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
Accounting
Business Taxation
Digital Marketing
Problem Solving
Stakeholder Management
Quick ability to learn and adapt
PowerBI
Excel
Oracle Finance
SQL
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