Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Khushboo Sanduja

Khushboo Sanduja

Gurgaon

Summary

An enthusiastic learner looking for a career in an organization that will utilize my skills to expedite mutual

growth and success.

Overview

9
9
years of professional experience
1
1
Certification

Work History

PCG Wealth Manager

Motilal Oswal Financial Service Ltd
New Delhi
02.2024 - Current
  • Manage and grow a portfolio of high-net-worth individuals (HNIs) by offering tailored investment solutions across equity, mutual funds, PMS, and structured products.
  • Deliver consistent portfolio performance, and exceed revenue targets through strategic asset allocation and market-driven advice.
  • Maintain strong client relationships by providing timely market updates, financial planning, and regular portfolio reviews.
  • Achieved a 150% client retention rate and 15 crore in AUM growth within 1 year.

Deputy Manager II- Private Banker

ICICI BANK
MANESAR- GURGAON
11.2022 - 02.2024
  • Monitored and addressed Ultra HNI client banking needs across 15 branches.
  • Advised clients on investments, retirement planning, and estate management strategies.
  • Focused on business development to enhance relationship value, revenue growth, and client retention.
  • Analyzed research findings to generate leads and promote various banking products. Engaged with clients to foster long-term relationships and improve satisfaction levels.

Wealth Manager

ICICI BANK
MANESAR- GURGAON
11.2021 - 11.2022
  • Managed portfolio of over 388 high-net-worth clients in Relationship Banking.
  • Resolved client queries within specified turnaround time.
  • Targeted various market segments to generate leads for banking products and services.

Sales Manager

HOMETRUST REALTY PVT LTD
GURGAON
04.2021 - 11.2021
  • Developed engaging sales presentations that showcased success and credibility of properties.
  • Led a team of sales executives by conducting daily follow-ups and offering ongoing guidance.
  • Analyzed data to identify strategies for enhancing sales performance.
  • Cultivated relationships to achieve sales goals and service targets effectively.

Internship Student

THE CAPTIAL BOX
GURGAON
02.2020 - 05.2020
  • Building relationships with partner banks and helping them to generate revenue.
  • Research on consumer insights about financial solutions.
  • Analysis of the investment approach of the consumer.

Internship Student

RIVERA HOUSE FURNISHING PVT LTD
PANIPAT
06.2016 - 07.2016
Project Title: A Study on Job Satisfaction Among Workers. Project Synopsis:
  • Assist the recruitment team in hiring new talent.
  • Helping and guiding employees regarding their roles, and assisting them as per their requirements.
  • Creating and maintaining a secondary database of employees and clients.
  • Worked with the manufacturing team and dealt with customer-related issues.

Education

PGPM: MARKETING -

ICFAI Business School
GURGAON
05-2021

B.COM (HONS.) -

CHANDIGARH UNIVERSITY
PUNJAB
04-2018

Skills

MS Office

Database management

Leadership

Customer acquisition and retention

Client relationship management

Financial planning

Marketing strategy

KPI tracking

Certification

  • NISM-V-A mutual fund distribution certificate
  • Insurance regulatory and authority (IC-38)
  • Advance Excel from Intershala from April to May 2020

Accomplishments

  • Award for exceptional contributions to Motilal Oswal Mutual Fund NFOs
  • Participated in 'EDC Campus Entrepreneur: ICFAI Business School (2019-21)
  • Secured the runner-up position in the skit competition at St. Francis Xavier School in 2014
  • Certificate of appreciation for remarkable performance in the Prime/M52 Drive contest held during August2022 at ICICI Bank
  • Awarded as the best contributor in the NFO (New Fund Offer) – Motilal Oswal Financial Services, August 2024
  • Certificate of Excellence in IP Sales – Motilal Oswal Financial Services Ltd, Sept–Nov 2024, & Jan–Mar 2025
  • Certificate of Excellence in New Client Acquisition (NCA) – Motilal Oswal Financial Services Ltd, September and October 2024

Timeline

PCG Wealth Manager

Motilal Oswal Financial Service Ltd
02.2024 - Current

Deputy Manager II- Private Banker

ICICI BANK
11.2022 - 02.2024

Wealth Manager

ICICI BANK
11.2021 - 11.2022

Sales Manager

HOMETRUST REALTY PVT LTD
04.2021 - 11.2021

Internship Student

THE CAPTIAL BOX
02.2020 - 05.2020

Internship Student

RIVERA HOUSE FURNISHING PVT LTD
06.2016 - 07.2016

PGPM: MARKETING -

ICFAI Business School

B.COM (HONS.) -

CHANDIGARH UNIVERSITY

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Khushboo Sanduja