Hrishika Sachan
Lucknow
Summary
Seasoned relationship manager with a proven track record in delivering timely solutions and efficiently resolving client issues. Expertise in building and maintaining strong client relationships, driving customer satisfaction and loyalty. Demonstrated ability to enhance client engagement and retention through effective communication and problem-solving skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Vice-President
Finwizard Technology Private Limited Or Fisdom
Lucknow
07.2025 - Current
- Results-driven finance professional with a strong aptitude for client relationship management and wealth advisory services. Deliver impactful financial solutions by assessing client needs and aligning strategies to meet their goals. Foster loyalty and retention through consistent support and education on digital banking platforms.
Senior Wealth Manager
State Bank of India
01.2025 - 07.2025
- Achieved growth in client relationships exceeding 1 crore and above through proactive management and support.
Delivered exceptional service across mutual funds, portfolio management services, alternative investment funds, and loans and deposits.
Enhanced client satisfaction and loyalty, contributing to overall bank performance and reputation.
Wealth Manager
State Bank Of India
Lucknow
06.2022 - 12.2024
- Assisted in managing portfolios for high-net-worth clients.
- Provided support in delivering financial advice on investments and savings.
- Coordinated with various departments to obtain quality referrals ensuring product and service information was accessible.
Relationship Manager
ICICI Bank Pvt. Ltd.
Dehradun
10.2017 - 05.2022
- Acquisition of Wealth clients with focus on onboarding New to Bank clients.
- Managing total Investment book of approx. 68 Cr.
- Assessing the Risk Profile of these clients for sharing Investment Recommendations based on the Profile and reviewing the portfolios of mapped client quarterly and counselling them accordingly.
- Assisting and educating these clients to migrate to Digital Platforms of the Bank (INB, YONO) for various banking services and Investments.
- Generating revenue through cross sales of Mutual Funds/PMS / General Insurance/ Life Insurance.
- Build book of 632 managed clients with value of 68 crores (30% incremental from previous year)
- Earning banking revenue of up to 100% of the given target month on month.
- I have qualified multiple campaigns and received award from MD for outstanding performance in UDAAN Campaign, FY2022-23 at SBI.
- Qualified several mega zone level contests on investment and third-party products in ICICI Bank.
- Egale Eye award for fraud prevention and due diligence at ICICI Bank.
- Earns awards for excellence and professionalism in banking.
- Award of excellence in forex and Other related products.
Education
Post Graduate Diploma - Banking
Manipal Academy of Higher Education
01-2018
Bachelor of Business Administration -
College Of Management Studies
01-2015
Skills
- Finacle 10x
- Customer relationship management
- Sales CRM
- Miles
- Integrated workplace management system
- Microsoft Office applications
- Client relationship management
- Portfolio management
Certification
- Certified Financial Planner : Risk And Estate Planning
- NISM Series VI: Depository Operations Certificate Examination
- NISM Series VA: Mutual Fund Distributors Certificate Examination
- IRDA Composite Certificate examination
Accomplishments
- Build book of 632 managed clients with value of 124 crores AUM (30% incremental from previous year)
- Earning banking revenue of up to 100% of the given target month on month.
- Qualified multiple campaigns and received award from MD for outstanding performance in UDAAN Campaign, FY2022-23 at SBI.
- Qualified several mega zone level contests on investment and third-party products in ICICI Bank.
- Egale Eye award for fraud prevention and due diligence at ICICI Bank.
- Earns awards for excellence and professionalism in banking.
- Award of excellence in forex and Other related products.
Language
English
Hindi
Websites, Portfolios and Profiles
linkedin.com/in/hrishikasachan-ab16a618b
Custom Section
- ICICI Bank, Dehradun, 4 Months, On the Job Training
- ICICI Bank, Banda, UP, 2 Months, Internship
Timeline
Assistant Vice-President
Finwizard Technology Private Limited Or Fisdom
07.2025 - Current
Senior Wealth Manager
State Bank of India
01.2025 - 07.2025
Wealth Manager
State Bank Of India
06.2022 - 12.2024
Relationship Manager
ICICI Bank Pvt. Ltd.
10.2017 - 05.2022
Post Graduate Diploma - Banking
Manipal Academy of Higher Education
Bachelor of Business Administration -
College Of Management Studies