Hi, I’m
Akash Sagvekar
Banker
Belgaum
Summary
Product and Investment Banker 5 years of experience as relationship manager / product manager (Nri Services) and 9 years of investment management experience with , Well-developed relationship management expertise that complements account acquisition skills .Broad knowledge of numerous financial instruments and complex investment scenarios. Career Objective Looking for an opportunity to work in the field of Banking and Finance sector with the Freedom to be creative, innovation to excel and grow with the team and organization also to secure specific replacement for personal as well as professional growth Financial sector.
Overview
15
years of professional experience
Work History
Axis bank ltdHubli
Nr Relationship Manager ( senior manager)
02.2023 - Current
Job overview
- Managing a portfolio of 290 plus Nri customer , having 4 plus years experience in Nri products helps me resolving and guiding the customer on various product on and servises related to Nri customer
- Cross sales mutual funds, insurance, 3 in 1 account
Hdfc BankBelgaum
Regional Product Manager
10.2018 - 02.2023
Job overview
- TAKING CARE OF OVER 200 PLUS BRANCHES ALL OVER KARNATAKA AS NR PRODUCT SUPPORT
- GENERATING BUSINESS FROM BRANCHES FOR NR PRODUCT , SUPPORT FOR PRODUCT AND
- MARKETING IN CATCHMENTS
- SUPPORTING BRANCHES ON KYC GUIDELINES , FCY TRANSACTIONS RELATED TO NR , RBI
ICICI BankUdupi
Relationship Manager
02.2017 - 10.2018
Angel broking pvt ltd
Assistant manager
11.2015 - 02.2017
Job overview
- Handling of NSE BSE and Commodity Terminal
- Handling a team of Twenty members including sales & dealer of various financial instruments with Managing Portfolios on behalf of clients and cross selling of mutual funds and insurance
- Guiding new investors about Stock Market and investments in CASH MARKET &
- DERIVATIVE MARKET segments
- Worked as Executive Back officer , handling Demat related operations, like
- Trading and De mat account opening, securities transfers, Dematerialization of
- Securities, and all demat related queries etc
- Managing Branch in absence of the Branch Manager
- Maintaining good relations with Marketing Associates & clients, Head Office
- Regional Office and concerned persons
- Monitoring and analyzing the market
- Resolving all client related activities and queries and building a personal rapport with clients
- Detailed study about mutual fund and cross selling of all kind of mutual fund schemes.
Bonanza Portfolio ltd Franchisee
Relationship Manager
11.2013 - 11.2015
Job overview
- IB ( Institutional business )
- Taking care of accounts related to Trust , Association , Societies and Clubs , and government inclusive accounts group accounts for CASA products ,Looking after the IB relationships in 9 different locations in Karnataka ,Working closely associated with Branch managers and providing various banking Solutions
Sharewealth Securities Ltd
Relationship manager
09.2009 - 11.2013
Job overview
- Dealing
- Worked as a dealer for 3 years with two franchisees
- Maintaining dp related problems of client ,and also worked as back-office executive.
Education
Bhaurao Kakatkar CollegeBelgaum
Bachelor of Commerce
University Overview
Time management
Investment Banking
Negotiation
High Impact Presentations
Exceeding Revenue Goals
Karnataka UniversityDharwad
University Overview
GPA: 65%
Skills
Risk management
Leadership development
Competitive
Cross Selling
Client Relationship
Management
Portfolio Management
KYC(Know Your Customer)
Customer service
Singing, reading magazine & newspapers, cycling, driving, tracking, web browsing, and
Tours, social causes
A Education& Credentials
A Additiona Information
Investment and Wealth Planning
Customer portfolio management
Banking
Investment and Wealth Planning
Equity and Fixed Income Markets
Business relationship cultivation
Relationship building and management
New business generation
Wealth management offerings
Wealth Management
Solution development
Client Relationships
Product knowledge
Business Development
Timeline
Nr Relationship Manager ( senior manager)
Axis bank ltd
02.2023 - Current
Regional Product Manager
Hdfc Bank
10.2018 - 02.2023
Relationship Manager
ICICI Bank
02.2017 - 10.2018
Assistant manager
Angel broking pvt ltd
11.2015 - 02.2017
Relationship Manager
Bonanza Portfolio ltd Franchisee
11.2013 - 11.2015
Relationship manager
Sharewealth Securities Ltd
09.2009 - 11.2013
Bhaurao Kakatkar College
Bachelor of Commerce
Karnataka University
04.2009
Additional Information
- DATE OF BIRTH: 05 /10/1987
Personal Information
- Date of Birth: 07/26/1987
- Marital Status: Married
Disclaimer
I hereby declare that the information given by me is true to the best of my knowledge.