SANDEEP SINGH BHADAURIYA
Indore
Summary
Dedicated Senior Manager with 9+ years of exceptional management performance. Offering strong administrative and cross-functional collaboration skills to provide teams with support and guidance to surpass expectations.
Overview
9
9
years of professional experience
Work History
Senior Manager - Wealth Management
Purnartha Investment Advisers Pvt. Ltd.
Indore
09.2022 - Current
- Developed rebalancing strategies to minimize risk exposures.
- Recommended investment strategies to meet client financial objectives.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Handling a Portfolio size more than 15 Crores ( In IA/ PMS/ AIF ).
- Achieved 38.07 % or higher returns each year.
Sr. Branch Manager
Money CapitalHeight Research Pvt. Ltd
Indore
12.2020 - 08.2022
- Financial Planning, Portfolio Management/ Wealth Management, CRM, Business Development, Market Research
- Portfolio Management for a client base of HNI clients
- Created new revenue streams and recruited talented staff for branch offices.
- Driving sales strategies for attainment of periodical targets with a view to optimize revenue
- Managed a team of Business Managers and Customer Service Managers besides overseeing assets for HNI/ Ultra HNI clients
- Assisting Affluent clients on their Investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve increase in share of wallet and revenues.
Assistant Sales Manager
HDFC Life Insurance Company Limited
Indore
08.2020 - 12.2020
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals
- Coordinated office operations and kept store in compliance with company standards
- Demonstrated exemplary customer service by engaging clients on sales floor
- Increased sales revenues for Insurance services by leveraging effective negotiating skills.
Business Development Manager
Money CapitalHeight Research Pvt. Ltd
Indore
06.2018 - 04.2020
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
- Established relationships with key decision-makers within customer's organization to promote growth and retention
- Supervised team of 25-30 Sales Associates in Sales activities
- Conducted portfolio reviews and met with clients to discuss performance
- Highlighted values and educated clients on mutual funds, IPO and equity financial products
- Managed branch operations, including sales, customer service, finances, and recordkeeping
- Recruited, interviewed, hired and trained employees and implemented mentoring program to promote positive feedback and engagement.
Floor Manager
Money CapitalHeight Research Pvt. Ltd
Indore
03.2016 - 05.2018
- Promoted sales with aggressive targets and clear goal attainment strategies for individual employees and teams
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers
- Evaluated team and employee performance in order to develop and implement effective corrective actions
- Trained team members in successful strategies to meet operational and sales targets
- Submitted reports to senior management to aid in business decision-making and planning.
Assistant Relationship Manager
Money CapitalHeight Research Pvt. Ltd
Indore
09.2014 - 02.2016
- Developed team communications and information for Sales meetings
- Worked with HNI customers to understand requirements and provide exceptional financial service
- Communicated value and position to sales team and developed tools to support selling process
- Created, modified, and executed business plans to maximize client satisfaction.
Team Leader
Money CapitalHeight Research Pvt. Ltd
Indore
11.2013 - 08.2014
- Effectively engaging with the clients and generating the set revenues
- Calling prospective clients and engaging with them to maximize sales
- Focusing on building long-term relationship with the clients
- Ensuring that the client information is maintained and updated in CRM
- Conducting market research and keeping up-to-date with the knowledge of market
- Ensuring high customer retention through customer service and relationship.
Business Analyst
Money CapitalHeight Research Pvt. Ltd
Indore
07.2013 - 10.2013
- Effectively engaging with the clients and generating the set targeted revenue
- Analyzing, differentiating and converting clients from hot prospects
- Calling prospective clients and engaging with them to maximize sales
- Focusing on building a long-term relationship with the clients.
Education
MBA - Finance & International Business
Institute of Co-operative And Corporate Management
Bachelor of Science - Mathematics
Bipin Bihari Degree College
Skills
- Relationship building and rapport
- Very Good
- Goals and Performance
- Excellent
- Sales expertise
- Business development and planning
- Key Decision Making
- Quality Control
- Forecasting Ability
- Regulatory Compliance
- Strong Team Builder
- Troubleshooting and Problem Resolution
Affiliations
Certifications -
National Institute of Securities Markets ( Investment Advisor XA & XB ).
NISM ( Research Analyst ).
Timeline
Senior Manager - Wealth Management
Purnartha Investment Advisers Pvt. Ltd.
09.2022 - Current
Sr. Branch Manager
Money CapitalHeight Research Pvt. Ltd
12.2020 - 08.2022
Assistant Sales Manager
HDFC Life Insurance Company Limited
08.2020 - 12.2020
Business Development Manager
Money CapitalHeight Research Pvt. Ltd
06.2018 - 04.2020
Floor Manager
Money CapitalHeight Research Pvt. Ltd
03.2016 - 05.2018
Assistant Relationship Manager
Money CapitalHeight Research Pvt. Ltd
09.2014 - 02.2016
Team Leader
Money CapitalHeight Research Pvt. Ltd
11.2013 - 08.2014
Business Analyst
Money CapitalHeight Research Pvt. Ltd
07.2013 - 10.2013
MBA - Finance & International Business
Institute of Co-operative And Corporate Management
Bachelor of Science - Mathematics
Bipin Bihari Degree College
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