Rishab Khandelwal Email & Phone Number

Chandigarh, India

Client Acquisition & Relationship Management: Spearhead client acquisition and retentionstrategies, focusing on expanding the portfolio of high-net-worth individuals (HNI).Successfully manage a book size of ₹90 crore, ensuring exceptional client service andsatisfaction.Strategic Financial Advisory: Utilize in-depth market analysis and financial expertise to providetailored investment advice and comprehensive financial planning to HNI clients, aligninginvestment strategies with their short-term and long-term goals.Risk Assessment & Product Alignment: Conduct detailed risk profiling to align clients withsuitable investment products, enhancing their financial outcomes while ensuring compliancewith risk tolerance and investment objectives.Sales Strategy Development: Design and implement effective outbound and inbound salesstrategies to drive business development across liabilities, assets, and fees, contributing tosustained growth in relationship value and revenue.Performance Achievement: Consistently achieve 100% client retention through superiorservice delivery and strategic relationship management, leading to increased portfolio growthand client satisfaction.

Ludhiana, Punjab, India

Client Relationship Management: Cultivated and maintained strong relationships with highnet-worth individuals (HNI), addressing their banking and investment needs while managing aportfolio of ₹60 crore.Strategic Market Analysis: Conducted comprehensive market research, industry analysis, andproduct penetration studies to identify growth opportunities and inform strategic planning.Campaign and Sales Strategy: Designed and executed outbound and inbound salescampaigns across 13 branches. Led and coordinated various business drives to enhancerelationship value, revenue generation, and client retention.Performance and Target Achievement: Met and exceeded product-specific and cross-sellingtargets based on client demographics, lifestyle, and risk profiles, contributing to overallbusiness growth.Portfolio Management: Ensured high portfolio quality through regular engagement and long-term relationship management, optimizing client satisfaction and loyalty.

Ludhiana, Punjab, India

Chandigarh Area, India

Ludhiana Area, India

Worked as Summer Intern at HDFC bank - Ludhiana Branch. My project was to manage Corporate Salary Accounts and also Increase the market penetration of products of HDFC Bank. Working with HDFC bank for 2 months increased my understanding of different financial products.

Chandigarh Area, India

A startup by Redzo media solutions pvt. Ltd. aiming to provide a e-commerce platform to aggregate various advertising mediums.Key Responsibilities-1. Managed different Social Media Platforms of the company.2. Made different product packages with different prices.3. Lead an event named as 'AD-Blog Fest', Which helped in increasing the awareness of the brand.

Ludhiana Area, India

Market Analysis & Strategic Planning: Conducted thorough market analysis to identify trendsand provided strategic recommendations that contributed to business growth and competitivepositioning.Digital Marketing Strategy: Developed and implemented digital marketing strategies toenhance the online presence and engagement of the platform, driving increased visibility anduser acquisition.Process Optimization: Identified opportunities for cost savings and efficiency improvementsby streamlining business processes, leading to more effective operations and resourceallocation.Content Development & Engagement: Designed strategies to make educational content moreengaging and relevant for students, improving learning outcomes and student satisfaction.Campaign & Event Management: Managed market campaigns, seminars, and below-the-line(BTL) marketing strategies to boost the organization's growth and brand awareness.Mentorship & Leadership: Provided mentorship and guidance to students, fostering theiracademic and professional development, while demonstrating strong leadership andcommunication skills.