Summary
Overview
Work History
Education
Skills
Certification
Tools
Timeline
AssistantManager

Sachin Mehrotra

Summary

Dynamic and results-oriented professional with a strong background in Finance sector. I bring 6 years of experience in Client Management. Known for my problem-solving skills and analytical mindset, I enjoy and thrive in environments that challenge me to think creatively and adapt to new information. Passionate about continuous learning and professional growth, I am dedicated to leveraging my expertise to drive and contribute effectively to company success. Seeking opportunities to apply my skills and experience in Business/Data Analyst to make a meaningful impact and support organizational objectives.

Overview

7
7
years of professional experience
4
4
Certifications

Work History

Data Governance

Anz Bank
Bangalore, Karnataka
02.2025 - Current
  • Reduced data redundancy by developing and enforcing strict data governance policies.
  • Contributed to successful audits, ensuring full compliance with data governance and regulatory requirements.
  • Proactively identified and addressed potential data security risks by implementing robust data governance policies and procedures.
  • Optimized data management processes by designing robust data governance frameworks and policies.

Assistant Manager

HSBC
02.2024 - Current
  • As an Assistant Manager at HSBC Bank in the Corporate Salary Department, I play a multifaceted role with both B2B and B2C
  • Spearheading the corporate client onboarding, establishing, and nurturing business relationships by assessing and addressing different financial needs of various corporate entities
  • Driving the sales of HSBC's financial products, delivering tailored solutions to both corporate clients (B2B) and individual employees (B2C) within these organizations

Relationship Manager

ICICI AMC
03.2023 - 01.2024
  • Advised investors on tailored asset allocation strategies, achieved and surpassed sales targets by promoting ICICI Prudential products
  • Developed and implemented customized investment plans to enhancing client relationships and increase net worth
  • Conducted in-depth market research to identify growth opportunities and expanded the customer base through effective sales and marketing strategies
  • Maintained accurate client records and sales data within CRM systems
  • Generate, analyse and present customer relevant insights on costs, benefits and what if scenarios
  • Handling the portfolio of customer and creating financials scenarios and see the potential outcomes for the closing with the help of PowerBI and excel
  • Successfully generated 5 crore rupees of business into Hybrid funds, recognized as a top performer for the month
  • Achieved an impressive 2 crore rupees of business into PMC (Portfolio Management Services) and received recognition as a top performer for the month

Deputy Manager

IDFC FIRST BANK
04.2021 - 02.2023
  • Spearheaded corporate client onboarding by identifying and addressing their unique financial needs, establishing key business relationships
  • Promoted and sold a diverse range of financial products to both corporate clients (B2B) and their employees (B2C), delivering tailored financial solutions
  • Provided grade level 0 support to enhance banking operations, contributing to overall operational efficiency
  • Managed Oracle database administration, supporting data integrity, security, and system performance
  • Enhanced corporate client base and financial product access, while ensuring effective database management and operational support
  • Working on PowerBI tool for marketing and presenting financial services of the bank in the corporates that helps with decision making

Deputy Manager

Kotak Mahindra Life Insurance
06.2018 - 05.2019
  • Led a high-performing team to achieve sales targets, fostering a culture of excellence and collaboration
  • Drove business growth by promoting and selling company products, identifying sales opportunities, and nurturing client relationships
  • Ensured regulatory compliance by accurately managing Know Your Customer (KYC) data and maintaining up-to-date customer information
  • Silver Circle Club (SSC) Achievement: Recognized and awarded as a member of the Silver Circle Club, demonstrating outstanding sales performance and dedication to excellence
  • RNR Qualification: Qualified for Rewards and Recognition (RNR) for selling the highest premium in a given month, further highlighting my commitment to delivering exceptional results
  • Quarterly Business Achievement: Achieved a remarkable 30 lakhs of business in a single quarter, showcasing a consistent ability to meet and exceed sales targets

Education

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Jain University
06.2019 - 8 2021

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Jain University
08.2015 - 9 2018

Skills

Data Analysis

Certification

SQL

Tools

Tableau, PowerBI, Excel, Oracle Finance, SQL

Timeline

Data Governance

Anz Bank
02.2025 - Current

Assistant Manager

HSBC
02.2024 - Current

Relationship Manager

ICICI AMC
03.2023 - 01.2024

Deputy Manager

IDFC FIRST BANK
04.2021 - 02.2023

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Jain University
06.2019 - 8 2021

Deputy Manager

Kotak Mahindra Life Insurance
06.2018 - 05.2019

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Jain University
08.2015 - 9 2018

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