Himanshu Saxena
Partner - Global Private Wealth & Co Head Just Trade by Bajaj Capital
New Delhi
Summary
Results-driven with a forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Innovative entrepreneur bringing progressive career spanning operations, sales and marketing, business management and distribution. Excellent business acumen and strategic planning skills to drive profitability and margins year over year.
Known for strong leadership and communication skills to build and maintain profitable relationships while exceeding sales and revenue goals.
Dedicated professional with history of meeting company goals utilizing consistent and organized practices.
Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Excel in building teams and fostering business alliances, achieving remarkable revenue increases and client satisfaction.
Overview
7
7
years of professional experience
Work History
Co Head Just Trade & Partner Global Private Wealth
Bajaj Capital
01.2024 - Current
- Developed key operational initiatives to drive and maintain substantial business growth.
- Monitored partner performance and provided feedback on areas of improvement.
- Worked with department heads to stay current on needs and offer high-level support for day-to-day operations.
- Initiated aggressive hiring push and training of industry-renowned candidates as department managers to drive organizational improvements.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Drove implementation of new market expansion to propel business forward and adapt to market changes.
- Devised new promotional approaches to boost client numbers and market penetration while enhancing engagement and driving growth.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Executed local, regional and national marketing and branding initiatives to drive sales within existing and prospective accounts.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction.
- Developed and led group training courses to align with corporate sales and service goals
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- In sync with compliance for legal matter & solutions.
- Managing Multi Family offices client.
Regional Head - Affluent & NR Private
Yes Securities by Yes Bank
05.2019 - 01.2024
- Increased revenue by identifying new business opportunities and closing high-value deals.
- Improved regional performance by implementing strategic sales initiatives and effective team management.
- Expanded market presence with targeted marketing campaigns and strong customer relationship building.
- Conducted regular performance reviews, setting clear expectations and supporting employee development initiatives.
- Handling team of cluster heads, IC & advisor.
- Managing end to end relationship with Yes Bank as channel partner.
PCG Manager
Aditya Birla Capital
11.2018 - 05.2019
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
Wealth Manager
ICICI Securities
05.2017 - 10.2018
- Optimized asset allocation across various accounts for improved diversification and risk-adjusted performance.
- Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
- Recommended specific investments to help clients meet financial goals.
- Researched and evaluated potential investment products for clients.
- Advised clients on investments, retirement and estate planning.
- Collaborated with clients to develop customized investment portfolios.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on potential risks and rewards associated with various investments.
Education
PGPM - Finance And Marketing
IBS Business School
Mumbai, India 04.2001 -
BBA - Finance
LPU
Jalandhar, India 04.2001 -
Skills
- Financial leadership
- Corporate leadership
- Business start up
- Business alliances
- Sales proficiency
- Self-Motivated
- Excellent communication
- Mindset Growth
- Motivational leadership
- Business planning
- Analytical Skills
- Team building
Timeline
Co Head Just Trade & Partner Global Private Wealth
Bajaj Capital
01.2024 - Current
Regional Head - Affluent & NR Private
Yes Securities by Yes Bank
05.2019 - 01.2024
PCG Manager
Aditya Birla Capital
11.2018 - 05.2019
Wealth Manager
ICICI Securities
05.2017 - 10.2018
PGPM - Finance And Marketing
IBS Business School
04.2001 -
BBA - Finance
LPU
04.2001 -
Similar Profiles
Neeharika ChinnariNeeharika Chinnari
Intern at Bajaj CapitalIntern at Bajaj Capital
Bhojraj Kunwar ChhetriBhojraj Kunwar Chhetri
Executive Client Connect at Bajaj CapitalExecutive Client Connect at Bajaj Capital
GAUTAM MADAANGAUTAM MADAAN
Manager at Bajaj CapitalManager at Bajaj Capital