SACHIN NEOTIA
Summary
Result-driven professional in sales management with a experience of 18 years, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management and team leadership. Excel in communication, negotiation and problem solving to achieve sales target and business growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Regional Head
ICICI Securities
Mumbai
08.2024 - Current
- Responsible to manage a team of 10 RMs with overall branch AUM of 450crs
- Responsible to generate business and maintain business productivity and revenue
- Working closely with the bank branches for Acquisition and Services
- Guiding and training the team time to time with updates and knowledge
- Providing regular updates on sales performance with monthly reports to management
Chief Branch Manager
ICICI Securities
Mumbai
06.2023 - 07.2024
- Responsible to manage a team of 4 RMs with overall branch AUM of 190crs
- Guiding and training the team time to time with updates and knowledge
- Generating branch revenue through equity, mutual funds, PMS and bonds.
- Awarded Best branch for generating highest revenue across Mumbai for December 2023
Deputy Manager
HDFC Securities
Mumbai
08.2019 - 05.2023
- Responsible for handling portfolio of 400 clients amounting to Rs.350 Crores portfolio size.
- Generating TPP cross selling of associated products like Mutual Funds, Life Insurance, General Insurance, PMS, Bonds and AIF.
- Interacting with the clients and handling all the queries and doubts and provide the solution till their satisfaction thus leading to customer retention.
- Awarded Best performing RM for MF NFOs loggings
- Winner of TPP Insurance Contest July & October 2021
- Qualified for MDRT Malaysia 2022.
Sub-Broker
Narnolia Financial Advisors Ltd
Ichalkaranji
04.2008 - 07.2019
- Responsible for handling portfolio of Rs.100crs
- Responsible for generating new leads for account opening and other TPP Products.
- A handled team of 4RMs where in responsibility was to inform them about all the products and work space and try to get maximum productivity from them.
- Generating TPP cross selling of associated products like Mutual Funds, Life Insurance, General Insurance, PMS, Bonds and AIF.
- Interfacing with the clients and handling all the queries and doubts and provide the solution till their satisfaction thus leading to customer retention.
- Achieved highest sales in Mutual Fund Business during 2009-2012.
- Played key role to generate awareness for Mutual Fund SIP among clients.
Education
B.com - undefined
Symbiosis Society’s Arts & Commerce College
01.2007
HSC - undefined
D.K.A.S.C.College
01.2004
SSC - undefined
Vyankateshwara English School
01.2002
Skills
- Communication
- Team Work
- IT Skills
- Administration
- Sales Team Training
- Territory Sales Management
Certification
- NISM series 8 – Equity Derivatives Certification Examination
- AMFI Registered Mutual Fund Advisor (AMFI Certified)
- IRDA Certified
- NISM Series 21 – Portfolio Management Services (PMS) Distributors Certification Examination
Languages
English
Hindi
Marathi
Marwari
<Enter your own>
- Date of Birth: 1986-11-11
- Gender: Male
Hobbies and Interests
- Playing Cricket and Badminton
- Marathon Running
- Listening Music
- Travelling
Timeline
Regional Head
ICICI Securities
08.2024 - Current
Chief Branch Manager
ICICI Securities
06.2023 - 07.2024
Deputy Manager
HDFC Securities
08.2019 - 05.2023
Sub-Broker
Narnolia Financial Advisors Ltd
04.2008 - 07.2019
B.com - undefined
Symbiosis Society’s Arts & Commerce College
HSC - undefined
D.K.A.S.C.College
SSC - undefined
Vyankateshwara English School
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