Robin Pandey
Bengaluru
Summary
Highly motivated Relationship Manager with over 8.5 years of experience in the Banking & Financial Services industry. Proven ability to manage client relationships, achieve project goals within scope and budget, and drive revenue growth. Possesses a strong track record in sales, new account development, customer retention, and strategic sales planning. Adept at leading teams and increasing sales figures through effective strategy.
Dealing With 12000 client data base to look over an Assests under management of 250 crore.
Overview
3
3
Languages
6
6
Certifications
11
11
years of professional experience
Work History
Wealth Manager
Aditya Birla Group (Capital )
08.2025 - 02.2026
- Managed core wealth management products including PMS, AIFs, Mutual Funds, General Insurance, Life Insurance, Health Insurance, Group Insurance, and Voyage Insurance for Exports & Imports.
- Created an on-roll record for selling 15 health insurances in a single day with excellent profiling, ensuring 100% policy issuance on the same day.
- Represented the Institute of Company Secretaries of India at the 53rd National Conventional Program in Kochi.
Preferred Relationship Manager - HNI
HDFC Bank
03.2023 - 05.2025
- Managed a portfolio of 127 crores for HNI clients, overseeing banking products including wealth management, mutual funds, PMS, FD, SIP, bonds, investments, insurances, loans, and CASA.
- Handled various loan types such as loan against property, loan against securities, home loans, and car loans.
- Dealt with foreign exchange services for exports and imports.
- Achieved NISM VA and NISM VB certifications with 90% marks.
- Considered for the Artificial Intelligence, Machine Learning & Automation Program with IIT Delhi.
Digital Relationship Manager
Wealthy (Build wealth Technologies Private Ltd.)
07.2022 - 02.2023
- Managed an AUM size of 25 crores, offering products such as Mutual Funds, ELSS, Smart Switch, Smart Mover, Pre IPOs, Non-Convertible Debentures, Market Linked Debentures, Health Insurance, Saving & Term Insurance, Two Wheeler & Four Wheeler Insurance, Life Insurances, Credit Cards, and Personal Loans.
- Consistently led in client activations for three consecutive months.
- Generated significant business within a short period.
- Recognized as the top performer for selling the largest number of Max Life Insurance (Term Plan) policies in October 2022.
- Awarded the title of 'Most Energetic Employee' in November 2022.
Finance Manager
JJSK & ASSOCIATES
07.2021 - 06.2022
- Oversaw audits, taxation, investment, and financing projects.
Relationship & Portfolio Manager
Axis Bank
06.2019 - 06.2021
- Gained hands-on experience with cash and financial transactions.
- Demonstrated professional expertise in assessing the financial needs of various clients.
- Possessed extensive knowledge of common financial products and packages.
- Maintained a solid understanding of private banking practices.
- Determined client needs and provided satisfactory resolutions.
- Provided quality services to customers with excellent communication skills.
- Oversaw staff and prepared effective staffing schedules.
FINANCE & TAX SPECIALIST
Kamal Mimani & Co.
05.2015 - 05.2017
- Managed audits, taxation, project studies, and financing.
- Contacted existing customers via email with relevant information.
- Assisted customers and kept them informed about investment decisions.
Education
BACHELOR OF COMMERCE -
UNIVERSITY OF ALLAHABAD
ALLAHABAD05-2010
Post Graduate Program - Management Accounting
IMS Proschool Private Ltd., IMS Proschool
New Delhi04-2018
Skills
Microsoft Office
MS Word
MS Excel
Communication
Team Leadership
Teamwork
Marketing and Sales
Direct Sales
B2B Sales
B2C Sales
Management
AMFI
IRDA
NISM VA
NISM VB
PMS
AIFs
Mutual Funds
General Insurance
Life Insurance
Accomplishments
- Received continuous ratings as an exceptional contributor.
- Achieved exceptional targets in terms of systematic investment plan and AUM build up.
- Achieved Life insurance targets from HDFC life.
- Qualified for the Million Dollar Round Table in Budapest.
- Continuously leading in Activations from past 3 months.
- Able to brought fluent Business within short span of time.
- Honored with some special reward in the month of October 2022 to be on top of the Leaderboard for selling the largest no. of Max life insurance (Term Plan).
- Awarded with a special Title of 'Most Energetic Employee' in the month of November 2022.
- Awarded as the Best Relationship Manager for the year in the month of March 2020 to give best business in the year of Pandemic.
- Gained Exemptions & Achieved 100 percent marks in Indirect Taxation.
Certification
NISM VA certification
Awards
Best Relationship Manager for the Year, Star performer, Most desirable numbers in terms of personal loan disbursement, Exceptional targets in terms of systematic investment plan and AUM build up, Life insurance targets, Million Dollar Round Table, Most Energetic Employee
Timeline
Wealth Manager
Aditya Birla Group (Capital )
08.2025 - 02.2026
Preferred Relationship Manager - HNI
HDFC Bank
03.2023 - 05.2025
Digital Relationship Manager
Wealthy (Build wealth Technologies Private Ltd.)
07.2022 - 02.2023
Finance Manager
JJSK & ASSOCIATES
07.2021 - 06.2022
Relationship & Portfolio Manager
Axis Bank
06.2019 - 06.2021
FINANCE & TAX SPECIALIST
Kamal Mimani & Co.
05.2015 - 05.2017
Post Graduate Program - Management Accounting
IMS Proschool Private Ltd., IMS Proschool
BACHELOR OF COMMERCE -
UNIVERSITY OF ALLAHABAD