience in portfolio management and financial advisory. Currently serving as Assistant Vice President at Anand Rathi Wealth, excelling in providing tailored wealth management solutions to high-net-worth individuals. Proven track record in investment planning, risk assessment, and client relationship management. Formerly a manager at Axis Bank, I successfully acquired new customers and achieved branch targets for savings accounts and third-party products. Previous roles include Deputy Manager at HDFC Bank and Sales Officer at Axis Bank, demonstrating a consistent ability to meet financial goals. Known for honesty, hard work, self-dependence, confidence, self-motivation, helpful attitude, and being friendly.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Assistant Vice President
ANAND RATHI WEALTH
JABALPUR
02.2024 - Current
- Dynamic and results-driven Wealth Manager with extensive experience in portfolio management and financial advisory. Currently serving as an Assistant Vice President at Anand Rathi Wealth, excelling in providing tailored wealth management solutions to high-net-worth individuals. Skilled in investment planning, risk assessment, and client relationship management, with a proven ability to achieve financial goals, and build lasting client trust.
Manager
AXIS BANK
Katni
06.2022 - 02.2024
- Acquire new customers who meet product criteria, and flag them on the system.
- Referrals generated from existing customers.
- Premier Acquisition Channel.
- Generate leads for CASA customers.
- Opening of CASA Accounts.
- Follow up with the clients.
- Achieving branch target for the acquisition of savings, current accounts, and third-party products.
- Maintaining relationships with all customers, educating them about various channels and facilities of the bank, and solving customers queries from time to time.
Deputy Manager
HDFC BANK
Katni
08.2018 - 06.2022
- Acquisition of new, preferred customers.
- Enhancement of the relationship by cross-selling products and services, as per the profile and needs of the customers.
- Deepening the size of the relationship.
- Retention of customers by providing the best possible services, and being the dedicated point of contact for these customers.
Sales Officer
AXIS BANK
Maihar
07.2016 - 08.2018
- Identify sales opportunities for both the bank and third-party products by acquiring new customers and building new relationships.
- Manage business relations with existing customers to increase the depth of existing relationships.
- Achieve sales targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Comply with KYC, SEBI rules, regulations, and legislation governing the financial services industry.
Education
B.B.A -
Katni Arts And Commerce College
Katni, M.P.01.2014
H.S.C -
Diamond Eng. Med. Sr. Sec. School
MP01.2010
S.S.C -
Bardsley English Med. Sr. Sec. School
01.2008
Skills
- Honesty
- Hardworking
- Self-dependence
- Confidence
- Self-motivated
- Helpful attitude
- Helpful nature
- Being friendly
- Revenue growth
- Strategic marketing
Roles and Responsibilities
- To develop and manage HNI Clients in order to enhance and acquire more AUM.
- Skilled in motivating teams, driving performance , and achieving business goals.
- Align AUM as per client's financial strategy to reduce risk, cost & tax, also to enhance desired returns and volatility of the portfolio.
- Review/Service portfolio to create a wow experience for clients.
- On board new relationships- Client acquisition.
- Conduct marketing activities to increase no of clients managed.
Additional Qualifications
Diploma in Computer Application
Certification
- NISM certificate
- IRDA certificate
Projects
A project report on Effectiveness of promotions schemes., Big Bazaar, 2 months, To assess the attractiveness of the offers to customers., To find out the competitive difference of big bazaar with other retails.
Languages
- Hindi
- English
Extracurricular Activities
Exploring different kind of places
Listening to music
Learning new things
Playing volleyball
Playing football
Personal Information
- Father's Name: Shri Tarun Kumar Jaggi
- Mother's Name: Smt. Geeta Jaggi
- Spouse's Name: Mrs. Sonal Jaggi
- Date of Birth: 23/09/1992
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Custom Section
I confirm that , the above information is true and correct to the best of my knowledge .
Timeline
Assistant Vice President
ANAND RATHI WEALTH
02.2024 - Current
Manager
AXIS BANK
06.2022 - 02.2024
Deputy Manager
HDFC BANK
08.2018 - 06.2022
Sales Officer
AXIS BANK
07.2016 - 08.2018
B.B.A -
Katni Arts And Commerce College
H.S.C -
Diamond Eng. Med. Sr. Sec. School
S.S.C -
Bardsley English Med. Sr. Sec. School
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