Navneet Singh Bakshi

Responsible for Driving HNI Acquisition & Incremental Book Growth of Existing Direct Clients.

Integrated team strategies at ICICI Bank to improve engagement with HNI clients.

Leading a team of 410 Members Across 74 Locations of North ( NCR, UPUK, PHHJ & Rajsthan).

• Led a Team of 186 in Delhi & NCR.
• Ranked No 1 in Delhi & NCR across all Mutual Funds on Both on Sales & AUM Basis. Consistently Clock 20% sales share & 18% AUM Share.
• No.1 in Eq & Debt AUM @ NCR Level, Increased Gap with immediate competition by 300% in Equity & 130% in Debt since took charge as regional head.
• Consistently Built Alternate & PMS Business , with a 30% Share to Pan India AUM & Sales.
• Focused on Nurturing and Creating Talent.

• Led a team of 72 for driving mutual fund sales in the state of Gujarat - A highly unorganised market dominated by agents, ifas & national distribution.
• Increased sales market share & aum share by 50%
• Moved State Rank to 3 from 6th Position on AUM Basis.

• Market share movement of rajkot cluster ,14% to 20%
• Locations Under Purview : Ahmedabad, Mehsana, Gandhinagar, Palanpur, Himmatnagar, Patan, Rajkot, Jamnagar, Bhavnagar, Bhuj, Gandhidham, Porbandar.

• Moved market share from 9% to 17%
• Locations under purview : Ahmedabad , Mehsana, Gandhingar, Palanpur, Himmatnagar, Patan.

• Led a Team of 15
• Market Share Movement from 13% to 18%
• Locations under purview : Surat, Navsari, Valsad, Vapi & Bardoli.

Multi Channel Relationship Manager , Responsible for sales across south gujarat branches.

Lead and scale the organisation’s business across the West Zone, with end-to-end ownership of growth, distribution, market share, profitability, client franchise and people development.

The role is responsible for translating the organisation’s strategy into strong regional execution while building a high-performance, future-ready sales organisation.