SAKSHI Aggarwal
Delhi
Summary
Productive Founder with many years of comprehensive experience generating investor funding, developing customer bases, and handling diverse leadership functions. Growth-oriented leader dedicated to developing companies from within. Committed to achieving both short and long-term business objectives in complex and evolving environments.
Overview
19
19
years of professional experience
Work History
Founder
Gharobaar, BhoGen by Gharobaar, The Yum Lawn Fest
12.2020 - Current
- Founded and successfully managed multiple ventures, including Gharobaar, BhoGen by Gharobaar, and The Yum Lawn Fest, demonstrating entrepreneurial acumen and a track record of business success.
- Established and operated an e-commerce marketplace, a home food delivery platform, and organized various offline events, resulting in a monthly Gross Merchandise Value (GMV) of INR 3 lacs+ and a user base of 10k+ across platforms.
- Implemented effective digital marketing strategies and paid advertising campaigns, resulting in increased brand visibility, customer acquisition, and online sales.
- Conducted comprehensive market research and analyzed consumer behavior to identify market trends, demand, and supply needs, enabling targeted marketing and product development strategies.
- Developed a deep understanding of major e-commerce categories, including food, lifestyle, and personal care, leveraging consumer insights to drive business growth and market segmentation.
- Anticipated and met consumer needs and demands, ensuring product offerings aligned with market expectations and driving customer satisfaction and loyalty.
- Organized 25+ successful events in Gurgaon NCR, from conceptualization to execution, increasing market penetration, customer base, online sales, and repeat orders.
- Demonstrated expertise in navigating the regulatory landscape of India, ensuring compliance and smooth operations in setting up and operating businesses.
- Efficiently managed logistics of deliveries, resolved supply issues, and optimized supply chain processes to improve performance and customer experience.
Senior Financial Advisor
ICICI Securities
04.2015 - 10.2017
- Provided customized investment solutions and built multi-asset portfolios tailored to suit diverse client profiles.
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Proactively serviced existing clients by regularly reviewing their portfolios and providing timely market updates, fostering long-term relationships and trust.
- Successfully managed over 25 accounts of high-net-worth individuals, with a combined asset under management of over 50 crores, achieving consistent growth in portfolio value.
- Acquired small corporate treasuries with assets over 50 crores, expanding the client base and driving revenue growth.
- Consistently achieved individual revenue and asset under management targets, demonstrating strong sales and performance capabilities.
- Diligently monitored market trends and conducted thorough research to provide informed investment recommendations to clients.
Partner Exclusive Banking
IndusInd Bank
01.2014 - 03.2015
- Managed a portfolio of Exclusive Banking clients, both resident and non-resident, by conducting thorough profiling and offering tailored financial products to meet their individual needs.
- Successfully recommended a wide range of products, including mutual funds, ULIPs, real estate, PMS, private equity, home loans, foreign exchange derivatives, LAP, business loans, and overdraft facilities.
- Demonstrated expertise in cross-selling and deep-selling banking products, effectively expanding customer relationships and maximizing sales opportunities.
- Consistently achieved goals for MF, insurance, loans, AUM growth, FX, and CASA, surpassing targets and contributing to the overall success of the organization.
Senior Manager
Kotak Mahindra Bank
12.2011 - 12.2012
- Managed a portfolio of ultra high net worth individuals (HNIs) and small and medium enterprises (SMEs), fostering strong relationships and exceeding their banking needs with a bank relationship value of over 50 lakhs.
- Provided personalized financial advice and recommended a wide range of products, including mutual funds, ULIPs, real estate, PMS, private equity, FCNR deposits, home loans, foreign exchange derivatives, LAP, auto loans, business loans, and overdraft facilities.
- Successfully increased the pocket share of clients by cross-selling and deep-selling banking products and services, resulting in increased revenue and customer loyalty.
- Achieved goals for mutual fund (MF), insurance, loans, assets under management (AUM), foreign exchange (FX), and current and savings account (CASA) growth, consistently meeting or exceeding targets.
Relationship Manager
Citibank NA
04.2008 - 12.2011
- Managed day-to-day transactions and queries, including RTGS, bank guarantees, and letters of credit, ensuring smooth and efficient operations.
- Provided expert advice to exporters and importers on foreign exchange currency movements, forward contracts, and other hedging strategies, resulting in optimized financial outcomes.
- Assisted SMEs in cash management, working capital, and expansion requirements, supporting their growth and success.
- Successfully delivered foreign exchange, trade, and current account balance sheet goals, consistently meeting or exceeding targets.
- Developed strong relationships with clients, fostering trust and loyalty, resulting in long-term partnerships and increased business opportunities.
Trainee
Bank of America
12.2005 - 01.2006
Education
MBA - Finance
International Management Institute
04-2008
Bachelor of Arts - Economics
Lady Shri Ram College For Women
04-2005
High School Diploma -
Apeejay School
Noida, UP03-2002
Skills
- Strategic Thinking
- Start-Up Operations
- Policies and Procedures Development
- Business Administration and Development
- Digital Marketing,Social Media,Paid Ads
- Event Management
- Market Analysis and Research
- Retail Banking, Wealth and Relationship Management
Timeline
Founder
Gharobaar, BhoGen by Gharobaar, The Yum Lawn Fest
12.2020 - Current
Senior Financial Advisor
ICICI Securities
04.2015 - 10.2017
Partner Exclusive Banking
IndusInd Bank
01.2014 - 03.2015
Senior Manager
Kotak Mahindra Bank
12.2011 - 12.2012
Relationship Manager
Citibank NA
04.2008 - 12.2011
Trainee
Bank of America
12.2005 - 01.2006
MBA - Finance
International Management Institute
Bachelor of Arts - Economics
Lady Shri Ram College For Women
High School Diploma -
Apeejay School
Similar Profiles
Beth SchulteBeth Schulte
Excutive Assistant Manager at Austintown Gorant Chocolatier, Yum Yum TreeExcutive Assistant Manager at Austintown Gorant Chocolatier, Yum Yum Tree
Ashley SolaresAshley Solares
Cashier at Yum Yum DonutsCashier at Yum Yum Donuts
Samantha WilliamsSamantha Williams
Restaurant Team Member at Yum Yum Better Ice CreamRestaurant Team Member at Yum Yum Better Ice Cream
Dhruv UpadhyayDhruv Upadhyay
Application Engineer at Quadrafort TechnologiesApplication Engineer at Quadrafort Technologies
Mahesh Kumar RajputMahesh Kumar Rajput
Sr. Data Entry Clerk at Access Healthcare Pvt Ltd.Sr. Data Entry Clerk at Access Healthcare Pvt Ltd.