Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Sandeep Saini
Open To Work

Sandeep Saini

Rewari

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Wealth SpecialistBranch ManagerAssistant Manager

Work Type

Full TimeConsulting

Location Preference

RemoteHybrid
Location: New Delhi, DLGurgaon, HRChandigarh, CH
Open to relocation: Yes

Salary Range

₹1500000/yr - ₹2000000/yr

Important To Me

Career advancementWork from home optionCompany CultureWork-life balance

Summary

Dynamic Wealth Specialist with a proven track record at AU Small Finance Bank, excelling in financial planning and portfolio management. Leveraged analytical skills to enhance client portfolios, achieving significant growth. Renowned for leadership in developing tailored wealth solutions and fostering strong client relationships, driving satisfaction and loyalty.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Wealth Specialist

AU Small Finance Bank
Karnal
09.2025 - Current
  • Analyzed client financial situations to recommend tailored financial products that aligned with client goals and improved satisfaction.
  • Developed customized wealth management solutions that enhanced client portfolio performance and supported long-term financial objectives.
  • Cultivated strong relationships with high-net-worth clients, fostering trust and loyalty.
  • Monitored market trends and economic conditions to identify potential opportunities or risks in the current environment.
  • Collaborated with financial teams to ensure compliance with regulatory standards.

Branch Manager

ICICI Prudential Asset Management Ltd
Hisar
08.2024 - 09.2025
  • Managed branch sales and operations, ensuring adherence to company policies and contributing to operational integrity. Product Basket Mutual Fund, PMS, AIF and financial advisory.
  • Created targeted marketing strategies that effectively promoted investment products and services, increasing customer engagement.
  • Addressed and resolved escalated customer complaints promptly, improving customer satisfaction and retention.
  • Conducted product knowledge training for staff, enhancing customer service skills. on product knowledge and customer relationship management tools.

Assistant Manager

SBI Funds Management Ltd.
08.2021 - 08.2024
  • Led successful product launch by developing initial product roadmap and go-to-market strategy.
  • Generated business opportunities by leveraging mutual fund products with registered investment advisors and banking channels, resulting in increased client acquisition.
  • Maintained portfolio of high-net-worth clients to enhance service delivery.
  • Enhanced networking strategies to attract new business connections and revenue opportunities, expanding market presence.
  • Conducted investor awareness and financial literacy programs to improve client knowledge and engagement.

Unit Manager

HDFC Asset Management Company Limited
12.2019 - 08.2021
  • Managed investment portfolios, ensuring compliance with regulatory standards to minimize risk exposure.
  • Managed investment portfolios to achieve alignment with client financial objectives.
  • Supervised team members to improve service delivery and operational efficiency.
  • Conducted market research to inform investment strategies and decisions.

Intern

MoneyPalm Investment Solution Pvt. Ltd.
06.2018 - 07.2018
  • Conducted market research to pinpoint investment opportunities, enhancing client portfolio strategies.
  • Collaborated with team members to analyze investment strategies and trends, contributing to informed decision-making.
  • Assisted in preparing financial reports and presentations for client meetings, supporting effective communication of insights.
  • Conducted fundamental analysis and prepared a report on "Fundamental Analysis of TCS" to summarize findings and insights.

Education

Masters in Business Administration - Finance

Guru Jambheshwar University Of Science & Technology
Hisar
01-2019

Bachelors of Commerce -

Ahir College
Rewari
01-2017

Skills

  • Leadership skills
  • MS Office proficiency
  • Equity research analysis
  • Analytical skills
  • Mutual funds knowledge
  • Financial planning expertise
  • Portfolio management

Certification

• NISM Series-XXI-A Portfolio Management Services (PMS) Certification Examination
• NISM Series-XV: Research Analyst Certification Examination
• NISM Series-VIII: Equity Derivative Certification Examination
• NISM Series-X-B: Investment Advisor (Level 2) Certification Examination
• NISM Series-X-A: Investment Advisor (Level 1) Certification Examination
• NISM Series-VA Mutual Fund Distributors Certification Examination

Timeline

Wealth Specialist

AU Small Finance Bank
09.2025 - Current

Branch Manager

ICICI Prudential Asset Management Ltd
08.2024 - 09.2025

Assistant Manager

SBI Funds Management Ltd.
08.2021 - 08.2024

Unit Manager

HDFC Asset Management Company Limited
12.2019 - 08.2021

Intern

MoneyPalm Investment Solution Pvt. Ltd.
06.2018 - 07.2018

Masters in Business Administration - Finance

Guru Jambheshwar University Of Science & Technology

Bachelors of Commerce -

Ahir College

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