Deepak Pathania
Summary
Knowledgeable Financial Services Associate with over 6 years of experience helping clients choose the best investment and insurance policies and providing sound financial advice and helping clients reach financial goals.
Overview
9
9
years of professional experience
Work History
Private Banking Relationship Manager
Aditya Birla Capital
06.2022 - 04.2024
- Deliver comprehensive wealth management solutions for HDFC BANK clients.
- Managed high-net-worth clients'' portfolios, optimizing investment strategies for maximized returns.
- Strengthened client relationships with regular communication and proactive financial recommendations.
- Developed new business opportunities by networking at industry events and leveraging existing client relationships for referrals.
- Achieving Annual Target for sales and Product Mix.
Business Sales Manager
Bajaj Allianz Life Insurance Co
09.2021 - 05.2022
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Enhance sales volume through designated partner Axis Bank.
- Providing customized life insurance solutions.
- Financial Planning.
- Meeting assigned sales numbers and targets.
- Activity Management for generating more volumes.
Corporate Agency Manager
HDFC Life
07.2018 - 08.2021
- Managing the HDFC BANK branches to drive Insurance business
- Achieving the Business Targets Assigned to specific branch.
- Boosted revenue by identifying cross-selling opportunities within existing client base.
- Managing HDFC BANK IRDAI certified sales staff
- Generate insurance leads through sales staff of bank and self through walk-in
- Provide service related to Insurance
- Business development.
- Support to Relationship Managers Team.
Financial associate
Gm INVESTMENT
08.2017
- Sub broker with nj india invest
- Products- mutual funds, bonds, insurance, real estate, NJ PMS
- Developing and executing Sales strategy
- Providing market and competitors information
- Proactive monitoring the clients portfolios for better services
- Financial planning and product distribution
- Effective planning and implementation with high capability to work with team
assistant manager
Pearls infrastructure projects Pvt Ltd
04.2015 - 01.2016
- Product : Real Estate
- Co-ordinate with sales team for generating leads and current clients
- Market and competitor analysis
- Generate leads through brokers
- Visit potential clients and close sales.
Education
MBA -
LPU Jalandhar
01.2014
BBA -
Panjab University Chandigarh
01.2010
Skills
- Self motivated
- Good communication skills and Team leadership
- Market intelligence Sales and business development
- Portfolio Management
- Financial Advising
- Client Relationship Building
- Analytical Thinking
Projects
To Study the demand of Indian Apparel Industry in China and other Economies, 3 months, Used secondary Research Tools like Market Potential Index and Retail Apparel Index which resulted in concluded China and Brics Economies as potential Market.
Timeline
Private Banking Relationship Manager
Aditya Birla Capital
06.2022 - 04.2024
Business Sales Manager
Bajaj Allianz Life Insurance Co
09.2021 - 05.2022
Corporate Agency Manager
HDFC Life
07.2018 - 08.2021
Financial associate
Gm INVESTMENT
08.2017
assistant manager
Pearls infrastructure projects Pvt Ltd
04.2015 - 01.2016
MBA -
LPU Jalandhar
BBA -
Panjab University Chandigarh
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