Work Preference
Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Nimish Sachdeva

Vice President - Retail Sales
Ludhiana

Work Preference

Desired Job Title

Vice President -Retail SalesSr. Manager - Retail SalesWealth Relationship ManagerSales ManagerSr. Account Relationship Manager

Work Type

Full Time

Location Preference

Hybrid
Location: Ludhiana, INChandigarh, CHDelhi, DL
Open to relocation: Yes

Salary Range

3500000/yr - 5000000/yr

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsTeam Building / Company RetreatsStock Options / Equity / Profit Sharing

Summary

Performance-driven Sales Leader with 20+ years of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Overview

21
21
years of professional experience
2
2
Certifications

Work History

Vice President -Retail Sales

Bandhan AMC Ltd (erstwhile Known as IDFC AMC)
06.2021 - Current
  • Cultivated strong relationships with key stakeholders, including customers, business partners, and senior management leaders, to promote collaboration and long-term success.
  • Managing a team of four RMs across multiple locations.
  • Taking care of Ludhiana, Patiala, and nearby locations.
  • Established and maintained strong relationships with customers and strategic partners. Increased company growth through collaboration with sales and other departments.
  • Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
  • Developed innovative sales and marketing strategies to facilitate business expansion.

Sr. Manager - Retail Sales

Invesco India AMC
09.2015 - 06.2021
  • Mainly dealing with national distributors, banks, and the IFA channel of the company.
  • Maintain the relationship with the channel partners, and assure them about the proper services from our side, pre- and post-sales.
  • Keeping an eye on the performance of competitors and trying to acquire more market share.
  • Query handling of clients, as well as channel partners, during acquisition.
  • To report to senior management the periodic MIS, market feedback.
  • To ensure that the sales complaints are minimal and are resolved, if any, I established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
  • Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.

Wealth Relationship Manager

Almondz Global Securities
10.2014 - 09.2015
  • Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
  • Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
  • Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
  • Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.

Sales Manager

Bharti AXA Life Insurance Company
03.2013 - 09.2014
  • Taking care of Punjab and Jammu regions
  • Handling a team of five executives across Punjab and Jammu.
  • Mainly dealing with national brokers like SMC, Bajaj Capital (branch and venue models), IIFL, and other business partners of the company, and the acquisition of new relationships for the company.

Sr. Account Relationship Manager

DHFL Pramerica Life Insurance Company
06.2010 - 02.2013
  • Taking care of all major locations in Punjab and Una (Himachal Pradesh).
  • Handling a team of eight executives across Punjab.
  • Mainly dealing with corporate agents and national distributors of the company, and driving sales through them by maintaining relationships with them.

Sales Manager- CABC

Aditya Birla Sun Life Insurance
05.2007 - 01.2010
  • I joined ABSLI as Unit Sales Manager in May 2007 in Ludhiana, and in August 2009, I was promoted to Sales Manager and shifted to Haryana to take care of the rural part.
  • Handling a team of five USMs across Haryana.
  • Taking care of the rural part of Haryana.
  • Managing Corporate channel for the company and driving sales through them.

Relationship Manager

IIFL
08.2005 - 04.2007
  • Mainly deal with the cross-selling of all financial products, like life insurance products from ICICI Prudential Life Insurance Co. Ltd., Deemat accounts of IIFL, and mutual funds of all companies.
  • Managing the database of the clients, and guiding them to invest in the right portfolio.

Education

B.com - Accounts

SCD Govt College For Boys
Ludhiana
04.2001 -

Skills

Team leadership

Strategic planning

Decision-making

Results-driven

Business development

Sales and marketing leadership

Public speaking

Coaching and mentoring

Accomplishments

  • Elevated to Vice President position within 3 years of Joining Bandhan AMC.
  • Got multiple awards and accolades
  • Qualified for Best Team leader 6 times in 8 internal campaigns names Bandhan Premier league during my tenure.
  • Got an award for best branch pan india twice during my tenure.

Certification

NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination

Interests

Music lover

Loves to interact with new people

Timeline

NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination

09-2025

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

05-2025

Vice President -Retail Sales

Bandhan AMC Ltd (erstwhile Known as IDFC AMC)
06.2021 - Current

Sr. Manager - Retail Sales

Invesco India AMC
09.2015 - 06.2021

Wealth Relationship Manager

Almondz Global Securities
10.2014 - 09.2015

Sales Manager

Bharti AXA Life Insurance Company
03.2013 - 09.2014

Sr. Account Relationship Manager

DHFL Pramerica Life Insurance Company
06.2010 - 02.2013

Sales Manager- CABC

Aditya Birla Sun Life Insurance
05.2007 - 01.2010

Relationship Manager

IIFL
08.2005 - 04.2007

B.com - Accounts

SCD Govt College For Boys
04.2001 -

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Nimish SachdevaVice President - Retail Sales