Gajendra Sahu Email and Phone Number

Wealth management/Private banking

wealth management/Private Banking

 Handling an Insurance vertical (vendor Channel) in CITI Bank relationship (BANCA CHANNEL) with help of a team of Unit Sales Manager/Sales Manager. Conducting financial need analysis and risk profiling for the HNI clients of CITI Bank. Organizing training to channel partners (Citibank RM & Wealth Counselors).  Also to promote different contests & reward and recognition programs in order to drive larger volume of business. Maintaining daily and periodical MIS for business tracking. Rendering and coordinating all operational support for policy issuance and existing client servicing, thereby sourcing repeat and referral business.

Conducting financial need analysis and risk profiling for the HNI clients.Managing the High Net Worth customer’s portfolios.Identifying potential Insurance Advisors based on agreed profiles and ensuring recruitment is in accordance with the business plans and objectiveFormulating promotional activities like seminars & presentations in corporate.Updating regularly the down line on underwriting, anti money laundering act and adhering to compliance set by AMFI & IRDA.

Responsibilities as a Team manager: Managing the team of Relationship Manger and helping them in achieving the targets.. Spearheaded continuous promotional activities at reputed institutions, Business places to enhance business share Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels. Providing value added services and resolving customer queries / issues within specified timeframes. Responsibilities as a Relationship Manager: Acquiring new HNI clients and advising them on long term and short term investments. Analyzing risk appetite of an individual for providing them appropriate investment solutions, ensuring that solutions provided match the risk profile.  Building portfolio for new clients with direct equity, different mutual fund schemes, structured product & PMS. Regularly reviewing and maintaining the equity portfolio of high net worth Customers.Significant Highlights: Got a certificate for the excellent performance in DAWNAYDAY AV from National sales Head Consistently being top Relationship Managers in revenue generation in Karnataka Region Amongst top two relationship managers in Bangalore in New Fund Offer contest conducted by UTI Asset Management Company for Infrastructure fund.

Managed a team of 4 Team Managers and 25 executives to souce demat-online trading account through corporate channel. Driving business by effective relationship management with corporates and delivery of value added serviceEducating clients on equity trading and derivatives by conducting regular training.Managed a team of 4 Team Managers and 25 executives to souce demat-online trading account through corporate channel.