NAVDEEP SINGH SACHDEV
Surat, Gujarat
Summary
Dynamic financial leader with extensive experience at ICICI Bank, excelling in portfolio management and team leadership. Proven track record in driving revenue growth and achieving ambitious targets. Skilled in market research and relationship management, fostering strong client connections to unlock new business opportunities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Regional Head : Private Banking Group
ICICI Bank Ltd
Surat, Gujarat
10.2024 - Current
- Leading a team of six PBG RMs in executing business plans and achieving targets.
- Managing AUM of 300 crores and CASA of 700 crores.
- Analyzed market trends for UHNI Client segment to identify growth opportunities within the region.
- Fostered relationships with key stakeholders to support business objectives.
Regional Head : Affluent (wealth Management)
ICICI Bank
Vadodara, Gujarat
09.2019 - 10.2024
- Monitored staff performance by actively engaging in and observing day-to-day activities.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Defined clear targets and objectives and communicated to other team members.
Financial Advisor
YES BANK LTD, Yes
Jaipur, Rajasthan
06.2018 - 09.2019
- Drove revenue growth to meet sales targets in liabilities, retail assets, and business banking.
- Increased fee income through effective promotion of mutual funds, investments, and insurance offerings.
Relationship Manager : Burgundy
AXIS Bank Ltd
Jaipur, Rajasthan
03.2018 - 06.2018
- Managed client portfolios to ensure financial needs were met effectively.
Wealth Relationship Manager
ICICI BANK LTD
10.2015 - 03.2018
- Achievement of product-wise targets.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
Relationship Manager : Premium Acquisition
Standard Chartered Bank, SCB
03.2014 - 10.2015
- Identifying & acquiring premium (HNI) NTB Customers for bank.
- Achieving given sales target of all Premium segment banking products.
Customer Service Executive
Development Credit Bank, DCB
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
03.2012 - 04.2013
- Achieving Sales Targets and Handling complete portfolio of Prepaid, Post paid, Tablet Activations, BB Activations, and Dongles and managing 2 team leaders and 20 brand promoters.
- Executed optimal sales strategies to achieve commercial goals for Surat & Baroda market.
Education
PGPM - Marketing, Finance
ICFAI
AhmedabadSkills
- Portfolio management
- Asset allocation
- Market research
- Sales strategy
- Team leadership
- Business development
- Investment strategy
- Relationship management
Certification
- NISM - Series V-A : Mutual Fund Distribution Examination
- IRDAI IC38 - Certificate Exam of Corporate Agents
- NISM - Series 21-A PMS Distribution
Additional Information
Date of Birth : 23rd July, 1989
Languages Known : English / Punjabi / Hindi/Gujarati
<Enter your own>
Title: REGIONAL HEAD: AFFLUENT (WEALTH MANAGEMENT)
Timeline
Regional Head : Private Banking Group
ICICI Bank Ltd
10.2024 - Current
Regional Head : Affluent (wealth Management)
ICICI Bank
09.2019 - 10.2024
Financial Advisor
YES BANK LTD, Yes
06.2018 - 09.2019
Relationship Manager : Burgundy
AXIS Bank Ltd
03.2018 - 06.2018
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
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