Lalit Sahu

Lalit Sahu Email and Phone Number

Co-Founder @ CredibiliT Financial Services | MBA Marketing | Fin Startup @
Lalit Sahu's Location
Pune, Maharashtra, India, India
Lalit Sahu's Contact Details

Lalit Sahu work email

Lalit Sahu personal email

About Lalit Sahu

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.

Lalit Sahu's Current Company Details
CredibiliT Financial Services

Credibilit Financial Services

Co-Founder @ CredibiliT Financial Services | MBA Marketing | Fin Startup
Lalit Sahu Work Experience Details
  • Credibilit Financial Services
    Co-Founder
    Credibilit Financial Services May 2023 - Present
    Pune, Maharashtra, India
    In 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.
  • Axis Bank
    Senior Manager
    Axis Bank Jun 2021 - May 2023
    Pune, Maharashtra, India
  • Icici Bank
    Wealth Manager
    Icici Bank Jan 2019 - Jun 2021
  • Icici Bank
    Wealth Manager
    Icici Bank Dec 2018 - Jun 2021
    Pune, Maharashtra, India
  • Standard Chartered Bank
    Relationship Manager
    Standard Chartered Bank Mar 2014 - Jan 2019
    Pune Area, India
    Being 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.
  • Hdfc Bank
    As. Manager
    Hdfc Bank Mar 2013 - Mar 2014
    Pune 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
  • Icici Prudential Life Insurance Company Limited
    Dkrm (Deputy Key Relationship Manager)
    Icici Prudential Life Insurance Company Limited Jun 2010 - Mar 2013
    Pune Area, India
    Relationship Management, cross selling & increase insurance penetration

Lalit Sahu Skills

Sales Presentations Branch Banking Relationship Marketing Channel Partners Sales Cross Selling Sales Management Team Oriented Marketing Strategy Retail Banking Investment Banking Mortgage Banking Banking Customer Service Business Analysis Customer Retention Insurance Relationship Management Market Research Crm

Lalit Sahu Education Details

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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