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With over 15 years of experience in the financial services industry, I have had the privilege of working with some of the most prestigious organizations in banking and wealth management, including ICICI Prudential Life, HDFC Bank, Standard Chartered, ICICI Bank, and Axis Bank. Throughout my career, I have held a variety of roles, from Wealth Manager to Client Relationship Manager in Retail Banking, as well as in Mortgage and Investment Banking, gaining in-depth expertise in crafting tailored financial solutions for clients across diverse segments.Now, as the founder of CredibiliT, a boutique wealth management firm, I am passionate about helping individuals and businesses make informed financial decisions and secure their financial futures. At CredibiliT, we provide personalized financial solutions, leveraging my extensive experience and deep understanding of financial products to guide clients in optimizing their investments, managing risks, and achieving long-term wealth creation.My goal is to empower clients with the tools, strategies, and knowledge they need to navigate the ever-changing financial landscape with confidence.
Credibilit Financial Services
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Co-FounderCredibilit Financial Services May 2023 - PresentPune, Maharashtra, IndiaIn my role as Co-Founder at CredibiliT Financial Services, I led a team dedicated to providing expert guidance and personalized service to help individuals and businesses navigate the complex landscape of financial products. By analyzing and selecting the best financial instruments available in the market, we empowered our clients to make informed, confident decisions about their financial futures, ensuring sustainable growth and long-term success.
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Senior ManagerAxis Bank Jun 2021 - May 2023Pune, Maharashtra, India -
Wealth ManagerIcici Bank Jan 2019 - Jun 2021 -
Wealth ManagerIcici Bank Dec 2018 - Jun 2021Pune, Maharashtra, India -
Relationship ManagerStandard Chartered Bank Mar 2014 - Jan 2019Pune Area, IndiaBeing a Premium Segment (Priority a/c & Mortgage) focus has to be on acquiring new customer relationship along with Home Loan, LAP, Deposits,MF,PMS Cards cross-sell and other referral products like Insurance, Assets, etc along with Inactive Portfolio Activation as mandated by the Bank. -
As. ManagerHdfc Bank Mar 2013 - Mar 2014Pune Area, India Achieve sales & Operational targets and providing Customer service. Enhance the value of existing accounts of Current account & saving account customers. Responsible of retention of accounts Relationship Management for a Portfolio of customers Responsible for Cross Sell & enhancing relationship with existing customers by selling of Investment products like Mutual Fund, Insurance & Current account & Saving account through generation of referrals from internal database Customer service to ensure walk in customers issues Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc Review all critical reports, monitor cash levels, fraud control, filing etc -
Dkrm (Deputy Key Relationship Manager)Icici Prudential Life Insurance Company Limited Jun 2010 - Mar 2013Pune Area, IndiaRelationship Management, cross selling & increase insurance penetration
Lalit Sahu Skills
Lalit Sahu Education Details
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Sinhgad Business School, PuneMarketing -
IictA
Frequently Asked Questions about Lalit Sahu
What company does Lalit Sahu work for?
Lalit Sahu works for Credibilit Financial Services
What is Lalit Sahu's role at the current company?
Lalit Sahu's current role is Co-Founder @ CredibiliT Financial Services | MBA Marketing | Fin Startup.
What is Lalit Sahu's email address?
Lalit Sahu's email address is la****@****ail.com
What schools did Lalit Sahu attend?
Lalit Sahu attended Sinhgad Business School, Pune, Mohanlal Sukhadia University, Iict.
What are some of Lalit Sahu's interests?
Lalit Sahu has interest in Children.
What skills is Lalit Sahu known for?
Lalit Sahu has skills like Sales Presentations, Branch Banking, Relationship Marketing, Channel Partners, Sales, Cross Selling, Sales Management, Team Oriented, Marketing Strategy, Retail Banking, Investment Banking, Mortgage Banking.
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Lalit Sahu
Attending Tecnocrats Institue Of Tecnologyb-Tech Cse-Ds | C | C++ |Javascript | Python | Specializing In Data ScienceBhopal -
2willistowerswatson.com, newgensoft.com
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