Avinash Sarda Email and Phone Number
Avinash Sarda personal email
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Work Experience of 9+ years in the financial services industry with employers like Allegro Capital Advisors Pvt Ltd and Met life India Insurance Co Pvt Ltd.Sound learning platform with both the companies has helped me in making a strong foothold for myself in this dynamic industry where only change is the way of life. My focus area has been Team Management , Business Development , CRM, Portfolio Management and Client Retention Management. With the changing dynamics , it is important to keep ourselves updated with the changing requirement of the clients and have the best of solutions that can make be the only choice of anyone.
Wealocity
View- Website:
- wealocity.com
- Employees:
- 3
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Co-FounderWealocity Sep 2015 - PresentHyderabad Area, India -
Group Head - Private BankingAllegro Capital Advisors Jun 2006 - PresentAndhra PradeshWith almost 8 years into team management with 2 companies gives you a very unique advantage of being a specialist in a area where most find it difficult. After my promotion as a team leader with Allegro, the major task was to hire a good team with the right skill sets and with the right attitude towards Private Banking. Along with handling my Key Clients, i was hand holding the team with the right inputs, client management skills, and the right approach that is required to sustain in long term… Show more With almost 8 years into team management with 2 companies gives you a very unique advantage of being a specialist in a area where most find it difficult. After my promotion as a team leader with Allegro, the major task was to hire a good team with the right skill sets and with the right attitude towards Private Banking. Along with handling my Key Clients, i was hand holding the team with the right inputs, client management skills, and the right approach that is required to sustain in long term . I have been fairly successful in creating good relationship managers out of the people i have recruited and would keep doing so as we move along... Show less -
Sales ManagerMetlife 2004 - 2006Joined as Management Trainee from Campus in 2002 and was promoted as a Sales manager in the first year itself. Major Learnings were: How to Recruit Advisors for my team.How to Convince the Advisors for the IRDA Training and certifications.How to Make them productive in the first few months and show them the potential the industry has for them.It was an immense learning experience as it was during the first few years that i got to play a Captain of the team.
Avinash Sarda Skills
Avinash Sarda Education Details
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Marketing & Finance -
St.Pauls High School -
Ca Foundation
Frequently Asked Questions about Avinash Sarda
What company does Avinash Sarda work for?
Avinash Sarda works for Wealocity
What is Avinash Sarda's role at the current company?
Avinash Sarda's current role is Co-Founder at Wealocity.
What is Avinash Sarda's email address?
Avinash Sarda's email address is av****@****ail.com
What schools did Avinash Sarda attend?
Avinash Sarda attended Sri Balaji University,pune, St.pauls High School, Ca Foundation.
What skills is Avinash Sarda known for?
Avinash Sarda has skills like Portfolio Management, Team Management, Equities, Mutual Funds, Business Development, Management, Wealth Management, Private Banking, Crm, Leadership, Relationship Management, Financial Services.
Who are Avinash Sarda's colleagues?
Avinash Sarda's colleagues are Krishna C Nadakuduti.
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