NAVDEEP SINGH SACHDEV
PRODUCT SPECIALIST
Jaipur,Rajasthan
Summary
Customer-oriented Product Consultant with high level of confidence when meeting new people. Astute employee with background in engaging customers and meeting sales goals.
Overview
2
2
Certifications
2
2
years of post-secondary education
8
8
years of professional experience
Work History
Product specialist
ICICI BANK LTD
JAIPUR, RAJASTHAN
09.2019 - Current
- Sept, 2019 – Currently Working Designation:, (Investments): Wealth Management Job Profile.
- Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
- Keep abreast with developments in markets, investment products and opportunities Liaise with central research advisory product team business divisions for identifying opportunities to cater to clients requirements.
- Act as an RM in circumstances where the RM is unable attend to the clients.
- Assist RM in acquiring clients.
- Share with the client or prospective client house views on various asset classes and explain the rationale.
Relationship Manager
YES BANK LTD, Yes
JAIPUR, RAJASTHAN
06.2018 - 09.2019
- Achieving Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc.
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Wealth Relationship Manager
ICICI BANK LTD
AHMEDABAD, GUJARAT
10.2015 - 03.2018
- Achievement of product-wise targets.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
Relationship Manager : Premium Acquisition
Standard Chartered Bank, SCB
AHMEDABAD, GUJARAT
03.2014 - 10.2015
- Identifying & acquiring premium (HNI) NTB Customers for the bank.
- Achieving the given sales target of all Premium segment banking products.
Customer Service Executive
Development Credit Bank, DCB
AHMEDABAD, GUJARAT
09.2013 - 02.2014
- Cross selling of financial products like, CASA, TD, MFs, Insurance, etc.
- Established and monitored customer service standards by employing recognized and comprehensive benchmarks.
Channel Manager
Vodafone West Ltd
SURAT, GUJARAT
03.2012 - 04.2013
- Achieving Sales Targets and Handling a complete portfolio of Prepaid, Post paid, Tablet Activations, BB Activations, and Dongles and managing 2 team leaders and 20 brand promoters.
- Developed creative sales tools, including presentations, trend reports, kitted assets, and product data sheets.
- Continually maintained and improved company's reputation and positive image in markets served.
- Achieved profitability goals by developing and implementing all commercial activities.
- Executed optimal sales strategies to achieve commercial goals for Surat & Baroda market.
Education
PGPM - Marketing, Finance
ICFAI
Ahmedabad 03.2010 - 02.2012
Skills
Outstanding interpersonal skills
Certification
NISM - Series V-A : Mutual Fund Distribution Examination
Additional Information
Date of Birth : 23rd July, 1989
Languages Known : English / Punjabi / Hindi/Gujarati
Timeline
Product specialist
ICICI BANK LTD
09.2019 - Current
Relationship Manager
YES BANK LTD, Yes
06.2018 - 09.2019
Wealth Relationship Manager
ICICI BANK LTD
10.2015 - 03.2018
Relationship Manager : Premium Acquisition
Standard Chartered Bank, SCB
03.2014 - 10.2015
Customer Service Executive
Development Credit Bank, DCB
09.2013 - 02.2014
Channel Manager
Vodafone West Ltd
03.2012 - 04.2013
PGPM - Marketing, Finance
ICFAI
03.2010 - 02.2012
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