Sanjay Solanki Email & Phone Number

8 years of demonstrated work experience in Branch Banking,Wealth Management and Investment Advisory.I'm currently a part of the Pioneer Banking vertical at Indusind Bank. Previously, I have managed Preferred portfolio of around INR 125 Cr. through Banking and Investment Advisory for a set of Ultra HNI clients in my stint with HDFC Bank.Responsible for seamless service delivery and assist clients in achieving their short term and long term investment goals via proper profiling and Financial Planning through Mutual Funds, PMS, AIF, Structured Products, Bonds as well as Assets and Insurance. Periodic Assessment of clients' Portfolios in terms of Risk adjusted ROI weightages- Alpha/ SD and thereby advise clients on active/passive management styles. Regular evaluation of debt MFS and Bonds w.r.t. Modified Duration, Yield Spreads etc. Analysing correlation among various asset classes and managing the risk-exposure at the portfolio level, thereby help generate alpha beyond the blended benchmark return.Advising clients in line with the Debt-Equity strategy of the Bank.Managing business banking products like high-end current accounts,trade forex services, Corporate Fixed Deposits as well as Asset products like loan against shares, Housing Finance mortgage etc.MBA(Marketing Management) from Institute of Management Studies DAVV (IMS), Indore.Graduate in BBA from Devi Ahilya Vishwavidyalaya , Indore.NISM and IRDA certified.

Listed skills include Public Speaking, Leadership, Social Media, Marketing, and 2 others.