Sayali Joshi Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Mumbai, Maharashtra, India

• Responsible for end-to-end product onboarding and launch for life, health and property insurance products basis market evaluation, competitive analysis and forecasting of prospective revenue stream. • Conducted periodic reviews of life, health and general insurance product suite to ensure that the offering and the corresponding revenue earned are competitive and in line with the Bank’s strategy.• Responsible for setting up the product sourcing and sales process after taking into account strict internal guidelines, regulatory norms and industry best practices.• Formulated and implemented sales strategy and recognition programs for core and alternate banking channels to ensure optimum sales as per pre-determined revenue targets.• Oversaw the key facets of the insurance business of the Bank by tactful collaborations across hierarchies ranging from operations executives, sales teams, heads of businesses and regional teams based in Singapore.

Mumbai Area, India

•Advice UHNIs and HNIs on financial planning to manage and grow their portfolios comprising of financial products like Mutual Funds, PMS, Bonds and Insurance oriented solutions.•Accountable for the achievement of monthly sales targets for 2 branches of the Bank with respect to a wide spectrum of investment products with over 150% achievement in 2018 and 2019.•Study the current market trends whilst evaluating the economic, social, political and industry specific factors that impact the financial markets.•Organize and execute training sessions for the relationship managers to educate them about financial products, market trends and investment outlook.•Establish strategies in synergy with internal stakeholders across hierarchies – from Branch Managers, Product Specialists to Regional and National Heads of Business – to maximise net sales revenue and AUM growth.

Singapore

•Responsible for pre and post sales practices including preparation of customised preliminary reports, tailored financial analysis, client-facing investment and insurance proposals, performance review documents, dealing and trade instructions and regular valuation statements.•Supporting two Partners of the organisation on various facets of account management, including answering client inquiries, examining portfolios and acting as primary contact for over 140 High Net Worth Individuals.•In-charge of end-to-end client on-boarding process and client relationship for a wide range of Insurance and Investment products domiciled in countries across the globe.

Singapore

•Rebalanced and analyzed client portfolios in accordance with their respective risk profiles and currencies of investment using the internal model portfolios as a guiding point, ensuring cost minimization in the process.•Developed a process to execute and actively follow up fund switches and dealing instructions. Completed over 250 trades for all the financial advisors in the Company.

Singapore

Worked with various departments and consultants to recognize the intricacies of the business and fathom a holistic overview of Wealth Management Industry in a developed economy like Singapore.

Global Masters Of Business Administration (Global Finance), Banking And Financial Support Services

Activities and Societies: Academic Committee Member- Selected as a student Ambassador for the HR Conclave 2014, hosted by S.P.Jain School.

Bachelor Of Commerce (Bcom), Accounting And Finance

Activities and Societies: Member of the Rotaract Club of N M College- Represented college twice in university level Volleyball Tournament.

High School Diploma

Activities and Societies: Volleyball, Marching Band, English & Sanskrit Literature Club