Ruchita Sangani
Relationship Manager - Wealth & Banking - AMC
Kandivali (W)
Summary
In pursuit of a suitable position in Banking/Financial services industry that draws on experience, powerful work ethics, and skills to meet the objectives of a top-notch organization.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Relationship Manager – Wealth & Banking
Motilal Oswal AMC Ltd
07.2021 - 08.2025
- Spearheaded Sales and Distribution strategies for Portfolio Management Services (PMS), Mutual Funds, and Alternative Investment Funds (AIF), driving substantial growth and market penetration
- Fostered and maintained key relationships with Private Wealth and Banking Channels in Mumbai, including Motilal Oswal Private Wealth, Axis Bank, ICICI Bank, Yes Bank, ICICI Securities Wealth ensuring seamless collaboration and mutual success
- Engaged directly with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), effectively communicating the value propositions of PMS and AIF products
- Developed product presentations and disseminated pertinent market data to Distributors, facilitating informed decision-making and optimizing sales outcomes
- Recognized with the prestigious Ace of the quarter award for outstanding performance in category of revenue generators for FY24-25.
- Delivered remarkable Alternate and MF sales results of over 200 crores for the Financial year 24-25.
Account Manager
Anand Rathi Private Wealth Management
06.2019 - 06.2021
- Analyzed portfolio risk & return of HNI prospects, made recommendations, assisted in acquiring 8 clients with 20+ Cr asset
- Monitoring performance of 16 HNI portfolios worth 100+ Cr, recommended changes to maximize return and wallet share
- Planning & devising strategy for client acquisition, client engagement, higher wallet penetration and revenue generation
- Performance analysis of Financial Instruments including Derivatives, Debentures, Mutual Funds & Direct Equity Portfolios
- Tax planning for capital gains, Estate planning by creating Private Trusts and WILL, Managing client engagement events
- Liaison between the back-end operations team and HNI clients for account opening, transactions and other requirements
Relationship Manager
Motilal Oswal Financial Services Ltd
02.2018 - 06.2019
- Opening Demat & Trading Accounts for potential investors
- Help new & existing Investors to invest in SIP, PMS, AIF & Private Equity
- Conceptualizing & implementing strategies as a part of brand building and market development effort
- Forecasting monthly, quarterly, annually sales target and executing them in a given time frame thereby enhancing existing clientele
- Devising and effectuating competitive selling programs, strategies, presentations to improve the product awareness and enhance business growth.
- Helping the existing and new clients in their financial planning.
Internship
Mahindra & Mahindra
05.2017 - 06.2017
- Learning of the function of Budgetary control with IT Tool (WBS) available in the SAP (Systems, Application and products in data processing) software
- Evaluated the instances where the WBS utilization is more than the released budget
- Evaluated the reasons why expenses are getting booked without WBS element
Education
MBA - MMS Finance (2016 - 2018)
Thakur Institute of Management Studies And Research
University Of Mumbai - 72% 04.2001 -
Bachelor of Management Studies (2015) -
Thakur College of Arts, Science And Commerce
University Of Mumbai - 65.49%HSC (2012) -
Thakur College of Arts, Science And Commerce
Maharashtra Board - 67.5%SSC (2010) -
Sardar Vallabhbhai Patel Vidyalaya
Maharashtra Board - 71.64%Skills
- Strong distributor & client relationship
- Business development
- Revenue generation
- Resilient
- Quick Learner
- Highly Energetic and motivated
- Risk Assessment
- Microsoft Office
- Good Analytical Skills
- Team Player with good Interpersonal & Communication Skills
Certification
NISM - Series V-A: Mutual Fund Distributors Certification Examination
Training
- Basic and Advance Excel Training (Grey Bricks) 18 Hours -2017
- Financial Modelling (Edu Pristine) 30hours -2017
- Analysis of Financial Statements -2017
Timeline
Relationship Manager – Wealth & Banking
Motilal Oswal AMC Ltd
07.2021 - 08.2025
Account Manager
Anand Rathi Private Wealth Management
06.2019 - 06.2021
Relationship Manager
Motilal Oswal Financial Services Ltd
02.2018 - 06.2019
Internship
Mahindra & Mahindra
05.2017 - 06.2017
MBA - MMS Finance (2016 - 2018)
Thakur Institute of Management Studies And Research
04.2001 -
Bachelor of Management Studies (2015) -
Thakur College of Arts, Science And Commerce
HSC (2012) -
Thakur College of Arts, Science And Commerce
SSC (2010) -
Sardar Vallabhbhai Patel Vidyalaya
Similar Profiles
Amrish GandhiAmrish Gandhi
Branch Manager at Motilal Oswal AMCBranch Manager at Motilal Oswal AMC
Samir N. DalalSamir N. Dalal
AVP – Technology Enabler at Motilal Oswal Securities Ltd.AVP – Technology Enabler at Motilal Oswal Securities Ltd.
Devi Nanda M SDevi Nanda M S
Operations assistant at Kshithi Facilities management services , Motilal Oswal Asset Management CompanyOperations assistant at Kshithi Facilities management services , Motilal Oswal Asset Management Company
Jake FerreiraJake Ferreira
Shift Leader at Round Table PizzaShift Leader at Round Table Pizza
Sophia AyoubdelSophia Ayoubdel
Babysitter at Self EmployedBabysitter at Self Employed