Avinash Sarda

Avinash Sarda Email and Phone Number

Co-Founder at Wealocity @ Wealocity
hyderābād, telangana, india
Avinash Sarda's Location
Hyderabad, Telangana, India, India
Avinash Sarda's Contact Details

Avinash Sarda personal email

About Avinash Sarda

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.

Avinash Sarda's Current Company Details
Wealocity

Wealocity

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Co-Founder at Wealocity
hyderābād, telangana, india
Website:
wealocity.com
Employees:
3
Avinash Sarda Work Experience Details
  • Wealocity
    Co-Founder
    Wealocity Sep 2015 - Present
    Hyderabad Area, India
  • Allegro Capital Advisors
    Group Head - Private Banking
    Allegro Capital Advisors Jun 2006 - Present
    Andhra Pradesh
    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… 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
  • Metlife
    Sales Manager
    Metlife 2004 - 2006
    Joined 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

Portfolio Management Team Management Equities Mutual Funds Business Development Management Wealth Management Private Banking Crm Leadership Relationship Management Financial Services Financial Advisory Banking Investments Insurance Sales Financial Analysis Strategic Financial Planning Asset Management Asset Allocation Investment Advisory Asset Managment

Avinash Sarda Education Details

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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