SUJIT WAINGANKAR
Mumbai
Summary
Experienced in providing sophisticated and comprehensive financial advisory services tailored to individuals, families, and businesses seeking to grow their financial assets and achieve specific financial goals. Passionate about guiding clients through strategic financial planning and investment strategies to maximize their wealth potential. Skilled in analyzing market trends, risk management, and developing personalized financial solutions to meet diverse needs. Committed to delivering exceptional service and fostering long-term relationships built on trust and integrity.
Overview
25
25
years of professional experience
2000
2000
years of post-secondary education
4
4
Languages
Work History
Proprietor and Director
Trellis Investments Pvt Ltd
05.2016 - Current
- Managing AUM of Crs 450
- Catering to 1500 clients
- Training to Maharastra Police, Mumbai Port Trust and various corporates on Retirement Planning
- Visiting Faculty at M L Dahanukar College.
Assistant Vice President
Barclays
10.2012 - 03.2016
- Wealth Management
Regional Head Maharastra
ICICI Bank Ltd
03.2008 - 09.2012
- Wealth Management
Regional Sales Manager
ICICI Bank Ltd
04.2005 - 02.2008
- Wealth Management & Liabilities
Relationship Manager
ICICI Bank Ltd
08.2002 - 04.2005
- Private Banking
- An Effective Profit Centre - Head in terms of Revenues
Team Leader
ABN AMRO Bank N.V.
04.2000 - 07.2002
- Mutual Funds
Education
Business Management -
Chetna's Institute of Management
Bachelor of Commerce - undefined
M.L Dahanukar College
Skills
- MS Word
- MS Excel
Extra Curricular
Executive secretary of students council Active part in NSS Successfully completed the course on 7 Habits Of Highly Effective People by Steven Covey
Mission
To carry out a sophisticated and comprehensive financial advisory service company designed to help individuals, families and sometimes business houses to grow their financial assets and to achieve their specific financial goals.
Personal Information
Date of Birth: 11/26/77
Honours Awards
- Best performer in ABN AMRO Bank for high sales
- Won the Standard Chartered AMC Bank 1 contest, where I was sent to Australia for training on Seven Habits of Highly Effective People by Steven Covey
- Stood no 2 in Prudential ICICI Chairman Awards and no 1 Pru Pacers contest on all India Basis
- Won the Internal ICICI Bank Insurance Contest held by ICICI Prudential Life Insurance by a record sale of 2.4 crs premium
- Winner in all the Insurance contests held by ICICI Prudential Life Insurance Co Ltd
- Letter of appreciation from the Managing Director of the bank (Mr K V Kamath) for outstanding sales in Insurance
- Mobilized the highest Fixed Deposit of Rs 758 Crs at ICICI Bank. Also a record revenue of 100 lacs
- Got Promoted twice as Senior RM and as R S M Wealth Management
Timeline
Proprietor and Director
Trellis Investments Pvt Ltd
05.2016 - Current
Assistant Vice President
Barclays
10.2012 - 03.2016
Regional Head Maharastra
ICICI Bank Ltd
03.2008 - 09.2012
Regional Sales Manager
ICICI Bank Ltd
04.2005 - 02.2008
Relationship Manager
ICICI Bank Ltd
08.2002 - 04.2005
Team Leader
ABN AMRO Bank N.V.
04.2000 - 07.2002
Bachelor of Commerce - undefined
M.L Dahanukar College
Business Management -
Chetna's Institute of Management
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