Sandeep Sachdev

Sandeep Sachdev Email and Phone Number

Asst Zonal Relationship Head| Business Relationship Management, Bancassurance @ Aditya Birla Sun Life Insurance
bombay, maharashtra, india
Sandeep Sachdev's Location
Thane, Maharashtra, India, India
Sandeep Sachdev's Contact Details

Sandeep Sachdev personal email

n/a
About Sandeep Sachdev

Navigating the intersection of fintech and insurance at Aditya Birla Sun Life Insurance, our team excels in cultivating robust business relationships and managing financial risks. With a solid background in fintech and blockchain, we have mastered the art of team management, ensuring that strategic partnerships flourish and organizational goals are met with precision.At the helm of sales and market share growth, our strategies are crafted to deliver sustained profitability and customer acquisition. The recognition as an MDRT qualifier underscores our commitment to excellence and the successful implementation of cutting-edge financial solutions that resonate with the dynamic needs of the market.

Sandeep Sachdev's Current Company Details
Aditya Birla Sun Life Insurance

Aditya Birla Sun Life Insurance

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Asst Zonal Relationship Head| Business Relationship Management, Bancassurance
bombay, maharashtra, india
Website:
birlasunlife.com
Employees:
9221
Sandeep Sachdev Work Experience Details
  • Aditya Birla Sun Life Insurance
    Asst Zonal Relationship Head
    Aditya Birla Sun Life Insurance Aug 2024 - Present
    Mumbai, Maharashtra, India
  • Aditya Birla Sun Life Insurance
    Senior Circle Relationship Head
    Aditya Birla Sun Life Insurance Nov 2023 - Aug 2024
    Mumbai
  • Aditya Birla Sun Life Insurance
    Circle Relationship Head
    Aditya Birla Sun Life Insurance Aug 2020 - Oct 2023
    Maharashtra, India
  • Aditya Birla Sun Life Insurance
    Senior Cluster Manager
    Aditya Birla Sun Life Insurance Jun 2018 - Aug 2020
    Mumbai, Maharashtra, India
  • State Bank Of India
    Avp- Wealth Management
    State Bank Of India Mar 2017 - Jun 2018
    Mumbai, Maharashtra, India
  • Axis Bank
    Priority Relationship Manager
    Axis Bank Jan 2014 - Mar 2017
    Mumbai Area, India
    Managing Portfolios of ULTRA HNI Customers and small and large corporatesAssisting customers with investments, remittances (inward/outward) or any query relating to theiraccount to best of their contentmentPreparing team performance MIS dailyTaking Care of KYC Compliance of Customers as per Banks Regulatory RequirementAssisting colleagues in their absenceActing as a Trainer to the newly joinedCross Sell of family account, PIS, E-Broking, Home Loans, SME Loans(both secured and unsecured)Cross Sell of Insurance, Mutual Fund, and Investment Service Account.Managing/servicing existing client relationships and bring in new relationship throughreferrals/active solicitation.
  • Standard Chartered Bank
    Relationship Manager
    Standard Chartered Bank Sep 2012 - Dec 2013
    Mumbai Area, India
    Premium Aquisition- New to Bank Business*Acquisition of HNI customers for CASA and generating leads for all the other banking products.*Plan and Manage Micro Events for generating leads and identifying Target Customers.*Working in co-ordination with the branch to increase the wallet share and the book of the branch.*Cross- Sell of third party products like Insurance, Mutual Fund and Equity.*Deepening client’s relationship with the bank.
  • Kotak Securities
    Assistant Manager
    Kotak Securities Oct 2011 - Aug 2012
    Mumbai Area, India
    Online Trading- New Business.*Acquiring new clients for equity, commodity, currency, mutual fund and insurance and providing advisory services for the same.*Investment advisory services to High Networth Individuals (HNI) clients*Solving various product and risk related queries of the clients
  • Nirmal Bang Securities Private Limited
    Sales Manager
    Nirmal Bang Securities Private Limited Oct 2010 - Oct 2011
    Mumbai
    *Handling a Team of 5 Relationship Manager and 10 Associate Relationship Manager *Acquiring new clients for equity, commodity, currency, mutual fund and insurance and providing advisory services for the same*Investment advisory services to High Networth Individuals (HNI) clients*Managing multiple portfolios of HNI clients *Solving various product and risk related queries of the clients *Acquiring and managing franchisee (sub-broker)*Managing limit and risk of HNI clients

Sandeep Sachdev Skills

Microsoft Office Microsoft Excel Microsoft Word Powerpoint English Research Outlook Banking Equities Commodity Recruiting Portfolio Management Talent Acquisition Mis Management Team Management Financial Risk Relationship Management Wealth Management Business Relationship Management

Sandeep Sachdev Education Details

Frequently Asked Questions about Sandeep Sachdev

What company does Sandeep Sachdev work for?

Sandeep Sachdev works for Aditya Birla Sun Life Insurance

What is Sandeep Sachdev's role at the current company?

Sandeep Sachdev's current role is Asst Zonal Relationship Head| Business Relationship Management, Bancassurance.

What is Sandeep Sachdev's email address?

Sandeep Sachdev's email address is sa****@****ank.com

What schools did Sandeep Sachdev attend?

Sandeep Sachdev attended Indian Institute Of Management, Calcutta, Weign And Leigh College, Gujarat University.

What skills is Sandeep Sachdev known for?

Sandeep Sachdev has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, English, Research, Outlook, Banking, Equities, Commodity, Recruiting, Portfolio Management.

Who are Sandeep Sachdev's colleagues?

Sandeep Sachdev's colleagues are Ronit Raj, Bandita Bayan, Abhijeet Sawant, Khamir Majmudar, Nikhil Rajpoot, Nitin Pandey, Preeti Awasthi.

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