SANDIP HAZARIKA
ETF Product Specialist
Bengaluru,KA
Summary
I have 13+ years of experience and exposure in Banking and Financial Sector, with key skills in Sales and managing clients, Team Management, Wealth Management, Network Expansion, Sales promotion and Planning.
Currently I am working as an Area Manager ETF Business Institutional sales with Nippon India Life Asset Management Ltd. As senior Manager since November 2018 deals with developing ETF business for South. Equally coordination with zonal institutional teams and increase AUM of ETF business with providing solution to corporate treasures, Family offices, HNI clients, national distributors and wealth managers.
Prior to this I have worked for Kotak Mahindra Bank and RBL Bank as Senior Business Relationship Manager handling a business banking book of INR 76 Cr. Majorly I have handled Trade & Forex, Corporate Salary Account, Investment Banking, and Current Account for cooperates.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Area Manager (ETF Business)
Nippon India Life Asset Management Ltd
Bangalore, Karnataka
11.2018 - Current
- Doing end to end co-ordination on developing ETF business for the South Zone,Including onboarding of Non-Individual and Individual clients like Body corporate,Trusts, Family Offices,HNIs,National distributors and PF business for south etc.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support institution team on developing ETF business with the help of one to to one client engagement.
- Actively participated more than 13 ETF and Index fund NFOs,Worked aggressively on onboarding new clients and also providing extemporary resolution on purchase and redemption with AMC as well as on Exchange.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Educate the clients about our product and schemes and enable them to choose the most ideal scheme based on their risk appetite and goals.
Senior Manager (Business Banking)
Kotak Mahindra Bank Ltd
Bangalore, Karnataka
04.2014 - 11.2018
- Understand Clients business & providing appropriate working capital solutions across fund based/non fund based products like OD,CC,Buyers credit,LC BG,FCTL etc.
- Responsible for continuously increase the book size and profitability of assign portfolio.
- Penetrate client business with various product like Term deposit/Current account/Transaction banking/Trade finance for the primary relationship and group companies.
- Responsible in cross sell of CASA and free income products to the group companies of BBG customer and promoters family members.
- Understand client business models ,trade related activities and cash flow etc. Identify opportunities and grow client relationship.
- Ensure 360' client engagement -One contact point for all banking needs.
Senior Relationship Manager(Premium Accounts)
RBL Bank Ltd
Bangalore, Karnataka
03.2014 - 03.2017
- Worked to Increase the liability book and portfolio size through deepening existing customers and new value Account acquisition.
- Responsible for managing Existing and NTB Client Wealth Portfolio through Invest First & WMS.
- Responsible for revenue generation through cross sell of banking products like trade Forex, Insurance, Investments, Retail Assets, Credit card, Travel card etc.
- Increase product penetration and exit barriers, by cross- selling more number of products per client.
- Collaborate with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solution.
- Responsible to reduce rejection rats and improve quality of documentation in First time Right.
Wealth Relationship Manager
D & K Financial Services Pvt Ltd
Bangalore, Karnataka
07.2009 - 03.2014
- Responsible for generating revenue from sales and providing Financial Advisory services to the customer for Stock, Debt and Commodity Market.
- Identified and make contact with potential clients, recognize and identify their requirements and accordingly pitch the Company's services to them.
- By using financial acumen and investment expertise to review a client's personal data, align clients need through superior service, and seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short Term and long term investment goals.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Investment Analysis and Portfolio Management for Existing or New Investor and Advise based on Risk Appetite of each Individual.
Relationship Manager
ICICI Direct
Bangalore, Karnataka
10.2008 - 06.2009
- Offering in depth knowledge/understanding of Financial markets (India/abroad) as well as financial products available for investments (Mutual Funds, Insurance and Equities).
- Proactive professional with hands on expertise in generating revenue from existing relationships through effective sale of variety of products
- Multi-lingual professional, skilled at assessing client needs, tailoring programs, creating portfolios to meet those needs, sealing deals, thereby attracting a large account following
- Self- starter with ability to participate in a team setting and decision-making environment. Quick to adjust to new situations and the ability to work comfortably under constant deadline presser.
- Qualifying for monthly KRA and given target with offering multiple financial products.
Education
MBA - Marketing
Indian Institute of Management Training
Pune,Maharashtra 04.2006 - 04.2008
B.Com-Computer Science
Oxford College of Business Management
Bangalore ,Karnataka 08.2002 - 07.2005
Skills
Promoting and creating brand & Product awareness
Active Networking,Planning and executing
Identify market requirement on ETF products
Accomplishments
- I was actively participated in 13 ETF and Index funds NFO launch activities.
- I am responsible for built the ETF business for south from each and every angle including acquisition of client.
- penetrate the product in teams and clients mind and delivering closures on various ETF products.
- Got awarded for highest Casa and NTB acquisitions in Q3, Q4.
- Qualified for Maha Yodha contest Pan India number one revenue achievements.
- Qualified for Dare contest Pan India number 3 position and got recognition from National head.
- Got recognition for Hall of Fame contest consecutively all quarters.
- Got promoted for over achieving the assigned target and became a team leader within the organization.
- Awarded Top Revenue achiever for January-March 2016.
Timeline
Area Manager (ETF Business)
Nippon India Life Asset Management Ltd
11.2018 - Current
Senior Manager (Business Banking)
Kotak Mahindra Bank Ltd
04.2014 - 11.2018
Senior Relationship Manager(Premium Accounts)
RBL Bank Ltd
03.2014 - 03.2017
Wealth Relationship Manager
D & K Financial Services Pvt Ltd
07.2009 - 03.2014
Relationship Manager
ICICI Direct
10.2008 - 06.2009
MBA - Marketing
Indian Institute of Management Training
04.2006 - 04.2008
B.Com-Computer Science
Oxford College of Business Management
08.2002 - 07.2005