Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
SONPAL SITARAM

SONPAL SITARAM

New Delhi

Summary

Experience in acquiring New High Networth clients, bringing new business for the company by cross selling MF, INSURANCE doing an addition to the revenue. Providing the clients up to date reports and also providing them with the market tips. Ensuring efficiency in business and meeting of targets. A thorough professional with a proactive attitude and proven ability to manage multiple assignments efficiently with quality under extreme deadlines schedules pressures. Experience in exploring and developing new clients, accelerating growth &achieving desired goals. A quick learner with the ability to work under pressure and meet deadlines.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Channel Manager

ICICI Securities
02.2024 - Current
  • Managed the end-to-end process of the business partner channel
  • Acquired and successfully onboarded new Authorized Partners, ensuring their attainment of targets
  • Resolved service needs of Authorized Partners, achieving and maintaining high satisfaction levels
  • Oversaw a portfolio of financial products encompassing stock broking, mortgage loans, demat acquisition, mutual funds, and insurance

Equity Dealer

HDFC Securities
01.2021 - 10.2022
  • Worked as an Equity Dealer, had assisted over 400 customers including HNI & ULTRA HNI where in PBG, Imperia, preferred customers of HDFC Bank
  • Had generated business volume of Li, Gi, MF, Sip, BONDS, etc.
  • Highly capable of handling HNI ULTRA category of Broking as well as Banking

Assistant Manager

Kotak Securities (KSL)
06.2017 - 12.2020
  • New Customer acquisition brokerage addition, after sales support and query handling

Relationship Manager

ICICI Bank
12.2019 - 08.2020
  • Managed retail branch banking services for privilege customers as Relationship Manager
  • Handled multiple financial products including CASA, FD, Assets, HL/PL/Working Capital Loan, insurance, MF, Equity, Demat, Credit/Debit card, and remittance to meet and exceed sales targets

Education

B.A - English

Mahatma Jyotiba Phule Rohilkhand University
Bareilly
01.2014

Skills

  • Telecalling
  • Customer Care
  • Communication Skills
  • Third Party Products
  • Relationship Management
  • Life Insurance
  • Amc
  • Mutual Funds Sales
  • Customer Service
  • Demat Account Opening
  • Business Partner
  • Relationship Manager
  • Channel management
  • Partner onboarding
  • Sales strategy
  • Customer relationship management
  • Business development
  • Negotiation skills
  • Sales enablement
  • Partner recruitment
  • Relationship building
  • CRM proficiency
  • Lead generation
  • Staff training and development

Certification

  • NISM V A, 05/25
  • NISM Series-VIII, 02/24

Languages

  • English
  • Hindi

Timeline

Channel Manager

ICICI Securities
02.2024 - Current

Equity Dealer

HDFC Securities
01.2021 - 10.2022

Relationship Manager

ICICI Bank
12.2019 - 08.2020

Assistant Manager

Kotak Securities (KSL)
06.2017 - 12.2020

B.A - English

Mahatma Jyotiba Phule Rohilkhand University

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SONPAL SITARAM