Swaroop Raj

• Client management and new acquisition.
• Financial Planning and portfolio management in a pragmatic manner.
• Portfolio analysis, planning, strategy development for acquisition, and cross-sell.
• Client Service Management.

Achievements and Recognition.

• Driven AUM Growth from 3.4cr to 40cr in 2.9 years.
• CASA book growth from 30crore to 50crore as of March '25.
• Qualified in the Bancassurance CEO contest in 2024.
• Qualified in Wealth Wizard in 2022.
• Multiple Central & Regional level contest qualifications between 2022 and 2025.

• Started as a Preferred RM and elevated to Imperia RM in 2 years for outstanding performance.
• MDRT qualifier in the year 2020-2021.
• Awarded and recognized in various deliverables, such as Insurance, Liability Growth, and Asset business in 2019, 2020, and 2021.
• Acquired business from the Karnataka State Government, with a large inflow of funds received through payment gateway solutions.
• Acquired Large deposits of 150 crore in 2020 followed by 100 crore deposit in 2021.

• Forecasting opportunities, identifying geography, collecting data from clients and creating a road map for the sales force.
• Requirement analysis, proposal development, negotiation on pricing, and closing the deal.
• Relationship management with Stake holders such as factories, hospitals, corporate, and retail businesses.
• Tie up with the corporates, hospitals, and various institutions for air ambulance and medical emergency services.
• Successful in the retail business by extensive sales of air ambulance services through an insurance model.

• Business Development, Sales Team Handling, Project Management, and Business Analysis (proposal writing, documentation).
• New client acquisition and lead generation through existing clients.
• Experience in dealing with sales and services of IT products for various organizations, schools, and government institutions.
• Handling existing clients with timely service, contract renewal, and acquiring new sales opportunities.
• Responsible for individual and team revenue generation, and regular communication with the team to meet predefined goals.