Sai Ram Sangepu
Bengaluru
Work Preference
Summary
Dynamic professional with extensive experience in wealth management and investment strategy development. Skilled in financial analysis and client relationship management, consistently achieving exceptional results through effective team leadership and personalized service.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Regional Head-Sales
ICICI BANK LTD
BENGALURU
06.2025 - Current
- Collaborated with cross-functional teams to implement effective process improvements.
- Trained and mentored staff on best practices within financial services.
- Conducted regular reviews of operational performance metrics against established benchmarks.
- Led a team of wealth managers, providing coaching to enhance performance metrics.
Product Specialist-Investments
ICICI BANK LTD
BENGALURU
07.2024 - 05.2025
- Developed tailored investment strategies for diverse client portfolios.
- Collaborated with clients to assess financial goals and risk tolerance.
- Facilitated regular portfolio reviews to ensure alignment with client objectives.
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Identified new opportunities for diversification of clients' portfolios according to market trends and conditions.
- Drafted proposals outlining prospective investment strategies tailored specifically for individual clients.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
Wealth Relationship Manager
ICICI BANK LTD
BENGALURU
08.2021 - 06.2024
- Cultivated strong relationships with clients through personalized communication and service.
- Collaborated with internal teams to deliver comprehensive banking solutions for clients.
- Maintained records of customer interactions using a customer relationship management system.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Advised customers on appropriate product selection based on individual circumstances.
- Provided ongoing support regarding account inquiries and product suite offerings by bank.
- Built strong relationships with external partners such as banks, brokers, and mutual funds for efficient service delivery.
Senior Sales Consultant
Magic Bricks Realty Services Ltd
BENGALURU
04.2021 - 07.2021
- Conducted property viewings and guided real estate agents through package purchase processes.
- Developed marketing strategies to promote listings effectively.
- Created monthly reports summarizing sales performance metrics such as revenue, volume, margin.
- Negotiated contracts with channel partners for discounts on bulk orders or special terms and conditions.
- Managed the entire sales process from prospecting, lead generation, qualification, negotiation and closing.
Account Manager
Magic Bricks Realty Services Ltd
BENGALURU
02.2020 - 03.2021
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Acted as main point of contact in matters relating to real estate agents concerns and needs.
- Maintained accurate records of all customer interactions in the CRM system.
- Renewed existing accounts by building relationships with clients.
- Generated leads through cold calling activities.
Education
Post Graduate Programme in Management - Marketing
ICFAI BUSINESS SCHOOL
BENGALURU02-2020
Skills
- Process improvement strategies
- Financial analysis
- Client relationship management
- Wealth management solutions
- Investment strategy development
- Banking solutions
Languages
English
Upper Intermediate (B2)
B2
Kannada
Intermediate (B1)
B1
Telugu
Native
Native
Hindi
Intermediate (B1)
B1
Certification
- NISM V-A Mutual Fund Distributors Certification
- NISM XXI-A Portfolio Management Services(PMS) Distributors Certification
- IRDAI
Timeline
Regional Head-Sales
ICICI BANK LTD
06.2025 - Current
Product Specialist-Investments
ICICI BANK LTD
07.2024 - 05.2025
Wealth Relationship Manager
ICICI BANK LTD
08.2021 - 06.2024
Senior Sales Consultant
Magic Bricks Realty Services Ltd
04.2021 - 07.2021
Account Manager
Magic Bricks Realty Services Ltd
02.2020 - 03.2021
Post Graduate Programme in Management - Marketing
ICFAI BUSINESS SCHOOL