NIKASH SACHDEVA
Gurgaon
Summary
Seasoned Private Banker with over 15 years of experience providing UHNIs and HNIs with personalized financial services. Proficient in wealth management, asset allocation, and relationship building. Proven track record of developing new business opportunities and fostering client loyalty. Expertise in navigating complex financial landscapes and designing tailored solutions to achieve clients financial goals.
Overview
17
17
years of professional experience
Work History
PRIVATE BANKER
IONIC WEALTH - ANGEL ONE
GURGAON
10.2024 - Current
- Client Relationship Management
Cultivated strong, long-term relationships with clients. Developed personalized financial strategies aligned with their personal and wealth creation goals. - Client Servicing & Satisfaction
Held regular review meetings to assess portfolio performance. Proactively addressed client concerns to ensure retention and satisfaction. - Portfolio Review & Revenue Optimization
Actively rebalanced client portfolios to align with market conditions and internal strategies, ensuring optimal asset performance and AUM growth. - New Investment solutions & sessions
Introduced new investment solutions; conducted periodic strategy sessions with clients to enhance product understanding and adoption. - Client-Centric Financial Planning & Allocation
Conducted detailed financial need analysis. Recommended asset allocation strategies across asset classes to maximize returns and meet goals. - Client Acquisition & Financial Wellness Initiatives
Acquired new HNI/UHNI clients through networking, events, and referrals. Organized fund manager sessions and wellness programs to enhance client engagement.
INVESTMENT SPECIALIST
ICICI PRIVATE BANKING
DELHI
10.2019 - 10.2024
Senior Relationship Manager
INDUSIND Bank Ltd.
06.2018 - 08.2019
Relationship Manager
HDFC Bank
04.2016 - 08.2017
Senior Sales Executive
United Spirits Ltd.
04.2008 - 01.2016
Education
M.B.A. - International Marketing
IMT
Ghaziabad01.2011
B.Tech. - Computer Science
Indraprastha University Amity School of Engg. & Technology
New Delhi01-2008
Skills
- Client relationship management
- Portfolio management
- Wealth management
- Financial planning
- Client acquisition
- Investment analysis
- Asset allocation
- Client servicing
- Effective communication
- Strategic Planning
- Market Analysis
- Revenue Generation
- Training and Development
- Networking skills
Personal Information
Date of Birth: 13/11/1985
Languages
- English
- Hindi
Employment Outline
- 10/10/24 - Present, Ionic Wealth - ANGEL ONE, Private banker
- 01/09/19 - 9/10/24, ICICI Bank Ltd., Product Specialist - Private Banking
- 01/06/18 - 31/08/19, INDUSIND Bank Ltd., Senior Relationship Manager
- 01/04/16 - 31/08/17, HDFC Bank, Relationship Manager
- 01/04/08 - 31/01/16, United Spirits Ltd., Senior Sales Executive
Professional Highlights
- Portfolio growth of 125% and new addition of clients
- New business from HNIs, corporate, school, institutions and hospitals
- New opportunities with importers/exporters and startups
- Maintained and developed various acquisitions and Relationship with ultra HNIs, Exporters, institutions, corporates, and start-ups
- Accountable for capital account transactions of more than 100 crore from multiple start-ups in the form of FDI/ODI
- Handled high net worth (above 15 cr investments)
- Outsourced school account with average balance of 5 cr per month and achieved total 40 cr of business banking loan take from other bank
- Four times Best Performer for Sales in Delhi (2011-12, 2012-13, 2013-14 and 2014-15)
- Thrice Best Performer for Sales in Delhi (2008-09, 2009-10 and 2010-11)
Timeline
PRIVATE BANKER
IONIC WEALTH - ANGEL ONE
10.2024 - Current
INVESTMENT SPECIALIST
ICICI PRIVATE BANKING
10.2019 - 10.2024
Senior Relationship Manager
INDUSIND Bank Ltd.
06.2018 - 08.2019
Relationship Manager
HDFC Bank
04.2016 - 08.2017
Senior Sales Executive
United Spirits Ltd.
04.2008 - 01.2016
M.B.A. - International Marketing
IMT
B.Tech. - Computer Science
Indraprastha University Amity School of Engg. & Technology
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