Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Sanjay Godwani

Jaipur

Summary

Dynamic Relationship Manager with a proven track record at UTI Asset Management, excelling in financial analysis and relationship building. Successfully increased AUM and market share through strategic sales initiatives and effective training. Adept at developing customized solutions, fostering loyalty, and driving portfolio growth in competitive markets.

Overview

8
8
years of professional experience

Work History

Relationship Manager

UTI Asset Management Company Ltd.
Jaipur
09.2023 - Current
  • Increase AUM, Net Sales, SIPs and Market Share of UTI AMC for the Branch through Inbound & Outbound sales.
  • Developing and strengthening relationships to promote UTI AMC schemes across BND's.
  • Knowledge sharing and training of channel partners.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
  • Worked effectively in team environments to make the workplace more productive.
  • Planned Huddle with BND's for Increase AUM, Net Sales, SIPs
  • Worked within in Excel to track daily activities.
  • Joint call with bank RM's for new investment.

Key Relationship Manager

ICICI Securities.
Jaipur
07.2020 - 08.2023
  • Manage portfolio and sale Mutual fund, evolves branch sales, customer service and retail banking and wealth products.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Developed strategies to attract new customers while retaining existing ones.
  • Analyzed market trends and identified potential new customers through research activities.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.

Senior Executive

Sodhani Capital
Jaipur
09.2017 - 04.2020
  • Managed mutual fund portfolios for clients, including researching and selecting funds.
  • Maintained up-to-date knowledge of the mutual fund industry by attending conferences, reading trade publications.
  • Created presentations for prospective clients outlining advantages of investing in mutual funds.
  • Educated clients about the features and benefits of various mutual funds available through the firm.
  • Assisted customers with inquiries related to their investments such as account balances, distributions.
  • Cultivated relationships with existing customers while also generating new business leads.

Education

Mcom - Commerce

Rajasthan University
Jaipur
03-2019

Bachelor of Commerce - Commerce

Rajasthan University
Jaipur
03-2017

Senior Secondary - Commerce

Mahaveer Public School
Jaipur
03-2014

Skills

  • Financial analysis
  • Market research
  • Sales strategy development
  • Presentation skills
  • Training and development
  • Team leadership
  • Portfolio growth
  • Relationship building

Languages

Hindi
First Language
English
Beginner
A1

Accomplishments

  • Received an award from the zonal head & regional head for significant achievement.
  • Consistently met and exceeded performance targets across multiple quarters.
  • Ranked among the top performers in the region for target achievement.

Timeline

Relationship Manager

UTI Asset Management Company Ltd.
09.2023 - Current

Key Relationship Manager

ICICI Securities.
07.2020 - 08.2023

Senior Executive

Sodhani Capital
09.2017 - 04.2020

Mcom - Commerce

Rajasthan University

Bachelor of Commerce - Commerce

Rajasthan University

Senior Secondary - Commerce

Mahaveer Public School

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Sanjay Godwani