SAGAR P. VAIDYA
Mumbai
Summary
An Opportunity to work in an organization where the knowledge and experience that a person have gained can be used in meeting the challenges of the real life work environment for better career advancement. I feel my background and knowledge qualify me to lead the effort to introduce into culturally established organizations.
Overview
15
15
years of professional experience
Work History
Growth Manager
HDFC Securities
04.2024 - Current
- Handling Team of Wealth Bank RM and Home Loan Branches for HDFC Securities Ltd.
- Responsible for selling equity-based investment products & commodities to HDFC Securities Ltd.
- Responsible for new client acquisition, building new relationships, deepening relationships from existing customer base of HDFC bank customers
- Work in close co-ordination with the Bank team to ensure all clients acquired from the assigned area and trade activity
- Will be responsible to develop business, maximize revenue generation & achieve sales targets through activities conducted in branch
- Responsible for maintaining MIS which has all data including Account Opening, Activation of Account & Branch Activation
Cluster Manager
AXIS SECURITIES LIMITED
05.2022 - 04.2024
- Handling Team of Banca Channel for Axis Securities
- Responsible for handling more than 32 branches of Saraswat bank channel in Western Region
- Responsible for selling equity-based investment products & commodities to Axis Securities Ltd Channel
- Responsible for new client acquisition, building new relationships, deepening relationships from existing customer base of Saraswat bank customers
- Work in close co-ordination with the Bank team to ensure all clients acquired from the assigned area and trade activity
- Will be responsible to develop business, maximize revenue generation & achieve sales targets through activities conducted in branch
- Responsible for maintaining MIS which has all data including Account Opening, Activation of Account, Branch Activation & Bank Revenue
- Achievement: Highest value based product selling for the year 2022
Manager
KOTAK SECURITIES LIMITED
05.2015 - 05.2022
- Opening Demat and Trading account of the customers
- Processing client application and login the form
- Giving client a demo of trading through KST app
- Involved in Launching new schemes as well as contest to generate business
- Giving client a brief idea about the market
- Managing events as well as promotion for generating leads
- Maintaining good relationship with the clients as well as with the bank staff
- Handling office software like KRISP and LEAP to process and track the application
- Achievement: Heights account opening as well as highest revenue for Mumbai region 2019
- Achievement: Achieving Heights Small case selling award 2021
Relationship Manager
IDBI CAPITAL MARKET SERVICES LTD
11.2009 - 04.2015
- Opening Demat and Trading account of the customers
- Processing client application and login the form
- Giving client a demo of online trading
- Involved in Launching new schemes as well as contest to generate business
- Giving client a brief idea about the market
- Managing events as well as promotion for generating leads
- Maintaining good relationship with the clients as well as with the bank staff
- Achievement: Achieve highest account opening Sales Manager for year 2012 & 2013
- Achievement: Promoted for Relationship Manager at 2013
Education
B.Com -
University of Mumbai
Mumbai, India10-2013
Higher Secondary Certificate -
University of Mumbai
Mumbai, India02-2005
Secondary School Certificate -
University of Mumbai
Mumbai, India03-2003
Skills
- Team spirit
- Excellent communication skills
- Dedicated
- Enthusiastic
- Hard working
- Time management
- Adherence to corporate ethics
- Quick learner
- Adaptability
- High patience
- Tolerance
- Team leadership
Languages
English
Marathi
Hindi
Personal Information
- Date of Birth: 06/19/88
- Marital Status: Married
Hobbies and Interests
- Playing sports like Cricket
- Chess
- Drawing
- Listening music
Disclaimer
I hereby declare that the information furnished is true to the best of my knowledge.
Professionalkeyskills
- Team spirit
- Excellent communication skills
- Dedicated, enthusiastic & hard working professional
- Time management
- A professional individual with an ability to adhere to corporate ethics
- Quick learner with an attitude towards continuously learning & adaptability
- High patience and tolerance levels that help liaise several activities together
- Believe in leading the team by working with the team
Timeline
Growth Manager
HDFC Securities
04.2024 - Current
Cluster Manager
AXIS SECURITIES LIMITED
05.2022 - 04.2024
Manager
KOTAK SECURITIES LIMITED
05.2015 - 05.2022
Relationship Manager
IDBI CAPITAL MARKET SERVICES LTD
11.2009 - 04.2015
B.Com -
University of Mumbai
Higher Secondary Certificate -
University of Mumbai
Secondary School Certificate -
University of Mumbai
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