SNEHA SANAP
Nashik
Summary
Sales and Banking professional with over 10+ years of experience in corporate field and 3+ year experience in banking with trade finance,Wealth, working capital, operations, and business development. Expertise in Managing client , business banking, product and portfolio management, with a proven track record as a Pan-India Topper in cross-selling working capital products. Accomplished relationship manager known for delivering tailored solutions to meet diverse customer needs. Positive, team-oriented, and a strong communicator with a consistent record of driving growth and achieving sales targets.
Overview
13
13
years of professional experience
Work History
Wealth Manager
Equitas Small Finance Bank
NASHIK
01.2025 - Current
- Provided comprehensive wealth management services to high-net-worth individuals, including asset allocation and retirement planning.
- Monitor investment portfolios, recommend strategic changes, and ensure compliances with financial regulations.
- Stregthen client relationships through periodic reviews and personalized financial solutions.
Manager Wealth & Trade Forex
Icici Bank Ltd
NASHIK
03.2021 - 07.2024
- Managed a portfolio of 150+ business clients, achieving over 60% growth.
- Led cross-selling initiatives driving significant growth in working capital solutions and built asset book of 70cr+
- Increased CASA MAB book by ₹60 crore, boosting overall branch profitability.
- Advised clients on trade and treasury products, including LC, BG,PCFC, buyers credit, and foreign exchange hedging.
- Developed and nurtured relationships with key business stakeholders, including partners, owners, Directors and signatories.
- Conducted client education seminars to promote digital banking tools such as Trade online, Instabiz and Trade Emerge.
Store Manager
Vodafone Idea Ltd
NASHIK
07.2015 - 03.2021
- Oversaw daily store operations ensuring seamless customer service and operational efficiency.
- Achieved sales targets consistently, contributing to revenue growth.
- Managed staff schedules, recruitment and training to optimize workforce productivity.
- Handled customer scalations, billing transactions, and banking process.
Store Executive
VIKVINS CONSULTANTS PVT LTD
NASHIK
08.2013 - 07.2015
- Maintain daily MIS reporting to track key performance indicators.
- Provided customer support and assisted in resolving service related issues.
- Co-ordinated with franchise operations to streamline service delivery.
3G Pramoter
VIBRATION ( Authorized Center of Idea cellular ltd)
NASHIK
11.2011 - 06.2013
- Assisted showroom customers with sales and services inquiries.
- Strengthened client retention through proactive follow-ups and relationship management.
Education
BBA -
BYK College of Commerce and Management
Nashik03.2012
Skills
- Customer Relationship Management
- Sales & Cross-Selling Expertise
- Know your client
- Portfolio and asset management
- Wealth transfer strategies
- Insurance planning
- MS Office Proficiency
Additional Information
Customer Relationship Management, Sales & Cross-Selling Expertise, Risk Assessment & Credit Evaluation, Regulatory Compliance & Financial Product Knowledge, Financial Analysis & Advisory Skills, MS Office Proficiency
Timeline
Wealth Manager
Equitas Small Finance Bank
01.2025 - Current
Manager Wealth & Trade Forex
Icici Bank Ltd
03.2021 - 07.2024
Store Manager
Vodafone Idea Ltd
07.2015 - 03.2021
Store Executive
VIKVINS CONSULTANTS PVT LTD
08.2013 - 07.2015
3G Pramoter
VIBRATION ( Authorized Center of Idea cellular ltd)
11.2011 - 06.2013
BBA -
BYK College of Commerce and Management
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