Saket Soni Email & Phone Number

Mumbai, Mh, In

Mumbai Area, India

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India

Mumbai Area, India

Mumbai Area, India

Mumbai Area, India

Mumbai

Managing Private Clients

Wealth Management

Wealth Manager

Manging Client's Wealth & Help companies manage their people requirement.www.tvvijayan.co.in

Managing client relationships through Banking, Investment & Insurance Products. Acquired & Managed a healthy book of HNIs & Small and Medium Enterprises. Constantly increased the AUM book & achieved revenue targets for the year 2006 & 2007. Currently Managing a large book with top segment clients. Knowledge of all Investment & Advisory products, Lending against securities, Rental Lease Discounting & Direct equity. Instrumental in designing some of the latest cap protected structures and some credit structures on the RLD.

Managed Investment Services for 3 of Mumbai’s Branches and Corporate Sales Team. Doubled the Mutual Fund AUM for ABN AMRO-Mumbai in 3 quarters. Developed a strong team of Investment Advisors. Prepared the strategy for successful collections during various New Fund Offering. Planned and executed various promotional campaigns in Mumbai. Developed the Corporate channel to have a strong investment proposition. Registered a good annual revenue number for the investment services unit Mumbai. ABN’s ‘TOP GUN performer of 2005’

Managing client relationships through Banking, 3P Investment & Insurance Products. Managing the RM team on 3P Investment & Insurance services offerings. Significantly enhanced the Mutual Fund AUM of the western region & received ‘Townhall Recognition 2003’ for the same. Established an alternate channel of marketing Mutual funds. Trained the internal Sales & Service staff on Mutual Funds, with an aim to pass the AMFI certification. Increased significant client acquisition for third party products. Generated healthy insurance premium income.

Created New Marketing Tie-ups with Banks & Broker PCG for Distribution of Fund Products. Job of Product Development, Brand Recall & Effective Management of Distribution Channels. Formulating Comprehensive Market plans, Medium term Business plans, Promotion & Advertisement Budgets, Scheme-wise Budgeting & Sales Forecasting. Reporting to the Head of Marketing & Business Development. Introduced the SIP, Modified the Liquid Fund Features & Introduced co-branding Concept with Distributors. Devised a new Promotional campaign for the ‘ING Savings Trust’ Brand. Made a Presentation on ‘INDIA BUSINESS’ to REGIONAL DIRECTOR - ASIA PACIFIC. Developed 5 new Products. Developed a set of new Corporate Brochure & Display material for the products. Also generated a healthy chunk of AUM for ING Savings Trust products from the distribution channel. Designed and conducted training workshops for Distributor teams.

Developed a network of Intermediaries to market fund products. Training and motivating them to sell efficiently. Targeting sales through Calls & Presentation to HNIs & Corporates. Carry out training programs for Intermediaries & support them by devising Sales Ideas and Tools. Setting up Promotional and event based strategy to give sales push. Frequently handled events like Investment Weeks & Road Shows. Actively designed & recommended various new products, features & benefits under the Product Management function. Good knowledge of various operational & servicing aspects of the trade. Setting up a MIS for sales evaluation. Give inputs on advertisements for generating brand awareness, designing of POP, Posters, dispensers and other display material. Reporting to the Vice President Marketing. Responsible for the growth of business in Mumbai Pune, Ahmedabad, Indore, Goa & overall west region. Developed a 'Personal Financial Planner’ Promoted two times in three years.

Marketing of retail financial products. In FDs - Marketing through brokers and agents. Setting their targets and handling servicing issues. Interacting with registrars and ensuring timely delivery of FDRs, Warrants, TDS certificate etc. Liaison with RBI on the FD program. In BRDs - Selling the scheme to HNIs, Organizations etc. Handling all the necessary documentation. Handling the Servicing issues. Successfully managed a team of four management trainees at the end of one year. Established a successful broker network for the company’s FD scheme in Hyderabad.

Mms, Marketing

Activities and Societies: Did a great Seminar called SEEDS 95, also managed the Final Placement Facilities could be better. Wished we had.

Bachelor Of Science, Geology

Activities and Societies: Enjoyed the Place BEST COLLEGE TO BE IN.

Std Xii, Science

Activities and Societies: Was in Kendriya Vidyalaya II, Colaba Mumbai. Active in Sports We got in in to the new School Bldg it was amongst.